How do I create a Superannuation File?

How to create a Superannuation File.

A Superannuation File should be created at the end of every reporting period and uploaded to the Superannuation Fund or Clearing House of your choice to meeting your reporting obligations.

Select Superannuation then Superannuation Manager from the Side Navigation Menu.

Select the required period by choosing the appropriate option in Months or Quarters, or manually defining the Start Date and End Date.

👉 If required, select the Payees to be excluded from the Superannuation File.

Next, choose Select All or individually select the Superannuation Funds that need to be included in the Superannuation File.

Verify the Totals displayed against the physical reports.

If unposted pay runs exist within the selected period, the Unposted Pay Runs Alert Text will be displayed.

Select Create Superannuation File to create the Superannuation (SAFF or QuickSuper) File for the selected Superannuation Funds.

An ABA File is also created when the Payment Method for any fund is set to Direct Credit.

If the period end date for which the file is being created is in the future, the Selected Period has not ended Warning Message is displayed

Select Acknowledge to continue creating the Superannuation File, or select Cancel and wait until the period end date is past.

If the same Superannuation Funds and Payees have been selected as the last time this Period (Month or Quarter) was created, the Selected Period Previously Created Information is displayed.

Select Yes to use the previous Reference Number. Otherwise, select No to us a new Refernce Number.

The File will be automatically downloaded and saved ro your Downloads Folder unless you have chosen that you want to be asked where to save each file before downloading

If you have chosen that you want to be asked where to save each file before downloading, browse to the location where you would like to save the FAST-File, then select Save.

Once the Superannuation file has been created, it must be manually uploaded to your Superannuation Fund or Clearing House for disbursement and payment.

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