• by Keegan
  • 15/10/2015 11:58:14

Paying Superannuation Contributions





MYOB EXO Payroll 2015.01 has added the ability to produce a superannuation contribution export file for submission to a superannuation clearing house service.

This blog post will cover setting up the Superannuation Clearing House Service within MYOB EXO Payroll and once configured you will be able to create a batch and upload to your clearing house of choice. 

Set Up
  1. Navigate to the clearing house service details via Utilities > Setup Exo Payroll > Superannuation Setup > Clearing House Service.
  2. Service Details - Is the area where you decide on whether to use the MYOB Super Portal or a Superannuation Clearing House of your choice.
        
  • The system will default to use the MYOB Super Portal which already has the Service Name and Service website URL pre filled for you.
  • If you decide to Use the other Superannuation Clearing House service, you will need to fill in the name of the Service and obtain and fill in the service website URL.
  • Employer ID is used by the Quick Super report format. Only needs to be filled out if your Super Clearing House request the Quick Super file format. 
     3.Contribution File Settings - Selecting the file format your Super Clearing House accepts and saving location of the file. 
        
  • Now that we've selected which Superannuation Clearing House we are going to be using it is time to select the file format your clearing house uses.
  • If using the MYOB Super Portal the Default Layout and Default output location will be filled out for you. Please note: The Default output location can be changed if using the MYOB Super Portal.
  • If you are using a Superannuation Clearing House of choice then you will need to find out what file format your clearing house requires. From the drop down box the 3 formats are:
               • SuperStream Alternative File Format – this option exports data in the Alternative File Format specified by the SuperStream standard, for submission to a                                  SuperStream certified product. 
               • QuickSuper – this option exports data in the format used by the QuickSuper SMSF Gateway. Uses the Employer ID field. 
               • SuperChoice – this option exports data in the format used by the SuperChoice superannuation contribution exchange service.

Note: If the SuperStream Alternative File Format is chosen then the SuperStream Sender and SuperStream Payer details will need to be filled out as well.  


Note: While Quick Super and Super Choice allow employees to make contributions to a spouse, this option is not supported by the Pay Superannuation function or the Superannuation export reports. 

Note: When using the Pay Superannuation function, the Superannuation Deductions option in the Superannuation Guarantee section must always be set to Include in Superannuation Transfer. If it is set to Include in Direct Credit Transfer, superannuation deductions may be processed twice. 


     4.Setup - Determining whether the Pay Superannuation feature will select pays based on Physical or Pay period end date and selecting the start date when selecting pays to             include in the batch. 
  • Pay Superannuation based on Physical Pay dates or Pay Period end dates will determine the pays to use in the report upon creation. 
  • Pay Superannuation start date will be used when selecting the User defined dates when creating the Superannuation batch. 
 Updating Superannuation Provider Details
    Once we have selected which Superannuation clearing house service we will be using, selected the correct file format the Super clearing house uses, the file location we save         the file to and selected the pay Superannuation settings we need to ensure the Superannuation Provider Details are updated to be brought across correctly on the file format to         be uploaded to the clearing house.

    The superannuation contribution export file identifies each record using the following details:
     • a Fund ID, which identifies the superannuation fund that the employee in the record belongs to;
     • a Member ID, which is the ID number that the employee has with that fund—records are consolidated by this ID number in the exported files.
    The Fund ID is taken from the Superannuation Provider Maintenance window:
     • The QuickSuper format uses the Unique Superannuation ID field.
     • The SuperStream AFF format uses the Unique Superannuation ID field, unless the provider is a Self-managed superannuation fund (SMSF), in which case it uses the Provider           ABN.
     • The SuperChoice format uses the Unique Superannuation ID field, but also allows you to specify an optional Superannuation Product Identification Number (SPIN) and ABN.  


Note: To enter an ABN for SuperChoice, set the Sender ID Type to "ABN" , then enter the ABN into the Sender ID Code field. 

     For all formats, the Member ID is taken from the Fund Member ID field on the superannuation pay item in the employee’s Standard Pay:
 Note: If employees do not have member IDs set up, you will have to enter them before exporting data. When exporting data or running reports over a historical period, the system             will use the Fund Member ID in the Standard Pay to populate all pays in the reporting period where the Superannuation Provider was the same.

Generating Export Files to upload to the Super Clearing House
         Superannuation export files are generated using the new Pay Superannuation function, which is available from the Pay menu. Superannuation contribution records are                      grouped into batches. The Pay Superannuation window displays the details of all superannuation batches that have been produced in the past:

       Click Create to create a new batch or select an existing batch and click View Details to view it.
       
       In both cases, the Pay Superannuation Batch Details window appears:

      You can use the filters on this window to select the range of superannuation contributions that you want to export. The Print dropdown at the bottom of the window offers a               selection of reports that break down the details of the selected contributions in the following ways:
         • Detailed by employee - shows detailed information on contributions, grouped by employee
         • Detailed by provider and employee - shows detailed information on contributions, grouped first by superannuation provider, then by employee
         • Summary by employee - shows total contribution amounts for each employee
         • Summary by provider and employee - shows contribution totals for each superannuation provider, with the totals for each provider broken down by employee
         • Summary by provider - shows total contribution amounts for each superannuation provider
      You can use these reports to review the selected contributions before creating an export file.
      Once you have filtered the list of contributions as required, clicking Save creates the batch and prompts you to create an export file. (You can re-open the batch and export it           later.) If you chose to create the export file, it will be written to the location specified in the Clearing House Service sub-section of the Setup Payroll window (see above in                 Setup). You are then giving the option of opening the file location and/or opening a web browser to the clearing house service URL specified in the Clearing House Service                 sub-section.


 Note: For those registered for MYOB's Super Portal which is currently being worked on. You can still pay Superannuation with Super Choice. 


1.Review the Product Disclosure Statement (PDS) from SuperChoice. 

2.If they would like to use their facility, simply complete the form in the PDS attached and return directly to SuperChoice via:

email: superchoiceenquiries@superchoice.com.au or
post: SuperChoice, Level 8 35 Clarence Street Sydney, NSW 2000 Australia.