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  • Download your super records before upgrade

https://help.myob.com/wiki/x/fIsEB


 

 

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If you've received an email or in-product message that your MYOB Essentials file (or if you're an MYOB Partner, your client's files) will be upgraded soon, you need to know that you'll be moving to a new Pay Super service after the upgrade.

Before this happens, you might want to download your MYOB super portal your contribution statements and payment receipts, as you won't be able to log into the super portal and download records after upgrading.

If you're due to make a super payment, complete and process the contribution file first.

We recommend saving your contribution statements and payment receipts in a secure folder.

To download a contribution statement

To download a contribution statement

  1. Open MYOB Essentials and go to the Payroll menu > Pay superannuation.
  2. Click Go to MYOB's super portal and log in with your super portal login details (Forgotten your details?)
  3. Go to Dashboard > Contributions.

  4. Click History to show your contribution statements.

  5. Click the Download iconfor a contribution statement.

  6. Click Save File and choose a location to save the statement.

  7. Repeat from step 5 for all files you want to retain.

To download a payment receipt

To download a payment receipt

  1. Open MYOB Essentials and go to the Payroll menu > Pay superannuation.
  2. Click Go to MYOB's super portal and log in with your super portal login details (Forgotten your details?)
  3. Go to Dashboard > Reports.
  4. Click Payments.
  5. Use the Date Filters to show the period you want to download payments for.
  6. Click Search to show your payments.
  7. Click the View source payment details icon for a payment.
  8. Click Receipt.

  9. Click Save File and choose a location to save the file.

  10. Click Go Back and repeat from step 5 for all files you want to retain.

How do I pay super after upgrading?

In the new MYOB Essentials, you can pay employee super using Pay Super. While you do need to change over to Pay Super, the good new is it's easier and quicker to use than MYOB's super portal. Pay Super is integrated with MYOB Essentials, so it's all managed in the one place. You no longer need to upload a contribution file when you want to pay employee – you just need to enter an SMS authorisation code to get your payment processed.

You'll be prompted to set up Pay Super in your new MYOB Essentials.

Want to learn more about what's different in your new MYOB?

For more information on the upgrade of MYOB Essentials:

 

 

 
Related topics

Preparing for MYOB Essentials upgrade

Complete your bank reconciliation before upgrade

Take the free online course at MYOB Academy

 

 

 

 

 

 

 

 

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