The final steps to complete your tax year require you to create a final backup, and print financial reports. Keep the documentation safe as the South African Revenue Service (SARS) could select you for an audit.

This is step 11 of the RSA SARS Submission Utility.

The South African Tax Administration Act requires employers to keep records of all employees with the following details:

• Remuneration
• Tax-deductible deductions
• Income tax reference numbers

The minimum period to keep the information is 5 years from the date of submission.

Refer to the Chapter 4 of the Tax Administration Act Paragraph 14(1)) of the 4th Schedule for more details.

1 Activate Stop Further Entry

1. Access your payroll company.
2. From the Main Menu select Company, then select Stop Further Entry.
3. Click the radio button next to Activate Stop Further Entry.
4. Click in the Tick Box field next to Activate SFE for Leave.
5. Click Save
6. Stop Further Entry  is now activated
7. The 'Stop Further Entry' banner now appears on the Main Menu:

2. 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. Select the Submission tab.
5. Click 'Step 11: Print Final Reports and Complete Tax Year End'.

 NOTE: Click Step 11 Help for more details on this step. 

3. Create a final backup.

1. Click Step 11.1 to create a backup

1. All user must exit the Ta xYear-end instance companies
2. Click Continue
3. Enter the name for the backup, for example 'Final Backup TAX2025 All Companies' 
4. The backup creates with all companies included

4. Print reports

1. Select the reports to print.

1. • 12 Month Report
   • History Report
   • ETI History Report
   • EMP01 Report
   • Financial Detail Report
2. Click Step 11.2  for guidelines about the reports and selections to export data
3. Each report generates individually with specific selections, and saves to your computer.
4. Click Cancel to return to the Submission menu

5. Mark step as complete.

1. Check the 'Mark as Complete' box next to Step 11 to confirm you finished the step.

Next steps.

• Keep all the data safe and easy accessible if needed
• Review your Tax Year-end Instance Access Control to limit access to authorised users only