We've created some STP templates for you below to copy and paste across in your own Practice Ignition accounts!

We've included the following service, terms and email templates (click on these links to navigate this page!)

Service templates:

Terms templates:

Notification templates:

Please ensure that you review these templates as some require your ABN to be inserted. Remember to highlight all the text in the grey boxes below and copy them across!

You can head over to your services tab, terms tab and email notifications tab to add these new templates in.

Please note: You are accepting responsibility (and any associated risks) for using these templates in your account. We strongly recommend you double check with your professional association or indemnity insurance provider prior to engaging your clients with these templates.

If you are unsure how to create a full STP Declaration proposal, we've detailed the process here in this support article that you can follow!

Service Templates

Please note: All services here should be set to an Included billing type.

Single Touch Payroll (STP) Service - 12 Month Authority

Service Description:

The STP pay event is an approved form submitted to the Commissioner of Taxation. Each time it is lodged it requires a declaration that the:

* Information contained in the approved form is ‘true and correct’
* Declarer is authorised to lodge the approved form.

STP Finalisation Service

Service Description:

STP allows your employees to view their payment information at any time in ATO online service via myGov. When you have made the finalisation declaration, your employees will see the status of their payment information change to 'tax ready.

Terms Templates

STP Single Event Authority

{{ proposal.sent_date }}
<br>
{{ proposal.service_summary }}
<br>

h3. Client details and Authorisation
* Type of entity: {{ client.business_structure }}
* Name of Entity: {{ client.name }}
* Contact: {{ contact.name }}
* ABN: {{ client.company_number }}
* Phone No: {{ client.phone_number }}
* Business Address:
{{ client.address }}
<br>

*Purpose of this document*
{{ practice.admin }}, trading as {{ practice.name }}, is a Registered <Enter either TAX or BAS> Agent, holding <Enter either TAX or BAS> Agent Registration Number <Insert Agent Number Here>. By completing this declaration, you are authorising {{ practice.name }}, to prepare and lodge a Single Event Pay Authority as required by Division 389 of the Taxation Administration Act (1953) and in accordance with the terms of our existing engagement for the duration of this Authority commencing on *{{ proposal.commencement_date }} to {{ proposal.end_date }}*

*Client Declaration*
I authorise {{ practice.name }} to prepare and lodge an STP Pay Event for this period being the {{ proposal.commencement_date }} to {{ proposal.end_date }} with the Commissioner of Taxation

I declare that:
* I am authorised to make this declaration, and
* That the information provided for the preparation and lodgement of this Single Event Pay Authority is true and correct
* Accept the responsibility of providing staff salaries and worked hours by the appropriate pay run date to {{ practice.name }} as my authorised TAX/BAS agent.
* I acknowledge my staff wages are paid in line with the appropriate payroll awards and Fairwork guidelines.
* My staff have the appropriate PAYG amounts withheld from each pay along with the statutory rate of Superannuation paid quarterly.

*Agent Declaration*
{{ practice.name }} accepts the responsibility of collating and entering payroll data each pay run.

We accept responsibility for the calculation, reconciliation and submission of PAYG and super reporting, along with providing this information to the business owner for payment in a timely manner.
I acknowledge that all payroll data processed under my authority is compliant in line with the ATO and Fairwork guidelines.
<br>

Signed {{ signature.client }}
{{ contact.name }}
{{ client.name }}
{{ proposal.acceptance_date }}

Signed
{{ "Your Name" | signature }}
{{ practice.admin }}

Director
{{ practice.name }}, ABN: <insert ABN here>
{{ proposal.acceptance_date }}

STP Enduring Authority (12 Months)

{{ proposal.sent_date }}
<br>
{{ proposal.service_summary }}
<br>

h3. Client details and Authorisation
* Type of entity: {{ client.business_structure }}
* Name of Entity: {{ client.name }}
* Contact: {{ contact.name }}
* ABN: {{ client.company_number }}
* Phone No: {{ client.phone_number }}
* Business Address:
{{ client.address }}
<br>

*Terms and Conditions:* Applies for a maximum of 12 months from date of commencement, but must be reviewed at that time or where there is a significant change to workplace law, taxation law, or payroll processes. Eligibility excluded where there are overdue Activity Statements, outstanding debts (other than those covered by an ATO payment arrangement or the debt is subject to review), the business is subject to ATO compliance activity for PAYG withholding in the past two years, or the Directors of the company have ever been issued with a Director Penalty Notice in relation to any company.

*Purpose of this document*
{{ practice.admin }}, trading as {{ practice.name }}, is a Registered <Enter either TAX or BAS> Agent, holding <Enter either AX or BAS> Agent Registration Number <Insert Agent Number Here>. By completing this declaration, you are authorising {{ practice.name }}, to prepare and lodge STP Pay Events as required by Division 389 of the Taxation Administration Act (1953) and in accordance with the terms of our existing engagement for the duration of this Authority commencing on *{{ proposal.commencement_date }} to {{ proposal.end_date }}*

*Client Declaration*
I authorise {{ practice.name }} to prepare and lodge an STP Pay Event for the next year (12 months) commencing on {{ proposal.commencement_date }} with the Commissioner of Taxation

I declare that:
* I am authorised to make this declaration, and
* That the information provided for the preparation and lodgement of this STP Pay Event is true and correct
* The eligibility criteria is met**
* Accept the responsibility of providing staff salaries and worked hours by the appropriate pay run date to {{ practice.name }} as my authorised TAX/BAS agent.
* I acknowledge my staff wages are paid in line with the appropriate payroll awards and Fairwork guidelines.
* My staff have the appropriate PAYG amounts withheld from each pay along with the statutory rate of Superannuation paid quarterly.

*Agent Declaration*
{{ practice.name }} accepts the responsibility of collating and entering payroll data each pay run.

We accept responsibility for the calculation, reconciliation and submission of PAYG and super reporting, along with providing this information to the business owner for payment in a timely manner.

I acknowledge that all payroll data processed under my authority is compliant in line with the ATO and Fairwork guidelines.
<br>

Signed {{ signature.client }}
{{ contact.name }}
{{ client.name }}
{{ proposal.acceptance_date }}

Signed
{{ "Your Name" | signature }}
{{ practice.admin }}
Director
{{ practice.name }}, ABN: <insert ABN here>
{{ proposal.acceptance_date }}

_**No overdue Activity Statements, no ATO outstanding debts unless covered by a payment arrangement or subject to review, not currently or have been subject to ATO compliance activity for PAYG withholding in the past two years, and no Director has been issued with a Director Penalty Notice in relation to any company that they have been a Director._

STP Finalisation Template

{{ proposal.sent_date }}
<br>
{{ proposal.service_summary }}
<br>

h3. Client details and Authorisation
* Type of entity: {{ client.business_structure }}
* Name of Entity: {{ client.name }}
* Contact: {{ contact.name }}
* ABN: {{ client.company_number }}
* Phone No: {{ client.phone_number }}
* Business Address: {{ client.address }}
<br>

Dear {{ contact.addressee| default: contact.name }},

h3. STP FINALISATION AGREEMENT

Applies to and must be completed for the 2019-20 financial year:
• employers with 20 or more employees will have until 14 July 2020
• employers with 19 or less employees will have until 31 July 2020.
{{ practice.admin }} - {{ practice.name }} is a Registered <<Add TAX or BAS>> Agent, holding TAX Agent Registration Number <<enter your number here>>. By completing this declaration, you are authorising {{ practice.name }} to prepare and lodge your end-of-year finalisation declaration as required by Division 389 of the Taxation Administration Act (1953).

h4. CLIENT DETAILS:
This section refers to the client for whom {{ practice.name }} will be preparing and lodging an end-of- year finalisation declaration through STP.
*Name of Individual or Entity* - {{ client.name }}
*ABN of Individual or Entity* - {{ client.company_number }}

h4. CLIENT DECLARATION:
I, {{ contact.name }}, from {{ client.name }} authorise {{ practice.name }} to prepare and lodge an end-of-year finalisation declaration through STP with the Commissioner of Taxation

I declare that:
• I am authorised to make this declaration, and
• That the information provided for the preparation and lodgement of this finalisation declaration is true and correct

Signed {{ signature.client }}
*{{ contact.name }}*
{{ client.name }}
{{ proposal.acceptance_date }}

h4. AGENT DECLARATION

The ATO requires that the employer and their Tax or BAS Agent co-sign the end-of-year finalisation declaration. Accordingly, as your Tax or BAS Agent we will sign the declaration with the lodgement.

*{{ "Your Name" | signature }}*
*{{ practice.admin }}*
{{ practice.name }}
{{ proposal.acceptance_date }}

Taxable Payments Annual Report (TPAR) Template

{{ proposal.sent_date }}
<br>
{{ proposal.service_summary }}
<br>

h3. Client details and Authorisation
* Type of entity: {{ client.business_structure }}
* Name of Entity: {{ client.name }}
* Contact: {{ contact.name }}
* ABN: {{ client.company_number }}
* Phone No: {{ client.phone_number }}
* Business Address: {{ client.address }}
<br>

*Purpose of this document*

{{ practice.admin }}, trading as {{ practice.name }}, is a Registered <Enter either TAX or BAS> Agent, holding <Enter either AX or BAS> Agent Registration Number <Insert Agent Number Here>. By completing this declaration, you are authorising {{ practice.name }}, to prepare and lodge a Taxable Payments Annual Report (TPAR) as required by Division 389 of the Taxation Administration Act (1953) and in accordance with the terms of our existing engagement for the duration of this Authority commencing on *{{ proposal.commencement_date }} to {{ proposal.end_date }}*

*Client Declaration*
I authorise {{ practice.name }} to prepare and lodge a Taxable Payments Annual Report with the Commissioner of Taxation.

I declare that:
* I am authorised to make this declaration, and
* That the information provided for the preparation and lodgement of this Taxable Payments Annual Report is true and correct
<br>

Signed {{ signature.client }}
{{ contact.name }}
{{ client.name }}
{{ proposal.acceptance_date }}

*Agent Details*
The ATO requires that the client and their Tax or BAS Agent co-sign the Declaration if they are lodging a Taxable Payments Annual Report on your behalf.

Signed
{{ "Your Name" | signature }}
{{ practice.admin }}
Director
{{ practice.name }}, ABN: <insert ABN here>
{{ proposal.acceptance_date }}

Notification Email Templates

STP Finalisation Authority

Section: New Proposal Message

Email Subject: STP Finalisation Authority - Signature Required Please

Content:

Hi {{ contact.name }},

{{ proposal.message_text }}

{{ practice.name }} has sent you an authority for {{ client.name }} to act on your behalf with the ATO in relation to lodging the Single Touch Payroll (STP) Finalisation which allows your employees to view their payment information in the ATO online service via myGov.

When the the finalisation declaration has been signed and lodged, your employees will see the status of their payment information change to 'tax ready' meaning their Income Statements are ready for viewing.

Clicking the link below will direct you to a page where you can view the details of the authority, and accept it online.

If you have any questions or requests, please write them in the comments box on the proposal and click 'Submit comment'

"View the proposal":{{ proposal.accept_url }}

Warmest regards,
{{ practice.name }}

Proposal Accepted On Screen Message

Content:

h2. Your proposal was successfully accepted.

Please check your email for a confirmation and link to your signed PDF.

{% if proposal.total_cost == "$0.00" %}

Thank you again for choosing {{ practice.name }}. We seek to act in the best interests of our clients at all times and provide the highest level of professional services.

{% else %}

h3. Billing Information

Thank you again for choosing {{ practice.name }}. We seek to act in the best interests of our clients at all times and provide the highest level of professional services.

In order to facilitate this, {{ practice.name }} uses an online fixed fee proposal system that incorporates the scope of work and Terms of Engagement along with a fee schedule for the duration of the agreement. Please see the below information regarding our billing process.

* *+Upon Acceptance Services:+* These are one-time services billed at the commencement of this engagement. {{ proposal.on_acceptance }} will be invoiced immediately and paid immediately.

* *+Recurring Services:+* includes any service that will be delivered throughout the period of engagement, ending {{ proposal.end_date }}. An invoice for these services will be delivered on the {{ proposal.bill_day }} of each month and due in < > days.

* *+Upon Completion or Estimated Services:+* Services listed as upon completion or estimate on your proposal are one-time services that are billed upon completion of the work. We will notify you when the work is complete and upon receipt of the deliverable, an invoice will be issued and payment will be due in < > days.

h3. Setting up automatic payments with {{ practice.name }}

If you entered your payment information when accepting your online proposal, all payments to {{ practice.name }} will be collected automatically < > days after the invoice is issued. If you skipped this step and would like to set up automatic payments, <a href={{ client.update_payment_details_url }}>please click here.</a>

You can also use the above link to enter additional payment methods, or change the primary bank or credit card you would like us to use.

{{ practice.payment_verification_message }}

{% endif %}

Kind regards,
<br>
*{{ practice.name }}*

Proposal Accepted Email

Content:

Hi {{ contact.name }},

{% if proposal.total_cost == "$0.00" %}

This is a confirmation that the authority for {{ client.name }} was successfully accepted.

For your reference here is a "link to your signed PDF":{{ proposal.pdf_url }}.

{% else %}

This is a confirmation that the proposal for {{ client.name }} was successfully accepted.

For your reference here is a "link to your engagement letter":{{ proposal.pdf_url }}.

Please review the information below and follow any next steps to ensure your work can begin.

{% endif %}

---
{{ proposal.accept_proposal_message }}
---

Did this answer your question?