The Test Run allows you to export your tax certificates to test validation during import into SARS e@syFile™ Employer.

1. Access the RSA Submission Utility.

1. Go to the Utilities menu in your payroll company
2. Select RSA Submissions, then SARS Submission Process
3. Review the Period End Date and select Continue
4. Click 'Step 6: Perform Test Run'

 NOTE: Print the IRP5/IT3(a) Report as alternative. Click here for more details. 

2. Select the Type of Run.

1. Select the Type of Run to export the IRP5 file for
   • Tax Year End: Select for February Tax Year-end submission or termination of a Company (March - February)
   • Periodic Run: Select for the Mid-year submission (March-August)
2. Click Continue

3. Select which companies to include in the export.

1. Select which companies to include and click Continue
   • Current Company: Include the current company only
   • Multiple Companies: Include one or more companies in the export
2. Select companies to include if you selected Multiple Companies and click Close to continue

 NOTE: Only companies with the same PAYE number and pay period are available to select. 

3. Review the Employer Record Details for the IRP5/IT3a run

 CAUTION: The export stops if any company information is outstanding. Refer to the error and correct the details on the Basic company Information screen. Refer to solutions on the Knowledgebase if you’re unsure what you need to do to solve the error. 

4. Click Continue

4. Select all print options.

Tick the box to confirm the actions/selections:

1. Print IRP5/IT3 Recon Report? (Prints a list of all the employees with their year-to-date per IRP5 code)
2. Print IRP5/IT3 Summary? (Prints the totals per IRP5 code)
3. Print Tax Certificates?
   • Select the option from the drop-down list:
     • Blank Paper
     • Secure Paper (requires secure stationary)
     • No printing (available for Test Run only)
4. Print IRP5 with Watermark – only to PDF
5. Print Terminated Employees first (Report sorts printing based on employee status, terminated or active)
6. Do not reprint IRP5's issues during the year (Print file excludes certificates for terminated employees)  

You also heave the option to Print to File (PDF) or to Print to Printer.

5. Select print sequence and which employees to include.

1. Tick the box to confirm the sort sequence
2. Select the sorting of tax certificates per Analysis field
3. Enter the Employee Code range to generate certificates (available for Test Run only)

 TIP: If you enter no Employee Codes, the export includes all employees.  

4. Click Continue

6. Select file export information.

1. All export and report files saves in the 'SARSSubmission' folder of your system folder. You can't change the file destination
2. The filename defaults to IRP5Test with the file extension the tax year 

 EXAMPLE: For the 2024/2025 tax year, the filename is IRP5Live.25. 

1. You can change the filename (before the full stop)
2. Don't change the file extension 
3. Click Continue

7. Complete file export and reports.

The onscreen message confirms the export is successful or if there are any errors:

Successful export:

1. Click Continue
2. All the reports and files save to the system folder, or printed on the printer
3. The IRP5Test file saves to the SARSSubmission folder, within your system folder 

Export failed:

1. Click Continue
2. All the reports and files save to the system folder, or printed on the printer
3. Select if you still want to generate tax certificates for the failed exports
4. 

 CAUTION: When you select Yes, the IRP5Test file creates, however it will fail to import into SARS e@syFile™ Employer.  

5. The IRP5Test file saves to the SARSSubmission folder, within your system folder 
6. Refer to the IRP5 error report for the reason the export is unsuccessful

 TIP: The error report indicates the company number, employee code and the error reason. Review the solutions to known errors on the knowledgebase. 

7. Click Continue to return to the RSA Submission Utility menu

Next steps.

The test rule file created successfully. Import the file into SARS e@syFile™ Employer to validate the test file.

Continue to the next of SARS Submission Utility process: Step 7: Import the Test Run IRP5 file into SARS e@syFile™ Employer.