Superannuation Send/Check Process

This function enables you to send and/or check the following file types:

• Surcharge - MCS
• Surcharge - CPF - MES
• Lost Member Register - LMR
• Payment Variation Advice - PVA
• Reasonable Benefit Limits - RBL

These business functions enable files to be checked to ensure compliance with the relevant ATO requirements (Electronic Media Specifications) and, if valid, sent to the ATO.

Files are created using compliant software. Please refer to the Software Developers site for further information.

INDIVIDUAL FILES

To send or check a file:

1. Select the appropriate menu item from the  Super Funds menu (e.g. to send or check an MCS file, select Surcharge - MCS)
   
   
2. Enter the name of the file to be sent or click on the [Find] button to locate the file on your disk.
3. Either
   
   • Click on the [Check File] button to validate the file without sending it.
     Or
   • Click on the [Send File] button to validate and send the file. If the file passes the validation process a Send File dialog box is displayed to confirm that you want to send it to the ATO.
   • If the file is larger than 250,000 records an option to split the file into smaller parcels will be offered (splitting the file allows easier transmission through the ECI application) 
   • Click on the [Yes] button.
   • If the ECI is not currently connected to the ATO (i.e. an AUSkey has not been activated) a Connect to ATO dialog box is displayed.
   • While the file is being sent a File Transfer Status dialog box is displayed.
   • After the send process has completed, a Transmission Report dialog will display, which shows the file name and location of a file sent and a ATO reference number.The Transmission report dialog will also advise if a file has not been sent and the reason. You should print or store these details for future reference.
4. The  Send/Check  window will display the result of the validation and/or sending process. See Superannuation File Validation Process for help on this window

If errors are detected in the file, click on the [View Error File] button to display the error log. See View Error File button for help.

MULTIPLE FILES

To send or check multiple files:

1. Select the appropriate menu item from the Super Fundsmenu (e.g. to send or check an MCS file, select Surcharge - MCS)
   
   
2. Enter the name of the files to be sent or click on the [Find] button to locate the files on your disk.
3. Either
   • Click on the [Check File] button to validate the files without sending them. A Check File dialogue box is displayed to confirm that you want to check the nominated files.
   • Click on the [Yes] button.
   • Each file is validated in turn.
     Or
   • Click on the [Send File] button to validate and send the files. A Send File dialogue box is displayed to confirm that you want to send the nominated files to the ATO.
   • If the file is larger than 250,000 records an option to split the file into smaller parcels will be offered (splitting the file allows easier transmission through the ECI application
   • Click on the [Yes] button.
   • Each file is validated in turn.
   • If the ECI is not currently connected to the ATO (i.e. an AUSkey has not been activated) a Connect to ATO dialogue box is displayed.
   • While the files are being sent File Transfer Status dialogue boxes are displayed as each file is transferred.
   • After the send process has completed, a Transmission Report dialog will display, which shows the file name and location of files sent and a ATO reference number.The Transmission report dialog will also advise which files have not been sent and the reason. You should print or store these details for future reference.
4. The  Send/Check  window will display the result of the validation and/or sending process. See Superannuation File Validation Process for help on this window.

If errors are detected in the file, click on the [View Error File] button to display the error log. See View Error File button for help.