Before you continue with the preparations to generate the IRP5 files review the employee information, not checked with the Validation Report. This report helps identify any issues to resolve before submission. 

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 3: Validate Additional Information'.
   
   
5. This step downloads an Excel report with information of your employees.

2. Review the employee information:

The Excel report includes multiple sheets which allows you to check the following information of your employees:

• Tax Status and detail of tax directives
• UIF Status
• Legally Retired employees
• Employees flagged for Foreign Income (FI)
• Employees Flagged for Manual Tax Certificates
• Terminations during the Tax Year
• Employees with tax amounts on Company Contributions screens
• Company Car Perk values
• Employees with Bursaries

 NOTE: Repeat this step in all companies included in your submission. 

What do I need to check?

1. Check if the employee details linked is correct.
2. Repeat this step in each of your payroll companies (multiple companies submission).

 CAUTION: Any changes could result in statutory amount recalculations.  

3. Mark step as complete:

1. Check the 'Mark as Complete' box next to Step 3 to confirm you finished the step.

Next steps.

Validate your retirement fund information of each employee. 

Continue to step 4 of the SARS Submission Utility process: Validate retirement fund values.

 TIP: If you don't have any retirement funds, mark Step 4 as complete and continue with Step 5 Reconcile EMP501 values.