Solution Properties
Solution ID:
250410073545300
Last Modified Date:
Tue Jun 02 05:52:48 UTC 2026
Taxonomy Path:
Case category//How do I...//year-end
Author:
[email protected]
Print the IRP5/IT3a report
Description

The IRP5/IT3a report allows you to export your tax certificates to import into SARS e@syFile™ Employer for submission. Run this report from your Tax Year End Copy system if you're already in a new tax year.

Cause
Resolution
  1. Access your company from the Company Listing screen.
  2. From the Main Menu, go to Reports, then select Reports and Maintenance.
  3. Locate and double-click the IRP5/IT3's report on Reports 1-200.
  4. Select the type of export:
    • Periodic Reconciliation - Mid-year submissions
    • Tax Year End - Year end submissions
    • Issue IRP5 for terminations - creates interim certificates for employees who left the company
    • Manual IRP5's - e@syFile - creates certificates for employees flagged for manual submission
    • ITREG Register Employees - creates file with 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 ETI detail for the tax year
  5. Select Test Run or Live Run.
  6. Select one of the following: 
    • Current Company
    • Multiple Companies - with the same PAYE and processing month, choose the companies to include, then click Close
  7. Select Continue, review the employer records details and click Continue.

    NOTE:

    If the export process stops for outstanding information, correct the details on the Basic Company Information screen.


  8. Select the applicable print options for the report.
  9. Select the Analysis fields to display on the tax certificates.
  10. Select employee range to export (Test Run only).
  11. Click Continue.
  12. Browse and choose a location to save the IRP5 export file.
  13. If you use Premier ESS or InfoSlips, complete the export selections.
  14. Review the export filename.
  15. Click Continue.
    The system confirms if the export was successful or failed.
    Refer to the error report if the export failed.
  16. Click Continue to return to the Reports menu.
  17. Click Close to return to the Main Menu.

The system generates the reports and certificates based on your selections. Locate the IRP5 file in the location you chose in step 13.

Steps to duplicate
Related Solutions

Import Test Run IRP5 file into SARS e@syFile™ Employer

Import Live Run IRP5 file into SARS e@syFile™ Employer