XBert Type: Standard
Accounting Software: Xero, MYOB, QuickBooks
Country Restriction: AU only
Risk Type: Payroll Risk
Business Function: Payroll
Overview
The "Superannuation Liability Payments" XBert identifies upcoming or overdue superannuation guarantee (SG) obligations based on payroll activity, journal entries, and balance sheet data. This alert ensures you stay on top of required payments and avoid costly penalties for late super contributions.
What it does
This XBert calculates the super liability for the most recent payroll period by comparing:
Integrated superannuation expense journals
Payroll allocations
Balance sheet entries under the Superannuation Payable account
It then compares these liabilities to actual payments made and alerts you if a super payment is due, overdue, or unreconciled.
How it works
XBert uses payroll and accounting data to:
Identify super expenses and liabilities based on journal entries and payroll allocations.
Check whether those amounts match superannuation payments made after the liability was incurred.
Detect if a payment is upcoming or has not been matched against the liability.
Issue an alert with the calculated amount due and the due date (typically the 28th of the month following the end of a quarter).
XBert auto-resolves the alert once a payment is recorded and reconciled against the liability.
Example/Use Case
Ted owns an office supply business. He normally pays employee super on time but missed the 28 April deadline for the quarter ending 31 March. XBert detects that $4,200 in super liability remains unpaid and alerts Ted before the issue escalates. Although Ted can’t get an extension for the SG due date, he acts quickly to avoid further penalties by paying the super guarantee charge and submitting the required ATO statement by 28 May.
Accounting software
All major Australian-compatible accounting software (e.g., Xero, MYOB, QuickBooks Online).
Which countries it supports
Australia only.
Processes
This alert falls under the ‘Payroll – Superannuation’ category and is designed to help businesses meet their employer super obligations. To resolve this issue:
Review your payroll system and ensure super contributions have been processed correctly.
Check whether the due amount has been paid and reconciled in your accounting software.
Make any outstanding payments to employee super funds before the quarterly due date.
If you cannot pay on time, contact the ATO before the deadline to request an extension (noting that interest will still accrue).
The XBert will auto-resolve once the liability is matched with a payment. Alternatively, you may file the alert manually once reviewed.