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Release 5.7a – Tax directive field changes on the Statutory details tab of the Employee Information (IS) screen

From Release 5.7a, Directive information can be stored for up to 5 different directives (previously 3).

Lump Sum Directives - Details of Directives button

A subscreen allows you to capture the Directive information for ‘Lump Sum’ SARS Directive payments.

  • Directive Date Issued
  • Directive Income Source Code
  • Directive Income Amount

 Fixed Rate Directive Number is only used if the Employee’s Tax Status refers to a Directive:

  • Directive %
  • Directive (Director)
  • Non-Resident Non-Executive Director (Directive)

Note: Directive numbers that were already entered on the Employee Statutory Details Tab for Lump Sum amounts will be moved to the new ‘Details of Directives’ Screen, during conversion to Release 5.7a.

What you need to do if Directives were processed during this tax year

Ensure that the value of the Lump Sum payment on the payslip, is the same as the amount on the Details of Directives subscreen. Should the values differ, the following IRP5 validation error will be encountered: IRP5 Validation error: 3901 Amount not equal to the Directive Amount

Need to know more? Read the finer details in the Release notes for 5.7a