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  • South Africa: Employer Annual EMP501 Reconciliation submission (1 April 2024 until 31 May 2024)

    The Employer Annual EMP501Reconciliation submission period for 2023/2024 is from 1 April 2024 until 31 May 2024. as confirmed with the South African Revenue Services (SARS). During this period, employers are required to submit their annual reconciliation…

  • South Africa: Employer Annual EMP501 Reconciliation submission (1 April 2024 until 31 May 2024)

    The Employer Annual EMP501Reconciliation submission period for 2023/2024 is from 1 April 2024 until 31 May 2024. as confirmed with the South African Revenue Services (SARS). During this period, employers are required to submit their annual reconciliation…

  • Have your started preparations for Tax Year-end 2023/2024?

    February is the shortest on the calendar, but also the most important month for South African payrolls - its the last month of the tax year! Here are a few tips shared on the community, which might help you to get your payroll ready for tax year-end…

  • Have your started preparations for Tax Year-end 2023/2024?

    February is the shortest on the calendar, but also the most important month for South African payrolls - its the last month of the tax year! Here are a few tips shared on the community, which might help you to get your payroll ready for tax year-end…

  • Frequently Asked Questions

    We have compiled a list of all the questions and answers which is asked during Tax Year-end. The list will allow you to review questions and get answers, to common questions usually asked during this busy time of the year. It might save you time, as…

  • SARS Submission: Submit my reconciliation and tax certificate to SARS

    You have completed your preparation and reconciliation, and now ready to submit your tax certificates. Generate a Test/Live Run IRP5 file Import Test Run IRP5 file into SARS e@syFile Import Live Run IRP5 file nto SARS e@syFile How do I upload…

  • Reports

    Print Final Reports Payslip Reconciliation Report Recon Totals Report Medical Aid History Report Reports – All Reports - Medical Aid Plan Basic Report Manual Tax Certificate Report ETI Detail Report …

  • Adjustments & Reconciliation

    Backup Backdated Adjustment for KM Reimbursement Backdated Adjustments on Payslip Tax Adjustment Payslip ETI Adjustment Batch Bulk Tax Adjustment Payslip How to backdate the Medical Aid History RFI…

  • Tax Year-end Timeline - what should be done when?

    February Important dates/deadlines 21 February 2024: Budget Speech for 2024/2025 tax year 29 February 2024: End of tax year 2023/2024 Task to complete Print the IRP5/IT3a Validation report to identify possible error or outstanding information…

  • Accounts and Statement Inquiries

    You can view your account information, outstanding balances and statements code on the Sage Portal: How do I update my Account Information or view statements/invoices on the Sage Portal? If you have inquiries related to your account with Sage…

  • Who should I contact for assistance?

    Need help this tax year-end and not sure who would be best to assist? SARS, a Sage accredited Business Partner consultant or a tax practitioner perhaps? We’ve made things easier by breaking down the year-end process for you and providing insight into…

  • Checklists

    South Africa Tax Year End Checklist ETI Checklist Retirement Reform Checklist Reimbursive KM Guideline RSA Periodic Reconciliation Checklist Checklist: Release Tax Certificates to WebSS

  • Tax year-end processing by country

    Angola Angola Taxation Summary Tax Calculator Customer Checklist: Angola Tax Year-end checklist Botswana Botswana Taxation Summary Tax Calculator Customer Checklist: Botswana Tax Year end checklist Guinea Guinea Taxation Summary…

  • Tax Year-end Submission Process

    The tax year end submission process will allow you to prepare and submit your employee tax certificates and reconciliation to the South Africa Revenue Services (SARS). Follow these guidelines for a successful submission. Prepare your payroll Validation…

  • Tax Year-end | Creating a Tax Year-end Instance

    We are approaching the end of the payroll tax year, and this means that Tax Year-end Instances will be created during the process of starting the new payroll tax year (i.e., March 2023). The Tax Year-end Instance can then be accessed and used at a later…

  • South Africa: How can I prepare for the EMP501 Annual Employer Reconciliation Declaration to SARS (2022/2023)

    The South Africa Revenue Services require employers to submit accurate and correct information during the submission period, and employers can check the following for a successful submissions The months of January and February allow employers to check…

  • South Africa: How can I prepare for the EMP501 Annual Employer Reconciliation Declaration to SARS (2022/2023)

    The South Africa Revenue Services require employers to submit accurate and correct information during the submission period, and employers can check the following for a successful submissions The months of January and February allow employers to check…

  • Unable to access the Tax year-end Instance: Company xxx must be on Premier 5.7a or 5.7b before you can convert to 5.8a / Company xxx must be on Premier 5.8a before you can convert to 5.8b

    The version of a tax year-end instance is determine by the last company which did a "Start new Period" to a new tax year. In some instances, where multiple software updates were released, the data in the instance might be on an incompatible version…

  • Tax Year-end | Creating a Tax Year-end Instance

    We are approaching the end of the payroll tax year, and this means that payroll administrators must create a Tax Year-end Instance, before starting the new payroll tax year (i.e., March 2022). The Tax Year-end Instance can then be used at a later stage…

  • Tax year-end | Copy systems

    We are approaching the end of the payroll tax year, and this means that payroll administrators must make copy systems , before starting the new payroll tax year (i.e., March 2022). These copy systems can then be used at a later stage, when preparing for…

  • Tax year-end copy systems/copy instances

    We are approaching the end of the payroll tax year and this means that users must make copy systems/copy instances, before starting a new tax year (March 2021). These system copies will be used at a later stage when preparing for the EMP501 Annual Reconciliation…

  • Tax Year-end 2020 Copy systems

    All RSA users (Sage Classic, Sage Premier and Sage 200c VIP) must make a copy of their payroll system before completing a "Start New Period’’ from Feb ruary 2020 into Mar ch 2020. This is necessary as employees year to date figures will clear when payroll…

  • Countdown to tax year-end: Two weeks to go!

    We are approaching the final period in the tax year. This means that there are important year-end processes to complete. All payroll administrators must start preparing in advance to ensure a successful EMP501 Annual Employer Reconciliation Submission…

  • Countdown to tax year-end: Two weeks to go!

    We are approaching the final period in the tax year. This means that there are important year-end processes to complete. All payroll administrators must start preparing in advance to ensure a successful EMP501 Annual Employer Reconciliation Submission…

  • Tax Year-end 2020 - Who to contact guide

    Need help this tax year-end and not sure who would be best to assist? SARS, Sage or a tax practitioner perhaps? We have made things easier by breaking down the year-end process for you and providing insight into who will be able to best assist with…

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