[IMP] l10n_au: update documentation

Provides an up-to-date documentation for the Australian localization
(Odoo 17) with all the new and upcoming features in this version.

closes odoo/documentation#7138

X-original-commit: 2bffc3d457
Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>

content/applications/finance/fiscal_localizations/australia.rst

@@ -2,14 +2,874 @@
 Australia
 =========
 
+.. _australia/configuration:
+
+Configuration
+=============
+
+.. list-table::
+   :widths: 25 25 50
+   :header-rows: 1
+
+   * - Module Name
+     - Module Key
+     - Description
+   * - :guilabel:`Australia - Accounting`
+     - `l10n_au`
+     - Installed by default when the Accounting :guilabel:`Fiscal Localization` package is set to
+       :guilabel:`Australia`. This module also installs the :guilabel:`ABA credit transfer` and the
+       :guilabel:`Remittance Advice report` module.
+   * - :guilabel:`Australian Reports - Accounting`
+     - `l10n_au_reports`
+     - Includes the :guilabel:`Taxable Payments Annual Reports (TPAR)` and the
+       :guilabel:`BAS report`.
+   * - :guilabel:`Australia - Payroll`
+     - `l10n_au_hr_payroll`
+     - Payroll localisation for Australia.
+   * - :guilabel:`Australia - Payroll with Accounting`
+     - `l10n_au_hr_payroll_account`
+     - Installs the link between Australian payroll and accounting. The module also installs the
+       modules: :guilabel:`Australian - Accounting`; :guilabel:`Australian Reports - Accounting`;
+       and :guilabel:`Australia - Payroll`.
+   * - :guilabel:`Accounting Customer Statements`
+     - `l10n_account_customer_statements`
+     - Allows the management and sending of monthly customer statements from the partner ledger and
+       the contact form. Also used in New Zealand.
+   * - :guilabel:`Employment Hero Australian Payroll`
+     - `l10n_au_keypay`
+     - Synchronises all pay runs from Employment Hero with Odoo’s journal entries.
+
+.. _australia/coa:
+
+Chart of Accounts
+=================
+
+The Australian chart of accounts is included in the **Australia - Accounting** module. Go to
+:menuselection:`Accounting --> Configuration --> Chart of Accounts` to access it.
+
+.. seealso::
+   :doc:`../accounting/get_started/chart_of_accounts`
+
+.. _australia/taxes:
+
+Taxes and GST
+=============
+
+The default Australian taxes impact the :ref:`BAS Report <australia/bas>`, which can be accessed
+through :menuselection:`Accounting --> Reporting --> BAS Report`.
+
+In Australia, the standard **Goods and Services Tax** (GST) rate is 10%, but different rates and
+exemptions exist for specific categories of goods and services.
+
+.. image:: australia/default-gst.png
+   :alt: Default GST of Australia
+
+Tax Mapping
+-----------
+
+Within the Australian localisation package, tax names encompass the tax rate as an integral part of
+their naming convention.
+
+Despite the high amount of taxes in Odoo, these taxes are pretty similar (mostly 0% and 10%), with
+different tax grid variations for:
+
+- Goods
+- Services
+- TPAR
+- TPAR without ABN
+
+.. seealso::
+   :doc:`Taxes <../accounting/taxes>`
+
+Taxes including a **TPAR** mention impact not only the **BAS** report but also the **TPAR** report.
+Businesses from certain industries need to report payments made to subcontractors from relevant
+services during the financial year. Odoo combines the use of taxes and fiscal positions to report
+these payments on the **TPAR** report. Taxes with the mention **TPAR without ABN** are used to
+record amounts withheld from subcontractors without an **ABN** for the **ATO**.
+
+.. seealso::
+   :ref:`TPAR <australia/tpar>`
+
+Here are the taxes for Australia in Odoo 17.
+
+.. list-table::
+   :widths: 20 40 20 20
+   :header-rows: 1
+
+   * - GST Name
+     - Description
+     - GST Scope
+     - GST Type
+   * - 10%
+     - GST Purchases
+     - -
+     - Purchases
+   * - 10% INC
+     - GST Inclusive Purchases
+     - -
+     - Purchases
+   * - 10% C
+     - Capital Purchases
+     - -
+     - Purchases
+   * - 0% C
+     - Zero Rated Purch
+     - -
+     - Purchases
+   * - 100% T EX
+     - Purchase (Taxable Imports) - Tax Paid Separately
+     - -
+     - Purchases
+   * - 10% I
+     - Purchases for Input Taxed Sales
+     - -
+     - Purchases
+   * - 10% P
+     - Purchases for Private use or not deductible
+     - -
+     - Purchases
+   * - 100% EX
+     - GST Only on Imports
+     - -
+     - Purchases
+   * - 10% Adj
+     - Tax Adjustments (Purchases)
+     - -
+     - Purchases
+   * - 10%
+     - GST Sales
+     - -
+     - Sales
+   * - 10% INC
+     - GST Inclusive Sales
+     - -
+     - Sales
+   * - 0% EX
+     - Zero Rated (Export) Sales
+     - -
+     - Sales
+   * - 0% EXEMPT
+     - Exempt Sales
+     - -
+     - Sales
+   * - 0% I
+     - Input Taxed Sales
+     - -
+     - Sales
+   * - 10% Adj
+     - Tax Adjustments (Sales)
+     - -
+     - Sales
+   * - 10% TPAR
+     - GST Purchases
+     - Services
+     - Purchases
+   * - 10% TPAR NO ABN
+     - GST Purchases
+     - Services
+     - Purchases
+   * - 10% INC TPAR
+     - GST Inclusive Purchases
+     - Services
+     - Purchases
+   * - 10% INC TPAR N ABN
+     - GST Inclusive Purchases
+     - Services
+     - Purchases
+   * - 10% C TPAR
+     - Capital Purchases
+     - Services
+     - Purchases
+   * - 10% C TPAR N ABN
+     - Capital Purchases
+     - Services
+     - Purchases
+   * - 0% C TPAR
+     - Zero Rated Purch TPAR
+     - Services
+     - Purchases
+   * - 0% C TPAR N ABN
+     - Zero Rated Purch TPAR without ABN
+     - Services
+     - Purchases
+   * - 100% T EX TPAR
+     - Purchase (Taxable Imports) - Tax Paid Separately
+     - Services
+     - Purchases
+   * - 100% T EX TPAR N ABN
+     - Purchase (Taxable Imports) - Tax Paid Separately
+     - Services
+     - Purchases
+   * - 10% I TPAR
+     - Purchases for Input Taxed Sales
+     - Services
+     - Purchases
+   * - 100% I TPAR N ABN
+     - Purchases for Input Taxed Sales
+     - Services
+     - Purchases
+   * - 10% P TPAR
+     - Purchases for Private use or not deductible
+     - Services
+     - Purchases
+   * - 10% P TPAR N ABN
+     - Purchases for Private use or not deductible
+     - Services
+     - Purchases
+   * - 100% EX TPAR
+     - GST Only on Imports
+     - Services
+     - Purchases
+   * - 100% EX TPAR N ABN
+     - GST Only on Imports
+     - Services
+     - Purchases
+   * - 10% Adj TPAR
+     - Tax Adjustments (Purchases)
+     - Services
+     - Purchases
+   * - 10% Adj TPAR N ABN
+     - Tax Adjustments (Purchases)
+     - Services
+     - Purchases
+   * - 47% WH
+     - Tax Withheld for Partners without ABN
+     - Services
+     - Purchases
+
+.. _australia/bas:
+
+BAS report
+==========
+
+The **Business Activity Statement (BAS)** report is a critical tax reporting requirement for
+businesses registered for **Goods and Services Tax (GST)** in Australia. The **BAS** is used to
+report and remit various taxes to the **Australian Taxation Office (ATO)**. With the Odoo **BAS**
+feature, businesses can report on the following:
+
+- Goods and Services Tax (GST)
+- PAYG tax withheld
+
+.. image:: australia/bas-report.png
+   :alt: BAS report in Odoo
+
+The taxes for GST are collected from the **tax grid**, which is pre-configured in the system. The
+**tax grid** can also be manually set up for any additional special GST. Once the tax for each
+account is set up, the system automatically slots journal items into the correct tax category. This
+ensures the **BAS** report is accurate and reflective of the business's financial activities.
+
+.. image:: australia/gst-grids.png
+   :alt: GST grids in Odoo
+
+In addition, the **BAS** report includes the **PAYG** tax withheld components (**W1** to **W5**,
+then **summary, section 4**). This integration ensures that all payroll-related withholding taxes
+are accurately captured and reflected within the report.
+
+.. image:: australia/payg.png
+   :alt: PAYG Tax Withheld and Summary of BAS report in Odoo
+
+The module incorporates built-in rules that facilitate the automatic calculation of taxes for types
+**W1** to **W5**. For a detailed walkthrough and more information on the calculation process for
+these taxes, please refer to the Payroll app documentation.
+
+.. seealso::
+   :ref:`Payroll <australia/payroll>`
+
+Closing the BAS report
+----------------------
+
+When it is time to file the tax return with the **ATO**, click :guilabel:`Closing entry`. The tax
+return period can be configured in :menuselection:`configuration --> Settings --> Tax Return
+Periodicity`. Also, the start date of the tax return period can be defined through the **period
+button** (marked by a calendar icon 📅).
+
+.. seealso::
+   :doc:`Year-end closing <../accounting/reporting/year_end>`
+
+.. note::
+   Odoo uses the *calendar quarter* rather than the Australian FY quarter, which means **July to
+   September is Q3 in Odoo**.
+
+Before closing the entry for the first time, the default **GST payable account** and **GST
+receivable account** need to be set. A notification pops up and redirects the user to tax group
+configurations.
+
+Once the **GST payable** and **GST receivable** accounts are set up, the **BAS** report generates an
+accurate journal closing entry automatically, which balances out the GST balance with the GST
+clearing account.
+
+.. image:: australia/bas-report-accounts.png
+   :alt: GST accounts for the BAS report in Odoo.
+
+The balance between **GST receivable** and **payable** is set against the tax clearing account
+defined on the tax group. The amount to be paid to or received from the **ATO** can be reconciled
+against a bank statement.
+
+.. image:: australia/bas-taxes.png
+   :alt: BAS tax payment.
+
+.. important::
+   The **BAS** report is not directly submitted to the **ATO**. Odoo helps you automatically compute
+   the necessary values in each section, with the possibility to audit them to better understand the
+   history behind these numbers. Businesses can copy these values and enter them on the `ATO’s
+   portal <https://www.ato.gov.au/newsrooms/small-business-newsroom/lodging-your-next-bas>`_.
+
+.. _australia/tpar:
+
+TPAR report
+===========
+
+Odoo allows businesses to report payments made to contractors or subcontractors during the financial
+year. This is done by generating a :abbr:`TPAR (Taxable Payments Annual Report)`. If you are unsure
+your business needs this report, refer to the documentation provided by the `ATO <https://www.ato.gov.au/businesses-and-organisations/preparing-lodging-and-paying/reports-and-returns/taxable-payments-annual-report>`_.
+You can find this report in :menuselection:`Accounting --> Reporting --> Taxable Payments Annual
+Reports (TPAR)`.
+
+Configuration
+-------------
+
+Under :menuselection:`Accounting --> Customers` or :menuselection:`Accounting --> Vendors`, select a
+your contractor and set a :guilabel:`Fiscal Position` under the :guilabel:`Sales & Purchase` tab.
+
+.. image:: australia/tpar.png
+   :alt: TPAR fiscal position
+
+Upon billing a contact with a fiscal position set to :guilabel:`TPAR` or
+:guilabel:`TPAR without ABN`, the report is automatically generated in :menuselection:`Accounting
+--> Reporting --> Taxable Payments Annual Reports (TPAR)`.
+
+The report includes the **ABN**, **Total GST**, **Gross Paid**, and **Tax Withheld** from their
+**TPAR** subcontractors.
+
+- **Total GST**: the total tax paid
+- **Gross Paid amounts**: shows after registering a payment for those bills
+- **Tax Withheld**: shown if the subcontractor is registered with a fiscal position set to
+  :guilabel:`TPAR without ABN`
+
+The **TPAR** report can be exported to PDF, XLSX, and TPAR formats.
+
+.. _australia/customer-statement:
+
+Customer statements
+===================
+
+Customer statements allow customers to see their financial transactions with the company over a
+certain period, and overdue statement details. These statements can be sent out to customers
+by email.
+
+.. image:: australia/customer-statement.png
+   :alt: Customer statement in Odoo.
+
+There are **two** ways for customers to download these statements.
+
+#. **From the contact form:** Customer statements are under :menuselection:`Customers -->
+   Customers`. Select a customer, click the **gear icon (⚙)**, and then
+   :guilabel:`Print Customer Statements`. This prints out the statement from the beginning of the
+   month to today's date.
+
+#. **From the partner ledger:** This option allows for more flexibility in selecting a statement's
+   start and end date. You can access it by going to :menuselection:`Accounting --> Reporting -->
+   Partner Ledger`. From here, specify a date range in the **calendar menu (📅)** for the statement,
+   hover over a partner, and click the :guilabel:`Customer Statements` tab.
+
+.. image:: australia/partner-ledger-statements.png
+   :alt: Customer statement from partner ledger report in Odoo.
+
+.. _australia/remittance:
+
+Remittance advice
+=================
+
+A remittance advice is a document used as proof of payment to a business. In Odoo, it can be
+accessed by going to :menuselection:`Accounting ‣ Vendors ‣ Payments`, selecting the payment(s), and
+clicking :menuselection:`Print --> Payment Receipt`.
+
+.. image:: australia/remitence.png
+   :alt: Remittance advice in Odoo.
+
+.. _australia/peppol:
+
+E-Invoicing via Peppol
+======================
+
+Odoo is compliant with Australia's and New Zealand's `PEPPOL requirements <https://peppol.org/learn-more/country-profiles/australia/>`_.
+You can find and set up **electronic invoicing** settings per partner under
+:menuselection:`Accounting --> Customers` or :menuselection:`Accounting --> Vendors`, select a
+partner, and click the :guilabel:`Accounting` tab.
+
+.. image:: australia/peppol.png
+   :alt: Peppol settings from a partner in Odoo.
+
+.. important::
+   Validating an invoice or credit note for a partner on the PEPPOL network will download a
+   compliant XML file that can be manually uploaded to your PEPPOL network.
+
+.. _australia/aba:
+
+ABA files for batch payments
+============================
+
+Introduction
+------------
+
+An ABA file is a digital format developed by the `Australian Bankers' Association <https://www.ausbanking.org.au/>`_.
+It is designed for business customers to facilitate bulk payment processing by uploading a single
+file from their business management software.
+
+The main advantage of using ABA files is to improve payment and matching efficiency. This is
+achieved by consolidating numerous payments into one file for batch processing, which can be
+submitted to all Australian banks.
+
+Configuration
+-------------
+
+Settings
+~~~~~~~~
+
+To enable **batch payments**, go to :menuselection:`Accounting --> Configuration --> Setting -->
+Batch Payment` and enable :guilabel:`Allow Batch Payments`.
+
+Bank journal
+~~~~~~~~~~~~
+
+Then, go to :menuselection:`Accounting --> Configuration --> Journals` and select the
+:guilabel:`Bank` journal type. In the :guilabel:`Journal Entries` tab, enter the
+:guilabel:`Account Number` and click :guilabel:`Create and edit`. In the pop-up window, fill in the
+following fields:
+
+- :guilabel:`Bank`
+- :guilabel:`Account Holder Name`
+- :guilabel:`BSB`
+- :guilabel:`Account Holder`
+
+.. image:: australia/aba.png
+   :alt: Account Number settings for ABA in Odoo.
+
+.. important::
+   The :guilabel:`Send Money` field must be **enabled**.
+
+.. note::
+   The :guilabel:`Currency` field is optional.
+
+Go back to the :guilabel:`Journal Entries` tab and fill in the following fields related to the ABA:
+
+- :guilabel:`BSB`: This field is auto-formatted from the bank account
+- :guilabel:`Financial Institution Code`: The official 3-letter abbreviation of the financial
+  institution (e.g., WBC for Westpac)
+- :guilabel:`Supplying User Name`: 6-digit number provided by your bank. Contact or check your bank
+  website if you need to know.
+- :guilabel:`Include Self-Balancing Transactions`: Selecting this option adds an additional
+   "self-balancing" transaction to the end of the ABA file, which some financial institutions
+   require when generating ABA files. Check with your bank to see if you need this option.
+
+Then, go to the :guilabel:`Outgoing Payments` tab on the same :guilabel:`Bank` type journal. Click
+:guilabel:`Add a line` and select :guilabel:`ABA Credit Transfer` as the **payment method**.
+
+Partners’ bank accounts
+~~~~~~~~~~~~~~~~~~~~~~~
+
+Go to :menuselection:`Accounting --> Customers --> Customers` or :menuselection:`Accounting -->
+Vendors --> Vendors` and select a partner for whom you want to add banking information. Once
+selected, click the :guilabel:`Accounting` tab, and under the :guilabel:`Bank Accounts` section,
+click :guilabel:`Add a line` to fill in:
+
+- :guilabel:`Account Number` of that partner
+- :guilabel:`Bank`
+- :guilabel:`Account Holder Name`
+- :guilabel:`BSB`
+- :guilabel:`Accounter Holder`
+- :guilabel:`Send Money` defines the bank account as *trusted*, which is essential for ABA files and
+  must be enabled if to be used.
+
+Generate an ABA file
+--------------------
+
+To generate an **ABA** file, :guilabel:`Create` a vendor bill (manually or from a purchase order).
+:guilabel:`Confirm` the bill and ensure the vendor’s banking information is set up correctly before
+registering a payment..
+
+Next, click :guilabel:`Register Payment` in the pop-up window: select the :guilabel:`Bank` journal,
+select :guilabel:`ABA Credit Transfer` as :guilabel:`Payment Method`, and select the right
+:guilabel:`Recipient Bank Account`.
+
+Once payments are confirmed, they appear in :menuselection:`Accounting --> Vendors --> Payments`.
+Tick the box of the payments to be included in the batch, then click :guilabel:`Create Batch`.
+Verify all information is correct and finally :guilabel:`Validate`. Once validated, the ABA file
+becomes available in the **chatter** on the right.
+
+After uploading it to your bank’s portal, an ABA transaction line will appear in your bank feed at
+the following bank feed iteration. You will need to reconcile it against the **batch payment** made
+in Odoo.
+
+.. seealso::
+   :doc:`Batch Payment <../accounting/payments/batch>`
+
+.. _australia/buynow_paylater:
+
+Buy Now, Pay Later solutions
+============================
+
+Buy Now, Pay Later solutions are popular payment methods for eShops in Australia. Some of these
+solutions are available via the `Stripe <https://stripe.com/en-au/payments/payment-methods>`_ and
+`AsiaPay <https://www.asiapay.com.au/payment.html#option>`_ payment providers.
+
+.. seealso::
+   - :doc:`AsiaPay Payment Provider <../payment_providers/asiapay>`
+   - :doc:`Stripe Payment Provider <../payment_providers/stripe>`
+
+POS terminals for Australia
+===========================
+
+If you wish to have a direct connection between Odoo and your PoS terminal in Australia, you *must*
+have a **Stripe** terminal. Odoo supports the **EFTPOS** payment solution in Australia.
+
+.. note::
+   You do not need a Stripe payment terminal to use Odoo as your main PoS system. The only drawback
+   of not using Stripe is that cashiers must manually enter the final payment amount on the
+   terminal.
+
+.. seealso::
+   - :doc:`Stripe Odoo Payment Provider <../payment_providers/stripe>`
+   - :doc:`Stripe Odoo Payment Terminal </applications/sales/point_of_sale/payment_methods/terminals/stripe>`
+   - `Stripe Dashboard <https://dashboard.stripe.com/dashboard>`_
+   - `Stripe Terminal <https://stripe.com/docs/terminal>`_
+
+.. _australia/payroll:
+
+Payroll
+=======
+
+.. important::
+   Odoo is currently not compliant with STP Phase 2.
+
+Create your employees
+---------------------
+
+To create an **employee form** and fill in mandatory information, go to the **Employees** app and
+click :guilabel:`Create`. In the :guilabel:`HR Settings` tab, you can input the mandatory
+information:
+
+#. :guilabel:`TFN Status`: if the employee provides a TFN, make sure to add it to the “TFN” field
+#. :guilabel:`Non-resident`: if the employee is a foreign resident
+#. :guilabel:`Tax-free Threshold`: if the employee is below or above the threshold
+#. :guilabel:`HELP / STSL`: for all types of study and training support loans (e.g. HELP, VSL, SSL…)
+#. :guilabel:`Medicare levy Deduction`
+#. :guilabel:`Medicare levy Exemption`
+#. :guilabel:`Withholding for Extra Pay`
+#. ...
+
+Manage Australian contracts
+---------------------------
+
+Once the employee form has been created, ensure the contract is enabled by clicking the
+:guilabel:`Contracts` smart button or by going to :menuselection:`Employees --> Employees -->
+Contracts`.
+
+.. note::
+   Only one contract can be active simultaneously per employee, but an employee can be assigned
+   consecutive contracts during their employment.
+
+Contractual information related to Australia can be found in the following **three** places:
+
+#. Before assigning a salary amount, pay frequency, and other important details to a contract,
+   defining the **salary structure**, **start date**, and **work entry** source is important. In
+   Australia, a "Salary Structure" is employed to specify the tax schedule applicable to that
+   contract, as defined by the Australian Taxation Office (ATO). Most contracts will fall under the
+   following **three structures**:
+
+    - **Regular (Schedule 1)**: the great majority of Australian employees will fall in this
+      category; hence, this structure is assigned by default to all contracts.
+    - **Working holiday makers (Schedule 15)**. When employing working holiday makers (WHMs), other
+      taxes apply. For detailed information on these specific tax implications, refer to the
+      documentation provided by the **ATO**.
+    - **No TFN**. Choose this structure if the employee hasn’t provided a **TFN** for over **28**
+      days.
+
+.. image:: australia/employee.png
+   :alt: Employees form in Odoo Payroll.
+
+.. important::
+   The structures **Horticulture/Shearing (Schedule 2)** and **Artists and Performers (Schedule 3)**
+   are only partially complete, and proper tests should be performed before using them to pay
+   employees in your production database. Send your feedback to au-feedback@mail.odoo.com.
+
+The field :guilabel:`Work Entry Source` is also significant and defines how **working hours** and
+**days** are accounted for in the employee’s payslip.
+
+- :guilabel:`Working Schedule`: work entries are automatically generated based on the employee’s
+  working schedule, starting from the contract's start date.. For example, let’s assume that an
+  employee works 38 hours a week, and their contract’s begins on January 1st. Today is January 16th,
+  and the user generates a pay run from January 14th to 20th. The working hours on the payslip will
+  be automatically calculated to be 38 hours (5 * 7.36 hours) if no leave is taken.
+- :guilabel:`Attendances`: The default working schedule is ignored, and work entries are only
+  generated after clocking in and out of the attendance app.
+- :guilabel:`Planning`: The default working schedule is ignored, and work entries are generated from
+  planning shifts only.
+
+  .. important::
+     Additional configurations are necessary to ensure that Odoo’s payslips automatically compute
+     various **penalty rates** as defined by an **award (overtime rate, public holiday rate, etc)**.
+     To create these configurations, create new work-entry types for each penalty rate and then
+     assign a penalty rate in % to each. Once this one-time configuration is done, work entries can
+     be manually imported for each period, and Odoo will separate the pay items and rates on the
+     employee’s payslip.
+
+  .. important::
+     Timesheets do not impact work entries in Odoo.
+
+- The :guilabel:`Salary Information` tab contains a few essential fields impacting the frequency of
+  pay runs and the management of payslip rules in Odoo.
+
+    - :guilabel:`Wage Type`: Select the :guilabel:`Fixed Wage` pay type for full-time and part-time
+      employees. For casual workers and other :guilabel:`Hourly Wage` type. For employees being paid
+      hourly, make sure to define the correct **casual loading**.
+    - :guilabel:`Schedule Pay`: In Australia, only the following pay run frequencies are accepted:
+      **daily, weekly, bi-weekly (or fortnightly), monthly, and quarterly**.
+    - :guilabel:`Wage` (/period): Assign a wage to the contract according to their pay frequency.
+      On payslips, the corresponding annual and hourly rates will be automatically computed.
+
+  .. note::
+     For hourly workers, please note that the hourly wage should exclude casual loading.
+
+- The :guilabel:`Australia` tab. Most of the fields in this tab are used for **Single Touch
+  Payroll** (or **STP**) reporting, which requires a thorough understanding of several details from
+  an employee’s contract. Review the information on this tab before moving forward with pay runs.
+  This includes the following **four** fields which impact payslip computations:
+
+    - :guilabel:`Withholding Variation`: use this field in case the employee’s withholding must be
+      varied upward or downward according to their circumstances. E.g., if employee X benefits from a
+      25% withholding variation, their percentage of tax withheld will vary from whatever amount
+      they were supposed to pay according to their salary structure and situation to a fixed 25%.
+    - :guilabel:`Leave Loading`: if the employee benefits from a regular leave loading, the value
+      set in the field :guilabel:`Leave Loading Rate` (e.g., 17.5%) is added to any amount earned
+      when taking annual or long service leaves.
+    - :guilabel:`Salary Sacrifice Superannuation`: any amount added to this field is deducted, per
+      pay frequency, from the employee’s basic salary before the computation of the gross salary.
+      Then, this amount is added to the super guarantee line of their payslip. E.g., if employee Y
+      earns 5,000 AUD per month and sacrifices 300 AUD to superannuation, their gross salary will be
+      4,700 AUD, and 300 AUD will be added on top of their normal super contributions.
+    - :guilabel:`Salary Sacrifice Other`: any amount added to this field is deducted, per pay
+      frequency, from the employee’s basic salary before the computation of the gross salary.
+
+Once all important information has been entered, ensure the transition of the contract's status from
+"New" to "Running" to facilitate its use in pay runs.
+
+.. image:: australia/employee-au.png
+   :alt: "Australia" payroll tab in Odoo.
+
+Assign superannuation accounts
+------------------------------
+
+Upon receipt of superannuation details from a new employee, ensure the creation of a new account in
+:menuselection:`Payroll --> Configuration --> Super Accounts` to link it to the employee. Input the
+:guilabel:`Super Fund`, :guilabel:`Member Since` date, and :guilabel:`TFN` number of the employee.
+
+Suppose the employee uses a superannuation fund that does not exist in the database yet. In that
+case Odoo creates a new one and centralises basic information about this fund, such as its **ABN**,
+**address**, type (**APRA** or **SMSF**), **USI**, and **ESA**. Super funds can be created or
+imported in :menuselection:`Payroll --> Configuration --> Super Funds`.
+
+.. important::
+   Odoo is currently not **SuperStream-compliant**.
+
+Create pay runs with payslips
+-----------------------------
+
+Odoo can create pay runs in **two** ways: via **batch** or via **individual** payslips.
+
+Create a batch of payslips
+~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+When preparing to generate employees’ draft payslips (e.g., at the end of every week, fortnight, or
+month), navigate to :menuselection:`Payroll --> Payslips --> Batches` and click :guilabel:`New`.
+Fill in the necessary info, click :guilabel:`Generate Payslips`, select the
+:guilabel:`Salary Structure`, :guilabel:`Department`, :guilabel:`Employees`, and
+:guilabel:`Generate`. This method allows the creation of multiple payslips corresponding to each
+employee in a single batch.
+
+#. Give the batch a name. (E.g., `2024 – Weekly W1`)
+#. Choose the pay run's start and end date. (E.g., 01/01/2024 to 07/01/2024)
+#. Click on :guilabel:`Generate`. A pop-up window asks to confirm which employees should be included
+   in the batch. By default, all active employees are included. You can leave
+   :guilabel:`Salary Structure` field blank as Odoo automatically selects the structure linked to
+   each employee’s contract.
+#. The batch creates as many payslips as there are employees. There is no limit to the number of
+   payslips created in a batch.
+#. Verify important information on each payslip. After payslips from a batch have been generated,
+   there is no need to manually compute payslip lines; Odoo does it for you.
+
+Create an individual payslip
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+In cases where the pay run does not fall into the category of regular payslips, the option exists to
+create a pay run dedicated to a single employee. Go to :menuselection:`Payroll --> Payslips --> All
+Payslips` and click :guilabel:`New`. Employ this method when processing **one-time payments** for
+employees, including **return-to-work** payments (**ATO Schedule 4**), **employment termination**
+payments (**ATO Schedule 7 and 11**), and **commissions and bonuses** (**ATO Schedule 5**). When
+generating an individual payslip, make sure to proceed with the following steps:
+
+#. Select an :guilabel:`Employee`; their :guilabel:`Contract` will be filled out automatically
+#. Add a pay :guilabel:`Period`
+#. Select a salary :guilabel:`Structure` (e.g., return-to-work payment)
+#. Unlike payslips generated from a batch, the payroll user must click the :guilabel:`Compute Sheet`
+   button to generate payslip lines
+
+.. image:: australia/worked-days-input.png
+   :alt: One-time payments in Odoo Payroll.
+
+Understand payslip features
+~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+The same features apply no matter how payslips are created (individually or via batch).
+
+Depending on how work entries are created, the :guilabel:`Worked Days & Inputs` table
+automatically shows the number of days and hours the employee worked during the payslip period next
+to the corresponding total gross amount.
+
+.. note::
+   There is one line per work entry type, meaning **paid** and **unpaid time-off**, in addition to
+   custom **hourly penalty rates** (overtime, public holidays, etc.) which are automatically added
+   to the table.
+
+.. image:: australia/worked-days-compute.png
+   :alt: Worked days and hours in Payroll
+
+In the :guilabel:`Other Inputs` section, You can add entries such as **allowances** and **extra
+pay** items in the :guilabel:`Other Inputs` section.
+
+- To incorporate various **allowances** into an employee's payslip, create **allowances** in
+  :menuselection:`Payroll --> Configuration --> Other Input Types`. Once created, tick the
+  :guilabel:`Is an Allowance` checkbox for the involved allowances.
+
+  .. important::
+     Withholding for allowances is not computed automatically. The payroll user has to use the field
+     :guilabel:`Withholding for allowance` under the other inputs table to manually add the total
+     amount to be withheld across all allowances on that payslip.
+
+- **Extra pay** items are other inputs added to the **payslip’s gross** and, as a result, to the
+  **withholding amount**. An example lies in regular sales commissions, taxed at the same rate as
+  the regular salary (unlike discretionary bonuses, which fall under the ATO’s Schedule 5 and its
+  corresponding salary structure). To configure such a custom pay item, go to
+  :menuselection:`Payroll --> Configuration --> Other Input Types` and create a new entry with the
+  code **EXTRA**.
+
+.. image:: australia/extra-pay-item.png
+   :alt: Extra pay item input type
+
+In the :guilabel:`Salary Computation` tab, the payroll user can verify whether all the pay rules
+have been computed correctly as per employee, contract and salary structure. Here are a few
+guidelines to better understand the data.
+
+.. image:: australia/salary-computation.png
+   :alt: Salary computation in Odoo Payroll.
+
+#. **Basic salary:** amount from which tax-deductible lines can be subtracted
+#. **Gross salary:** amount subject to the taxes defined by the salary structure
+#. **Withholding:** tax amount to be paid to the **ATO**
+#. **Net salary:** amount to be paid to the employee’s bank account
+#. **Superannuation Guarantee:** amount to be provisioned for quarterly payments to the employee’s
+   super account
+#. **Allowances & Extra pay items:** these lines will show if other inputs are added to the payslip.
+#. **Other lines:** depending on the employee and contract specifics (Medicare, child support,
+   salary, sacrifice, etc.)
+
+When satisfied with the payslip, click :guilabel:`Create Draft entry` to generate a draft accounting
+journal entry that the accountant can review. Note that in the case of a payslip batch, this
+accounting entry will sum up balances from all payslips.
+
+Pay employees
+-------------
+
+After a batch or a payslip’s journal entry has been posted, the company can pay their employees. The
+user can choose between **two** different **payment methods**.
+
+- Pay the employee in batch via **ABA** files. This is **only** possible from the **payslip batch**
+  level. Ensure the batch’s journal entry has been posted to generate the **ABA** file. From the
+  batch form view, click :guilabel:`Create ABA File` and choose the desired bank journal. The newly
+  generated **ABA** file becomes available for download in the field :guilabel:`ABA File`. It is
+  possible to re-generate the ABA file after applying corrections to existing payslips.
+
+  .. note::
+     It is always possible to include an individual payslip into an existing batch in an **ABA**
+     file.
+
+  .. important::
+     An ABA file can only be generated if both the company’s bank account and each employee’s bank
+     account have been properly :ref:`configured <australia/aba>`.
+
+- From the employee's payslip (:menuselection:`Payroll --> Payslips`), once the payslip's journal
+  entry has been posted, click :guilabel:`Register Payment`. The process is the same as
+  :doc:`paying vendor bills <../accounting/payments>`: select the desired bank journal and payment
+  method, then later reconcile the payment with the corresponding bank statement.
+
+One-time payments
+~~~~~~~~~~~~~~~~~
+
+Certain payments, such as **Return-to-Work** payments and **Employment Termination Payments**
+**(ETP)**, are processed only once and require a slightly different approach.
+
+Return-to-Work payments
+***********************
+
+A **Return-to-Work** payment is a payment made to an employee to resume working. To process one,
+create an individual payslip, select the employee, and modify its **regular structure** to
+:guilabel:`Australia: Return to work`. Then, add the **gross amount** of that payment in the
+:guilabel:`Other Inputs` section and compute the payslip. Odoo automatically computes the **PAYG
+withholding**, the **net amount**, and the **super guarantee** corresponding to that payment.
+
+.. image:: australia/return-to-work.png
+   :alt: Return-to-work payment
+
+Termination payments
+********************
+
+Before proceeding with the employee’s ETP, make sure that a **Contract End Date** has been set on
+that employee’s contract so that Odoo can automatically compute the final prorated salary of that
+employee for the current month.
+
+First, create the final salary for that employee this month. To do so, create an individual payslip.
+If the contract end date is set correctly, Odoo will automatically compute the prorated salary up to
+the final payslip date.
+
+.. image:: australia/attendance.png
+   :alt: Termination payment worked days computation in Odoo.
+
+.. tip::
+   We recommend creating a batch on the fly for that payslip, in which the ETP is added as a second
+   payslip of that same batch.
+
+Create a second individual payslip and include it in the same batch. Change the salary structure on
+that payslip to :guilabel:`Australia: Termination Payments`. Before computing the sheet, it is
+important to provide the payslip with termination details .
+
+.. image:: australia/termination-payment.png
+   :alt: Termination payment
+
+- :guilabel:`Genuine` or :guilabel:`Non-Genuine Redundancy`. This choice impacts the amounts and
+  caps defined per **ETP** type.
+- **ETP types**: see the full list of termination payment types in
+  :guilabel:`Other Input Types` by filtering by `ETP Type is Set`.
+
+.. image:: australia/payslip-other-inputs.png
+   :alt: Payslip other inputs
+
+Add the relevant **ETP type** in the :guilabel:`Other Inputs` table of the payslip, then compute the
+payslip. Odoo computes the **gross ETP**, the **withholding**, the **unused leaves**, and the **net
+salary** according to the rules defined on the **ETP**, the **employee**, and their **contract**.
+Once payment for both payslips is ready to be processed, an **ABA** file can be created directly
+from the batch.
+
 .. _australia/employment-hero:
 
 Employment Hero Australian Payroll
 ==================================
 
-The Employment Hero module synchronizes payslip accounting entries (e.g., expenses, social charges,
-liabilities, taxes) from Employment Hero to Odoo automatically. Payroll administration is still done
-in Employment Hero. We only record the journal entries in Odoo.
+If your business is already up and running with `Employment Hero <https://employmenthero.com/>`_,
+you can use our connector as an alternative payroll solution.
+
+The Employment Hero module synchronises payslip accounting entries (e.g., expenses, social charges,
+liabilities, taxes) automatically from Employment Hero to Odoo. Payroll administration is still done
+in Employment Hero. We only record the **journal entries** in Odoo.
 
 .. important::
    KeyPay was rebranded as **Employment Hero** in March 2023.
@@ -18,9 +878,9 @@ Configuration
 -------------
 
 #. :ref:`Activate <general/install>` the :guilabel:`Employment Hero Australian Payroll` module
-   (technical name: `l10n_au_keypay`).
-#. Configure the **Employment Hero API** by going to :menuselection:`Accounting --> Configuration -->
-   Settings`. More fields become visible after clicking on :guilabel:`Enable Employment Hero
+   (`l10n_au_keypay`).
+#. Configure the **Employment Hero API** by going to :menuselection:`Accounting --> Configuration
+   --> Settings`. More fields become visible after clicking on :guilabel:`Enable Employment Hero
    Integration`.
 
    .. image:: australia/employment-hero-integration.png
@@ -32,8 +892,11 @@ Configuration
      .. image:: australia/employment-hero-myaccount.png
         :alt: "Account Details" section on the Employment Hero dashboard
 
-   - The **Payroll URL** is pre-filled with `https://keypay.yourpayroll.com.au`. *Please do not
-     change it.*
+   - The **Payroll URL** is pre-filled with `https://keypay.yourpayroll.com.au`.
+
+     .. warning::
+        Do not change the **pre-filled Payroll URL**
+
    - You can find the **Business ID** in the Employment Hero URL. (i.e., `189241`)
 
      .. image:: australia/employment-hero-business-id.png
@@ -51,7 +914,7 @@ the same record in Employment Hero and Odoo.
 .. image:: australia/employment-hero-journal-entry.png
    :alt: Example of a Employment Hero Journal Entry in Odoo Accounting (Australia)
 
-By default, the synchronization happens once per week. You can fetch the records manually by going
+By default, the synchronisation happens once per week. You can fetch the records manually by going
 to :menuselection:`Accounting --> Configuration --> Settings` and, in the :guilabel:`Enable
 Employment Hero Integration` option, click on :guilabel:`Fetch Payruns Manually`.