AccountRight Plus and Premier only
The superannuation standard choice form is for:
employers to tell employees of the employer’s nominated fund, and
employees to tell an employer of their choice of fund.
The form contains information about its completion, use and retention requirements.
When an employee provides their super fund details, you can enter this information into their employee card in AccountRight.
Printing the form
To print the form from AccountRight you'll need Microsoft Word on your computer. Otherwise you can download the form as a PDF from the ATO website.
In AccountRight you can print:
a blank super choice form, or
a super choice form with some details filled in for you (pre-populated).
To print a blank super choice form
Go to the Setup menu and choose General Payroll Information. The General Payroll Information window appears.
Click Create Superannuation Choice Form. If this button is not clickable, select a Default Superannuation Fund.
The Review Employees Before Exporting window appears.
Click Advanced Filters.
Click Print Blank Form.
The form displays in a Microsoft Word document.
(Optional) Complete as much information as you can.
Print the form.
To print a pre-populated super choice form
AccountRight can fill in some of the details on the form with information from your company file. This includes your business name and ABN and the employee's name and tax file number.
Go to the Setup menu and choose General Payroll Information. The General Payroll Information window appears.
Click Create Superannuation Choice Form. If this button is not clickable, select a Default Superannuation Fund.
The Review Employees Before Exporting window appears.
Select the employees for whom you want to print a super choice form.
Click Mail Merge.
The forms display in a Microsoft Word document.
(Optional) Complete as much information as you can.
Print the forms.
Invalid Merge Field
If you see this warning in Microsoft Word, click Remove Field. The superannuation standard choice form will generate successfully.
