To get HandiTax to generate the member number for a self-managed super fund form, first you will need to fill out the following information in the main form, item 14F:
Account Status code
Fields S1, S2 and S3
TRIS count
Once complete, click Save , this will generate the member number.
Note: HandiLedger can only partially transfer super fund data into a self-managed super fund form in HandiTax, as such, some data may be excluded when importing. If you would like to transfer the complete data to a self-managed super fund form, you will need to use HandiSoft SuperFund, which exclusively manages self-managed super funds.