Hi, my (now) employer lodged and paid two super quarters direct to the superfunds for staff (for Oct-Dec2020 and Jan-Mar2021). Because they were late I lodged an SGC statement to the ATO and even though I selected 'yes' for payment already made to the superfunds, I incorrectly (?) selected No for the late payment offset? Advice from ATO on receipt (of our statement) was that another SGC statement needed to be lodged (no mention at the time to lodge an amendment) and we used the SGC calculator tool and not the spreadsheet (NAT9599). The form was printed and mailed to the ATO (unfortunately a copy wasn't saved). This then resulted in a debt from the ATO for the two quarters of super plus charges. We were only expecting to get a bill for the charges but not the super again? This was followed by several phone calls by the owner all to no avail and in the end she paid the debt (resulting in the super being paid twice). I have since sent two (secure) emails and spoken to different people (at the ATO) to try and get this resolved and each time I get differing advice. Today's call was to complete the SGC statement again but to use the NAT9599 (spreadsheet) as mark as an amendment but I'm at a loss as to how to do it - because the super has now been paid twice - once direct to the superfunds and the second time to the ATO and I don't want the business to get another debt. There is no SG shortfall - unless I can enter it as a negative? Can someone please guide me on how to complete the form correctly so we can get the second payment refunded - not all the staff paid back then are still with us (including one deceased). Thank you :)
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1 replies
Hi @Anita-
That's correct, you'll need to send an SGC amendment to cancel out the 2nd (original) SGC statement you sent through using the calculator. Please select LPO and ensure you have put a tick beside amended statement at the top of the form. Once lodged this should put the employers SG account into credit, thereafter, you can request a refund of the excess amount paid.
All replies
Hi @Anita-
That's correct, you'll need to send an SGC amendment to cancel out the 2nd (original) SGC statement you sent through using the calculator. Please select LPO and ensure you have put a tick beside amended statement at the top of the form. Once lodged this should put the employers SG account into credit, thereafter, you can request a refund of the excess amount paid.
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