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Micro Business Quick Setup

This guide is designed to get you rolling in Microkeeper with three simple steps:

  1. Entering Employee Details
  2. Creating your First Payrun, containing all payment information for your employee
  3. Submitting the STP Report to the ATO




Step 1: Entering Employee Details

Firstly, you’ll need to enter the correct details for your employees.

Go to Menu > Settings > Employees

Click Edit on the left of employee you wish to enter the details for. Microkeeper edit employee button
Scroll down to the Payment and Employment section.

Employee Profile - Payment and Employment

Now there are a few settings which will pay your employees in different ways:

  1. An employee works the same hours each period for the same amount or Hourly Rate:

    Next to Rates, update the Default field to the Hourly Rate your Employee Receives.
    For the Hours field, enter the number of hours per week (If paid fortnightly/weekly) or Monthly (if Paid Monthly) the employee works.
    Select the Salary option for the Salary field.

  2. An employee works varied hours for the same amount or Salaried:

    If they don't receive an hourly rate, just a Salary that is the same each pay period, enter that into the default option instead and enter hours as 1.
    Select the Salary option for the Salary field.

  3. The employee doesn’t have their hours counted and receives a variable lump sum each period:

    Enter the Rate as 0 and the hours as 1, this will allow you to easily modify this payment in the next step.
    Select the Salary option for the Salary field.


If you don’t know the Hourly Rate, you can use the Salary calculator to find out.

Enter the Basic Hours, select how often you pay your employee, then enter the Yearly Salary into the empty field.

The Rate field will update based on that Salary.

Once the Payment and Employment section is complete, scroll down the page and update any other relevant information, such as TFN, Super, etc.

Some sections you won’t need to add information too either.

Everything on this page Auto-Saves as changes are made. 



Step 2: Creating a Payrun

Go to  Menu > Payroll > Payrun.

Click New Payrun to start a new run.

New Microkeeper payrun

Most of the values to start a payrun should be correct if you have filled in your Global Settings correctly. Mouseover the info dots to learn more about each field. 

If it's your first payrun in Microkeeper, select the payrun you want to process for.

If it's your first payrun for the financial year, double-check the number of payruns that are expected for the year is correct.

Microkeeper will predict how many payruns are likely based on your payment date in arrears value.

When all the details are correct click Payrun.

Once complete, a Payrun line will appear, click Payslip to view the Payslips for this Payrun.Payrun result


Check that the Payslip details are correct.

If you entered the amount being earnt into the Employee Profile, it will appear on the payslip, here is an example:


Microkeeper payslip example


To modify the Payslip, click the grey edit button on the right-hand side of the Payslip.

Then you’ll be able to change the hours or amount being paid to the employee, once changed click Update.

The Superannuation and Tax is calculated automatically.


Once all Payslips are accurate, scroll to the top of the page and click Lock Week.


Payslips process steps



Step 3 - STP Lodgement and Submission 

Before you can start submitting you need to notify the ATO that Microkeeper will be your Standard Business Reporting software.

To do this, add your Microkeeper Software ID, into the ATO's Access Manager.

We have a video detailing this process via the ATO's Access Manager, or you can call the ATO and notify them over the phone.


The Software ID to be added can be found on the upper left in the Global Settings page. (Menu > Settings > General > Global)

You only have to notify the ATO of your hosted service once, when lodging subsequent reports, you can continue as below. 

Once you have notified the ATO, you can then lodge the report by going back to Payroll > Payruns > Payslip > Lodge STP. 


On the Lodge STP page, select Normal Payrun, unless it is your Final submission of the financial year, on which you will submit Final instead.


STP prepare to lodge

Then you can review the submission, and select I have Reviewed data, sign the ATO Agreement and Lodge STP. 

STP review data confirmation

That’s it, you’re done!



End of Financial Year Process 

When you reach the end of the financial year, now instead of creating Group Certificates, you just need to submit a “Final” STP Lodgement to the ATO.

To start with, create the pay-run as you normally do. Then, once locked, click “STP Lodge”,

In the Lodgement area, instead of selecting “normal payrun” you’ll select “Final Payrun”, then lodge as normal.
You can then visit your MyGov portal, and see your income statement there. 

If your system pre- MK didn’t lodge STP 

If you started using Microkeeper mid-year, and your previous system didn’t lodge any STP, you will need to enter the earnings for the start of the year into microkeeper before you can process your final run. 

To do this, go to Payroll > Payruns, and Create a New Payrun.
When selecting the period, make sure you’re selecting a period from before you started in Microkeeper. 


Then click “Payrun”. You will likely see an empty payslip, or the normal one generated.
You will need to amend this run to reflect the total figures paid in the financial year before starting with Microkeeper.
Then click Payslip to open that run. 


If there is already a before tax payment on the payslip you can amend it by clicking the small grey edit button on the right-hand side of the payment. Then change the Rate to match the amount paid in the beginning of the financial year.
If there isn’t you will need to add the before tax payment using the first blue add button on the right.



Once you’ve added/amended the payment you will also need to ensure that the tax figure represents the total PAYG tax paid before the use of Microkeeper. To edit this click on the small grey edit button, and enter the value.


Once you’ve entered all the pre-mk figures onto the payslip, you’re able to continue to submit your final STP lodgement for the financial year. 


 

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