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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, we recommend you log into MYOB's super portal and download your contribution statements and payment receipts. This is because after you upgrade, you won't be able to pay super using MYOB's super portal and eventually this service won't be available. IS THIS WHAT WE WANT TO SAY ON SUPER PORTAL ACCESSABILITY?

The Australian Taxation Office requires employers to keep super contributions records for five years from the date of the contribution.

We recommend that you download and save in a secure folder:

  • contribution statements
  • payment receipts.
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. Like MYOB's super portal, Pay Super is SuperStream-compliant. It's also easier to use – for example, you don't need to upload a contribution file when you pay employee super using Pay Super.

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

 

 

 

 

 

 

 

 

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