Reports: Detailed superannuation report to comply further with clearing house
Would it be possible to have a superannuation report that can be exported to excel that can be sent to Superfund clearing houses. They generally require the following information in a column arrangement:
Superfund
Member number
First Name
Surname
First Line Address
Suburb
State
Postcode
DOB
Period start date
Period end date
Amount SG
Amount Voluntary
Amount Salary Sacrifice
TFN
Gender
Generally all of this information would be in the data file - we just need to be able to export it to a text file in columns. It would work if you could add these fields to "Available Fields" in "Report Fields" in "Superannuation Employee Advice Summary". The columns could then be rearranged as per each different superfunds requirements.
I know you offer M-Powered services for this but not everyone wants to pay - and I also realise that you may not want to implement this suggestion as it may take revenue away from you. However, your main focus is on people managing their own businesses (MYOB - Mind Your Own Business) so I think that this will definitely help them do this.
The report that you can get out of Quickbooks can be rearranged to suit import requirements of superfunds. I would really appreciate it if MYOB gave it's users a similar opportunity.
Thanks for your consideration of this matter.
"Superannuation Period Report Spreadsheet to export"