Add a Sole Trader / Contractor

*Sole Trader / Contractor and Recipient Created Tax Invoice

1. Click Employees from the Side Bar then click New (Wand Icon).
2. Click Next.
3. In Payee Type, select Sole Trader (Individual).
4. Enter or select the Employees
   1. Payee Trading Name
   2. Surname.
   3. Given Name.
   4. Alternate Name (If the Sole Trader / Contractor is known as any other name)
   5. Address.
   6. Suburb/City.
   7. State.
   8. Post Code.
   9. Country.
   10. Birthdate.
   11. Gender (Sex).
5. Click Next.
6. Enter or select the
   1. Pay Period.
   2. Date Hired
   3. Job Title.
   4. Award #
7. Click Next.
8. Enter or select the
   1. Superannuation Fund. If this is not applicable to their contract, select any superannuation fund.
   2. SG (% or $) if this is not applicable to their contract, enter 0.00%.
   3. Additional SG $ Amount if required.
   4. RESC Payment % or $ if required.
   5. SG Start Date.
   6. Employee Super Number. if this is not applicable to their contract, enter 0.
9. Click Next.
10. Enter the required Percent for tax.
11. Enter the Payee ABN.
12. Click Next.
13. Navigate to Pay Location/Department.
14. Select the Pay Location/Department from the drop-down menu or add a new Pay Location/Department.
15. Navigate to Payment Method.
16. Select FAST-Bank™, ListPay, Deposit, Cheque or Cash. This setting will be identical to Banking in Company).
    If Cheque or Cash are is chosen, there are no additional fields required therefore skip to Step 46.
    1. Click Edit (Pencil Icon).
       1. Click New.
       2. Enter the
          1. Priority No. If the Employees Pay is only being distributed to one Bank Account, Priority No. will be 1.
          2. Amount ( $ or % ) being paid to this bank account. If the Sole Trader / Contractor’s Pay is only being distributed to one Bank Account, Amount will be 100%.
          3. BSB.
          4. Account Number.
          5. Reference to show on the Sole Trader / Contractors Bank Statement.
          6. Account Name.
          7. Click Save.
       3. Repeat the above steps to add multiple Bank Accounts, changing the Priority No. and Amount ($ or %) as necessary.
          1. Click Exit.
17. Click Next.
18. Enter the
    1. Contact Phone Number.
    2. e-Mail Address for e-Mailing Pay Slips, Payment Summaries and Single Touch Payroll Reporting. Learn more about Single Touch Payroll here.
19. Click Save.
20. If you wish to add another payee, select Yes then click Next to continue. Repeat the above process until each employee is added or
    If you do not wish to add any other payees, select No then click Finished to Exit.
21. If applicable, enter existing Accrual Balances, enter existing Taxation Balances and enter existing Allowance and Deduction Balances, otherwise skip this step.