Solution Properties
Solution ID:
200803144832143
Last Modified Date:
Mon Mar 09 13:57:49 UTC 2026
Taxonomy Path:
Case category//How do I...//year-end
Author:
[email protected]
Reconcile payroll values for submission
Description

Reconcile your monthly payroll values with the declared values with the South African Revenue Service (SARS).

These include:

  • Employees' tax
  • Unemployment Insurance Fund (UIF) contributions
  • Skills Development Levies (SDL)
  • Employment Tax Incentives (ETI).

This validation is step 5 of the RSA SARS Submission Utility.

Cause
Resolution

Access the RSA Submission Utility

  1. Access your South African payroll company form the Company Listing screen.
  2. From the Main Menu, go to Utilities.
  3. Select RSA Submissions, then SARS Submission Process.
  4. Review the Period End Date and select Continue.
  5. Click Step 5 Reconcile EMP501 Values.

Step 5 with guidelines to reconcile your payroll.

Print EMP501 Reconciliation History report

  1. Click Step 5.1 Print EMP501 Reconciliation History Report. 

Step 5.2 to print the EMP501 History report.

  1. Select the Reconciliation period:
    • March to August for mid-year submissions
    • March to February for tax year end submissions 
  2. Select to include the current or multiple companies in the same month with the same PAYE number).
  3. Click Continue.
  4. Click Yes to import values into Excel.
  5. The report opens in Excel prepopulated with the payroll values for the tax year.

TIP:

If macros aren't enable for Excel, you'll have to click Enable content.

Capture declared and paid liabilities

  1. Access and review your monthly EMP201 declarations on SARS eFiling.
  2. Determine the total amounts declared and paid to SARS, based on actual SARS payment receipts per month.
  3. Capture the liability amounts paid to SARS on the spreadsheet in the yellow sections.
    • The spreadsheet displays any differences between your payroll and EMP201 values.
  4. Reconcile the values to identify any differences. Click Step 5.2 Reconcile EMP501 with SARS Payments for guidelines.

Step 5.2 to reconcile your EMP501 values with your SARS payments.

Print reconciliation reports

  1. Print the reconciliation reports for details of each employee
  2. Select the available reports:
    • 12 Month Report
    • History Report
    • ETI History Report (Employment Tax Incentive)

Step 5.3 where you select reports to print.

  1. Select the tickboxes to select the reports to print.
  2. Click Step 5.3 Print Selected Reports.
    • From details on these reports click Step 5.3 Guide.
  3. Complete the selections per report. 

Investigate differences and apply corrections

  1. Click Step 5.4 Confirm Outcome of the Reconciliation.
    Step 5.4 button to confirm your reconciliation outcome.
  2. Confirm the outcome:
    • EMP501 Values Balance: There aren’t differences, reconciliation is complete
    • Please Help Me: There are differences on the reconciliation, and you need to review the issue
      Reconciliation outcome selections.
  3. Click Continue to return to the Preparation menu. 

TIP:

For assistance investigating any differences, contact your Business Partner.

 

6. Mark the step as complete:

  • Click Step Complete next to Step 5 to confirm you've finished this step.

Mark Step 5 as completed.

Next steps

If the EMP501 balances, proceed with creating the IRP5 test file, for importing into SARS e@syFile™ Employer.

Continue to step 6 of the SARS Submission Utility process: Generate a Test Run IRP5 file on your payroll.

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