Before setting up payroll you will need the following information on hand
General Payroll Information
What is your pay cycle if you have more than one cycle please list all
Eg. Mon - Sun paid weekly on the following Tue
PAYG - do you remit this monthly or quarterly
Do you intend to use timesheets? If so how do you currently collect this information
Employee Information
It is best to send us the :
- Employee details form
- Signed Tax Declaration (ATO FOrm)
- SUper CHoice Form
- Letter of engagement or contract with pay rates and or allowances etc.
Information required to set up Xero correctly
1. Employment Start Date
2. Super Fund Details (Fund and Member no.)
3. Date of birth
4. TFN any other relevant tax details like HECS or Tax Free Threshold (all of this is on the Tax Dec)
5. Bank Account details
6. Full contact details
7. Phone Number
8. Email Address
9. Terms of employment (pay rate or salary)
Other Variables:
Are you using time sheets? If so can you please please confirm that your time sheets are weekly from Mon-Sun and that you pay the following week.
Do you only pay 1 flat rate for each regardless of the day. Ie. Do you pay any penalty rates for weekends?
Do you have a logo yet for me to upload into Xero for payslips and invoices.
Download a link to our standard employee details form which you may copy and customise