ATTACHMENT B Summary of Reports: Performance Report Frequency Standard Tax Invoice for Within 5th Administration business day monthly Fees of following month Within 14 Packaging days of end monthly Arrangements of month Within 14 year end days of year Employer Report end Payroll Requests as required within 14 a) Deduction days as required of advice b) refund on termination Reconciliation Participants Reports (Employers will receive a summary of Participants' reconciliations): a) on Within 14 termination days of advice b) on Within 21 reasonable days request of Employers or the Participant 5. Employer Quarterly within 5 days And Participant of end of Salary Packaging quarter reconciliation Report (includes annually FBT within 21 reconciliation) days of end of year To include: Employees identification, and last names, FBT contributions,
ATTACHMENT B Summary of Reports: Report Frequency Performance Standard Tax Invoice for Administration Fees monthly Within 5th business day of following month Packaging Arrangements Employer Report monthly year end Within 14 days of end of month Within 14 days of year end Payroll Requests a) Deduction b) refund on termination as required as required within 14 days of advice Reconciliation Reports Participants (Employers will receive a summary of Participants' reconciliations): a) on termination b) on reasonable request of Employers or the Participant Within 14 days of advice Within 21 days 5. Employer And Participant Salary Packaging reconciliation Report (includes FBT reconciliation) To include: Employees identification, and last names, FBT contributions, Quarterly annually within 5 days of end of quarter within 21 days of end of year
ATTACHMENT%20B%20-%20Summary%20of%20Reports.docx