STP2 - Payee Personal Detail Requirements

STP2 - Payee Personal Detail Requirements


To avoid reporting errors, your employee's details need to consist of their contact details, Payroll Number and Status

The Employee's Details tab must be completed with the following information:
  1. Employee’s Contact Details must have:
    1. Name and physical address
    2. Telephone – landline and/or mobile phone
    3. Email address
    4. Payroll ID – this must never be changed during the employment of this person (will cause duplicate ATO records).
    5. Use the notes section under the contact details to keep track of any employee status changes eg changing from Casual to permanent and the date of the change.
  2. Award/Classification - Optional but advised when referring to pay r​​​ates.
  3. Status – Full/part-time, casual, contractor, voluntary agreement, death beneficiary
  4. Date Commenced
  5. Birth Date & Gender is optional




Tip: If you haven’t already got your payroll chart codes linked in Payroll, tick the Add Pay Transactions to Cashbook, and add the corresponding chart codes.  

This will allow Payroll transactions to be added Cashbook ready to match to bank statements and automatically provide the dissections for the wages, PAYGW and super payments.



When you have a new-starter, ask them to:
Complete a standard form on the day they arrive to avoid delays in being paid; or
a) Log into their MyGov account and select the linked service for the Australian Taxation Office
b) Click in the top left  corner and select Employment;
c) Select New Employment;
d) Complete the form.

For more information from the ATO, please see New Employees