In Xero payroll, you can make a superannuation fund inactive if you no longer want to use it. In this tutorial, we will look at which super funds you can and cannot inactivate. We will then use Xero’s demo company to make a superannuation fund inactive.
Superannuation in Xero’s Payroll Settings
To inactivate a superannuation fund, first go to the Superannuation tab of the payroll settings area:
- Go to Settings → Payroll in the main menu.
- Click on the Superannuation tab.
Locked Superannuation Funds
Not all super funds in Xero can be changed. Some of them are locked for editing. If you see a padlock symbol beside the name of a superannuation fund, you will not be able to inactivate the fund.
How to Inactivate a Superannuation Fund
Any funds that are not locked can be made inactive. If you are using Xero’s demo company for this tutorial, you may not have any unlocked super funds on your list. If this is the case, please create an unlocked fund by following the steps in our tutorial on how to add a superannuation fund in Xero.
Once you have created an unlocked fund, follow these steps to make it inactive:
- Click on the three vertical dots on the right-hand side of the super fund you wish to edit.
- Click on Mark as Inactive in the drop-down list.
A pop-up box will open asking if you are sure you want to inactivate this superannuation fund. Click on Inactivate if you are sure.
Once inactivated, you may not see the fund on the list. If this is the case, click on Show inactive items on the left-hand side of your screen. This option will now become Hide inactive items on your screen. You should then see all active and inactive super funds: