Hi GWH2024,
Regarding your concern about the returned super, here is a link that can provide more information and steps on how to record and reprocess the returned super. With the SGC concern, if a lump sum payment has been processed incorrectly, the solution is to locate the incorrect payment, reverse it, and then process it again correctly.
First, go to Setup >> Preferences >> Security, and check the box that says 'Transactions Can’t be Changed, They Must Be Reversed'.
To locate the lump sum pay, navigate to Find Transactions >> Payroll Category. Search by 'Payroll Category' and select the Salary Sacrifice category used. Look for the lump sum amount. Ensure your date range covers the payroll year or narrow it down if the customer knows approximately when they processed it. Alternatively, you can go to Reports >> Payroll >> Superannuation >> Accrual by Category, and filter the report to the Salary Sacrifice category used. There are other alternatives, but these are generally two of the easiest methods.
Once the transaction is open, go to Edit >> Reverse Transaction, and record the reversal.
Now, the payment can be reprocessed correctly by entering a new pay.
If the incorrect processing has occurred over multiple pays, this situation becomes more complex. It's recommended to seek assistance from a financial advisor, who will review all the pays where Salary Sacrifice was used and determine how much has been processed incorrectly.
Once the incorrect amount is known, a manual reversal for this amount can be processed. Then, it can be reprocessed correctly. This can be done as a bulk reversal and processed as pay, since the Australian Tax Office (ATO) is primarily concerned with Year-To-Date (YTD) amounts rather than individual pays.
If you are unsure what amount should be entered, you will need to partner with your accountant.
Feel free to post again anytime if you require further assistance.
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Best regards,
Doreen