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Generating Termination and Verified Members Reports for ATO Compliance

Summary: This article provides instructions on how to generate the Termination Report and the Verified Members Report for end-of-financial-year checks, along with guidance on ensuring compliance with ATO requirements.

Generating Reports for End-of-Financial-Year Checks

1. Member Termination Report

To produce a report that shows all terminated members and their termination dates, follow these steps:

  • Navigate to Reports → Member Reports → Members Detail Report.
  • Select your Office and any other required details.
  • Click Export Members Report to Excel to download the report.
  • In the Excel report, locate the Terminated Date field, which lists the termination date for all terminated members.

2. Verified Members (Employment Work Status) Report

To check the verified members and their employment details, proceed with the following steps:

  • Go to Reports → Recruitment Reports → Member Employment Work Status.
  • Select the relevant Relationship Office and apply any necessary filters.
  • Click Report to generate the report.
  • You can also Export to Excel for a downloadable version, which will include fields such as Member ID, Mobile, Job Source Board, and “How did you hear about us?” (when the Members Employed option is selected).

Ensuring Compliance with ATO Requirements

For compliance with ATO requirements under STP Phase 2, it is essential to include the termination reason in your reporting. The termination reason, also known as the Cessation Type Code, is mapped in the Reasons (Personnel) Master of the Staff portal.

Locating Termination Reasons

To verify the termination reason for each member:

  • Access the Reasons (Personnel) Master in your Staff portal.
  • Look for the Reason Category linked to each terminated member under the “MBR TERMINATED” subgroup.
  • The Reason Category will indicate whether the termination was due to Ill Health (I) or Redundancy (R).

Currently, there is no specific report that exports all members' termination reasons in bulk. The termination reason must be checked individually for each member in the Reasons (Personnel) Master.

Conclusion

By following the outlined steps, you can effectively generate the necessary reports for end-of-financial-year checks and ensure compliance with ATO requirements regarding termination reasons. If you have further questions or need additional assistance, please reach out for support.