You'll need to a few things to make your signup go smoothly:

• Your ABN number
• Bank login details
• Business bank account BSB & Account number
• Your ATO BPAY reference number - this can be found on your BAS

Once your account is created and you login the system will automatically start the onboarding wizard starting with your ABN:

The system will return a list of any registered entities attached to your ABN - select the correct entity and click Import:

Once your data is imported into your profile there will be some additional information required:

The next step is to setup the bank feed for monitoring of deposits - you will need your bank customer ID and password to setup the feed.

Retriever uses the exact same feed trusted by XERO - Yodlee and is completely secure:

Once you have selected the bank you will need to login to setup the feed:

Tick the appropriate account to monitor for deposits - if there are multiple accounts, select ONLY the one that receives the deposits including GST:

Once you click Save & Finish you will be prompted to confirm:

Next add the details of your funding account (BSB & Account #) - this is where GST and subscription payments will be drawn from:

Next add your ATO reference number for BPAY as found on the payment section of BAS returns:

Last step is to set the GST retrieval rate - by default this is 10% but can be adjusted to match the typical BAS payment you make - e.g: if your BAS payment typically equals 7% of turnover, set the GST retrieval rate to 7%: