You can set up your practice account using the PracticeSetup Wizard or by entering details manually from the settings menu.

Option 1: Using the Practice Setup Wizard

1. After logging in, you'll be taken to the Practice Setup Wizard.
2. Enter your ABN, then click Validate.
   • Your business name will populate automatically once the ABN is verified.
   • To change the ABN, click on the Clear button and re-enter it.
3. Enter your business address and click Next.
4. Add your bank details, including:
   • Account Name
   • BSB 
   • Account Number
   • Bank Name

These details will be used if you’re using theSuper Clearing House (Beam), otherwise click Next to move on.

5. Enter your Tax/BAS Agent Number.  Here you’ll now see your 10-digit Software ID — note this down for linking your practice account with the ATO.
6. Click Next to proceed to plan selection and complete your setup.

Option 2: Manual Setup via Settings

1. From the top right menu, click the three-dot icon and choose Settings.
2. In the left menu, go to Business, then click Edit.
   • Enter your business number and address, then click update.
3. Next, select ABN, enter your ABN, click Validate, and then Save.
4. Select Bank Details in the menu and complete:
   • Account Name, BSB, Account Number, Bank Name
5. Select ATO Settings to:
   • Enter your tax/ BAS agent number
   • Verify your software ID or ATO registration
   • Verify or update your Branch Code.

Useful Tips:

• You can revisit or update your details anytime in the Settings menu.
• Don’t forget to complete your ATO registration with the Software ID before lodging pay runs for your practice and your clients.