{"schema":"exacc.help.page/1","url":"https://exacc.au/help/update-business-details/","title":"Update your business details","description":"Set the business name, ABN, GST, logo, contact details, bank accounts, Stripe card payments and ATO link that Exacc uses on invoices and reports.","category":"Start & Users","summary":"Your business details appear on invoices, payslips and reports, including those sent to the ATO. Open **Manage › Configuration › Business Details** and work through the five tabs: **Main Info**, **Contact**, **Banking**, **Online Payments** and **ATO**. Click **Save Changes** when done.","lastVerified":"2026-09-29","apps":["app"],"processIds":["business_details","stripe_connect","link_business_ato"],"start":{"label":"Open Business Details","url":"https://app.exacc.au/{dbId}/business-details"},"menuPath":["Manage","Configuration","Business Details"],"before":["Permission to update business details (administrators have it)."],"steps":[{"step":1,"title":"Main Info","body":["Open **Business Details**. If Exacc shows **Missing data for STP submissions**, the fields it names (ABN, ATO Branch Code, phone and address) are needed before you can lodge STP."],"url":"https://app.exacc.au/{dbId}/business-details","fields":[{"name":"Company Name (Legal Name)","help":"your legal name, shown on invoices and as the sender of invoice emails.","required":true},{"name":"Legal Form","help":"sole trader, partnership, company, SMSF, trust or other. Set when the file was created and shown here read-only."},{"name":"ABN","help":"checked as you type."},{"name":"Short Code","help":"up to 7 characters. Shown on the tile at the top right of Exacc and in browser tabs and reports."},{"name":"ABN Branch Code","help":"your ATO branch number, usually 001."},{"name":"Registered for GST","help":"Yes or No. The same setting as **GST Registration details** in General Settings."},{"name":"Activity Type","help":"your main ATO business activity."},{"name":"Company Logo","help":"**Add Logo** or **Change Logo**; it appears on invoices. **Remove Previous Logo** removes it immediately."}],"image":"https://exacc.au/help/update-business-details/step-1.png"},{"step":2,"title":"Contact","body":["These details appear on your invoices and reports."],"url":"https://app.exacc.au/{dbId}/business-details?tab=contact","fields":[{"name":"E-mail","help":"your business email. Needed to email invoices to customers.","required":true},{"name":"Contact Person, Phone, Website","help":"phone takes digits and + only."},{"name":"Address","help":"street, suburb, state and post code."}]},{"step":3,"title":"Banking","body":["Choose the bank account Exacc uses for each purpose: **Income account** (invoices and statements), **Bill payments account** and **Payroll payments account** (the ABA payment files), and **Savings account** (tax and super in payroll ABA files).","Click **Add Account** (or **Change**), then pick one under **Select existing account**, or enter **Name on account**, **BSB** and **Account number** under **Add account details**. Click **Select** or **Save**, then **Save Changes** on the page to apply it."],"url":"https://app.exacc.au/{dbId}/business-details?tab=banking","image":"https://exacc.au/help/update-business-details/step-3.png"},{"step":4,"title":"Online Payments (Stripe)","body":["To let customers pay invoices by card, click **Activate**. Exacc sends you to Stripe to set up your account; when you come back, choose which account payments are recorded in, which account takes the merchant fees, and which payment method they are recorded as, then click **Save Changes**.","Once active, invoice emails include a **Pay now with Stripe** link. Didn't finish on Stripe? Come back and click **Continue creation**."],"url":"https://app.exacc.au/{dbId}/business-details?tab=stripe","image":"https://exacc.au/help/update-business-details/step-4.png"},{"step":5,"title":"ATO","body":["To lodge STP and other reports for this business from Exacc, link the file to the ATO. Click **Get your SSID**, then follow the steps shown: in the ATO's Access Manager, notify the ATO of your hosted service using Exacc's ABN (**86 643 294 937**) and your SSID. Click **Yes I Did** when finished.","Tax and BAS agents: you can link once for all your clients through your subscriber account instead (see **Manage your subscriber account and team**). If Exacc says you can already lodge through your subscriber, you only need a separate link if the business owner will lodge themselves."],"url":"https://app.exacc.au/{dbId}/business-details?tab=ato","image":"https://exacc.au/help/update-business-details/step-5.png"},{"step":6,"title":"Save Changes","body":["Click **Save Changes** at the bottom. Exacc confirms \"Business details saved successfully!\". If something is missing, it lists the fields and takes you to the tab."]}],"faqs":[{"q":"Why can I not email invoices?","a":"Exacc needs a **Company Name** of at least two characters and a valid **E-mail** on the Contact tab. Add them and send again."},{"q":"Does the ATO link check anything with the ATO?","a":"Clicking **Yes I Did** records that you completed the steps. If a lodgement is later rejected, check in Access Manager that the ATO still has your SSID. The step-by-step guide is linked on the tab."}],"related":["https://exacc.au/help/general-settings/","https://exacc.au/help/link-exacc-to-ato/","https://exacc.au/help/manage-subscriber-account/","https://exacc.au/help/create-invoice/"],"linkNote":"Links containing {dbId} open that screen in the business file whose id is dbId. A person can also open this help page with ?db=<dbId> to get the same links as buttons."}