Reporting as an Intermediary (STP)

Create an Intermediary

1. Login as Payroll Administrator - Unlocked or similar role
2. Use the Global Search, to search for the string payroll company intermediary
3. From the results, click New Payroll Company Intermediary
   
   
   
4. Complete all relevant fields:

1. • Name - The full Company Name of the Intermediary
   • ABN - The ABN of the Intermediary 
   • Registered Agent Number - the Intermediary's RAN, if issued by the ATO
   • Tax Agent Number - the Intermediary's TAN, if issued by the ATO
   • Contact Name - Name of the person representing the Intermediary. The ATO should contact regarding any Payroll enquiries
   • Contact Email - Email address of the person entered above
   • Contact Phone - Phone number of the person entered above (only digits and spaces are allowed). Examples:
     • Land-line: 02 9111 1111 
     • Mobile: 0411 111 111
     • International: 0061 02 9111 1111
   • Employee - the Employee/User record the Intermediary logs in and uses with NetSuite
   • Intermediary Key - Select Infinet Cloud Managed Key. If this is not available then you must run the STP Branch Setup Assistant first.
   • Role - Select one of the following:
   1. 1. Registered Agent - if the ATO has issued a RAN or TAN and you've entered them in the appropriate fields then select this option
      2. Business Intermediary - select this if you do not have either a RAN or TAN
      3. Business - do not select this. Businesses report directly and thus should not be setup as an Intermediary
2. Click the Save button
   
   

Reporting as an Intermediary

When creating any Pay Event (Submit initiated from a Pay Run, or an Update Pay Event), the person that process the Pay Run will need to identify themselves as an Intermediary. To do this:

1. Run the Pay Run to the appropriate final stage (select Send Update Pay Event).
2. Select Intermediary under Declaration > Declare As
3. Select the correct Organisation from Intermediary dropdown
4. Read the Declaration text and mark the Acceptance Checkbox