Onboard a New Client

As an accountant using Myaccountant, you can add client businesses to your practice and manage their payroll on their behalf. This guide walks through the steps to onboard a new client.

Steps to Add a New Client

Step 1: Create the Client

1. Navigate to My Clients from the main menu.
2. Click the Add Client button.
3. Enter the client's business details:
   • Business name — the registered business name.
   • ABN — the client's Australian Business Number.
   • Business address — registered address.
   • Contact person — primary contact name, email, and phone.
4. Click Save to create the client record.

Step 2: Set Up the Client's Payroll

1. Open the newly created client from the My Clients list.
2. Navigate to the Payroll section.
3. Configure the payroll settings:
   • Pay schedule — weekly, fortnightly, or monthly.
   • Default super fund — the client's nominated default fund.
   • ATO settings — branch code and STP registration. See Register with the ATO for STP.
4. Add employees. You can:
   • Enter employees manually.
   • Import from Xero if the client uses Xero.
   • Import from Tanda if the client uses Tanda.

Step 3: Configure Billing

1. Go to the client's Plan tab.
2. Select the appropriate payroll subscription plan for the client.
3. Set up the billing arrangement — whether the accountant pays or the client pays directly.

See Manage Client Subscriptions for more details.

Step 4: Grant Client Portal Access (Optional)

If the client needs access to view their payroll data:

1. Go to the client's Portal Access tab.
2. Enter the client's email address.
3. Click Send Invitation. The client will receive an email to set up their login.

Related Guides

• Run Payroll for Your Clients
• Manage Client Subscriptions