Before starting your South African tax year-end reconciliation submission to the South African Revenue Service (SARS), ensure that all company details are accurate.

This includes verifying the company's details, and the pay period information to ensure it aligns with the tax year-end submission requirements.

This validation is step 1 of the RSA Submission Utility.

1. Access the RSA Submissions 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 1: Validate Company Information'.

2. Validate the company details:

1. On the Basic Company Information tab verify the following:
   • Company’s registered/trading name
   • Trade classification code
   • PAYE reference number (must start with a seven)
   • UIF reference and SDL reference numbers
2. Go to the Address Details tab and verify the physical address of the company.
3. Go to the Contact Information tab and verify the IRP5 contact person and information.
4. Go to the Employment Tax Incentive tab and verify the SIC code.

3. Confirm the pay period information:

1. On the Basic Company Information tab, click Period Info (BB) button. This displays the company’s dates.
2. Ensure the following:
   • The current calendar month is two for February for tax year-end
   • The processing period date is the same as the tax year-end date
   • The current processing period is the same as the pay periods in the tax year

 EXAMPLE: You are in pay period twelve, and there are twelve pay periods in the tax year. 

1. • The tax year-end box is ticked
   • For wage companies, the current week number and number of weeks in months is the same. This could differ based on your pay frequency

 EXAMPLE: You are in week number two, and there are two weeks in the month. 

 CAUTION: Verify this information in companies included in your submission.  

4. Mark step as complete:

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

Next steps

Validate your employee information by running the IRP5/IT3a Validation Report.

Continue to step 2 of SARS Submission Utility process: Validate your employee information