Tag: Standard business reporting

How to Access SBR Software for ATO Reporting
As SapphireOne has all Standard Business Reporting rules of the ATO built-in within its Management Mode, it is a SBR software.

SapphireOne includes all Standard Business Reporting (SBR) rules mandated by the Australian Taxation Office, built directly into Management Mode. This makes SapphireOne a fully integrated SBR-enabled software solution.

In practical terms, SapphireOne collects the required information for each government report directly from your business records. When a report is required, the system automatically extracts and pre-fills the necessary data from your live data file using the tools available in Management Mode. This significantly reduces the time spent collating information, completing forms and submitting reports to participating government agencies.

Standard Business Reporting was introduced by the Australian Government in 2010 as a consistent approach to business record-keeping, designed to simplify reporting obligations. By embedding SBR functionality into SapphireOne, compliance becomes a by-product of day-to-day operations rather than an additional administrative task.

Standard Business Reporting within SapphireOne Management Mode

Management Mode provides access to SBR reporting alongside a broad range of core financial and compliance functions, including:
- Running End of Month and End of Year processes, either together or separately for Financials, Assets and Payroll
- Creating and managing Standing Transactions
- Accessing Cash Movement and Accounts Movement reports, Payroll Tax and Monthly Activity reports, Statements of Equity and GST Summary Accrual reports
- Viewing Statements of Position, Business Activity Statements and Bank Reconciliation reports
- Producing by-period reports across all records, with General Ledger values recalculated by period
- Printing full audit trail reports for Accounts Mode transactions, including Receivables, Payables and General Ledger
Because SBR reporting draws on information already recorded as part of normal business operations, accounting teams avoid duplicate data entry and minimise the risk of reporting errors. Using Management Mode as the central point for reporting not only saves time, but also improves accuracy and confidence in compliance.
September 14, 2020
Replace AUSkey with myGovID and RAM for SapphireOne Government Services
AUSkey was officially replaced by myGovID and Relationship Authorisation Manager (RAM) at 11:59 pm AEDT on Friday 27 March 2020. Together, these services provide a more secure, flexible, and modern way to access Australian Government online services.

myGovID is a digital identity used to prove who you are online, while RAM allows businesses to manage who is authorised to act on their behalf when accessing government services.

Important notice for SapphireOne users

If you use SapphireOne ERP to lodge:
- Single Touch Payroll (STP), or
- Business Activity Statements (BAS) via Standard Business Reporting (SBR)
you must replace AUSkey with myGovID and RAM.

Failure to complete this transition before the deadline will prevent access to these services through SapphireOne.

Step 1: Set up myGovID

If you already have a myGovID, you can proceed to Step 2. Otherwise, complete the following:
1. Download the myGovID app from the App Store or Google Play
2. Create your myGovID using an email address
3. Verify your email as prompted
4. Achieve Standard identity strength by verifying two identity documents (for example, passport and driver licence)
5. Scan your documents or enter the details manually
Once set up, myGovID is ready to use.

When logging in on a Windows PC or Mac using a browser (Safari, Chrome, or Firefox):
- A 4-digit code will be sent to your myGovID app
- Enter the code or tap Accept in the app to complete the login securely
Step 2: Set up Relationship Authorisation Manager (RAM)

To use RAM, the principal authority for the business must:
- Have an active myGovID
- Link their myGovID to the business ABN in RAM
Once linked, the principal authority can:
- Authorise employees or agents to act on behalf of the business
- Manage and revoke authorisations as required
You can:
- Link your business
- View and manage authorisations
- Accept authorisation requests
- Manage machine credentials
Access RAM at: authorisationmanager.gov.au

Step 3: Create a machine credential

Machine credentials allow businesses and registered agents to interact with Australian Taxation Office online services using SBR-enabled software such as SapphireOne. They replace the function previously performed by Administrator or Standard AUSkeys.

Before creating a machine credential:
- Install the required browser extension
- Supported browsers:
  - Windows: Chrome, Firefox
  - macOS: Chrome, Firefox
Creating the machine credential:
- Log in to authorisationmanager.gov.au using Chrome or Firefox
- Select Log in with myGovID
- Enter the email address linked to your myGovID
- Approve the login in the myGovID app using the 4-digit code
- Select View or manage authorisations, machine credentials and cloud software notifications
- Choose the entity you are acting on behalf of
- Open the Manage credentials tab
- Select Create machine credential
- Enter the following:
  - Keystore path (pre-filled, can be changed)
  - Keystore password (minimum 10 characters, mixed case, number, punctuation, no spaces)
  - Credential name (to help identify it later)
- Confirm the details and select Download
- Finish the process
You can now create, view, revoke, or claim machine credentials for the entity.

Uploading the machine credential into SapphireOne

To complete the setup in SapphireOne:
- Go to Utilities > Controls > Company
- Select and modify the relevant company
- From the page drop-down menu, choose More Details
- Locate the SBR section
- Upload the downloaded Keystore file
- Save the record
Once uploaded, SapphireOne is ready to lodge STP and BAS using the new myGovID and RAM framework.

Replacing AUSkey with myGovID and RAM ensures continued, secure access to government services through SapphireOne while aligning with current Australian Government digital identity standards.tore file. Upload the Machine Credential file you have downloaded from authorisationmanager.gov.au and you will be ready to go.
March 26, 2020
ATO AUSkey Retirement and What SapphireOne Users Must Do

Your AUSkey will retire in March 2020 and will be replaced with myGovID

At the end of March 2020 your AUSkey will no longer be valid and will be replaced with your myGovID. Your myGovID can be managed using the ATO’s Relationship Authorisation Manager (RAM) – This will allow you to link your myGovID to your ABN and manage who can act on behalf of your business online.

You can already use myGovID and RAM for some participating government online services. This will extend to more government online services that use AUSkey or Manage ABN Connections.

Before you can submit a Single Touch Payroll event (STP) or submit a Business Activity Statement (BAS) through Standard Business Reporting (SBR), your AUSkey will need to be replaced by new machine credentials which are a component of the Machine to Machine (M2M) authentication solution.

Please click on the link below which explains how to create the machine credentials in the ATO Relationship Authorisation Manager which includes the steps you need to complete and details on installing the browser extension. There are several links to videos which will guide you through the process.

Business Software User Or Provider

Machine credentials

The machine credential is installed on your computer and facilitates you to interact with the ATO online services through SapphireOne.

The Machine credentials are created in the Relationship Authorisation Manager (RAM) and replaces the AUSkey.
You will need to download and install the application plugin (Machine credential download/browser extension) compatible with your computer’s operating system.

Please visit the Australian Taxation Office website for more details: info.authorisationmanager.gov.au
January 15, 2020
SapphireOne Achieved Full Certification for STP and SBR2
Based on the information provided SapphireOne has been assessed and given Full Operational Framework Approval for SapphireOne who are consuming BAS (PLS) and STP low risk API (payment services) with the following terms and conditions.

API consumption conditions
- Conditions –
  1. Full Approval granted SapphireOne for BAS services (PLS) and STP low risk API (payevent services).
  2. SapphireOne have ISO certification with software stored and managed by the client, in accordance with our requirements MFA is not a requirement as the as they are Desktop application provider storing no data onsite.
- Production Verification Testing (PVT) – You must successfully complete the required PVT scenarios with your Account Manager for each PLS API required.
- Changes to your situation – The ATO must be notified via your Account Manager of any changes to your business or product environment, in relation to the information you supplied in your questionnaire.
- Monitoring – Monitoring is considered a joint responsibility between the ATO and the DSP. The ATO conducts monitoring at the network, application and transaction layers; if anomalies or areas of concern are identified, we may re-assess your whitelisting suitability. The ATO will generally contact you or your representative unless exceptional circumstances apply. Where you identify a breach through your own monitoring controls you must notify the ATO immediately via your Account Manager to ensure appropriate action can be taken.
Please respond with your agreement, understanding and acceptance of the conditions contained within this email.
May 3, 2018