| Step | To Do | Who can Assist |
| 1 | Make a database backup of SARS e@syFile | SARS |
| 2 | Restoring a database in SARS e@syFile | SARS |
| 3 | Downloading or installing e@syFile software or assisting with any technical errors as, a result of the download | SARS |
| 4 | Adding or changing passwords on SARS e@syFile | SARS |
| 5 | Verify all relevant data on your payroll, e.g. basic company information, personal, details of employees, etc. | Sage |
| 6 | Correct export validation errors (test run, live run) | Sage |
| 6 | Export IRP5 file from payroll software (test run, live run) | Sage |
| 7 | Correct import file validation errors | Sage |
| 8 | Cancel certificates on SARS e@syFile | Sage, SARS e@syFile |
| 9 | Capture manual certificates on e@syFile | SARS |
| 10 | Revise/restate EMP201 values on eFiling | SARS |
| 11 | Complete the EMP501 Declaration on SARS e@syFile | SARS |
| 12 | Submit EMP501 electronically via SARS e@syFile/eFiling | SARS |
| 13 | Generate IRP5/IT3(a) certificates via PDF | Sage |
| 14 | Resubmission of previous tax years | Sage, consultation only (click here to book) |
| 15 | Any SARS eFiling related enquiries | SARS |