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Getting started with PaySauce

This article provides a step-by-step guide to getting PaySauce ready for your first payroll.

J
Written by Jonathan
Updated over 2 months ago

When you first sign up for PaySauce, you'll complete your initial company setup. Once this is complete, a checklist guides you through the remaining steps needed to process your first pay run.

The following gives an overview of what is needed. For a more detailed explanation/guide on each step, use the links provided to view the related article.

Note: Most businesses can complete this setup in 30-60 minutes, depending on how many employees you need to add.


Initial registration

During sign-up, you'll provide your essential company details before accessing PaySauce. This includes:

  • Company name and contact information

  • Australian Business Number (ABN)

  • Withholding Payer Number (WPN)

  • Payment Reference Number (PRN)

  • Business address

  • Pay frequency (weekly or fortnightly)

  • Other required business information

Note: Once you've completed registration, you can access PaySauce and continue with the setup checklist.


Setup checklist

After logging in to PaySauce for the first time, you'll see a setup checklist with the remaining steps needed before you can process your first pay run.

  1. Manage payment setup - Configure how you'll fund your payroll

  2. Set up SuperChoice account - Link your superannuation account

  3. Authorise your bank agreement - Connect your bank account with PaySauce

  4. Add your first employees - Create employee records

  5. Run your first pay - Process your first pay run

Note: You can complete these steps in order, or tackle them as suits your workflow. However, all steps must be completed before you can successfully process a pay run.


Step 1: Manage your payment setup

Your company settings include your business details, tax information, and payment configuration. This information is essential for processing payroll, paying taxes, and filing with the ATO.

What you'll need

  • Australian Business Number (ABN)

  • Withholding Payer Number (WPN)

  • Payment Reference Number (PRN) - available from your ATO business portal

  • Business contact details

  • Bank account details for payroll funding

What to do

  1. Select Payments from the homepage onboarding checklist

    • Or select Manage Payment Setup from Company Settings

  2. Configure how you'll fund payroll:

    • Choose between PayTo (recommended) or Internet banking

    • Enter your bank account details

    • Set agreement parameters (for PayTo)


Step 2: Set up your SuperChoice account

PaySauce uses SuperChoice to manage superannuation filing and payments. You need to complete a one-time registration process that creates your SuperChoice account and links it to PaySauce.

What you'll need

  • Your ABN

  • Email address

  • Business and contact details

  • Bank account details for superannuation payments

  • A computer or laptop (the process isn't optimised for mobile)

What to do

  1. Navigate to the SuperChoice registration portal

  2. Complete the registration form with your business details

  3. Enter your bank account information

  4. Choose your payment type (Direct Debit recommended)

  5. Review and submit your registration

Note: The SuperChoice portal will show "SmoothPay" instead of PaySauce. This is correct, you're in the right place.


Step 3: Authorise your bank agreement

If you chose PayTo as your payment method, you must authorise a payment agreement with your bank before you can process pay runs.

What to do

  1. After completing your payment setup in PaySauce, an agreement is launched with your bank

  2. Log in to your online banking for the account you specified

  3. Look for a pending PayTo agreement or payment authority

  4. Review the agreement details

  5. Accept the agreement

⚠️ You cannot successfully complete your payroll until this agreement is authorised. The agreement typically appears in your online banking within a few minutes.

If you're using Internet banking

If you chose Internet banking as your payment method, you don't need to authorise an agreement. However, you'll need to manually transfer funds to your PaySauce virtual account before each pay run.


Step 4: Add your employees

Once your company is set up, you need to add each employee with their employment details, tax information, and bank details.

For new employees

Add each employee with their complete information including:

  • Personal details

  • Tax information

  • Employment details (type, start date, work pattern)

  • Award and pay rates

  • Bank account details

  • Superannuation fund information

For existing employees moving to PaySauce

If you're transitioning employees from another payroll system, you'll need to add:

  • All the standard employee information (as above)

  • Their current leave balances

  • Their year-to-date (YTD) financial figures

This ensures PaySauce can accurately track their leave and report correct year-to-date totals to the ATO.

What YTD information to enter

You'll need figures from the employee's most recent:

  • Payslip, or

  • Single Touch Payroll (STP) file from your previous system

Required YTD balances include:

  • Leave balances (annual leave, sick leave, long service leave, etc.)

  • Income PAYG (tax withheld year-to-date)

  • Taxable income

  • Gross pay

  • Superannuation entitlements

  • Other relevant financial year-to-date figures

Inviting employees to PaySauce

After adding employees, consider inviting them to create their own PaySauce accounts. This allows them to:

  • Submit timesheets

  • Request leave

  • View payslips

  • Submit reimbursements

You can send invitations during employee creation or afterwards from their employee record.


Step 5: Process your first pay run

Once you've completed all the setup steps, you're ready to process your first pay run.

Before you begin

Make sure:

  • All company settings show as complete

  • Your payment setup shows "ready"

  • Your bank agreement is authorised (if using PayTo)

  • Your SuperChoice account is set up

  • All employees are added with complete information

  • Any initial balances are entered for existing employees

Processing your first pay

  1. Create a new pay run for the relevant pay period

  2. Review each employee's pay details

  3. Approve any timesheets, leave requests, or reimbursements

  4. Add any missing information (timesheets, allowances, etc.)

  5. Verify that superannuation details are complete for all employees

  6. Review the pay run totals

  7. Process the pay run

PaySauce will automatically:

  • Pay your employees

  • Remit tax to the ATO

  • Pay superannuation contributions

  • File Single Touch Payroll reports

  • File superannuation reports


Setup checklist

Use this checklist to track your progress:

  • Company details entered in Company Settings

  • Payment setup configured

  • Bank agreement authorised

  • SuperChoice account created and linked

  • All employees added with complete details

  • Initial balances entered for existing employees (if applicable)

  • Employees invited to PaySauce (optional but recommended)

  • First pay run created

  • Payment setup shows "ready"

  • Ready to process first pay


Common Questions

I can't process a pay run, the button is greyed out

Check that:

  • Your payment setup shows "ready"

  • Your bank agreement is authorised (if using PayTo)

  • All included employees have complete superannuation details

My bank agreement hasn't appeared yet

PayTo agreements typically appear within a few minutes but can occasionally take up to 30 minutes. Log out and back in to your online banking. If it still hasn't appeared after 30 minutes, contact PaySauce support.

I'm not sure if I've entered all the required information

The payment setup section in Company Settings will show whether you're ready to process pay. If anything is missing, it will indicate what needs to be completed.

Can I add employees gradually?

Yes. You can add employees as needed and process pay runs for just the employees you've added.


Getting help

If you get stuck during setup or have questions about any step:

  • Use the help articles linked throughout this guide

  • Contact PaySauce support for personalised assistance via the chat in PaySauce

  • Check the Help Centre for additional articles on specific topics

We're here to help you get up and running smoothly.


What's next?

After your first successful pay run, you'll want to:

  • Establish a regular payroll schedule

  • Set up recurring pay runs to save time

  • Train employees on submitting timesheets and leave requests

  • Review payroll reports and filings

  • Familiarise yourself with adjustment pays for corrections

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