Úc

Mô đun

Tên	Tên kỹ thuật	Mô tả
Australia - Accounting	l10n_au	The base accounting module for the Australian localization. It is installed automatically when the Australia fiscal localization package is selected. This module also installs the ABA Credit Transfer module.
Australian Reports - Accounting	l10n_au_reports	Adds the Taxable Payments Annual Report (TPAR) and the Business Activity Statement (BAS) report. It is installed automatically when the Australia fiscal localization package is selected.
Australia - Payroll	l10n_au_hr_payroll	The base payroll module for the Australian localization.
Australia - Payroll with Accounting	l10n_au_hr_payroll_account	Contains the necessary accounting data for the Australian payroll rules. It is installed automatically when the Payroll Entries option is enabled.
Employment Hero Payroll	l10n_employment_hero	Synchronizes all pay runs from Employment Hero with Odoo's journal entries.

Kế toán

Thuế và GST

In Australia, the standard Goods and Services Tax (GST) rate is 10%, but different rates and exemptions exist for specific categories of goods and services.

Ghi chú

The taxes impact the BAS report.

Tax mapping

Within the Australian localization, tax names encompass the tax rate as an integral part of their naming convention. Despite the high number of taxes configured in Odoo, their rates are often similar (0% or 10%).

GST sales taxes

The GST sales taxes available in Odoo are listed below.

Tên GST	Mô tả	Label on invoices
10% GST	GST Sales	10% GST
0% EX	GST Free on Export Sales	0% GST Free
0% F	GST Free Sales	0% Exempt
0% INP	Input Taxed Sales	0% Input Taxed Sales
100% Adj	This is for adjustment, amounts can be modified to fit your needs	Điều chỉnh thuế (Bán hàng)

GST purchase taxes

The GST purchase taxes available in Odoo are listed below.

Tên GST	Mô tả	Label on invoices
10% GST	GST Purchases	10% GST
10% C	Capital Purchases	10% Capital Purchases
10% INP	Purchases for Input Taxed Sales	10% Purchases for Input Taxed Sales
10% PRIV	Purchases for private use or not deductible	10% Purchases for Private Use
0% F	GST Free Purchases	0% GST Free
0% TPS	Purchase (Taxable Imports) - Tax Paid Separately	0% GST Paid Separately
100% ONLY	GST Only on Imports	GST Only on Imports
100% Adj	Điều chỉnh thuế (Mua hàng)	Điều chỉnh thuế (Mua hàng)
100% DGST	Deferred GST Liability	100% DGST
No ABN	Tax Withheld for Partners without ABN	Withholding Tax for No ABN
PAYGW - W3	Other amounts withheld (excluding any amount shown at W2 or W4)	Other Amounts Withheld (W3)

Biến thể

Businesses from certain industries need to report payments made to subcontractors from relevant services during the financial year. Odoo combines the use of taxes and fiscal positions to report these payments on the TPAR. In order to be compliant with the TPAR’s obligations, two variants of the main purchase taxes are available in Odoo, but they are inactive by default.

Example

For the 10% GST tax, the variants are:

Tax name	Mô tả	Reports impacted	Default status
10% GST	Default 10% GST tax	BAS	Đang hoạt động
10% GST TPAR	TPAR variant of the tax, if the contractor provided an ABN	BAS TPAR	Không hoạt động
10% GST TPAR NO ABN	TPAR variant of the tax, if the contractor did not provide an ABN	BAS TPAR	Không hoạt động

Deferred GST

Odoo allows companies under the Deferred Goods and Services Tax (DGST) scheme to automate their deferred GST flows.

Cấu hình

It is recommended to:

• go to Accounting ‣ Configuration ‣ Settings and set the Tax Return Periodicity to monthly (= monthly BAS); and

• create a new journal to store all deferred GST entries by going to Accounting ‣ Configuration ‣ Journals ‣ New, and selecting Miscellaneous as its Type when configuring it.

By default, a tax (100% DGST, inactive by default) and an account (21340 Deferred GST Liability) are available for Australian companies. Activate the tax by going to Accounting ‣ Configuration ‣ Taxes. Search for the Name 100% DGST (remove the default filter if necessary), and click the Activate toggle switch.

Flow

1. Importing goods: purchase order and vendor bill

When importing goods from abroad, the GST liability can now be deferred for companies under the DGST scheme. On the purchase order, select the 0% TPS tax (tax paid separately) for the relevant order lines.

2. Recording the DGST balance on the BAS report

When the Australian Taxation Office (ATO) is advised electronically of the aggregated liability for the company by the Integrated Cargo System (ICS), the GST balance deferred during the previous month becomes available on the ATO’s BAS portal.

Quan trọng

Odoo does not yet fetch the DGST balance automatically from the ATO. A manual entry with the liability amount needs to be created in Odoo. We recommend using a new journal for this purpose since deferrals will be recurring.

Go to Accounting ‣ Journal Entries ‣ New. On the first journal item line, add the Account 21340 Deferred GST Liability and the deferred GST balance as a Credit. To resume the example shown above, we credit $2,000 and save.

An auto-balancing line is created, along with journal items correctly assigning the right values in the BAS Tax Grids. Sections G11, G18, 7A, and ONLY are updated correctly.

After posting the journal entry, the BAS report displays the correct values for each section, along with the DGST offset.

Báo cáo

Business Activity Statement (BAS)

The BAS report is a critical tax reporting requirement for businesses registered for GST in Australia. The BAS is used to report and remit various taxes to the ATO. With the Odoo BAS feature, businesses can report on the following:

• GST

• PAYG tax withheld

• DGST

Access the report from the Accounting dashboard by clicking BAS Report (AU) under the Miscellaneous Operations section.

The base and tax amounts are collected from the tax grid, which is pre-configured in the system. The tax grid can also be manually set up for any additional special use-case of GST (e.g., wine equalization tax). Once the tax for each account is set up, the system automatically slots journal items into the correct tax category. This ensures the BAS report is accurate and reflective of the business’s financial activities.

Besides the GST sections, the BAS report also includes the PAYG tax withheld components (W1 to W5, then summary, section 4). This integration ensures that all payroll-related withholding taxes are accurately captured and reflected within the report.

The module incorporates built-in rules that facilitate the automatic calculation of taxes for types W1 to W5. For a detailed walkthrough and more information on the calculation process for these taxes, refer to the Payroll section.

Đóng

When it is time to file the tax return with the ATO, click Closing Entry. The tax return period can be configured under Accounting ‣ Configuration ‣ Settings ‣ Tax Return Periodicity. The start date of the tax return period can also be defined on the report itself through the period button ( period year).

Xem thêm

Year-end closing

Ghi chú

Odoo uses calendar quarters rather than the Australian FY quarters, which means July to September is Q3 in Odoo.

Before closing the entry for the first time, the default GST payable account and GST receivable account need to be set. A notification pops up and redirects the user to the tax groups configuration.

Once the GST payable and GST receivable accounts are set up, the BAS report generates an accurate journal closing entry automatically, which balances out the GST balance with the GST clearing account.

The balance between GST receivable and payable is set against the tax clearing account defined on the tax group. The amount to be paid to or received from the ATO can be reconciled against a bank statement.

Quan trọng

The BAS report is not directly submitted to the ATO. Odoo helps you automatically compute the necessary values in each section, with the possibility to audit them to better understand the history behind these numbers. Businesses can copy these values and enter them on the ATO portal.

Taxable Payments Annual Report (TPAR)

Odoo allows businesses to report payments made to contractors or subcontractors during the financial year. This is done by generating a TPAR. If you are unsure your business needs this report, refer to the ATO’s TPAR web page.

Access the TPAR in Odoo by going to Accounting ‣ Reporting ‣ Taxable Payments Annual Reports (TPAR).

Cấu hình

First, it is required to assign fiscal positions to your contractors before billing them to update the TPAR. To do so, go to Accounting ‣ Vendors ‣ Vendors, select a contractor, and set a Fiscal Position under the Sales & Purchase tab.

Based on the chosen fiscal position, the correct tax mapping will apply to the contractor’s vendor bills.

The TPAR includes the following information from contractors:

• ABN

• Total GST (the total tax paid)

• Gross Paid (the amounts are displayed after a vendor bill has been marked as paid)

• Tax Withheld (displayed if the contractor is registered with a fiscal position set to TPAR without ABN)

The TPAR can be exported to multiple formats: PDF, XLSX, and TPAR.

Remittance advice

A remittance advice is a document used as proof of payment to a business. In Odoo, it can be accessed by going to Accounting ‣ Vendors ‣ Payments, selecting the payment(s), and clicking Print ‣ Payment Receipt.

Hoá đơn điện tử

Peppol

Odoo is compliant with Australia’s Peppol requirements. Set up your customers and vendors by going to Accounting ‣ Customers ‣ Customers or Vendors ‣ Vendors, selecting one, clicking the Accounting tab, and configuring the Electronic Invoicing section as needed.

Quan trọng

Validating an invoice or credit note for a partner on the Peppol network will download a compliant XML file that can be manually uploaded to your Peppol network. Odoo is currently in the process of becoming an access point for the ANZ region.

ABA files for batch payments

An ABA file is a digital format developed by the Australian Banking Association. It is designed for business customers to facilitate bulk payment processing by uploading a single file from their business management software.

The main advantage of using ABA files is to improve payment and matching efficiency. This is achieved by consolidating numerous payments into one file for batch processing, which can be submitted to all Australian banks.

Cấu hình

Thanh toán hàng loạt

Go to Accounting ‣ Configuration ‣ Settings and enable Batch Payments.

Bank journal

Go to Accounting ‣ Configuration ‣ Journals and select the Bank journal. Enter the Account Number, click Create and edit..., and fill in the following fields:

• Bank

• BSB

• Account Holder

Then, toggle on the Send Money switch and click Save & Close.

Ghi chú

Using the Currency field is optional.

Back on the Journal Entries tab, fill in the following fields under the ABA section:

• BSB: the BSB code from the bank account is used to fill in this field.

• Financial Institution Code: the official 3-letter abbreviation of the bank (e.g., WBC for Westpac)

• Supplying User Name: 6-digit number provided by the bank. Contact your bank or check its website if you do not know it.

• APCA Identification Number: 6-digit number provided by the bank. Contact your bank or check its website if you do not know it.

• Include Self Balancing Transaction: selecting this option adds an additional

  “self-balancing” transaction to the end of the ABA file, which is required by some banks.

Customers’ and vendors’ bank accounts

Go to Accounting ‣ Customers ‣ Customers or Accounting ‣ Vendors ‣ Vendors and select a customer or vendor. Open the Accounting tab, and, under the Bank Accounts section, click Add a line to fill in their:

• Account Number

• Bank

• BSB

• Account Holder

Then, toggle on the Send Money switch and click Save & Close.

Generating an ABA file

To generate an ABA file, create a vendor bill, confirm it, and ensure the vendor’s banking information is set up correctly.

Next, click Pay on the vendor bill, and select, for the following fields:

• Journal: Bank

• Payment Method: ABA Credit Transfer

• Recipient Bank Account: the vendor’s account number

Once payments are created, go to Accounting ‣ Vendors ‣ Payments, select the payments to be included in the batch, and click Create Batch. Verify all information is correct and click Validate. Once validated, the ABA file is available in the chatter on the right.

After uploading the file to your bank’s portal, an ABA transaction line will appear in your bank feed at the following bank feed iteration. You will need to reconcile it against the batch payment made in Odoo.

Tính năng theo ngành

Vận chuyển Starshipit

Starshipit is a shipping service operator that facilitates the integration of Australasian shipping couriers with Odoo. Refer to the Starshipit documentation for detailed information.

Xem thêm

Starshipit Odoo webinar recording

Buy Now, Pay Later solutions

Buy Now, Pay Later solutions are popular payment methods for eShops in Australia. Some of these solutions are available via Stripe and AsiaPay.

Xem thêm

• Stripe payment provider

• AsiaPay payment provider

Thiết bị đầu cuối POS

To establish a direct connection between Odoo and a POS terminal in Australia, a Stripe payment terminal is required. Odoo supports the EFTPOS payment solution in Australia.

Ghi chú

A Stripe payment terminal is not required to use Odoo as the main POS system. However, without one, cashiers must manually enter the final payment amount on the terminal.

Xem thêm

• Stripe payment provider

• Stripe payment terminal

• Stripe.com terminal documentation

Bảng lương

Quan trọng

Odoo is currently in the process of becoming compliant with STP Phase 2 and SuperStream. An announcement will be made as soon as companies can use Odoo for payroll as a one-stop platform.

Setting up employees

Cài đặt nhân viên

Create an employee by going to Employees ‣ New. Go to the Settings tab, and configure the Australian Payroll section, for example checking if they are Non-resident, if they benefit from the Tax-free Threshold, their TFN Status, Employee Type, etc.

Employee private information

In addition, some personal employee information is required for payroll compliance with Single Touch Payroll, and to process superannuation payments. Open the employee’s Private Information tab and fill in the following fields:

• Private Address

• Private Email

• Private Phone

• Date of Birth

Ghi chú

Odoo will remind you to complete the required data at different stages of the process.

Super accounts and funds

You can add the superannuation details of new employees under the employee’s Super Accounts tab. Click Add a line and make sure to include the Member Since date, Member Number, and Super Fund.

Mẹo

Use the Proportion field if an employee’s contributions should sent to multiple funds at a time.

To create a new Super Fund, start typing its name and click Create and edit.... Fill in its:

• Address

• ABN

• Type (APRA / SMSF)

• unique identifier (USI for APRA, ESA for SMSF)

• (for SMFS only) Bank Account

Mẹo

Manage all super accounts and funds by going to Payroll ‣ Configuration ‣ Super Funds or Super Accounts.

Quan trọng

Odoo is currently in the process of becoming SuperStream-compliant.

Hợp đồng

Once the employee has been created, create their employment contract by clicking the Contracts smart button, or by going to Employees ‣ Employees ‣ Contracts.

Ghi chú

Only one contract can be active per employee at a time. However, an employee can be assigned consecutive contracts during their employment.

Employment contract creation: recommended steps

1. Basic contractual information

• Select the Contract Start Date and Working Schedule (set, or flexible for casual workers).

• Keep the Salary Structure Type set to Australian Employee. This structure covers all of the ATO’s tax schedules.

• (if using the Attendances or Planning app) Select the Work Entry Source to define how working hours and days are accounted for on the employee’s payslip.

  • Working Schedule: work entries are automatically generated based on the employee’s working schedule, starting from the contract’s start date.

    Example

    An employee works 38 hours a week, their contract begins on 01/01, today's date is 16/01, and the user generates a pay run from 14/01 to 20/01. The working hours on the payslip will be automatically calculated to be 38 hours (5 * 7.36 hours) if no unpaid leave is taken.

  • Attendances: the working schedule is ignored, and work entries are only generated after clocking in and out of the Attendances app. Note that attendances can be imported.

  • Planning: the working schedule is ignored, and work entries are generated from planning shifts in the Planning app.

  Quan trọng

  Timesheets do not impact work entries in Odoo. If you need to import your timesheets in Odoo, import them by going to Payroll ‣ Work Entries ‣ Work Entries instead.

2. Salary Information tab

• Wage Type: select Fixed Wage for full-time and part-time employees, and Hourly Wage for casual workers. The latter allows you to add a Casual Loading percentage.

  Ghi chú

  For hourly workers, the Hourly Wage field should exclude casual loading.

• Schedule Pay: in Australia, only the following pay run frequencies are accepted: Daily, Weekly, Bi-weekly (or fortnightly), Monthly, and Quarterly.

• Wage /period: assign a wage to the contract according to their pay frequency. On payslips, the corresponding annual and hourly rates will be computed automatically.

3. Australia tab

• General

  • Add the Regular Pay Day if relevant.

  • Enable Report in BAS - W3 if you choose to add PAYG withholding amounts in BAS section W3 instead of W2 (refer to the ATO’s web page on PAYG withholding for more information).

• Leave loading / workplace giving

  • Define whether your employees are Eligible for Leave Loading.

  • Set the Workplace Giving Employee amount in exchange for deductions.

  • Set the Salary Sacrificed Workplace Giving amount (e.g., receiving a benefit instead of a deduction).

• Super contributions

  • Add the Extra Negotiated Super % on top of the super guarantee.

  • Add the Extra Compulsory Super % as per industrial agreements or awards obligations.

• Salary sacrifice

  • Salary Sacrifice Superannuation allows employees to sacrifice part of their salary in favor of reportable employer superannuation contributions (RESC).

  • Salary Sacrifice Other Benefits allows them to sacrifice part of their salary towards some other form of benefit (refer to the ATO’s web page on Salary sacrificing for employees for more information).

    Ghi chú

    As of Odoo 18, salary sacrificing for other benefits currently does not impact fringe benefits tax (FBT) reporting.

4. Salary attachments

If the employee is to receive additional recurring payments every pay run, whether indefinitely or for a set number of periods, click the Salary Attachments smart button on the contract. Choose a Type and a Description.

Ghi chú

Around 32 recurring salary attachment types exist for Australia. These are mostly related to allowances and child support. Contact us for more information as to whether allowances from your industry can be covered.

5. Run the contract

Once all the information has been completed, change the contract stage from New to Running.

Prepare pay runs

Thông thường

Pay runs are created by going to Payroll ‣ Payslips ‣ Batches. After clicking New, enter a Batch Name, select a Period, and click Generate Payslips.

Employees on a pay run can be filtered down by Department and Job Position. There is no limit to the amount of payslips that can be created in one batch. After clicking Generate, one payslip is created per employee in the Waiting stage, in which they can be reviewed and amended before validation.

On the payslip form view, there are two types of inputs:

• Worked days are computed based on the work entry source set on the employee's contract. Work entries can be configured according to different types: attendance, overtime, Saturday rate, Sunday rate, public holiday rate, etc.

• Other inputs are individual payments or amounts of different types (allowances, lump sums, deductions, termination payments, leaves, etc.) that have little to do with the hours worked during the current pay period. The previously configured salary attachments are simply recurring other inputs attached to a contract.

Under the Salary Computation tab, Odoo automatically computes payslip rules based on employees, contracts, worked hours, other input types, and salary attachments.

The salary structure Australian Employee has 35 payslip rules that automatically compute and dynamically display according to the payslip inputs.

Example

The following rules apply for that pay period in the above example:

• Basic Salary: pre-sacrifice gross salary

• Ordinary Time Earnings: amount to which the super guarantee percentage needs to be applied

• Salary Sacrifice Total: includes the $150 sacrificed to superannuation

• Taxable Allowance Payments: includes the $10 allowance (cents per KM in this case)

• Taxable Salary: gross salary amount minus non-taxable amounts

• Salary Withholding and Total Withholding: amounts to be withheld from the taxable salary

• Net Salary: the employee's net wage

• Concessional Super Contribution: in this scenario, the amount sacrificed to superannuation, payable to the employee's super fund in addition to the super guarantee

• Super Guarantee: as of 01 July 2024, it is computed as 11.5% of the ordinary time earnings amount

Ghi chú

As of Odoo 18, the most recent tax schedule rates (2024-2025) have been updated for all salary rules and computations.

Out-of-cycle

In Australia, payslips created without a batch are considered to be out-of-cycle runs. Create them by going to Payroll ‣ Payslips ‣ Individual Payslips. The same payslip rules apply, but the way these payslips are submitted to the ATO in the frame of Single Touch Payroll (STP) is slightly different.

Quan trọng

As of Odoo 18, adding an out-of-cycle payslip to an existing batch is not recommended.

Finalise pay runs

Xác thực phiếu lương

Once all payslip data is deemed correct, click Create Draft Entry on the payslip batch. This can also be done payslip by payslip for control reasons.

This has several impacts:

• Marking the batch and its payslips as Done.

• Creating a draft accounting entry per payslip or one entry for the whole batch, depending on your payroll settings. At this stage, accountants can post entries to affect the balance sheet, P&L report, and BAS report.

• Preparing the STP submission (or payroll data to be filed to the ATO as part of STP compliance). This needs to be performed by the STP Responsible user, defined under Payroll ‣ Configuration ‣ Settings.

• Preparing super contribution lines as part of SuperStream compliance. This needs to be done by the HR Super Send user selected under Payroll ‣ Configuration ‣ Settings.

Submit payroll data to the ATO

Quan trọng

Odoo is currently in the process of becoming compliant with STP Phase 2, and this step described above does not submit data yet to the ATO.

As per ATO requirements, STP submission for a pay run needs to be done on or before the payday. For this reason, submit your STP data to the ATO first before proceeding with payment. To do so, click Submit to ATO on the payslip batch.

On the STP record for this pay run, a few useful information is displayed:

• a warning message if important information is missing,

• an automatically generated activity for the STP responsible user, and

• a summary of payslips contained in this pay run, auditable from this view.

Once the STP record is ready to go, click Submit to ATO, then read and accept the related terms and conditions.

Pay employees

Once the ATO submission is complete, you can proceed to pay your employees. To facilitate the payment matching process, remember to post the payslip-related journal entries prior to validating a payment.

Although you may decide to pay your employees individually, we recommend creating a batch payment from your payslip batch. To do so, click Pay on the payslip batch, and select ABA Credit Transfer as the Payment Method.

This has two impacts:

• Marking the batch and its payslips as Paid.

• Creating a Payment Batch linked to the payslip batch.

When receiving the bank statement in Odoo, you can now match the statement line with the batch payment in one click. The payment is not reconciled against the payslip batch, and all individual payslips.

Impact on accounting

Depending on the employee and contract configuration, the journal entry linked to a payslip will be more or less exhaustive.

Example

For instance, here is the journal entry generated by the employee Marcus Cook configured above.

Once posted, predefined accounts will impact the company’s balance sheet (PAYGW, wages, and superannuation liabilities) and profit & loss report (wages and superannuation expenses). In addition, the employee’s gross wage and PAYG withholding will update the BAS report for the relevant period (see Tax Grid: W1 and W2). Accounts can be adjusted to the company’s chart of accounts.

Other payroll flows

Paying super contributions

Quan trọng

Odoo has a partnership with a clearing house to process both superannuation payments and data to the right funds in one click, via direct debit. Odoo is currently in the process of becoming compliant with SuperStream, and an announcement will be made as soon as superannuation contributions can be processed via Odoo’s payroll solution.

Once a quarter (or more frequently, in preparation for Payday Super), you have to process superannuation payments to your employees’ super funds. To do so, go to Payroll ‣ Reporting ‣ Super Contributions.

When ready to pay, add the Bank Journal that will be used to pay the super from, then click Lock to prevent the contributions from subsequent payslips from being added to that file. Instead, a new Super file will be created.

Once the payment has been processed, it can be traced back to the Super file and matched with a bank statement.

Terminating employees

Employees can be terminated by going to Payroll ‣ Reporting ‣ Terminate Employee.

The following fields must be completed:

• Contract End Date: once the termination is validated, this date will be added to the contract automatically, and mark the contract as Expired when the date has been reached.

• Cessation Type Code: a mandatory field for the ATO’s STP reporting.

• Termination Type: the type of redundancy (genuine or non-genuine) affects the computation of unused annual and long service leave withholding.

The balance of unused annual leaves and long service leaves is displayed for reference.

Confirming the termination creates an out-of-cycle payslip with the tag final pay. It computes the worked days until the contract end date, in addition to the employee’s unused annual and long service leave entitlements.

Odoo automatically computes unused leave entitlements based on the employee’s current hourly rate leave loading (for annual leaves only), and the remaining leave balance. However, these amounts can be manually edited in the Other Inputs table if necessary.

Employment Termination Payments (ETP) can also be added to the Other Inputs table. Odoo has a comprehensive list of excluded and non-excluded ETPs for companies to select from.

Ghi chú

Withholding for unused leaves and ETPs is computed according to the ATO’s Schedule 7 and Schedule 11 and updated as of 01 July 2024.

Mẹo

Once an employee has been terminated and the last detailed of their employment resolved, you can archive the employee by clicking the (Actions) icon, then Archive on the employee’s form view.

Switching from another STP software to Odoo

When switching from another STP-enabled software to Odoo, you might need to maintain the continuity in the YTD values of your employees. Odoo allows importing employees’ YTD values by going to Payroll ‣ Configuration ‣ Settings and clicking Import YTD Balances.

For the ATO to recognize the employee records of your previous software and keep a continuity in Odoo, you must enter the:

• Previous BMS ID (one per database)

• Previous Payroll ID (one per employee)

Ask your previous software provider if you cannot find its BMS ID or your employees’ payroll IDs.

This will give you the opportunity to add your employees’ YTD opening balances in the current fiscal year. The ATO reports on a lot of different types of YTD. These are represented by the 13 following Salary Rules in Odoo.

Example

Let us say that the employee Marcus Cook has been transitioned from another STP-enabled software on September 1. Marcus has received two monthly payslips in his previous software (for July and August). Here are the YTD balances Marcus's company needs to transfer to Odoo:

YTD category	YTD balance to transfer
Gross (normal attendance)	$13.045,45
Gross (overtime)	$1,000
Paid leave	$954,55
Laundry allowance	200$
Total withholding	$2.956
Super Guarantee	$1.610

If some YTD balances need to be reported with more granularity to the ATO, you can use the salary rule’s inputs.

Example

For instance, the Basic Salary rule can contain six inputs, and three are necessary in our example: regular gross amounts, overtime, and paid leaves. These are all reported differently in terms of YTD amounts.

The finalized YTD opening balances for Marcus Cook look like the following.

As a result, YTD computations on payslips are based on the employee’s opening balances instead of starting from zero.

STP finalisation

Quan trọng

Odoo is currently in the process of becoming compliant with STP Phase 2, and the finalisation flows described below do not yet submit data to the ATO.

EOFY finalisation

Employers reporting through STP must make a finalization declaration by 14 July each year. To do so, go to Payroll ‣ Reporting ‣ STP Finalisation.

Both active and terminated employees to finalise are displayed.

From the finalisation form view, you can proceed with a final audit of all employees’ payslips during the relevant financial year. Once ready, click Submit to ATO. When you have made the finalisation declaration, employees will see the status of their payment information change to Tax ready on their online income statement after the end of the financial year.

Individual finalisation

Odoo also allows you to finalise employees individually during the year. This can be useful when:

• one-off payments are made after a first finalisation; and

• finalisation after termination of employment during the year.

To proceed with an individual finalisation, go to Payroll ‣ Reporting ‣ STP Finalisation, leave the EOFY Declaration checkbox unticked, and manually add employees to be finalised.

Even if you finalise an employee record partway through the financial year, the ATO will not pre-fill the information into the employee’s tax return until after the end of the financial year.

Điều chỉnh

Quan trọng

Odoo is currently in the process of becoming compliant with STP Phase 2, and the adjustment flows described below do not yet submit data to the ATO.

Amend finalisation

If you need to amend YTD amounts for an employee after a finalisation declaration was made, it is still possible to remove the finalisation indicator for that employee. To do so, go to Payroll ‣ Reporting ‣ STP Finalisation, select the employee, and leave the Finalisation checkbox unticked.

When ready, click Submit to ATO to file the finalisation update to the ATO.

Once the correct YTD details are ready for that employee after amendment, finalise that employee again.

Ghi chú

The ATO expects employers to correct errors within 14 days of detection or, if your pay cycle is longer than 14 days (e.g., monthly), by the date you would be due to lodge the next regular pay event. Finalisation amendments can be done through STP up to five years after the end of the financial year.

Finalising and amending finalisation for a single employee can also be useful when rehiring an employee within the same financial year.

Full file replacements

An employer can make full file replacements of pay runs to replace the last lodgement sent to the ATO if it turns out to contain significantly inaccurate data.

To do so, open the last STP submission and click Replace File. Then, select which payslips need to be reset by ticking the Reset Payslip checkbox.

Resetting payslips does not create new payslips or a new pay run, but instead:

• The payslips batch is reset from Paid or Done to Confirmed.

• The status of the reset payslips revert back to Draft.

• The correct payslips remain paid and matched against the original payment.

• A new STP submission is created to replace the former one. For traceability purposes, the former STP submission is not deleted but marked as replaced.

First, correct the reset payslips and create their draft entry. Once done, the Submit to ATO reappears on the payslip batch to process the full file replacement.

When ready, submit the pay run to the ATO once again. Please note that full file replacements are only meant as a last resort to amend a substantial amount of erroneous data. When possible, the ATO recommends correcting an incorrect payslips by submitting a correction as part of the next pay run or via update event.

Moreover, it is not possible to submit a second full file replacement of the same submission, and a full file replacement can only be done once every 24 hours.

Zero out YTD values

In case of a mid-year change of several key identifiers, YTD values need to be zeroed out, and then re-posted with the updated key identifier.

For the following company identifiers, all employees need to be zeroed out:

• ABN

• Branch Code

• BMS ID

For the following employee identifiers, only individual employees can be zeroed out:

• TFN

• Payroll ID

1. Before updating any key identifiers, create a new STP submission by going to Payroll ‣ Reporting ‣ Single Touch Payroll and:

   • Change the Submission Type to Update.

   • Tick the Zero Out YTD checkbox.

   • Click Add a line to specify which employees.

   • Click Submit to ATO.

   

2. Once that is done, modify the key identifier(s) to amend.

3. Finally, go back to Payroll ‣ Reporting ‣ Single Touch Payroll to create and submit a new Update, this time without ticking the Zero Out YTD checkbox. This will notify the ATO that the previously recorded YTD balances are to be adjusted to the new key identifiers.

Payroll links to other apps

Nghỉ phép

The Time Off app is natively integrated with the Payroll app in Odoo. Different types of leaves will populate payslips based on the concept of work entries.

Go to Time Off ‣ Configuration ‣ Time Off Types, and for each type, configure the following two fields under the Payroll section:

• Work Entry Type: defines which work entry should be selected on the Worked Days table of the payslip.

• Unused Leave Type: choose between Annual, Long Service, or Personal Leave. If Personal Leave is selected, the remaining leave balance for this time off type will not show up as an entitlement at the time of termination. Unused leaves of the type Annual will include leave loading if the employee is eligible for it.

Chi phí

The Expenses app is also natively integrated with the Payroll app in Odoo. First of all, go to Expenses ‣ Configuration ‣ Settings and enable Reimburse in Payslip.

When an employee on your payroll submits an approved expense to be reimbursed, you can reimburse them using two ways:

• If the expense is to be reimbursed outside of a pay run, click Post Journal Entries. The payment must be made manually.

• If the expense is to be reimbursed as part of the next pay run, click Report in Next Payslip instead.

After an expense has been added to the next payslip, you can find it in the Other Inputs table. This input type is then computed as an addition to the net salary.

After paying the employee, the payslip’s journal item related to the employee’s reimbursement is automatically matched against the expense’s vendor bill.

Advanced configurations

Other input types

You can access other input types by going to Payroll ‣ Configuration ‣ Other Input Types. There are 63 other input types related to Australia. We do not recommend using the other ones as part of your payroll solution, since they cannot be used in the frame of STP. You can archive or delete them.

On each input type, the following fields are important:

• Payment Type classifies input types in six categories:

  1. Allowance: a separate amount you pay to your employees in addition to salary and wages. Some of these allowances are mandated by modern awards: laundry, transport, etc.

     Quan trọng

     Contact us if you plan to use allowances subject to varied rates of withholding (such as cents per KM or travel allowances) to see whether Odoo currently covers your business case.

     Ghi chú

     • As of Odoo 18, some allowances such as Laundry: Allowance for approved uniforms are managed by two other inputs: one to lodge the amount paid up to the ATO limit, and the other one to lodge the amount exceeding the ATO limit. This is necessary for Odoo to compute PAYGW correctly.

     • Some businesses may require to shift the reporting of an allowance from OTE to Salary & Wages depending on the employee. In this case, you must duplicate and re-configure an existing other input type. For example, Work-Related Non-Expense allowance is OTE by default.

  2. Deduction: union fees and child support deductions are considered deductions.

  3. ETP: employment termination payments. These are either considered excluded or non-excluded (see ATO’s web page on ETP components taxation).

  4. Leave: leave-related other inputs that are not pertaining to a single pay period (lump sum, cashing out leaves while in service, unused leaves, etc.).

  5. Lump Sum: return to work and lump sum E (for back payments) fall under this category.

  6. Other: other payments with their own specific logic.

• PAYGW Treatment affects how Odoo withholds tax for this input type: Regular, No PAYG Withholding, and Excess Only (for allowances).

• Superannuation Treatment: OTE, Salary & Wages, and Not Salary & Wages.

• STP Code: only visible in developer mode, this field tells Odoo how to report the gross value of this payment to the ATO. We do not recommend changing the value of this field if it was already set by default.

Grouping other input types by Payment Type can help you understand the different scenarios in which these inputs can be used.

Loại công

A work entry type is a type of attendance for employees (e.g., attendance, paid leave, overtime, etc.). A few work entry types are created by default in every Australian database.

Before using Odoo’s payroll solution for Australia, it is recommended you trim work entry types to keep the ones you need only by going to Payroll ‣ Configuration ‣ Work Entry Types

For each type, make sure to configure the following fields for Australia:

• Is OTE: determines whether time spent in this category can be considered ordinary time earnings, meaning that the superannuation guarantee rate will apply (e.g., regular attendance, paid leave, etc.).

• Penalty Rate: used to determine the percentage of penalty that applies to time spent in this category. It is important that you configure the penalty rate that applies in your state or industry according to the type of work (e.g., Saturday rate, Sunday rate, overtime rate, etc.).

• STP Code: only visible in developer mode, this field tells Odoo how to report the time spent in this category to the ATO. We do not recommend changing the value of this field if it was already set by default.

Current limitations

As of Odoo 18, we do not recommend companies to use the Payroll app for the following business flows:

• Income stream types: Foreign Employment Income

• Tax treatment category: actors & performers

• Death benefits reporting

• Reporting obligations for WPN (instead of ABN)

• Allowances subject to a varied rate of withholding (such as cents per kilometer allowance and travel allowances)

Contact us if you would like to make sure whether Odoo fits your payroll requirements in Australia.

Employment Hero integration

If your business is already up and running with Employment Hero, you can use the connector as an alternative payroll solution. The Employment Hero module synchronizes payslip accounting entries (e.g., expenses, social charges, liabilities, taxes) automatically from Employment Hero to Odoo. Payroll administration is still done in Employment Hero; Odoo only records the journal entries.

Cấu hình

1. Install the Employment Hero Payroll module (l10n_employment_hero).

2. Configure the Employment Hero API by going to Accounting ‣ Configuration ‣ Settings. More fields become visible after ticking the Enable Employment Hero Integration checkbox.

   

   • Find the API Key in the My Account section of the Employment Hero platform.

     

   • The Payroll URL is pre-filled with https://keypay.yourpayroll.com.au.

     Cảnh báo

     Do not change the pre-filled Payroll URL.

   • Find the Business Id in the Employment Hero URL (e.g., 189241).

     

   • Select any Odoo journal as the Payroll Journal to post the payslip entries.

3. Configure the tax by going to Accounting ‣ Configuration ‣ Taxes. Create the necessary taxes for the Employment Hero payslip entries. Fill in the tax code from Employment Hero in the Matching Employment Hero Tax field.

The API explained

The API syncs the journal entries from Employment Hero to Odoo and leaves them in draft mode. The reference includes the Employment Hero payslip entry ID in brackets for the user to easily retrieve the same record in Employment Hero and Odoo.

By default, the synchronization happens once per week. It is possible to fetch the records manually by going to Accounting ‣ Configuration ‣ Settings and, in the Employment Hero, clicking Fetch Payruns Manually.

Employment Hero payslip entries also work based on double-entry bookkeeping. The accounts used by Employment Hero are defined in the Payroll settings section.

For the API to work, you must create the same accounts as the default accounts of your Employment Hero business (same name and same code) in Odoo. You also need to choose the correct account types in Odoo to generate accurate financial reports.