The ETI History report lists all employee ETI information and exports it to Excel. You can use this report to review ETI details. The report includes:

• ETI Remuneration
• Tax Incentive
• ETI Adjustment
• ETI Minimum Rate
• ETI Actual Rate
• Total Tax Incentive

1. Access your South African company from the Company Listing screen.
2. From the Main Menu, go to History, then select Reports.
3. Choose ETI History.
4. On the first screen, select sorting (up to three levels).
5. Click Continue.
6. On the Report Selection screen:
   • Select the Year (calendar year, for example 2025 = January to December 2025)
   • Tick Include Terminations if you want to include terminated employees
7. Click Continue to generate the report.

The report will open in Excel.

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