Superannuation Reporting - SAP Documentation

Use

This function displays and prints reports that provide information on compulsory and voluntary superannuation contributions made by employers and employees to superannuation guarantee contribution (SGC) funds and other superannuation funds.

The data can be broken down according to user-defined criteria such as company code and personnel number, and can be grouped into key data that is displayed in the following reports:

Superannuation report
ATO notification report

Prerequisites

In the Superannuation section of Customizing for Payroll Australia , you must define whether your superannuation wage type(s) are reported as employer or employee contributions.

You must create a record for each employee in the Superannuation infotype (0220), and have payroll results for your employees.

Features

The reports list superannuation details per fund. You can run the reports for several payroll periods. If the start and end dates of a report do not coincide with a payroll period, the report considers all the payroll periods that overlap with the start and end dates of the report.

If you run a report for more than one payroll area and each area has a different payroll period, the SAP System processes each payroll area separately and prints a separate page for each payroll area.

Superannuation report

From within this report, you can trigger three separate reports:

Superannuation report

The report displays subtotals based on user-defined selection criteria, and provides the following key data:

"For" period and "In" period
"For" period and "In" period end dates
Payroll type
Fund code and name
Employee number and name
Employee fund membership number
Company contributions
Employee contributions
Employee ordinary time earnings
Wages and salary
Super guarantee contribution amount
Messages
Hiring and termination dates (if they take place within the current payroll period)

Super guarantee contribution (SGC) report

This report only produces figures as at the end of a calendar month. You must therefore run the report only in the last payroll period of the month. If the report is run at any other time, a message appears reminding you to run the report at the end of the month.

The report displays subtotals based on user-defined selection criteria, and provides the following key data:

"For" period and "In" period
"For" period and "In" period end dates
Payroll type
Fund code and name
Employee number and name
Employee fund membership number
Employee ordinary time earnings
Wages and salary
Super guarantee contribution amount
Company super guarantee contributions
Messages
Hiring and termination dates (if they take place within the current payroll period)

Non-SGC report

This report displays subtotals based on user-defined selection criteria, and provides the following key data:

"For" period and "In" period
"For" period and "In" period end dates
Payroll type
Fund code and name
Employee number and name
Employee fund membership number
Company contributions
Employee contributions
System messages
Employee hiring and termination dates (if they take place within the current payroll period).

ATO notification report

The Australian Taxation Office (ATO) notification report calculates company superannuation guarantee contributions (SGC) for a specified period, and compares the statutory SGC amount with the actual amount contributed by the company. If the company contribution is less than the statutory minimum, the shortfall is printed on this report.

The ATO notification report displays SGC shortfall information for all employees or a group of employees. The report displays the employee name, address, date of birth and tax file number, as well as the amount of the shortfall in SGC and the nominal interest calculated on the shortfall. The administration and per employee administration charges are also printed on this report.