Superannuation Report

Miks88
Miks88 Member Posts: 30 Reckoner Reckoner

Good afternoon,

I want to have a report on super for last 2 financial year. Can anyone please help me with this?

Thank you.

Best Answer

  • Lucas
    Lucas Reckon Staff Posts: 491 Reckon Staff Reckon Staff
    Answer ✓

    Hi @Miks88,

    Please go to Reports > Employees & Payroll. You will find there is multiple super options here:

    image.png

    Once you have located the one you want, you can change the date you require for the super reporting period:

    image.png

    Thank you.

    Lucas Andrews
    Technical Support Representative

Answers

  • Kris_Williams
    Kris_Williams Member Posts: 4,184 Reckon Hall of Famer Reckon Hall of Famer

    you can select the payroll totals report and change the date. Or have a look under reports employees and there will be some super reports, have a look and choose which suits your needs

  • Tanvi_kataria
    Tanvi_kataria Reckon Staff Posts: 516 Reckon Staff Reckon Staff

    Hi @Miks88

    You can create the report by following the steps:

    • Login to the company file
    • Go to Reports - Employees & Payroll - Super Report by Fund/Super Report by Employee
    image.png

    Once the report is up, please select the Dates - Custom and choose the From and To dates and click Refresh

    image.png

    You can also modify the report, if you have any specific requirements to be selected for the report generation by clicking on Modify Report.

    I hope this helps. Please let us know how you go or if you have any concerns/issues. Thank you!

    Regards

    Tanvi

  • Miks88
    Miks88 Member Posts: 30 Reckoner Reckoner
    edited August 25

    Thank you very much everyone.