How to setup Xero to process Talent

A summary of the various setup tasks required in Xero, which has been linked to Accountability, for the processing of Talent

1. Talent Super Funds

Create and maintain Talent Super Funds in Xero

In Xero under your name select Settings

Click On Payroll Settings

Click on Superannuation

Click on Add Superannuation Fund
Add new Super Fund details
- Select the Type of Fund
- Select the Name of the Fund
- Enter the Employer Number (Optional)
- Click ADD

2. Register for automatic superannuation payments

Overview

How it works

Add employees to payroll in Xero before you set up auto super.
After the nominated authoriser approves super payments, our third party super clearing house takes the money from your bank account as a direct debit.

3. Register for auto super

1. In the Payroll menu, select Superannuation, then click Get Started.

2. Check your ABN and Legal/Trading Name are correct.

You can update these details in your organisation settings.

3. Click Next, then select an authoriser and enter their mobile number. The email address and name pre-populates.

4. Click Next, then select the bank account you'll use to make direct debit payments for super payments. If the bank details aren't showing, you can update them.

5. Click Next, then review the terms and conditions. The status changes to Viewed when you've read these:

Financial Services Guide
Product Disclosure Statement and Terms and Conditions
Payclear Direct Deposit Agreement

6. If you agree with the terms and condition, select the declaration checkbox, then click Register.

Xero will contact your nominated authoriser when we've activated auto super for your organisation. We'll also contact your authoriser if we need more information or there's a problem with your application.