PS Cashbook

SuperStream - Employee Tax and Superannuation Fund Details Setup


How do I set up Tax and Superannuation Fund Employee Details for SuperStream in Payroll?

Detailed Description

Step 1 - Ensure all employee Superannuation fund details are entered, including Tax Scale and Tax File Number (TFN):

  • Click on the Payroll toolbar icon.
  • Click on the Employees tab.
  • Click on an employee to highlight.
  • Click on the Select Employee button.
  • Click on the Tax and Super tab.
    • Tick Don't print first name on Payment Summary if a company or other entity (other than an individual).
    • Tax Scale - select from drop-down list. - required
    • Enter any amount for extra tax per pay period. Enter as a negative number for tax rebate amounts.
    • Tax File Number (TFN) - required
    • ABN (Australian Business Number)
  • Employer Super (Helpful Hint: get your employee to fill out a Superannuation (super) Standard Choice Form.)
    • Superannuation Rate % (For current Superannuation Guarantee Rate click on the following ATO link.) - required
    • Superannuation Fund Name.
    • Member No. (Fund Member Number) - required
  • Click OK to save.


Add Superannuation Fund:

To accessed this window:

  • Click on the Payroll toolbar icon.
  • Click on the Superannuation Funds tab.
  • Click on the Add button.
  • In the Add Super Fund window:
    • Click on one of the Search By: options, i.e. USIABN or Name.
    • Enter their respective information in the text box.
    • Click on the Search button.


This will take you to the Fund Search Results window:

  • All Matching Products will populate this window.



  • The Australian Business Number (ABN) is an 11 digit, unique number issued to a business (entity), and used to identify that business (entity). i.e. the superannuation fund. 

For example: 70 815 369 818 is the ABN that identifies the IOOF Portfolio Service Superannuation Fund.



  • The Unique Superannuation Identifier (USI) is a number used by larger superannuation funds for electronic communication about contributions and rollovers.
  • The Unique Superannuation Identifier (USI) is used in SuperStream to identify an APRA fund and/or its superannuation product which an employee (member) is contributing to.

For example: The IOOF Portfolio Service Superannuation Fund has 23 superannuation products, each with their own USI. e.g. IOF0057AU, IOF0058AU, IOF0059AU, etc....


Product Name

  • A super fund may offer numerous super products, for example, a retail superannuation plan and an employer superannuation plan.
  • Each product will have its own USI and its matching Product Name.

For example: USI: IOF0057AU, Product name: IOOF Portfolio Service Personal Superannuation.  


  • To select a product, simply click on that product, so it is highlighted blue.
  • Click on the OK button.



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