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 each type of query.
Our Customer Services Team have created these detailed videos to assist you with your Year End Process:
Please note that if you require complete assistance with the year-end on payroll as well as the e@syFile file imports, we recommend that you attend our free training session or reach out to your Tax Practitioner for further assistance.
Please see below our table that will show you who to contact during your Year End Process:
| Who can assist? | |||
| SARS / SARS eFiling | Sage Customer Services | Tax Practitioner | |
| Payroll | |||
| Tax advice | √ | √ | |
| Ensure you have printed and finalised all your February reports and processes | √ | ||
| Correct validation errors | √ | ||
| Generate IRP5/IT3(a) electronic certificates via CSV on Payroll System | √ | ||
| e@syFile | |||
| e@syFile (Install, restore backup) | √ | ||
| Import the Payroll file | √ | ||
| Pre-sumission validation error | √ | √ | |
| e@syfile submission errors | √ | √ | |
| Error related to e@syfile database | √ | √ | |
| Payroll system assistance for Resubmission of previous years |
√ | ||
| EMP501 Reconciliation on e@syfile | √ | √ | |
| e@syfile EMP501 Declaration errors |
√ | √ | |
| Completion of the EMP501 Declaration on e@syFile |
√ | √ | |
| Capture of manual tax certificates on e@syFile |
√ | √ | |
| Restatement of EMP201 | √ | √ | |
| Submit electronic information to SARS via eFiling |
√ | √ | |
| Generate IRP5/IT3(a) certificates via PDF from e@asyFile |
√ | √ | |