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Sage VIP Classic and Premier (Sage 200c VIP) Year-end Centre
  • Africa & Middle East
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Sage VIP Classic and Premier (Sage 200c VIP) Year-end Centre
Year-end articles SARS Submission: How do I prepare and reconcile my payroll for submission?
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  • -Tax Year-end Submission Process
    • Tax Year-end Timeline - what should be done when?
    • -SARS Submission: How do I prepare and reconcile my payroll for submission?
      • Which release should my payroll system be on for TYE 2021/2022 Annual Reconciliation Submission?
      • Create your Tax Year-end Copy System
      • Known software update errors and how to resolve them
    • +Known IRP5/IT3a Validation and SARS [email protected] errors
    • General Reconciliation Guidelines and Resolving Known Errors
    • SARS Submission: How do I submit my reconciliation and tax certificates to SARS?
    • Frequently Asked Questions during Tax Year-end
  • Checklists
  • Tax Year-end Processing by Country
  • Who should I contact for assistance?
  • SARS [email protected] Assistance
  • SARS eFiling Assistance
  • Tax Year-end Training
  • Return of Earnings (W.As.8) Submission
  • +Sage Support Channels
  • +Mid-year Centre for Interim Reconciliation Submission

SARS Submission: How do I prepare and reconcile my payroll for submission?

Your preparation of your payroll for submission will ensure that your employee records and certificates have been validated and financial values have been reconciled.

Certain payroll information is used when exporting the IRP5 files and errors can arise if the data is incorrect. The steps below will guide you to check and validate the payroll information to eliminate possible errors and issues:

The RSA Submission Tool provides these steps in a structured manner to complete the full submission process.

  • Ensure your software is on the correct release

Submission on the correct application version is required to ensure the export file is aligned with the specific tax year Business Requirement Specification.

  • Validate your Company Information

Ensure your company and contact details are correct 

  • Validate Employee Information / IRP5/IT3a Warning and Errors

Run the validation report to highlight any possible submission errors to correct for your employees,

  • Validate Additional Payroll Information

Validate all additional infomation on your employees to ensure the records are correct and updated

  • Validate Retirement Fund Values (if applicable)

Validate all retirement fund values to ensure they are correct.

  • Reconcile Employment Tax Incentive Values

Review your employee ETI information and values for the tax year.

  • Reconcile EMP501 values with monthly EMP201 declaration and payments

Confirm that the values declared and paid to SARS reconcile with the payroll values.

  • History Screen Adjustment (if required)

Only required if changes were made after payroll was finalised.

  • Generate Test Run IRP5 file from you payroll

The test run will allow you to generate you payroll file to import into the SARS software.

  • Import the Test Run IRP5 file into SARS [email protected]

This step will allow you to import and test your payroll file data into the SARS software.

When your Test Run file imports successfully, you are ready to submit to SARS.

Click here to continue with submission steps.

Questions? Visit the Sage Global Resources page for contact options for your support center.

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