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AU Payroll - Superannuation Guarantee Charge form report

When a client fails to pay Superannuation Guarantee levy on time the employer should lodge a Super Guarantee charge form. Is it possible to develop a form where the affected employees can be printed & exported to excel to enable a simple "cut & paste"? If the ATO have started an investigation this can save many hours of work especially if the period covered is several years.

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Clyde Hudson shared this idea  ·   ·  Report…  ·  Admin →
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Accepted  ·  AdminDavid Reynolds (Admin, Xero) responded  · 

Hi everyone, thanks for your feedback on having Xero generate a Superannuation guarantee charge statement. We appreciate you sharing how this could streamline late SGC reporting.

We’ve shared this idea with our Product Team who see value in developing this.

While this is not currently on our roadmap, we'll keep you posted if anything progresses.

In the meantime we’ll continue to gauge your support and feedback on this thread.

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  • Lee Kirby commented  ·   ·  Report

    Allowing a way for late superannuation payments to also include the ATO's late payment surcharges and admin fee as per the Super Guarantee rules

    This hand in hand with the upcoming pay day super changes would help expedite any later or incorrect lodgements quickly.

  • Paolo Coniglio commented  ·   ·  Report

    I agree! This is so important Whenever I have to create an SG Statement it takes SO LONG to get the data from Xero as first it is dispersed in several reports, some data (TFN) is actually not available on ANY reports so we have to go through each employee record (current and past) to extract it. And finally Superannuation ABNs are not available in Xero so I have to use other resources just to retrieve that other piece of information
    All in all a very time consuming exercise
    I think moving to Super on Payday this will become even more important
    I would to love to have a report like this by July 2026 (in which case Non-OTE categories will no longer be required)

  • Caryn Hill commented  ·   ·  Report

    I understand the need for privacy of the TFN numbers but an SGC statement requires bookkeepers to fill this data in if an org is late with their super. If this has to be done and a client has 100 staff then we would have to go into each individual card and check the TFN number and manually transfer it to an ATO spreadsheet. It would be good to have a way to access this sort of information ONLY for authorised payroll admin people and maybe have some sort of disclaimer so that it reminds people that they need to keep the info secure.

  • Caryn Hill commented  ·   ·  Report

    Require an SGC statement report ( a combination of Employee remuneration + payroll activity summary report) that includes all details required about the employee and super accrued on OTE + Overtime hours worked. This would enable efficient reporting to the ATO when super payments are late.

  • Karen Bonar commented  ·   ·  Report

    This 100% essential for Bookkeepers and Accountants a like to prepare SGC statements for clients when they miss their Super payments. For 50 Employees it has taken me 2hours to copy & past section by section where I can, then type up all the Suburb, State & Postcodes into the one cell that contains the Address becuase Xero has them in different cells (for good reason) PLEASE PLEASE PLEASE help future preparers of SGC statements but creating a CSV file that can extract all these details into the correct cells for the ATO.

  • Harry Deryan commented  ·   ·  Report

    With STP reporting, ATO is requesting SGC lodgement from many clients and this report would be very valuable addition to Xero.

  • Gayle Saunders commented  ·   ·  Report

    So many of my clients pay late and getting these figures together is time consuming and frustrating.

    PS. Clyde I am using your spreadsheet - hope that is ok?

  • Sasha Nicely commented  ·   ·  Report

    Report for Superannuation Guarantee Statements (SGC) as required by the ATO.

    We regularly are required to prepare SGC statements in excel for the ATO for late / missed super payments. The information is not available in a single report, and where there are large number of employees this report can take a long time to prepare.

    It would be very useful, if we could have a report (see attached) exportable to excel to use to upload into the SGC statements required.

    Thank you

  • Renee Padberg commented  ·   ·  Report

    This is essential. A way to know when a super guarantee charge form is required and to mark it as processed would be great too. Every payment that is processed late needs the form. The system should be able to identify these late payments easily.