Single Touch Payroll

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Rozep
Rozep Member Posts: 20
edited June 2020 in Reckon Accounts (Desktop)
I use Reckon Accounts Desktop, and process payroll for 5 clients. How do I set up STP, do I get each client to register their business and then invite me which I will then have 5 tiles when I log onto the Reckon Portal?

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  • Linda ABC
    Linda ABC Accredited Partner Posts: 1,131 Accredited Partner Accredited Partner
    edited June 2020
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    Are you going to process their payroll every pay day?  Are all 5 client datafiles on your computer?  If the answer is yes, and you are processing the payroll - then I would setup just a portal account for yourself and add the 5 clients (tiles) to your portal - I would only have them setup portal access if they are actually doing the payroll and lodging the files themselves... if you are doing it - then you will need to add your BAS or TAX agent details to the Company & Advisor window and there will be an extra declaration step each time you lodge - asking you to confirm that you have the necessary and appropriate authority to lodge STP on their behalf.  But do not add yourself as an advisor if they are lodging the STP files themselves...
  • Rozep
    Rozep Member Posts: 20
    edited July 2019
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    Hi Linda 

    Apologies for the late reply. I am completing weekly payroll for each of my clients.
    I helped them create a portal account for themselves, added my BAS agent details to their accounts. I then created my own portal account and used the share option. I now have all their tiles on my portal account.

    Thank you for your assistance.
  • Rav
    Rav Administrator, Reckon Staff Posts: 15,392 Community Manager Community Manager
    edited July 2019
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    Great work Rozep


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  • Janine White
    Janine White Member Posts: 25
    edited May 2020
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    How do you add another client to your portal?