How do I run the Superannuation report?¶

The Superannuation Report lists each employee's super contributions — super guarantee (SG) and salary sacrifice — grouped by pay period, for the dates you choose.

Step 1. Go to Reports in the sidebar, then under Payroll click Superannuation Report.

Step 2. Set the from and to dates. Use the Pay period / Pay date switch to choose how pay runs are counted: Pay period (the default) counts a pay run in the period it covers; Pay date counts it by when staff were paid. It opens on the current financial year by default.

Step 3. Read the report on screen. Contributions are grouped by pay period, with one row per employee showing their Fund, Member #, SG Amount, Salary Sacrifice and Total. A Grand Total row adds up each column at the bottom.

Step 4. To save or share it, click Download and choose PDF or Excel (.xlsx).

Tip: choose Pay date if you're reconciling against your BAS, STP or the super you actually paid — those are all based on when staff were paid, not the period.

Tip: a dash (—) in the Fund or Member # column means that employee doesn't have super fund details saved yet. See How do I add super fund details for an employee?.

Related guides¶

• How do I pay super to funds?
• How do I add super fund details for an employee?
• How do I generate a report?