February
Important dates/deadlines
- 23 February 2022: Budget Speech for 2022/2023 tax year
- 28 February 2022: End of tax year 2021/2022
Task to complete
- Print the IRP5/IT3a Validation report to identify possible error or outstanding information
- Reconcile your payroll values (EMP501 History Report) with your monthly EMP201 declarations and payment for PAYE, SDL, UIF and ETI
- If you claim ETI, it is recommended to run the ETI Validation Tool (v2.29) - click here for more details
- Complete your final payroll for 2021/2022 tax year
- The system will automatically create a Tax Year-end Instance of your February 2022 payroll - this will be used to generate your tax certificates and submission files. Access the new instance and review access of your users (who should be able to access the system)
March
Important dates/deadlines
- 7 March 2022: Deadline to submit your EMP201 for February 2022 (the 7th falls on a Monday)
- 21 March 2022: Public holiday - Human Rights Day (Monday)
Task to complete
- Update your live payroll to Release 5.8a (scheduled to be release early March 2022). This is a mandatory update for all users.
- Attend the 2022 Annual Payroll Tax Update webinar presented by Rob Cooper (click here for more details)
- Review all payroll records and print the IRP5/IT3a Validation report to identify possible errors or outstanding information
- Reconcile your payroll values (EMP501 History Report) in you Tax Year-end Copy System (if not done previously) with your monthly EMP201 declarations and payment for PAYE, SDL, UIF and ETI
April
Important dates/deadlines
- 1 April 2022: Submission opens for Workman's Compensation Return of Earnings (W.As.8) * - unless extended by the Department of Labour
- 1 April 2022: Employer Annual Reconciliation submission opens **
- 7 April 2022: Submit your EMP201 for March 2022 (Thursday)
- 15 April 2022: Public holiday - Good Friday (Friday)
- 18 April 2022: Public holiday - Family Day (Monday)
- 27 April 2022: Public holiday - Freedom Day (Wednesday)
- 30 April 2022: Deadline for Workplace Skills Plan / Actual Training Reports (Skills Reports) to SETA
* Previous year submissions were extended to 31 May
** As per SARS Notice on SARS website
Task to complete
- Review all payroll records and print the IRP5/IT3a Validation report to identify possible errors or outstanding information
- Reconcile your payroll values with your monthly EMP201 declarations and payment for PAYE, SDL, UIF and ETI
- Submit Employer Annual Reconciliation (EMP501 and tax certificates) to SARS through SARS e@syFile once filing season opens for employers
May
Important dates/deadlines
- 1 May 2022: Public holiday - Workers' Day (Sunday)
- 2 May 2022: Public holiday - Monday following a public holiday on a Sunday
- 7 May 2022: Submit your EMP201 for April 2022 (Saturday)
- 31 May 2022: Deadline for submission of Annual Employer Reconciliation (Tuesday)
Task to complete
- If you still have not completed the preparation for submission:
- Review all payroll records and print the IRP5/IT3a Validation report to identify possible errors or outstanding information
- Reconcile your payroll values with your monthly EMP201 declarations and payment for PAYE, SDL, UIF and ETI
- Submit Employer Annual Reconciliation (EMP501 and tax certificates) to SARS through SARS e@syFile before Tuesday 31 May 2022 *
* Avoid the rush and long queues for assistance by submitting as soon as possible.