Once you have completed the Superannuation Charge Statement and lodged it to the ATO, you need to process the Superannuation Charge Statement transaction in Xero.

1. Go to Contacts > All Contacts
2. Search for the Australian Taxation Office
3. Click on [New] > Bill
   
   è  The New Bill screen
   
   
   
   
4. Select/Enter the following details:
   • From > Confirm: Australian Taxation Office
   • Date > Type the lodgement date of the SGC Statement
   • Due Date > Type the lodgement date of the SGC Statement
   • Reference > Type: SGC-20XX-QX
5. Enter one line for each Superannuation Payment type:
   • Superannuation Payable > Type the total Super Shortfall value for the Quarter
   • Super Shortfall Interest > Type the total nominal interest calculated by the SGC Statement
   • Super Shortfall Fees & Interests > Type the Super Admin Fees calculated by the SGC Statement
6. Make sure the total of the SGC Bill matches the total from the SGC Statement lodged to the ATO
7. Click on [Approve]
8. Click on the paper icon
   
   è  The Attach File screen opens
   
   
   
   
9. Click on [Upload files...]
10. Attach the Superannuation Charge Statement Worksheet
    Note: unfortunately the SGC Statement Worksheet cannot be saved in a PDF Format
11. Go to the Make Payment section
    
    è  The Make Payment Section
    
    
    
    
12. Select/Enter the following details:
    • Date Paid > Type the Superannuation Charge Statement Lodgement date
    • Paid From > Select the Super Employer Account
13. Click on [Add Payment]