Before adding client organisations, you need to complete the required ATO setup in Payroo.
This process allows you to review your agent details, retrieve your Software ID (SSID) and notify the ATO that you're using Payroo's hosted software service.
Step 1: Open ATO settings
Sign in to the Payroo Agent Portal.
Select ATO from the left-hand menu.
Open the ATO setup process.
Step 2: Review your agent details
Review the details displayed in the ATO setup screen.
These may include:
Authorised Agent Name.
Agent Firm ABN.
Agent Identifier Type.
Agent Number.
Email.
Phone.
Address, where applicable.
For example, the agent identifier type may be TAN — Tax Agent Number.
Make sure your details are accurate before continuing. Incorrect information may affect your STP reporting.
Step 3: Retrieve your Software ID
Continue to the Notify the ATO step.
Payroo displays your Software ID (SSID) on the screen.
Step 4: Notify the ATO through Access Manager
Sign in to ATO Access Manager.
Select My hosted SBR software services from the left-hand menu.
Select Notify the ATO of your hosted service.
Enter the provider details specified in your Payroo ATO setup instructions.
Sending Service Provider: OZEDI HOLDINGS PTY LTD
Provider ABN: 47 167 142 672
Software ID (SSID): Use the ID displayed in your Payroo account.
Review the details and complete the notification process in Access Manager.
If the ATO displays different instructions or provider details, verify the current information with Payroo Support before proceeding.
Step 5: Confirm the notification in Payroo
Return to Payroo after completing the notification in Access Manager.
Follow the on-screen instructions to confirm that you've notified the ATO.
Check the status displayed in Payroo.
Confirming the notification in Payroo does not replace the requirement to complete the notification in ATO Access Manager.
Why is this step important?
The ATO must recognise the hosted software service before you can use it to submit STP reports. An incorrect Software ID or incomplete notification may prevent successful reporting.
Frequently asked questions
Where can I find my Software ID?
Open ATO in the Agent Portal and follow the setup process to the Notify the ATO step.
Can I use another agent's Software ID?
No. Use the Software ID displayed in your own Payroo account.
What if the ATO cannot recognise my software provider?
Check that the provider details and Software ID entered in Access Manager match the details provided by Payroo. If the error continues, contact Payroo Support.
Do I need to complete the notification in Access Manager?
Yes. Follow the ATO notification process and then return to Payroo to complete any required confirmation steps.
Need Help?
If you need assistance setting up your Xero integration, please email us at support@payroo.com.au.