We added the functionality to email tax certificates in Release 6.3a (September 2024). The function sends the final tax certificate to the employees.

1. Update employee email addresses.

1. From the Main Menu, go to Employee, select Employee, then select Change Employee.
2. Select the specific employee to review.
3. On the Personal Details tab, review and update the email address.

 NOTE: We’ll only email certificates if the employee has a valid email address. 

2. Run the IRP5/IT3a Report.

You can email tax certificates with the following options:

• IRP5/IT3a Report (Live Run)
• Step 8 of the RSA SARS Submission utility

 TIP: Run the option you prefer and use the selection below to email. 

3. Select the Report Options.

1. Select Action Required: Tax Year End.
2. Type of Run: Live Run.

4. Select the Print Options.

1. Select the Print Tax Certificates option: Blank Paper and Email.

5. Selections for InfoSlips users.

If you’re licensed for InfoSlips, on the fourth print-time selection screen:

1. Select if you want to email the tax certificates to the employees. This is in addition to InfoSlip emails.
2. The default is to not IRP5 if the IRP5 is attached to InfoSlips.

6. Employees receive the tax certificate via email.

• The system generates the tax certificates in PDF format.
• Employees without email addresses records in a file named “No_Email.CSV”. The file creates and downloads as per your browser settings.
• The tax certificate is password protected with the employee's ID number.
• The password is the employee date of birth if the employee has no ID number.