Annual reconciliation
Login requirements
- How do I login?
To access the 2008 annual reconciliation online form, enter your client ID and correspondence ID from your 2008 return booklet/letter or any other recent OSR correspondence.
Information required before starting
- What information do I need before I start?
-
client ID and correspondence ID
contact name and daytime phone number
ABN - if you are a company
if you do not have an ABN, you must enter an ARBN
if you employed for less than the full year - start and/or end dates of employment
employed interstate
declare other states where you employed.
- Apprentices and exempt trainees (required for statistical purposes only)
number employed during the year.
- Your NSW wages (separated into the following components)
salaries and wages
contractor payments
allowances
employer superannuation contributions
fringe benefits
employment termination payments.
- Grouping information
If you are a member of a group and are claiming the threshold you also need:
the gross NSW wages paid by all members of the group
gross interstate wages paid by all members of the group
NSW Client IDs of all group members (if applicable).
If you are not claiming threshold, you must provide the NSW Client ID of your Designated Group Employer (DGE) if known. If not known, you must provide the DGE name.
- Single lodger
You will need:
the gross NSW wages paid by all members of the group
the gross interstate wages paid by all members of the group
NSW Client IDs of all group members.
- Tax paid
your monthly tax payments will be automatically pre-populated (excluding any interest or penalties).
- How long will it take to complete my annual reconciliation?
The annual reconciliation should take no longer than 30 minutes to complete if you have all the necessary information.
Technical questions
- Can I access the online forms using an Apple Macintosh computer?
Yes. Providing that you have a minimum system capacity of Mac OS 10 with Internet Explorer 5.2. Mac users with Mac OS 9.2.2 and Internet Explorer 5.1.7, or earlier, don't have the required capacity to use our online forms.
- How do I save the information I have entered?
By using any of the buttons (ie 'back', 'next','save' and 'Logout') your information will be automatically saved.
- Can I leave the annual reconciliation and come back to it?
If you use the 2008 annual reconciliation online form you can logout at any stage and come back to it at a later date. By using any of the buttons (ie 'back','next', 'save' and 'logout') your information will be automatically saved.
- Can I print a copy of my annual reconciliation?
Yes, once you're liability has been calculated you'll be given access to the 'print' option. This will print a summary of your annual reconciliation details for your records.
Be sure to complete the lodgement process once you have printed your summary.
Do not send this print summary to OSR.
- How do I lodge my annual reconciliation?
You lodge your annual reconciliation by selecting the 'lodge' button at the bottom of the lodgement page. You will be provided with a lodgement reference number to confirm you have submitted your annual reconciliation successfully.
- Will I receive an acknowledgement from OSR when I lodge my annual reconciliation?
Once you have lodged your annual reconciliation you will be issued with a lodgement reference number.
- What do I do if I get these error messages?
-
the page cannot be displayed
try again in 5 minutes.
Select the 'refresh' button of your browser, or use Ctrl + F5, to refresh the page and complete the download of the page by your browser.
If the problem still exists, please read our technical help.
- What do I do if I get the error message: Proxy reports: 12204 SSL port specified is not allowed?
Please contact your IT helpdesk.
Amending your annual reconciliation
- What if I need to amend my annual reconciliation after I've lodged it?
You can access and amend your reconciliation at any time using your client ID and correspondence ID.
Note: when you lodge an amended annual reconciliation, it will replace your previously lodged reconciliation information and you will be provided with a new lodgement reference number.
- What do I do if the payment figures displayed are incorrect?
Your monthly payments will be displayed in the 2008 annual reconciliation online form.
The displayed payment figures show your monthly return payments for the period July 2007 to May 2008. They also include any instalment payments relating to returns or assessments for the 2007-08 financial year.
If you have inadvertently made a payment for June prior to completing your 2008 annual reconciliation, then this payment has been included in the amount displayed for May 2008.
The displayed payments do not include any interest or penalty that may have been paid during the 2007-08 financial year, nor any payment relating to a liability for a previous financial year or period.
If any of the payment details displayed are incorrect or incomplete, please contact us.
- Where is my payment for June 2008 that I made prior to completing my annual reconciliation?
If you have inadvertently made a payment for June prior to completing your 2008 annual reconciliation, then this payment has been included in the amount displayed for May 2008.
If any of the payment details displayed are incorrect or incomplete, please contact us.
Payment
- Can I use the online payment (direct debit) facility to make my annual reconciliation payment?
Yes. The facility to pay online is incorporated in the 2008 annual reconciliation login online form. To make your payment, access the online payment option from the confirmation of lodgement page.
You can now schedule a future dated payment once you have calculated your tax liability. When the future dated payment option is used the payment will be automatically made via the online system on the date requested. The future payment date selected must be on or before the due date for payroll tax.
Note: you must be registered to use this facility. You can register during the payment process.
You need to register before making online payments. Before registering for online payment, please read OSR’s payroll tax online payment terms and conditions.
Single lodger
- What is a single lodger?
A single lodger is the group member responsible for lodging returns and paying payroll tax on behalf of all members of the group. The other group members are not required to make individual payments or lodge an annual reconciliation. A request in writing must have been made and advice received from OSR of approval to be the nominated single lodger.
A single lodger does not include an accountant or accounts clerk who may calculate the payroll tax payable and make payments on behalf of more than one company. In this instance, each individual company is still required to make their own payment to OSR and lodge their own annual reconciliation in July each year.
The following checklist will assist you in determining whether you are a single lodger. Are you a member of a group?
Yes/No
Have you received advice from OSR that you are a single lodger?
Yes/No
Do you calculate the payroll tax payable by the group each month on behalf of all members of the group?
Yes/No
Do you pay the total payroll tax payable for the group on behalf of all members of the group?
Yes/No
Do the other group members advise you of their gross NSW wages and gross interstate wages each month?
Yes/No
Out of all group members, are you the only group member that makes individual payments to OSR?
Yes/No
Are you responsible for lodging the annual reconciliation and making the June payment on behalf of all group members?
Yes/No
If you answered ‘yes’ to all the above questions, you are a single lodger.
Nominating a Designated Group Employer (DGE)
- Why does my group need to nominate a Designated Group Employer (DGE)?
Only one member of the group can claim the NSW threshold entitlement.
This member is known as the Designated Group Employer (DGE). Grouped employers are required to nominate a DGE for their group. The nominated member must have total Australian wages exceeding $600,000.
If you are not the DGE, you do not receive any threshold entitlement. Your payroll tax is calculated at 6 per cent of your NSW taxable wages.
If none of the members have total Australian wages exceeding $600 000, you must nominate a Single Lodger to be responsible for lodging and paying payroll tax on behalf of all members of the group.
More information
