Superannuation Clearing House Export

This report allows you to generate a superannuation clearing house export file which is used to pass superannuation payments to a superannuation clearing house in accordance with the SuperStream initiative. This report is available to users of the Polygon Payroll add-on module.

Before using this feature, a SPIN/ABN number must be assigned to each superannuation fund from the Superannuation Fund Details form.

From Polygon Back Office,

Access the Reports form by clicking the Reports button on the toolbar,

Highlight the Superannuation Clearing House Export report under the Polygon Payroll heading,

Click the Select button to view the report selection criteria form where you can configure which superannuation data to include in the export file.

The information which you enter in this form determines which which superannuation transactions to include in the export file(s). Only transactions which match all of the selection criteria which you enter will be included.

Enter the following information into the Superannuation Clearing House Export selection criteria form:

•From and To dates: Enter the time period which includes the superannuation transactions that you would like to export to this file;

•Nominate Employees: Select which employees you would like to include in this report. Leaving this tick box blank will include all superannuation transaction(s) which match the other selection criteria;

•Superannuation Fund: Select which super fund to include in the export file or select All to include all super funds;

•Employer ID - This is a text value used to identify your trading business with a superannuation clearing house. If you have more than one trading business you may have more than one Employer ID. If you are not sure of your Employer ID(s) contact your superannuation clearing house.

•Processing Date: Enter the date which the data in this export file should be processed by the Superannuation Clearing House;

•Create Multiple Export Files per superannuation fund: If this tick box is ticked, one file will be created for each superfund which meets the selection criteria. Each file will be named with the [Super Fund Name][Current Date].CSV (the current date is formatted in dd/mm/yyyy format). If this tick box is left un-ticked, all superannuation transactions which meet the selection criteria will be included in one file which will be named SHC[current date].CSV e.g SHC01082014.CSV

•Output Directory: Click the browse button

to select where to save the export file to.

•Once the file is created you will be asked if you want to open the file location. Click the Yes button to open the folder where the file was saved. Or, click No to return to Polygon Back Office.

Consult your superannuation fund clearing house for information about submitting this file. Note: Some super clearing houses charge a fee for this service. At the time of writing this document the HostPlus industry super fund does not charge for this service.