Export the EMP501 report

1. On the Navigation Pane, expand Exports.
2. Double-click Tax Certificate Export.
3. Select EMP501 Report Only under Export Type.
4. Compare monthly totals for PAYE, SDL, ETI, and UIF with SARS statements or EMP201 reports.
5. To export the report to Excel, right-click anywhere on the screen.
6. Capture payments under the PAYE, SDL, ETI, and UIF Paid columns for reference.

Identify differences

• Use the exported report to find discrepancies by month and value.
• Once you identify the month with a difference, check the affected employee.

Print the payroll analysis report

1. On the Navigation Pane, expand Reports.
2. Expand Financial Analysers.
3. Double-click Payroll Analysis.
4. Under Line Items, select PAYE, SDL, or UIF based on the discrepancy.
5. Compare this report with the EMP201 detail report or payslip for that month.

Investigate and resolve

• Access the employee’s History Payslip for the specific month:
  1. On the Navigation Pane, expand Employee Management.
  2. Double-click History Payslip.
• If the difference is due to incorrect changes, remove it using a Tax Adjustment Payslip (see guide).
• If the difference is valid, restate the EMP201 for that month and make the correct payment to SARS