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 (v2.30) - click here for more details
- Complete your final payroll for 2021/2022 tax year
- Create a Tax Copy System / Instance of your final February payroll, before starting your March payroll - this copy system will be used to generate your tax certificates and submission files
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 [email protected] 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 [email protected] before Tuesday 31 May 2022 *
* Avoid the rush and long queues for assistance by submitting as soon as possible.