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This app connects to your payroll data to calculate Australian state payroll tax obligations — including NSW, VIC, QLD, SA, WA, TAS, NT, and ACT.

Help & Guide

Quick Start ▼

The app has 8 tabs. The Dashboard is your home screen. For calculations, follow tabs 1–5 in order:

Dashboard → 1. Pay Runs → 2. Adjustments → 3. Contractors → 4. Results → 5. Export

History, Settings tabs, and the Dashboard are available anytime.

First-Time Setup (2 minutes)
  1. Go to Settings and choose your data source (Xero, MYOB, or Employment Hero)
  2. Follow the connection flow for your chosen platform
  3. Once connected, the Dashboard shows your KPIs and alerts
If you manage multiple organisations, use the org switcher dropdown in the header to switch between them.
Monthly Calculation (5 minutes)
  1. Select Month and Year at the top of the Pay Runs tab
  2. Click Load Pay Runs for Month — select the pay runs to include
  3. Review the Adjustments tab — deductions are auto-detected from payslips
  4. Add any Contractors with relevant contracts
  5. Click Calculate Payroll Tax
  6. Review the Results — save to history and export to Excel
Xero Connection ▼

Xero is one of three supported payroll data sources. To set Xero as your data source, go to Settings and select Xero under Data Sources.

Connecting

Click the Connect Payroll Source button in the header and select your payroll platform. You'll be redirected to authorise access to payroll data (employees, pay runs, payslips). Once authorised, you're returned to the app.

Example

Header shows: ● Connected — ABC Pty Ltd   [Disconnect]

Switching Xero Files

If your Xero login has access to multiple organisations, a dropdown appears next to the connection status. Select a different org to switch — all data (pay runs, employees, history) is isolated per Xero file.

Disconnecting

Click Disconnect next to the status. This removes the stored Xero tokens. You can reconnect at any time — no data is lost.

Troubleshooting
  • Connection expired: Tokens refresh automatically. If you see "Not connected", click Connect Payroll Source to reconnect.
  • Wrong organisation: Use the org switcher dropdown, or disconnect and reconnect selecting the correct org in Xero's consent screen.
  • No pay runs found: Ensure the selected month has finalised pay runs in Xero. Draft pay runs are not returned.
Data Sources ▼
Supported Platforms

The app supports three Australian payroll platforms as data sources:

  • Xero — OAuth connection, pulls employees, pay runs, and payslips from Xero Payroll AU
  • MYOB AccountRight — OAuth connection + company file credentials, pulls from MYOB AccountRight API
  • Employment Hero — API key connection, pulls from Employment Hero / KeyPay API
Choosing a Data Source
  1. Go to Settings
  2. In the Data Sources section, select your platform
  3. Follow the connection flow (OAuth for Xero/MYOB, API key for Employment Hero)
  4. Once connected, the app uses that source for all pay run data
Switching Data Sources

You can change your data source at any time in Settings. Historical calculations from the previous source are preserved — they are not deleted when you switch.

Each organisation can have one active data source at a time. If you use multiple payroll platforms for different entities, create separate organisations for each.
MYOB AccountRight Setup ▼
Connecting to MYOB
  1. Go to Settings → Data Sources and select MYOB
  2. Click Connect to MYOB — you will be redirected to MYOB to authorise access
  3. After authorising, you will be asked to enter your company file credentials (the username and password you use to open your company file in MYOB AccountRight)
  4. Select your company file from the list
  5. The app is now connected and will pull payroll data from your MYOB company file
Company File Credentials

MYOB AccountRight uses two layers of authentication: your MYOB account (OAuth) and your company file (username/password). The company file credentials are the ones you enter when opening a company file in MYOB AccountRight desktop or online.

The default company file username is usually Administrator with a blank password, unless you have changed it.
Disconnecting

Click Disconnect in Settings to remove the stored MYOB tokens and company file credentials. You can reconnect at any time.

Troubleshooting
  • Connection expired — MYOB tokens refresh automatically. If you see "Not connected", click Connect to MYOB again.
  • "Invalid company file credentials" — Re-enter your company file username and password. These are separate from your MYOB account login.
  • No company files found — Ensure your MYOB account has access to at least one AccountRight company file.
Employment Hero Setup ▼
Connecting to Employment Hero
  1. Go to Settings → Data Sources and select Employment Hero
  2. Enter your API Key from Employment Hero
  3. Select your business from the list (if you have multiple)
  4. Click Connect — the app validates your key and begins pulling payroll data
Finding Your API Key

In Employment Hero (or KeyPay), go to your account settings or developer/integrations section to find or generate an API key. The key provides read-only access to payroll data.

Disconnecting

Click Disconnect in Settings to remove the stored API key. You can reconnect at any time with a new key.

Troubleshooting
  • "Invalid API key" — Check that you copied the full key from Employment Hero. Keys are long alphanumeric strings.
  • No businesses found — Ensure your API key has access to at least one active business in Employment Hero.
  • Missing employee data — Employment Hero must have residential addresses on file for nexus determination. Update addresses in Employment Hero if employees show as UNKNOWN state.
Organisation Management ▼
Switching Organisations

If you have access to multiple organisations, use the org switcher dropdown in the header bar to switch between them. Each organisation has its own data source, calculations, history, and settings.

Adding a New Organisation
  1. Click the org switcher dropdown in the header
  2. Click + Add Organisation
  3. Choose the data source for the new organisation (Xero, MYOB, or Employment Hero)
  4. Follow the connection flow to link the new organisation
Data Isolation

Each organisation is fully isolated. Calculations, history, contractors, nexus overrides, group employer settings, and lodgement tracking are all scoped to the active organisation. Switching organisations shows only that org's data.

System admins can manage all organisations from the admin panel. Regular admins manage only their own organisation's settings.
Billing & Subscription ▼
Subscription Plans

Your organisation's access is controlled by its subscription plan. Plans determine the features and usage limits available to your organisation.

Managing Your Subscription
  1. Click your user avatar (top-right) to access account options
  2. Select Manage Subscription to open the billing portal
  3. From the portal you can update payment details, view invoices, change plans, or cancel
Payment

Payments are processed securely via Stripe. We do not store your credit card details — all payment information is handled by Stripe's PCI-compliant infrastructure.

Cancellation

You can cancel your subscription at any time from the billing portal. Your access continues until the end of the current billing period. After cancellation, your data is retained but the app features become read-only.

Dashboard ▼

The Dashboard is the first screen you see after logging in. It gives you an at-a-glance overview of your payroll tax position.

KPI Cards (Top Row)

Four summary cards across the top:

What you'll see
+------------------+------------------+------------------+------------------+
| Current Month    | YTD Tax          | Open Exceptions  | Next Lodgement   |
| Tax              |                  |                  |                  |
|   $12,345.00     |   $98,765.00     |   3              |   12d            |
|                  |                  |                  |   NSW — 2026-04-07|
+------------------+------------------+------------------+------------------+
  • Current Month Tax — total payroll tax for the current calendar month
  • YTD Tax — sum of all monthly taxes for the current financial year
  • Open Exceptions — number of unresolved review tasks (shown in orange if > 0)
  • Next Lodgement — days until your next state lodgement deadline, with state and date
Monthly Tax Trend (Bar Chart)

A 12-month bar chart showing your payroll tax for each month of the current financial year (Jul–Jun). Empty months show a flat gray bar. Hover over any bar to see the exact amount.

Example chart
           $15K
  $12K      |
   |   $10K |        $11K
   |    |   |    $9K  |
   |    |   |     |   |
  Jul  Aug  Sep  Oct  Nov  Dec  Jan  Feb  Mar  ...
Quick Actions (Right Panel)

Three buttons for the most common tasks:

  1. Calculate Current Month — jumps to the Pay Runs tab
  2. View History — jumps to the History tab
  3. Year Reconciliation — opens the FY reconciliation modal
Recent Calculations

A table showing your last 5 saved calculations with period, organisation, tax amount, and status (Draft, Locked, or Approved).

Upcoming Lodgements

A table of your next upcoming lodgement deadlines by state, with due dates and status. Overdue deadlines are highlighted in red.

Alert Banner

A coloured banner appears at the top if there are issues requiring attention:

  • Red — overdue lodgement deadlines
  • Amber — unverified rates for the current FY, or pending ruleset candidates
Tab 1 — Pay Runs ▼
Selecting the Period

Choose the Month and Year. Optionally filter by pay frequency (Weekly, Fortnightly, Monthly) or show All Pay Runs. The app auto-calculates the number of days in the period including leap years. Payroll tax is always lodged monthly — the threshold is annual ÷ 12 regardless of pay frequency.

Loading Pay Runs

Click Load Pay Runs for Month. The app fetches all finalised pay runs from Xero whose payment date falls within the selected month.

Example

Period: March 2026 → fetches pay runs paid between 1 Mar and 31 Mar 2026.

Selecting Pay Runs

Each pay run shows the pay date, number of employees, and total wages. Tick the checkbox to include it in the calculation.

  • Select All: Includes every pay run for the month
  • Clear: Deselects all pay runs
If you run weekly and monthly payrolls, you can select all of them together — the app combines all selected pay runs into one calculation.
Common Mistakes
  • Selecting pay runs from the wrong month — always check the payment date, not the pay period
  • Forgetting fortnightly runs that span month boundaries — allocate to the month the payment date falls in
  • Not loading all pay frequencies — if you run weekly and monthly payrolls, load both
Relevant Legislation NSW — Payroll Tax Act 2007 VIC — Payroll Tax Act 2007 QLD — Payroll Tax Act 1971 SA — Payroll Tax Act 2009 WA — Pay-roll Tax Assessment Act 2002 TAS — Payroll Tax Act 2008 NT — Payroll Tax Act 2009 ACT — Payroll Tax Act 2011
Next Step

Click Next: Adjustments → to proceed (or click the Adjustments tab directly).

Tab 2 — Adjustments ▼
Allowances & Deductions (Auto-Detected)

The app scans payslip data from your connected data source and auto-detects pay items like mileage, allowances, salary sacrifice, and novated leases. Each item shows:

  • Pay Item — name from Xero
  • Amount — value from payslip
  • Treatment — dropdown: Taxable, Exempt, or Salary Sacrifice

You can override the amount or change the treatment. Click + Add Item Manually to add items not in Xero.

Example

A "Motor Vehicle Allowance" is auto-detected at $850. Change treatment to Exempt to exclude it from the payroll tax base.

Directors Remuneration

Use the Manage Directors button to tag specific employees as directors. Their wages are automatically reclassified from "Salaries & Wages" into a separate "Directors Fees" line in the calculation breakdown and lodgement view. This is a breakout only — total taxable wages remain unchanged.

How to tag directors
  1. Click Manage Directors in the Directors Remuneration row
  2. A modal shows all employees from your connected data source
  3. Tick the checkbox next to each director's name
  4. Close the modal — tagged directors persist across calculations
Director remuneration is taxable wages in all Australian states. The manual amount field below is for additional director fees not captured in Xero payroll (e.g. fees paid outside the payroll system). Tagged directors are handled automatically.
Other National Deductions
  • Paid Parental Leave — Commonwealth-funded PPL is exempt from payroll tax
  • Workers Compensation — premiums to deduct
  • Termination (Tax-Free) — genuine redundancy tax-free amounts
Per-State Additions

Add state-specific taxable amounts (e.g., FBT grossed-up values, interstate wages allocated to a specific state). Click + Add State Adjustment, select the state, and enter the amount.

Example

Your company has $12,000 FBT for NSW employees. Add a State Adjustment: NSW, Amount: $12,000.

State-Specific Exemptions
  • VIC Regional Employer — tick if eligible for the reduced 1.2125% rate for regional Victorian payrolls
  • NT Apprentice & Trainee Wages — enter monthly exempt wages (available from 1 July 2025)
  • ACT GP Wages (Bulk-Billed) — enter monthly exempt GP wages (available from 1 July 2025)
Group Employer & SA Estimate
  • Annual Group Wages — if you're part of a designated group employer (DGE), enter total group wages here. This affects threshold entitlement across all states.
  • SA Annualised AU Wages Estimate — override the default annualisation for SA's transitional rate band ($1.5M–$1.7M). Leave blank to use the default.
Common Mistakes
  • Not deducting genuine salary sacrifice — pre-tax salary sacrifice reduces the payroll tax base in all states
  • Incorrectly marking allowances as exempt without checking state rules — each state has different exempt allowance categories
  • Forgetting FBT grossed-up values — fringe benefits are taxable wages and must include the gross-up factor
Relevant Legislation — Exemptions NSW — Exemptions (Payroll Tax Act 2007 ss 40-50) VIC — Exemptions (Payroll Tax Act 2007 Part 4) QLD — Exemptions (Payroll Tax Act 1971) SA — Exemptions (Payroll Tax Act 2009)
Tab 3 — Contractors ▼
When to Add Contractors

Contractor payments are taxable for payroll tax only when a relevant contract exists (in harmonised states). This typically includes labour-hire arrangements and certain service contracts where the contractor works primarily for your business.

WA Exception: Western Australia does not use the relevant contract test — different rules apply. Consult your adviser for WA contractor obligations.
Adding Contractors Manually
  1. Click + Add Contractor
  2. Fill in: Name, Company, State (where work performed), Classification, Wages, and Super
  3. Repeat for each contractor
Example

Contractor: Jane Smith, Company: Smith Consulting, State: VIC, Classification: Relevant Contract, Wages: $8,500, Super: $935

Classifications
  • Relevant Contract — contractor under a relevant contract (taxable)
  • Employment Agency — on-hired worker via an employment agency (taxable)
  • Exempt — exempt from payroll tax (e.g., registered charities)
  • Excluded — not subject to payroll tax
  • Review Required — insufficient information to classify, flagged for review
Saved Contractor Records

The Saved Contractors section at the top of the Contractors tab stores persistent contractor records with classification history. When you run a calculation, saved contractors are automatically matched by name or ABN and their classification is applied.

  1. Click + Add Record to create a persistent contractor with name, ABN, state, and classification
  2. Click Load into Calculation to copy saved contractors into the current calculation
  3. Classification changes are tracked with history (who changed what, when)
CSV Import (Bulk)

For many contractors, use the CSV import:

  1. Click Download Template to get the CSV format
  2. Fill in your contractor data (columns: Name, Company, State, Wages, Super)
  3. Click Import CSV and select your file
The template includes example rows showing the expected format. State must be a valid abbreviation: NSW, VIC, QLD, SA, WA, TAS, NT, or ACT.
Common Mistakes
  • Including all contractor payments — only payments under a "relevant contract" are taxable wages
  • Omitting employment agency contracts — payments to employment agencies are generally taxable
  • Applying harmonised rules to WA — WA has its own contractor provisions under the Pay-roll Tax Assessment Act 2002
Relevant Legislation — Contractors Harmonised Relevant Contract Test (all states except WA) WA — Pay-roll Tax Assessment Act 2002 (Contractor Provisions)
Next Step

Click Calculate Payroll Tax to run the calculation. The app combines employees (from your selected pay runs), adjustments, and contractor wages into the final payroll tax estimate.

Tab 4 — Results ▼
How the Calculation Works
  1. The app fetches payslip details from your connected data source for all selected pay runs
  2. Each employee is allocated to a state based on their home address in Xero
  3. Interstate apportionment is applied: monthly threshold × (state wages ÷ total AU wages)
  4. Per-state payroll tax is calculated using each state's rate and threshold
National Summary

Shows totals across all states: gross wages, employer super (SGC), deductions, contractor wages, and the net payroll tax base.

State Breakdown Cards

Each state with wages shows a card displaying:

  • Employee wages + super for that state
  • Deductions and contractor wages allocated to the state
  • Interstate wages (from other states — used for apportionment)
  • Monthly threshold (proportionally apportioned)
  • Taxable wages (above threshold)
  • Tax rate and monthly payroll tax amount
Example — NSW card

NSW Wages: $85,000 • Super: $9,350 • Monthly Threshold: $100,000 • Taxable: $0 • Tax: $0.00
(Wages below threshold — no tax for this month)

Employee Allocation Table

Below the state cards, a table lists every employee with their allocated state and nexus method (Home Address, Nexus Override, ABN Fallback, or Postcode Fallback).

Compliance Warnings

A yellow banner appears if the app detects issues:

  • Unknown State Employees — employees whose home address couldn't be resolved to a state. Update their address in Xero or set a Nexus Override in Settings.
  • Exception Tasks — clickable panel listing items to review (Nexus Review, Contractor Review, Group Config, SA Estimate, etc.)
Home-address allocation may not match harmonised nexus rules for interstate or mobile workers. Use Nexus Overrides (in Adjustments) for employees who work in a different state to their home address.
Common Mistakes
  • Not reviewing employees with UNKNOWN state — check and set nexus overrides in Adjustments for FIFO or interstate workers
  • Ignoring exception tasks — red exception banners indicate data quality issues that affect accuracy
  • Forgetting to verify the nexus for interstate workers — the 4-step harmonised nexus test determines which state taxes apply
Relevant Legislation — Rates & Thresholds NSW Rates & Thresholds VIC Rates & Thresholds QLD Rates & Thresholds SA Rates & Thresholds WA Rates & Thresholds TAS Rates & Thresholds NT Rates & Thresholds ACT Rates & Thresholds
Saving Results

Click Save to History to permanently record this calculation. You can view, export, or delete saved records from the History tab.

Tab 5 — Export ▼
Downloading the Report

After running a calculation, go to the Export tab and click Download Excel Report (.xlsx). The file downloads as payroll-tax-[period].xlsx.

What's in the Workbook

The Excel file contains 5 sheets:

  1. Payroll Tax Summary — overview of all states with monthly tax amounts, thresholds, and rates
  2. State Lodgement Summary — per-state breakdown formatted for lodgement with each state revenue office
  3. Employee Summary — full employee list with state allocation, gross earnings, super, and nexus method
  4. Contractor Workbook — contractor detail by state with classification and amounts
  5. Calculation Evidence — provenance data: ruleset version hash, snapshot hash, financial year, confidence per state, compliance warnings
You can also export individual historical records from the History tab by clicking the XLS button next to any saved record.
Tab 6 — History ▼
Saved Calculations

Every time you click Save to History from the Results tab, a snapshot is stored with the full calculation details, inputs, and results. History records show:

  • Date saved, period (month/year), organisation name
  • Financial year, source (Xero or Manual), monthly tax total
  • Status — Draft, Locked, or Approved (see Period Lock below)
  • Who saved the record
History table with status
Date       Period     Org          FY      Source  Tax         Status    By       Actions
───────────────────────────────────────────────────────────────────────────────────────────
24 Mar 26  Mar 2026   Cooper Oxley 2025-26 xero    $12,345.00 [Approved] mwiriadi View XLS
24 Feb 26  Feb 2026   Cooper Oxley 2025-26 xero    $11,200.00 [Locked]   mwiriadi View XLS Lock
24 Jan 26  Jan 2026   Cooper Oxley 2025-26 xero    $10,800.00 [Draft]    mwiriadi View XLS Lock Del
Period Lock & Approval Workflow

Calculations go through a three-stage workflow to prevent accidental changes:

Status flow
  Draft  ──[Lock]──▶  Locked  ──[Approve]──▶  Approved
    │                   │                        │
    │  Can edit/delete  │  Cannot overwrite       │  Fully finalised
    │  Can recalculate  │  Admin can unlock       │  Admin can unlock
                        │  Different user can     │
                        │  approve (separation    │
                        │  of duties)             │

Step-by-step:

  1. Save a calculation → it starts as Draft
  2. Click Lock in the Actions column → becomes Locked
  3. A different user clicks Approve → becomes Approved

Rules:

  • Locked calculations cannot be overwritten — saving a new calculation for the same period is blocked
  • Only admins can unlock a locked or approved calculation
  • The person who locked a calculation cannot approve it (separation of duties)
  • Unlocking also removes any approval
  • Locked calculations cannot be deleted
Lock and approve your calculations each month for a clean audit trail. The Year Reconciliation view shows lock status for all 12 months.
Lodgement Tracker

Below the history table, the Lodgement Tracker shows all state lodgement deadlines. Deadlines are automatically created when you save a calculation.

Lodgement tracker
State  Period    Due Date    Status      Reference    Actions
──────────────────────────────────────────────────────────────
NSW    3/2026    2026-04-07  [Pending]                [Mark Lodged]
VIC    3/2026    2026-04-07  [Pending]                [Mark Lodged]
WA     3/2026    2026-04-07  [Pending]                [Mark Lodged]
NSW    2/2026    2026-03-07  [Lodged]   REF-20260307
VIC    2/2026    2026-03-07  [Paid]     PMT-456123

Step-by-step:

  1. Save a calculation → deadlines are auto-created for each state in the results
  2. Due dates follow state rules: 7th of following month (NSW, VIC, QLD, SA, WA, TAS, ACT) or 21st (NT)
  3. Click Mark Lodged → enter reference number → status changes to Lodged
  4. Click Mark Paid → enter payment reference → status changes to

Status colours:

  • Pending — not yet lodged, due date in the future
  • Overdue — due date has passed and not yet lodged
  • Lodged — submitted to revenue office
  • — payment confirmed
Viewing a Record

Click View next to any record to see the full calculation details in a modal. From there you can also export it to Excel.

Adding a Historical Entry

Click + Add Historical Entry to manually record a past calculation (e.g., from before you started using the app).

Year Reconciliation

Click Year Reconciliation to see a period-by-period summary for a full financial year. Shows lock/approval status per month and is useful for annual returns.

Deleting Records

Click Del next to a record (only visible for Draft status). Locked and approved calculations cannot be deleted — an admin must unlock first.

Nexus Overrides ▼
What Are Nexus Overrides?

By default, employees are allocated to a state based on their home address in Xero. Nexus overrides let you manually assign an employee to a different state for payroll tax purposes.

When to Use
  • FIFO workers — live in one state, work in another
  • Interstate commuters — principal place of employment differs from home
  • Mobile workers — work across multiple states
  • Incorrect Xero address — employee hasn't updated their home address
Example

Employee John Smith lives in QLD but works at a mine site in WA. Set a nexus override: State = WA, Reason = "FIFO — principal place of employment is WA"

How to Set an Override
  1. Go to Adjustments → Nexus Overrides
  2. Enter the Employee ID (find it in the Results employee table or click an employee row)
  3. Select the Override State
  4. Add a Reason (for audit trail)
  5. Click Set Override
How It Affects Calculations

During calculation, overrides take top priority in the nexus test. The employee's wages are allocated to the override state regardless of their home address. The Results tab shows "Nexus Override" in the nexus method column.

Group Employer (DGE) ▼
What Is a Designated Group Employer?

If your business is part of a group of related entities (e.g., parent company and subsidiaries), payroll tax thresholds are shared across the group. The Designated Group Employer (DGE) is the entity nominated to lodge on behalf of the group.

Configuring the Group
  1. Go to Adjustments → Group Employer
  2. Click Manage Group
  3. Add each member entity with their name, Xero tenant ID, and annual wages
  4. Set one member as the Designated Group Employer (claims the threshold)
  5. The total group wages determine the shared threshold entitlement
Example

Group: Smith Holdings Group
Members: ABC Pty Ltd ($1.2M), XYZ Pty Ltd ($800K), DEF Pty Ltd ($500K)
DGE: ABC Pty Ltd
Total Group Wages: $2.5M — only ABC claims the threshold.

Important: Group Scoping
  • Groups are scoped per Xero organisation — each Xero file can have its own group
  • An entity must be explicitly added as a member of a group to be treated as grouped
  • Standalone entities (not added to any group) always claim their own full threshold
  • Non-DGE group members pay tax on 100% of wages with no threshold deduction
Make sure the current Xero organisation is added as a member of the group. If it's not a member, it will be treated as a standalone entity even if a group exists.
In the Adjustments Tab

As an alternative to the database-managed group, you can enter Annual Group Wages manually. This overrides the database group lookup for this calculation only.

In Results

When group wages are active, a banner appears showing: group name, total wages, DGE status, and threshold entitlement.

AI Rate Research (Admin) ▼
What It Does

Uses Claude AI to research the latest payroll tax rates and annual thresholds for all 8 Australian states and territories. This saves manually checking 8 different revenue office websites each financial year.

How to Use
  1. Go to Settings → Payroll Tax Rates
  2. Select the target Financial Year (e.g., 2026-27)
  3. Click Research Rates with AI
  4. Review the comparison table showing current vs AI-proposed rates
  5. Each row includes a source URL — click to verify against the official site
  6. Edit any values if needed
  7. Click Approve & Save All to apply
  8. Click Mark as Verified to confirm rates are checked
Example — AI comparison table

NSW: Current 5.45% / $1.2M → AI Proposed 5.45% / $1.2M • Confidence: High
VIC: Current 4.85% / $700K → AI Proposed 4.85% / $700K • Confidence: High

Always verify AI-proposed rates against the official state revenue office websites before approving. The source URLs are provided for each state. AI confidence levels indicate certainty: High, Medium, or Low.
Annual Rate Update Workflow (July 1)
  1. Copy to New FY — copies current rates as a starting point
  2. Research Rates with AI — get Claude's latest research
  3. Verify — check each rate against official sources
  4. Approve & Save All — apply verified rates
  5. Mark as Verified — record the verification for audit
Two-Factor Authentication ▼
What Is 2FA?

Two-factor authentication adds a second layer of security to your login. After entering your password, you must also enter a 6-digit code from an authenticator app on your phone.

Setting Up 2FA
  1. Go to Settings and find the Two-Factor Authentication section
  2. Click Enable Two-Factor Authentication
  3. Scan the QR code with your authenticator app (Google Authenticator, Authy, Microsoft Authenticator, etc.)
  4. Enter the 6-digit code from the app to confirm
  5. Save your recovery codes in a safe place — they are shown only once
Logging In with 2FA

After entering your password, you'll see a second screen asking for the 6-digit code. Enter the code from your authenticator app. You can optionally tick "Remember this device for 30 days" to skip the 2FA step on this browser.

Recovery Codes

If you lose access to your authenticator app, use one of your 8 single-use recovery codes to log in. Each code can only be used once. You can regenerate codes from the Settings page (requires your password).

Disabling 2FA

Click Disable 2FA in Settings and enter your password to confirm. This removes the TOTP secret and all recovery codes.

Admin accounts are strongly encouraged to enable 2FA. Payroll tax data is sensitive financial information.
Regression Tests (Admin) ▼
What Are Regression Tests?

The regression test suite runs known-good examples against the calculation engine to verify that rates and thresholds produce correct results. This catches errors in rate configuration before they affect real calculations.

Running Tests
  1. Go to Settings → Regression Tests
  2. Click Run Tests
  3. Review the results table — each test shows PASS or FAIL with expected vs actual values
What's Tested
  • All 8 jurisdictions: NSW, VIC, QLD, SA, WA, TAS, NT, ACT
  • Boundary conditions: at, above, and below threshold
  • Surcharge tiers: VIC mental health levy, QLD higher duties surcharge, ACT tiers
  • Special rules: WA diminishing threshold, SA transitional band
  • Pro-rata: 28, 29, 30, and 31-day months
Run the regression suite after approving new rates or ruleset candidates to confirm nothing is broken.
Ruleset Candidates (Admin) ▼
What Are Ruleset Candidates?

When the automated rule refresh pipeline (or AI rate research) detects a rate change, it creates a candidate ruleset — a proposed set of rates for a jurisdiction. Candidates must be reviewed and approved before they take effect in calculations.

Reviewing Candidates
  1. Go to Settings → Ruleset Candidates
  2. Each candidate shows a side-by-side diff comparing proposed values against the current approved rates
  3. Changed fields are highlighted (current value struck through, proposed value shown)
  4. Optionally add approval notes explaining why the change is approved
  5. Click Approve to publish the candidate, or Reject to discard it
Ruleset Lifecycle
  • Candidate — proposed but not yet active. Does not affect calculations.
  • Approved — active and used in calculations for its effective date range.
  • Retired — replaced by a newer ruleset or manually archived.
Approval History

The Approval History section shows all previously approved rulesets with the approver name, date, notes, rate, and threshold. Useful for audit trails.

Always run the Regression Tests after approving a new ruleset to verify the new rates produce correct results.
Bug Reports & Feature Requests ▼
How to Report a Bug or Request a Feature

You can report issues or request features from two places:

  • Click your user avatar (top-right) → Report Bug / Feature Request
  • Scroll to the bottom of this Help drawer and click the button
What Happens When You Submit
  1. A form opens asking for the type (Bug, Feature, or Question), subject, and description
  2. When you click Send Report, the app automatically collects debug information:
    • Which tab you were on, your browser and screen size
    • Any recent JavaScript errors in your browser
    • Server uptime, memory usage, Node.js version
    • Your last 15 audit log entries
    • Any open exception tasks
  3. Everything is sent as a single email to the support team
Example bug report email
Subject: [Payroll Tax Bug] Calculation shows wrong threshold for VIC

From: Jane Smith (jane@company.com) — Company Pty Ltd
Xero Org: abc123-def456

Description:
When I calculate March 2026, the VIC threshold shows $700K
but it should be $1M.

Debug Context:
  Active Tab: results
  Browser: Chrome 125.0 / macOS
  Screen: 1920x1080
  Node: v20.11.0 | Uptime: 45min | Memory: 82MB heap

Recent Errors: None

Recent Audit Log:
  2026-03-24 10:30  calculation_saved  {period: "Mar 2026"}
  2026-03-24 10:29  login              {username: "jane"}
  ...
The more detail you include in your description, the faster the issue can be resolved. Include what you were doing, what happened, and what you expected.
Settings & Adjustments ▼
Settings Tab

The Settings tab contains organisation-level configuration:

  • Data Sources — Choose your payroll platform (Xero, MYOB, or Employment Hero) and manage connections. See the dedicated help sections for each platform.
  • Entity Details / Nexus — ABN registered state and principal place of business for nexus fallback
  • User Management — Add users, manage roles (admin/user), delete accounts
  • Two-Factor Authentication — Enable/disable TOTP-based 2FA for your account
Adjustments Tab (Admin)

The Adjustments tab contains payroll tax configuration that admins manage:

  • Payroll Tax Rates — Per-state rate (%), annual threshold ($), and source URL
  • NSW Monthly Thresholds — Day-based thresholds that vary by month length
  • AI Rate Research — Use Claude AI to research latest rates (see dedicated section)
  • Regression Tests — Run test suite against current rates (see dedicated section)
  • Ruleset Candidates — Review and approve rate change proposals (see dedicated section)
  • Approval History — Audit trail of approved rulesets
  • Audit Log — Administrative action history
Glossary ▼
Payroll Tax BaseGross wages + employer SGC super contributions + FBT + contractor wages − exempt amounts
SGCSuperannuation Guarantee Charge — compulsory employer super contribution (currently 12%)
FBTFringe Benefits Tax — grossed-up taxable value of fringe benefits is included in payroll tax base
Annual ThresholdTotal annual wages below which no payroll tax applies. Varies by state (e.g., NSW $1.2M, VIC $1M)
Monthly ThresholdAnnual threshold ÷ 12 (or day-based for NSW). Apportioned across states if multi-state employer.
Interstate ApportionmentProportional threshold = monthly threshold × (state wages ÷ total AU wages)
NexusThe connection between an employee and a state that determines which state collects payroll tax on their wages
DGEDesignated Group Employer — the entity nominated to lodge and pay payroll tax on behalf of a group of related entities
Relevant ContractA contractor arrangement that triggers payroll tax obligations (labour-hire, service contracts where contractor works primarily for one business)
Financial Year1 July to 30 June (e.g., FY 2025-26 = 1 Jul 2025 to 30 Jun 2026)
MYOB AccountRightAccounting and payroll software by MYOB. The app connects via OAuth and company file credentials to pull payroll data.
Employment HeroHR and payroll platform (also known as KeyPay). The app connects via API key to pull payroll data.
Data SourceThe payroll platform (Xero, MYOB, or Employment Hero) that provides employee and pay run data for calculations
Company FileMYOB AccountRight term for a business's accounting database. Each company file has its own credentials.

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