Monthly Contributions Reconciliation (MCR) Checklist

To help you understand what you have to do prior to on-boarding to MCR which covers all the actions you need to take before you on-board to MCR. This includes:

  • Completing relevant training
  • Completing the relevant forms
  • Reading the guides
  • Preparing your staff
  • Completing the data cleanse exercise.
Working your way through the checklist prior to on-boarding will help ensure you and your payroll/software provider (if using one) are ready for the process. It’ll also give you an insight into everything we think is vital you complete before on-boarding, so you’ve got the best possible start.
Last Updated: 22/06/2021 12:33