The following assumptions are made:

• You selected to export your InfoSlips file when you created your Live run file
• You have successfully completed your IRP5 re-conciliation process
• You have successfully submitted your IRP5 reconciliation to SARS
• You have successfully submitted your IRP5 returns to SARS as detailed in the Fourth Schedule, Paragraph 14(5) of the Income Tax Act • Should you require assistance with your IRP5 process, please get assistance from a Support Consultant in our Contact Centre
• It is also assumed that you will be printing your IRP5s from your Tax Year End directory, which is not your live VIP Premier directory. i.e. you have a directory structure like this: VIP\TAXyyyy (yyyy = eg. 2020)

The InfoSlips IRP5 process is split into 3 phases as detailed below:

• Phase 1: Create and Locate IRP5 InfoSlips IRP5 files
  • Terminated Employees: To exclude from InfoSlips IRP5 data go globally unlink terminated employees from InfoSlips before running the Live IRP5/IT3a report or else include records for processing.
  • Create an InfoSlips IRP5 2019 folder that is protected. After running your Live IRP5/IT3 report you must browse and locate your InfoSlips IRP5/IT3 files. Please see file names below (These files get created at the same time and in the same file location as your SARS IRP5.19 file/s).
  • Cut and paste these files to your IRP5 folder until ready for processing.
  • Please make sure you have an InfoSlips IRP5 file for each payroll company using InfoSlips. There should be a separate IRP5 file for Standard InfoSlips (_S) and Consolidated InfoSlips (_C) if you use both channels.
  • Compress (zip) each IRP5 file. This will increase file transfer speed.
  • Once you have submitted your EMP501 tax reconciliation declaration to SARS successfully you may continue to transfer, process and schedule the release/ electronic distribution of your employees Tax Certificates.
  • Please use the following InfoSlips file names to upload on InfoSlips website. INFOS001001_IRP5_S.xx INFOS001001_IRP5_C.yy (yy refers to specific tax year e.g. 20)
  • Please do not use following file name to upload on the InfoSlips website "IRP5.yy" (yy refers to specific tax year e.g. 20)
  • To do this, you will need to copy the files that were created during the Live Run from the TAXyyyy directory to your live VIP Premier directory • You will need to locate all the ESS IRP5 files in the Tax directory.
• Phase 2: Transfer and Process IRP5 files online
  • Sign into www.infoslips.com
  • Click on Admin Login • Enter your Username and Password and click on Go
  • You will be routed to Services page.
  • Click on Start & Proceed with Runs
  • Start and Proceed with Runs select the correct Template name e.g. IRP5 Standard and/or IRP5 Consolidated.
  • Select the Processing/Pay Period (Month).
  • Please note your actual processing period (e.g. June) will not change the content of the IRP5 file.
  • The actual period you select is the online archived period.
  • Insert the “Name Suffix” when processing multiple runs (Your Company number to identify each run).
  • Click on Insert to create a Run profile
  • Click in Continue
  • Select Browse
  • Navigate to your InfoSlips IRP5 tax year-end folder.
  • Find respective IRP5 file and attach.
  • Select Upload files
  • Wait for your green tick and file successfully uploaded message
  • Select Process Trial
  • Please be patient as the compiling of the InfoSlips may take time.
  • After the processing of the IRP5 files has been completed you will be notified via email to continue with the next step in workflow (Phase 3) i.e. requesting /checking Trials (Compulsory).
• Phase 3: Requesting Trials and Releasing Files
  • Sign into www.infoslips.com.
  • Click on Admin Login.
  • Enter your Username and Password and click on Go.
  • You will be routed to Services page.
  • Click on Start & Proceed with Runs.
  • On Incomplete Runs select IRP5 Run by clicking on “Continue” .
  • Step 1: Select Run Type (defaults to Trial),
  • Step 2: Select Number of Trials InfoSlips (defaults to 5) .
  • View your Trials • You can either view your trials online by selecting the Preview link option or request for trial to be sent to email to view from Email.
  • Step 3: Confirm the Trial Run User Email Address.
  • Step 4: Specify the Encryption Type (Always use Sample PUK).
  • Select and Send Trial Run.
  • Trial InfoSlips will be emailed to Run User requesting trials if email trail has been selected.
  • Open and reconcile all information displaying on the InfoSlips.
  • If you have Consolidated InfoSlips files, insert new Run profile/period and process to the Consolidated Template Important Notes.

 TAKE NOTE:

• Requesting and checking content of a trial InfoSlips is compulsory as the transferring of the data is not automated. Go back to Step 1 and select Schedule Run and specify the date and time for the e-mail batch to be delivered
• If content of Trial InfoSlips is incorrect (e.g. incorrect data etc.) please Cancel and Discard run and return to Phase 1
• Standard and or Consolidated IRP5 files must be processed and released with separate run profiles.