The IRP5/IT3's reports allows you to export your tax certificates and reports to import into SARS e@syFile™ Employer for submission.

1. Access and run the report.

1. Go to the Report menu in your payroll company
2. Select Reports and Maintenance
3. Locate the IRP5/IT3's report on Reports 1-200
4. Double-click to run the report

 TIP: As alternative, you can highlight the report and click Print to run the report.  

2. Select the Report Options.

1. Select the Action Required for your export
   • Periodic Reconciliation (Mid-year submissions)
   • Tax Year End (Year-end submissions)
   • Issue IRP5 for terminations (create interim certificates for employees who left the company)
   • Manual IRP5's - e@syFile (create certificates for employees flagged for manual submission)
   • ITREG Register Employees (creates export file for employees without tax numbers to upload to e@syFile)
   • Validation Only (verifies data for submission purposes only)
   • Certificate Reprints (regenerate certificates already created)
   • ETI Detail (Generate report with all ETI detail for the tax year)
2. Select the Type of Run
   • Test Run (Generates test reports and certificates to import on e@syFile)
   • Live Run (Generates final reports and certificates to import on e@syFile)
   • Duplicate Resubmission (Regenerate Live Run with same certificate numbers) 
   • Resubmission New Numbers (Regenerate Live Run with new certificate numbers) 
3. Select which companies to include
   • Current Company: Include the current company only
   • Multiple Companies: Include multiple companies in the export
4. Click Continue
5. When you select to include Multiple Companies, select all companies to form part of the export. Click Close to continue

 NOTE: Only companies with the same PAYE number and pay period are available to select. 

3. Review the Employer Record Details for the IRP5/IT3a run

 CAUTION: The export stops if any company information is outstanding. Refer to the error and correct the details on the Basic company Information screen. Refer to solutions on the Knowledgebase if you’re unsure what to do to solve the error. 

4. Click Continue

4. Select all print options.

Tick the box to confirm the actions/selections:

1. Print IRP5/IT3 Recon Report? (Prints a list of all the employees with their year-to-date per IRP5 code)
2. Print IRP5/IT3 Summary? (Prints the totals per IRP5 code)
3. Print Tax Certificates?
   • Select the option from the drop-down list:
     • Blank Paper
     • Secure Paper (requires secure stationary)
     • No printing (available for Test Run only)
     • Blank Paper and Email (generates reports and certificate, and emails tax certificates to employees)
4. Print IRP5 with Watermark (Add selected watermark to PDF certificates)
5. Print Terminated Employees first (Report sorts printing based on employee status, terminated or active)
6. Do not reprint IRP5's issues during the year (Print file excludes certificates for terminated employees)  

 NOTE: All electronic documentation saves in .PDF format. 

5. Select Analysis fields to display on certificates.

1. Tick the boxes for the Analysis fields to display on the certificates

 NOTE: The exports include all employees, except when your flag the employee for manual submission on Statutory Details tab.  

2. Click Continue

6. Select employees to include.

1. Enter one or more employee codes to include in the export
2. Leave the fields blank to include all employees

 NOTE: This selection is available during a Test Run export. 

1. Click Continue

6. Select file export information.

1. Selections for InfoSlip users:

 NOTE: The option only displays if you have the module and export the Live Run.  

• • The tick box for 'Standard and Consolidated InfoSlip recipients' are automatically selected

 NOTE: These options create the file to upload to InfoSlips. Click here for more details. 

• • Select to include or exclude certificates for InfoSlip employees to print to paper
  • Select to include or exclude to email certificates to InfoSlips employees

2. The filename defaults to IRP5Live with the file extension the tax year 

 EXAMPLE: For the 2023/2024 tax year, the filename is IRP5Live.24. 

3. You can change the filename (before the full stop)
4. Don't change the file extension 
5. Click Continue

 NOTE: Your files will download all export and report files based on your browser download settings.

7. 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 certificates save to the system folder, or print on the printer
3. The IRP5Live file saves to 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. 

8. 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 Reports and Maintenance menu

How to import the Test Run IRP5 file into SARS e@syFile™ Employer

How to import your Live Run IRP5 file into SARS e@syFile™ Employer