Introduction

Through out this page you will find some very helpful information regarding how to set up new super funds within Eclipse Payroll, setting up Eclipse Payroll to export files, processing the superannuation payments & how to export the superannuation file.

On this page:

Related pages:

 

Setting Up Superannuation Funds

 

     1. You will need to set up each of your employee’s superannuation fund details.

 

     2. Collect the following information:

  • A list of employees and the superannuation fund that each employee is signed to.
  • Each superannuation fund’s ABN.
  • Each superannuation fund’s contact name.
  • The super clearing account you wish to use.

      

        It is recommended, although not compulsory, that you also collect the following information for each fund:

  • Fund ESA.
  • Bank account name (only required for self-managed super funds).
  • Account BSB (only required for self-managed super funds).
  • Account number (only required for self-managed super funds).
  • Fund address.
  • Phone number.
  • Fax number.
  • Email address.
  • Website.

 

     3. Methods for collecting data, such as a super fund’s ABN, can be obtained via:

 

     4. Once you have each fund's information, click the Options tab.

 

     5. Click the Super Fund menu button:

    

 

 

   

 

  

 

     6. You will be presented with the Super Fund Maintenance screen:

   

 

     7. A list of some super funds are listed on the left-hand-side under the heading, Super Funds.

 

     8.

         a. For any super funds listed within the Super Funds list, click the fund name.

         b. For any super funds that are not listed, click the New button to open a blank Super
         Fund Details record:

    

 

     9. Using the information you’ve gathered, complete the remaining fields in the Super Funds Maintenance Screen.

          ** Note that the fields marked with a red asterisk (*) are compulsory fields. **

 

     10. Click the Save button:

    

    

 

     11. Repeat steps 8 to 10 until every superannuation fund's details have been entered & completed.

 

Set up Eclipse Payroll to Export Files

 

     1. Within Eclipse Payroll, click on the Eclipse button:

     2. Click System Administration.

 

     3. Click system Options:

     4. Click on Super Stream Settings.

        (Choose No if you’re prompted to Save).

    

 

 

     5. Under the heading Default Super Payment Method, select Using SAFF (ATO Compliance Format).

    

 

     6. Type the name of your super stream service provider into the Service Name field.

 

     7. Click the Save button:

    

 

    

Processing Super Payments & Exporting Super Files

 

Complete the following steps each time you pay your employees their superannuation.

 

     1. Complete a Payrun. It is assumed you know how to process a pay schedule.

     Should you need assistance, contact UBS for help with completing a pay schedule.

 

     2. After you’ve completed a Payrun, click on the Super Payment Register button.

     3. Click on the New Super Payment button (bottom left-hand corner).

     4. Tick the Paid box for the employees that you wish to pay superannuation.

    

 

 

 

 

     5. HINT - If you wish to pay all the listed employees their superannuation, click the Pay All button. Otherwise, click the Save button.

 

     6. The transaction is now set as Ready.

   

 

     7. To obtain a file for the ATO, click on the Export button.

   

 

     8. When prompted, click the three dots.

       (Note that the file type is .csv which can be used in Microsoft Excel)

    

 

     9. Choose the file location and click Save.    

    

 

     10. Click the OK button.

     11. You will still need to log into Eclipse Stock & Accounting and import the payroll as per usual.

    

Downloadable Document

 

Please feel free to download the above information in the document below:

 

Exporting .csv Files for the ATO from Eclipse Payroll - Eclipse Payroll - Exporting .csv Files for the ATO.pdf