diff --git a/website/docs/software_partners/how_to_guides/stapling-setup-instructions/access-manager-hosted-services-1.png b/website/docs/software_partners/how_to_guides/stapling-setup-instructions/access-manager-hosted-services-1.png new file mode 100644 index 0000000..dd5f6d2 Binary files /dev/null and b/website/docs/software_partners/how_to_guides/stapling-setup-instructions/access-manager-hosted-services-1.png differ diff --git a/website/docs/software_partners/how_to_guides/stapling-setup-instructions/access-manager-hosted-services-2.png b/website/docs/software_partners/how_to_guides/stapling-setup-instructions/access-manager-hosted-services-2.png new file mode 100644 index 0000000..3a1e65b Binary files /dev/null and b/website/docs/software_partners/how_to_guides/stapling-setup-instructions/access-manager-hosted-services-2.png differ diff --git a/website/docs/software_partners/how_to_guides/stapling-setup-instructions/access-manager-hosted-services-3.png b/website/docs/software_partners/how_to_guides/stapling-setup-instructions/access-manager-hosted-services-3.png new file mode 100644 index 0000000..a9932f4 Binary files /dev/null and b/website/docs/software_partners/how_to_guides/stapling-setup-instructions/access-manager-hosted-services-3.png differ diff --git a/website/docs/software_partners/how_to_guides/stapling-setup-instructions/access-manager-hosted-services-4.png b/website/docs/software_partners/how_to_guides/stapling-setup-instructions/access-manager-hosted-services-4.png new file mode 100644 index 0000000..2fdae8b Binary files /dev/null and b/website/docs/software_partners/how_to_guides/stapling-setup-instructions/access-manager-hosted-services-4.png differ diff --git a/website/docs/software_partners/how_to_guides/stapling-setup-instructions/access-manager-login-v2.png b/website/docs/software_partners/how_to_guides/stapling-setup-instructions/access-manager-login-v2.png new file mode 100644 index 0000000..76941ce Binary files /dev/null and b/website/docs/software_partners/how_to_guides/stapling-setup-instructions/access-manager-login-v2.png differ diff --git a/website/docs/software_partners/how_to_guides/stapling-setup-instructions/index.md b/website/docs/software_partners/how_to_guides/stapling-setup-instructions/index.md index 2c6160b..e8b9e0d 100644 --- a/website/docs/software_partners/how_to_guides/stapling-setup-instructions/index.md +++ b/website/docs/software_partners/how_to_guides/stapling-setup-instructions/index.md @@ -4,9 +4,9 @@ outline: deep # How to activate automated super stapling with SuperAPI -To activate automated super stapling you must assign "SuperAPI Pty Ltd" as an appointed business to access ATO Online Services on your behalf (via API). This appointment is set up via ATO Access Manager, using your MyGovID. +To activate automated super stapling you must add SuperAPI.com.au as a hosted software service within your ATO Access Manager portal. This can be completed by the business owner or employer via the business entity's Access Manager portal. Alternatively, if the business is working with an advisor, their BAS or Tax agent can set this up for them via their agent portal. -In order to set up the appointment you must have "Principal Authority" or "Authorisation administrator" privileges within the business entity. +You can log in to ATO Access Manager using your MyGovID. > **Note:** These instructions will activate both TFN Declarations & Super Stapling. @@ -16,38 +16,47 @@ In order to set up the appointment you must have "Principal Authority" or "Autho - Login to [ATO Access Manager](https://am.ato.gov.au/) using your MyGovID -[![Step 1: Login to ATO Access Manager](ato-access-manager-login-small.png)](https://am.ato.gov.au/) +[![Step 1: Login to ATO Access Manager](access-manager-login-v2.png)](https://am.ato.gov.au/) ### 2: Select your business entity - If you have access to multiple companies, select which company you'd like to authorise for Super Stapling and _click_ **"Continue"**. -### 3: Appoint a new business +### 3: Nominate SuperAPI as a hosted software service -- Under **"Business Appointments"**, _click_ **"Who has access to my business"** -- Enter ABN: **"67 674 661 244"** to appoint **"SuperAPI Pty Ltd"** as your provider of ATO Online Services -- _Click_ **"Continue"** +- Under **"My hosted software services"**, _click_ **"Notify the ATO of a hosted service"** -![Step 3: Appoint a new business](ato-stapling-api-permission-setup.png) +![Step 3: Nominate SuperAPI as a hosted software service](access-manager-hosted-services-1.png) -### 4: Assign permissions +- Search for the following provider details: + - Provider name: **"SuperAPI.com.au"** + - Provider ABN: **"67 674 661 244"** -- Scroll down to **"Employee Commencement Form"** -- _Check_ all three boxes, **"View"**, **"Prepare"**, **"Lodge"** -- _Click_ **"Save"** -- You should now see "SuperAPI Pty Ltd" under your appointed businesses +![Step 3: Nominate SuperAPI as a hosted software service](access-manager-hosted-services-2.png) -![Step 4: Assign Permissions](am-ato-access-manager-options-small.png) +- Select SuperAPI as the provider, then add the software ID (SSID): **"8221758777"** +- Click **"Next"**, then click **"Save"** to complete the authorisation. -![Step 4: Permissions Set](ato-stapling-api-permission-set.png) +![Step 3: Nominate SuperAPI as a hosted software service](access-manager-hosted-services-3.png) -### 5: Success +### 4: Success -- You should now see **"SuperAPI Pty Ltd"** under your appointed businesses. -- To verify that super stapling has been successfully authorised, return to **"Employer Setup"** and _click_ **"Check stapling activation"**. -- You've now successfully set up super stapling +- You should now see **"SuperAPI.com.au"** as a hosted software service +- To verify that super stapling has been successfully authorised, return to **"Employer Setup"** and: + - Complete the declaration + - Provide agent details (if you are a BAS or Tax agent) + - _Click_ **"Check ATO connection"** +- You've now successfully set up super stapling. -![Step 5: Success](ato-stapling-api-permission-step-6-success-2.png) +![Step 4: Success](access-manager-hosted-services-4.png) + +## Clickable demo: How to setup Super Stapling via ATO Access Manager + +Check out our clickable demo, which guides you through the setup in the Access Manager portal and the final step required in the SuperAPI employer portal. + +
+ +
## FAQ: Help activating automated super stapling @@ -58,3 +67,8 @@ If you receive an error when attempting to log in to ATO Access Manager then you ### Don't have a MyGovID? If you don't have a MyGovID, you also won't have access to ATO Access Manager (AM), or Resource Authorisation Manager (RAM). You should speak to the owner of the business, finance team or payroll team and determine who has a MyGovID, and access to these portals. Once you have determined who has access, provide these instructions for them to complete. + +### My BAS or Tax agent has set this up in their Access Manager, do they need to enter anything in the employer portal? + +Yes they will need to provide both their agent number and BAS or Tax agent entity ABN in the employer portal. After providing these details, they can click **"Check ATO connection"** and we'll make sure our SSID has been successfully associated with their agent details. +