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Payroll Australia

Payroll Template (Australia)

Checklist to process pay runs, verify employee data, obtain client approval, lodge Single Touch Payroll (STP), and ensure PAYG and superannuation obligations are up to date.

A compliant Australian pay run is more than transferring net wages. It means reconciling employee changes, calculating PAYG withholding and superannuation correctly, reporting each pay event to the ATO through Single Touch Payroll (STP), and getting everything paid on time. People are relying on the figures: employees expect accurate payslips and the right money in their accounts on payday, and the ATO expects STP lodged on or before the day you pay. Miss a detail and the consequences are immediate and visible, from underpaid staff to incorrect super accruals that compound across a quarter.

When a firm runs payroll ad hoc, the same mistakes recur: a new starter’s TFN declaration never arrives, a pay rate change is applied a cycle late, the clearing account is never reconciled, or STP is processed without client sign-off on the totals. A repeatable process closes those gaps. Each pay cycle follows the same sequence, the same checks happen every time, and the work no longer lives in one bookkeeper’s head.

When to run it

Run this once per pay cycle for each client, whether that is weekly, fortnightly, or monthly. Start far enough ahead of payday to collect timesheets, process the run, and get client approval before STP lodgement and the bank file. Assign a clear owner (usually the payroll bookkeeper or account manager) so accountability for the run and its deadlines sits with one person.

How to run it in Tidyflow

Set this up once as a reusable job template in Tidyflow. Each step becomes a subtask your team checks off in order, so nothing is skipped between processing the run, lodging STP, and reconciling the clearing account. With workflow management you can make the job recurring on the client’s pay cycle, so the next run is created automatically without anyone remembering to start it.

The items your client needs to action (confirming new or terminated staff, supplying timesheets, and approving the payroll totals) go out as requests in the client portal. Clients upload signed forms and timesheets and confirm the run in one place, so approvals and documents stay attached to the job instead of scattered across email.

Common pitfalls

  • Lodging STP late: the pay event must be reported on or before the day employees are paid, so build approval time into the cycle.
  • Treating super as paid when it is only accrued: track the quarterly super guarantee deadline separately from the pay run.
  • Skipping client approval before payment, then having to reverse or adjust a finalised run.
  • Missing a TFN declaration or super choice form for a new starter, which affects withholding and contributions.
  • Leaving the payroll clearing account unreconciled, so discrepancies carry into the next cycle unnoticed.

What's included in this checklist

12 steps and 3 client requests.

  1. 1

    Review employee changes

    Check for new starters, terminations, pay rate changes, or leave updates in the payroll system.

  2. 2

    Confirm approved timesheets or pay details

    Ensure all hours worked, leave taken, commissions, or bonuses are correctly entered and approved.

  3. 3

    Process pay run in payroll software

    Generate the pay run, review gross wages, deductions, PAYG withholding, and superannuation calculations.

  4. 4

    Review pay run for accuracy

    Check for unusual variances, negative balances, or rounding differences before finalising.

  5. 5

    Send draft payroll to client for approval

    Share draft payroll and pay run totals (gross pay, deductions, PAYG, and super) with the client for confirmation before lodging or processing payments.

  6. 6

    Lodge STP report with ATO

    Submit the pay event via Single Touch Payroll (STP) and confirm successful lodgement.

  7. 7

    Send payslips to employees

    Distribute payslips through the payroll system or client communication channel.

  8. 8

    Schedule or process wage payments

    Upload ABA file or make payments via internet banking for employee net pay.

  9. 9

    Schedule PAYG and superannuation payments

    Record PAYG withholding for future ATO payment and ensure super is accrued correctly for the quarter.

  10. 10

    Reconcile payroll clearing account

    Confirm the payroll clearing account is cleared to zero once payments are made.

  11. 11

    Save payroll reports and backup files

    Save pay run summary, detailed payroll report, and STP confirmation for recordkeeping.

  12. 12

    Record notes and mark payroll as complete

    Document any adjustments, corrections, or follow-up items for the next pay period.

What to request from the client

Built-in client requests so you collect everything in one go.

  • Confirm new or terminated employees

    Provide start or end dates and signed employee forms (TFN declaration, super choice).

  • Provide timesheets or missing pay data

    Upload approved timesheets or provide details for employees missing time entries.

  • Review and approve payroll

    Review payroll and approve total payroll amount for payment or confirm when funds are transferred.

Frequently asked questions

Run it once per pay cycle for each client, matching their weekly, fortnightly, or monthly schedule. In Tidyflow you can make the job recurring so the next run is created automatically on that cadence.

Single Touch Payroll requires you to report each pay event to the ATO on or before the day you pay employees. Leave enough time in the cycle for client approval before you lodge, and confirm successful lodgement before moving on.

Send them as requests through the client portal. The client uploads timesheets and signed employee forms and approves the payroll totals there, and everything stays attached to the job.

The template prompts you to confirm super is accrued correctly each pay run, but super guarantee contributions are paid on a separate quarterly deadline. Track that deadline separately so an accrued amount is not mistaken for a paid one.

No. This is a general workflow template to help your firm run payroll consistently, not tax, super, or payroll advice. Always verify current ATO rules, STP requirements, and lodgement and payment deadlines for each client's circumstances.

Other regions

Run this as a live workflow in Tidyflow

Turn this checklist into a repeatable job: subtasks your team checks off, requests your clients complete in their portal.

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