Year end: Export tax certificates

Once employee and company validations have been cleared in Sage Payroll, you can generate electronic certificates when the submission period opens.

 

 

1. Revert back to the previous tax year. 
2. Click Tax Certificates.
   The company details will pre-populate based on the Company Details entered.
3. Under the submission section,
   • Click the drop-down of Select the tax year and select 2026
   • Click the drop-down of Select the submission period and select Tax Year End
   • Click the drop-down of Select a type of submission and select Live:
     
     
     
4. Once you complete all validations, the Create Submission button will appear at the top left of your screen.
   
   
   TIP:

   If the Create Submission button is not available, not all validations have been cleared.
   Clear company details using this guide.
   Clear employee details using this guide.

    
5. The file name will be TYE_2026.txt, this file will save to your Downloads Folder.
   
   CAUTION:

   TYE_2026 is in the correct format for importing into e@syfile.  Do not alter the file to any different format

    
6. The system will now generate reports relating to your Year End. We suggest that you download or print these reports for record purposes. The reports that will generate: Tax Certificates, Reconciliation Report, EMP501, Error Report
   
   NOTE:

   We do not support the import into SARS eFiling.  We only support the import of the file to SARS e@syfile and nothing else regarding the e@syfile software.

    

TIP: View our video here: