Selecting this option displays the Export Payroll Data window, allowing you to create two files for transferring superannuation contribution details to the relevant superannuation fund. It also creates a third file—an EFT file that you can use to pay the superannuation funds electronically.
Before transferring any data, be sure to speak with your fund manager to see if they support this method of transferring the payroll information.
1 Choose Export from the Activities menu and then select Super Contributions. The Export Superannuation Data window is displayed.
2 Start and End Date – Enter the date range for the superannuation contributions details to be included in the export file.
3 Employee Details – Click Browse to see where the Employees Details file will be saved to. If you want to change the location of the file, select the folder where you want the file to be placed and then click OK. This file along with the Super Details file are sent electronically, or using a disk to the superannuation fund.
4 Super Details – Click Browse to see where the Super Contributions Details file—file will be saved to. If you want to change the location of the file, select the folder where you want the file to be placed and then click OK.
The information file names will be based on your company name, and the pay date.
For example, for a company named Company Pty Ltd, the employee information and contribution information files for the May 2003 superannuation details would be respectively named Company Pty Ltd (E) 052003.txt and Company Pty Ltd (P) 052003.txt.
5 EFT Details – Click Browse to see where the EFT payment file -will be saved to. This file is used along with your banking software to pay the Superannuation funds electronically. If you want to change the location of the file, select the folder where you want file to be placed and then click OK.
6 File Format – Select a file format from the drop-down list. You can find out from your fund manager which format to use.
7 ž EFT Summary Only – Select this option. This will cause the EFT file to only contain the total amount due to the superannuation fund. If you leave this box cleared, Elite Payroll will transfer the contribution amounts for each employee separately—resulting in the bank charging you for each individual transaction.
8 If your superannuation funds are at different superannuation companies you'll need to create a file for each individual fund. To create a file with just one superannuation company's funds, double click on the funds that shouldn'tbe included so a NO appears in the Include column.
9 Click Export. You'll be asked if you want to print the super report.
Click Yes to create a report for each fund. This report includes new employees and allows the payroll administrator to enter the contact details should the fund manager have any questions.
10 If you click No, or after your super report is printed, you'll be asked next if you want to e-mail your export files to your superannuation provider. If the superannuation fund supports e-mailing the files, click Yes to display the Send Super Export Files window.
Enter the superannuation provider’s e-mail address or click on the button on the right to open your e-mail program’s address book.
When you click Send, an e-mail message with your superannuation files attached will be saved to your e-mail programs outbox.
11 If you can’t send the files by e-mail, copy the two information files onto a floppy disk, and mail the disk to your superannuation fund, along with your payment.
12 To make the payment electronically, open your banking software and use the EliteExport.ABA file to transfer funds directly into the superannuation fund bank accounts.
See also
Superannuation Export File Format