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SUMMARY: Prep Tax Certificates & Submit via SARS E@syFi

 
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PostPosted: Thu May 29, 2014 3:03 pm    Post subject: SUMMARY: Prep Tax Certificates & Submit via SARS E@syFi Reply with quote

1. Confirm you are logged in the previous tax-year for the company from which certificates will be generated

2. To verify the processing YTD totals, go to :
Reports, Monthly Balances, Transaction Total (Analysis)
Print all totals (month 1 – 12)
Use the same report and Range on “PAYE – RPAY” to see PAYE report and PAYE-totals for the year

3. Do PAYE recon, go to Reports, Monthly Balances, Statutory Recon
Complete all fields and make sure monthly totals balance for the year

4. Fix Organisation Details: Edit, Organisation Details (check tax-year range)
Make sure the new SIC7 code has been completed

5. Prepare Tax Certificates: Reports, Annual, Tax Certificate Wizard

6. Purge previous certificates (if any from previous submission period)
Then Back, and PREPARE new certificates

7. Confirmation: A message should come up “All your branches have been updated to Year-End … Do you wish to proceed?”

9. Proceed preparing tax certificates, then after prepare, SELECT to EXPORT certificate
Complete all the pre-export information (contact details, etc)

10. After the export, make sure to take down the export destination path
Example: C:\Program Files (x86)\contact Payroll\xxx \xxx\Z14\IRP5.CSV
The “Z14” in the export path indicates the previous tax-year

11. Log into SARS E@syFile

12. Edit the EMPLOYER DETAILS in SARS E@syFile
- Take care to complete the new SIC7 code in E@syFile
- Complete / confirm the banking details & branch details

13. From the menu on the left, click on IMPORT PAYROLL FILE

14. Select the PAYROLL IMPORT file from where it was saved
(POINT 10 ABOVE)

15. IMPORT-ERRORS: If any errors occur, click on UTILITIES, IMPORT FILE LOG

Check the top-entry and double click to see results
(this will show any errors in the import file from the payroll system)
Fix the errors in the payroll system, redo steps above

16. From the menu on the left select, DECLARATION,
select the COMPANY & YEAR (example: 201402)

17. Complete the declaration and confirm totals balance

18. Click on SELF-ASSESS

19. Give reason for any discrepancies

20. If all in balance, click “READY TO FILE”

21. Create a folder for the EMP501 and other SARS documents to be generated by SARS E@syFile (for example on the desktop)

22. From the menu on the left, click on SUBMISSION: Submit to SARS

23. Enter SARS E-Filing username & password to submit

24. Upon File-Save window appear, select the folder created in step [21] above

25. Make a screen-print of submission message as proof of successful submittion
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