You need to create two employee cards which we'll refer to below as the primary card and the secondary card. If you've already set up a card for the employee, consider this their primary card.

Here's what you need to record in each card:

1. Set up the Superannuation Guarantee category to cater for the employee's mandatory (employer-paid) super payments.
   • This category should already exist in your company file.
   • Click Employee and select the employee's primary card.
   
2. Create an asset account with the Account Type set to Other Asset. This account will be used as a "holding" account for the salary sacrifice super payments.
   
3. Set up a payroll deduction category. This will be used to deduct the salary sacrifice super payments from the primary card.
   • For the Linked Payable Account, select the salary sacrifice "holding" asset account created at step 2. Ignore the warning about the type of account you've selected.
   • For the Calculation Basis, enter the dollars per pay period to be deducted.
   • Click Employee and select the employee's primary card.
   Here's our example.
   
4. Set up a payroll wages category. This will be used to pay the salary sacrifice super amounts deducted from the primary card.
   • For the Type of Wages, select Salary.
   • Override the expense account and select the salary sacrifice "holding" asset account created at step 2. Ignore the warning about the type of account you've selected.
   • Click Employee and select the employee's secondary card.
   
5. Set up a superannuation category for the salary sacrifice payments. This will be used to report the salary sacrifice amount for the second fund.
   • For the Linked Payable Account, select your superannuation payable account.
   • For the Contribution Type, select Salary Sacrifice (deduction).
   • For the Calculation Basis, select Equals 100% and select the wages payroll category created at step 4.
   • Click Employee and select the employee's secondary card.
   

When you process your payroll, click the zoom arrow to review the details of both of the employee's cards.

In the employee's primary card

• The deduction will be listed ($50 in our example).
• The deduction value will be temporarily held in the salary sacrifice "holding" account (created earlier), ready to be transferred to the secondary card.
• If needed, you can change the salary sacrifice amount here.

In the employee's secondary card

• Enter or change the salary sacrifice amount against the Salary Sacrifice wage category ($50 in our example).
• The Salary Sacrifice superannuation category will automatically update to show this amount as a negative value (-$50 in our example).
• When you click OK on this window, you'll need to click OK to the warning about a $0.00 Net Pay,

Recording these pays will:

• allocate the superannuation amounts to the respective funds ready for payment, and
• clear the balance of the salary sacrifice "holding" account.

<h2><i class="fa fa-comments"></i>&nbsp;&nbsp;FAQs</h2><br>

To see how much super has accrued for each fund, run the Accrual by Fund Summary report (Reports > Index to Reports > Payroll > Superannuation). You can filter the report for the applicable funds and specify the required date range.

At the Payment Summary Fields step of the Payment Summary Assistant, select the Salary Sacrifice - Split deduction category but NOT the Salary Sacrifice wage category. This will ensure only the employee's primary card will be included in the payment summary and EMPDUPE file.