The Test Run allows you to validate and export your tax certificates and import into the South African Revenue Services (SARS) e@syFile™ Employer software. This validates the test IRP5 file content before running the file Live Run export.

This export is step 6 of the RSA SARS Submission Utility.

To generate and export the Test Run file:

1. Access your company from the Comapny Listing screnn.
2. From the Main Menu, go to Utilities, then select RSA Submissions.
3. Select SARS Submission Process.
4. Review the Period End Date and select Continue.
5. Select Step 6: Perform Test Run.
6. Select the Type of Run to export the IRP5 file for:
   • Tax Year End: Select for February submissions or closing a company (March-February)
   • Periodic Run: Select for mid-year submissions (March-August)
7. Click Continue.
   
8. Select which companies to include, then click Continue.
   • Current Company: Include the current company only
   • Multiple Companies: Include one or more companies in the export
9. 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.

10. Review the Employer Record Details for the IRP5/IT3a run.
    The export stops if you've got invalid details for the company.
    Access the Basic Company Information screen and correct any issue reported by the onscreen message.
11. Select Continue.
12. Complete the print options.
13. Select Analuysis Details fields to display on the tax certificates.
14. Choose employees to include.
    Only a Test Run allows you to select specific employees or ranges.
15. Select Continue.
16. The filename defaults to IRP5Test with the file extension the tax year.
    You can change the name before the fullstop, but leave the file extension as is.
17. Click Continue.

8. Complete file export and print 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 tax certificates save to the system folder.
3. The IRP5Live file saves to a specific download location in the browser.

Export failed:

1. Click Continue.
2. Print or save the IRP5/IT3a validation error report.
3. Corrects all validation errors before you run the Live Run option again.

 TIP: Review the solutions to validation errors on the knowledgebase.

9. Select to print or save reports.

1. The report preview will appear for the export reports in the following sequence:
   
   • IRP5 and IT3a Reconciliation
   • IRP5 and IT3a Summary Reports
   • Tax certificates
2. Select to save or print the report.
3. Click Finish to continue.
4. Once completed, the IRP5Live file downloads.
5. Click Finish to complete the process.
6. Return to the SARS Submission process Preparation menu.

10. Mark the step as complete.

1. Check the 'Mark as Complete' box next to Step 6 to confirm you finished the step.

Next steps.

When your Test Run file generates without any errors, proceed with validating the file on SARS e@syFile™ Employer.

Continue to step 7 of the SARS Submission Utility process: How to import the Test Run IRP5 file into SARS e@syFile™ Employer.