An enhanced privacy setting has been added to the Badge Settings screen that hides the TFN and D.O.B from 30 Reports.
Access
The toggle can be accessed from the Badge Settings screen. Please take the following steps to access the screen
Hover your cursor over the Settings icon from the Main Toolbar | |
From the side menu, select Badge |
Under General Report Settings, locate the Hide Member TFN/DOB toggle. Select Yes/No as appropriate.
Affected Reports
Affected Reports - D.O.B.
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Member Statement
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Consolidated Member
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Pension Summary Report
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Contributions Summary Report
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Work Test Declaration
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Rollover benefits statement
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Superannuation lump sum prepayment statement
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Downsizer Contribution Form
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Contribution splitting form
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Deduction Notice Form (s.290-170)
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PAYG Payment Summary
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PAYG Payment Summary – Pension
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Fact Finder / Fact Finder Advisor Extract
D.O.B shown as "Provided"
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SMSF Annual Return
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Request to adjust concessional contributions
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Super transfer balance account report
Affected Reports - TFN
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Member Statement
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Consolidated Member
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Rollover benefits statement
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Downsizer Contribution Form (also shows Fund’s ABN / besides member’s TFN/ DOB)
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Contribution splitting form
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Deduction Notice Form (s.290-170)
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PAYG Payment Summary
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PAYG Payment Summary – Pension
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Request to adjust concessional contributions
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Super transfer balance account report
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Superannuation Standard choice form
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Independent Auditor’s Report
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Fund Summary Report
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Lodgement Declaration
.