Request for Additional Payroll Details from Employers Letter

Description

The Request for Additional Payroll Details from Employers Template is designed exclusively for Australian accounting and taxation professionals to gather the exact payroll data needed for accurate reporting, audit-ready workpapers, and on-time lodgements. It frames the purpose of the request, lists precisely what to collect (wages, allowances, super, benefits, contractors, ESS data, leave balances), and ties the ask to key compliance anchors—AASB 119 (Employee Benefits), AASB 2 (Share-based Payment), Single Touch Payroll (STP) Phase 2, payroll tax across state revenue offices, and the Superannuation Guarantee—so clients understand the “why” behind every document you request.
Best features & benefits
• Customisable via easy-to-use merge fields for logo/letterhead, practice and client details, dates and contacts—personalise and send in minutes.
• Clear purpose statement that links the information request directly to AASB, ATO, STP and superannuation obligations—setting expectations from the first paragraph.
• Comprehensive, itemised data checklist covering:
o Wages & salaries (gross, overtime, bonuses, commissions, terminations)
o Allowances & benefits (travel, car, other taxable/reportable benefits)
o Superannuation (SG, salary-sacrifice, additional contributions)
o Employee benefits / salary packaging (incl. FBT considerations)
o Contractors (engagement terms, invoices, ABNs/TFNs, totals paid)
o Employee Share Schemes (ESS) (plan type, vesting, valuation inputs)
o Leave balances & accruals (annual, personal/carer’s, long service)
• ‘How we will assist’ section that promises a compliance review against STP Phase 2, payroll-tax thresholds/grouping, contractor classification and FBT risks—plus management-ready summary reports.
• Built-in submission deadline block to create urgency and keep lodgement timelines on track.
• Secure delivery options—email or arrange a secure cloud upload—to streamline client handover and reduce attachment ping-pong.
• Professional contact & support section with phone, email and website placeholders so clients know exactly how to get help.
• Optional tools & templates library you can offer on request: Payroll Summary Excel Template, STP Reporting Checklist, Superannuation Compliance Guide, Contractor Engagement Risk Matrix, Employee Remuneration Disclosure Workbook—accelerating turnaround and QA.
• Consistent, client-friendly tone & structure—headings for Purpose → Required Payroll Information → How We Will Assist → Optional Tools → Submission Deadline → Contact Us—reduce clarifications and rework.
• Compliance-aligned references to ATO PAYG withholding, Superannuation Guarantee guidance, AASB 119/2, STP obligations, and state payroll-tax assessments—building credibility with reviewers and auditors.
• Light cross-sell space (“You may find the below useful”) to point clients to related services without cluttering the core request.
• Delegation-friendly—junior team members can issue the request confidently; partners get consistent inputs and cleaner files.
Conclusion
Purpose-built for Australian accounting professionals, this template is a time-saving, informative, process-streamlining tool that standardises payroll information gathering. By combining a regulator-aligned rationale, a precise checklist, optional productivity tools, and a clear submission deadline in one reusable letter, it helps you capture the right evidence on the first pass, minimise follow-up emails, and move quickly from collection to compliant reporting—again and again, every time you onboard or review an employer client within your licensed organisation.