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Purpose

The purpose of this quick reference guide is to step through the process of creating Authorised Contacts. The intended audience for this document are standard users.

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Steps

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Create a new Authorised Contact

To create a new Authorised Contact, follow these steps:
  1. Click on the Lodgement AU object. (See Figure 1)
  2. Click on the New button.
Screenshot from QRG Authorised Contacts
  1. Select the Authorised Contact Record Type and click Next . (See Figure 2)
Screenshot from QRG Authorised Contacts
  1. Enter details of the New Authorised Contact (See Figure 3) and please note the conditions for required field values as below, depending on the value set in the Lodge STP As field:
    1. If the value ‘Employer Intermediary’ is selected, populate Payment Entity, STP Lodgement User, User STP Intermediary Identifier and the ‘User STP Intermediary ABN’.
    2. If the value ‘Employer Direct’ is selected, populate Payment Entity, STP Lodgement User, and User STP Employer Identifier.
    3. If the value ‘Registered Tax/BAS Agent’ is selected, populate Payment Entity, STP Lodgement User and User STP Registered Agent Number.
  2. Click on the Save button. (See Figure 3)
Screenshot from QRG Authorised Contacts

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Field Descriptions

Lodge STP As defines how STP Lodgements made by this User will be lodged to the ATO. The picklist values are Employer Direct, Employer Intermediary and Registered Tax/BAS Agent. Payment Entity is the related Payment Entity specific to this Authorised Contact. If Users are required to submit for multiple Payment Entities, they will be required to create a new Authorised Contact for each Entity. STP Lodgement User is a lookup to the user record of the Salesforce User this record relates to. This Salesforce User cannot be a Community User. User STP Employer Identifier is the unique identifier that will be used to identify this User whilst submitting lodgements (e.g. Name, Email Address, mobile number). User STP Intermediary ABN is the Australian Business Number of the Payment Entity if this Authorised Contact is going to be making lodgements as an Intermediary User. User STP Intermediary Identifier is the unique identifier that will be used to identify this User whilst submitting lodgements (e.g. Name, Email Address, mobile number). User STP Registered Agent Number is the Registered Agent Number of the User submitting this lodgement if they are a Registered Tax/BAS Agent.

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Further Information