Managing your payroll tax account in OSRconnect - video transcript

This Managing your payroll tax account in OSRconnect video explains how you can perform administrative tasks in OSRconnect.

[Marita]

Welcome to the Office of State Revenue’s demonstration on how to perform various administrative functions in OSRconnect.

So, we start. We're on the Administrator tab. You can see within the Administrator tab there are three sub-sections: User accounts, Contact details and Bank accounts.

We'll start with User accounts. In this example, there are no other users attached to this client number. To add a user, you select the ‘Add’ button.

And you’re given two options: Create new user or Add existing user. Creating a new user will create a brand new user ID. Selecting ‘Add existing user’ is when there is an existing user ID and you’re just adding that existing user ID to this client number.

I’m going to create a brand new user by selecting ‘Create new user’ and filling in all the asterisked fields.

Once you've added in the details—name, last name, email address, telephone and revenue type— you'll need to create a password for your new user. This is a generic password that your new user— when they log in the first time— will be asked to change. Passwords should be between 8 and 14 characters long. It should be alphanumeric and it must not contain any special characters.

So, to create your user, once you've added all the details into all the asterisked fields, select ‘Save’. A little pop-up window displays, indicating that your user has been created with no authorisations. So you need to assign them access to allow them to use their user ID to manipulate data within OSRconnect.

So I’m just going to close that window. So, you can see my user ID has been created there; and then under ‘User authorisations’, my user ID displays with an activity of 'no authorisation'.

So I need to assign an authorisation level. To do that I select the user ID I've just created. It automatically displays with 'Payroll tax'. Then I can choose an activity using the drop-down.

So, there are five different options. ‘Administrator’, which is full access to the account including adding additional users and bank account details etc. ‘Lodged returns or transactions’, which is just making lodgements. ‘Make payments’, which is the opposite—so, they can’t lodge a return but they can make a payment. ‘Save drafts’, which is they create a draft of a return or a transaction, but they cannot submit it and they cannot make payment. And then the last one there is the ‘No authorisations’.

So, I’m going to select ‘Administrator’. The 'Valid to' pre-populates with 31/12/9999. Just basically keeps the account completely open—you can end-date that if you wish. And I’m going to select ‘Save’. A little pop-up appears displaying that your changes have been completed successfully. And I’m going to click out of that.

So, you can see now that my user ID that I've just created has an activity now of administrator, which means when Jane Citizen goes in using her user ID, she will see ‘Lodgement obligations’, ‘Payment obligations’ and ‘Administrator’. She'll also able to create new users, amend contact details and add additional bank accounts.

So, I’m going to select ‘Contact details' now. So this is where you can update your address details as well as your contact details, including your phone number and your telephone number.

So, it will display with business address and mailing address. If you need to make a change, you just select the one that you need to update. So, I’m going to change the business address from a ‘Locked bag 22’ to an actual street address. Then I’m going to update my phone number. And then I’m going to amend the address.

Once you updated all your changes, you can select ‘Save’; and it lets you know that your changes have been updated successfully. And you can see the changes are reflected on this screen.

Now I’m going to select ‘Bank accounts’. So, in this example I already have a bank account listed there. You can add as many bank accounts as you like. To remove a bank account, you select the ‘Delete’ button.

So, I’m going to show you how to end-date an account first. So, in the existing one there, I select ‘Delete’ and it asks me for a date of when the bank account is valid up to and including. So I’m going to put today’s date and save. It lets me know that the details has been updated successfully. So, because it's up to and including today’s date, they still display. However, if I logged in tomorrow, those bank details would no longer be there.

Now I’m going to add a new bank account by selecting ‘Add’. Again, it displays with asterisked fields. You just fill in the details as per your account. Please note, your account name should not have any special characters in it. A 'valid to' displays 31/12/9999. Again, this can be end-dated if you wish, or you can leave it as that date to make sure that is just open at all times. And we'll select ‘Save’. So, once your details have saved, it will display in that bank account section.

That concludes the demonstration on the various administrative functions available through OSRconnect.

Watch the Managing your payroll tax account in OSRconnect video.