Interim Reconciliation Frequently Asked Questions

When does the Employer Interim Reconciliation period begin?

SARS confirms the exact dates. Visit the Business Requirement Specifications (BRS) and Timelines section on the SARS website for the latest updates.

Is submission of the Interim Reconciliation mandatory?

Yes. Failure to submit your EMP501 reconciliation results in penalties and interest from SARS.

How do I submit my Interim EMP501 Reconciliation to SARS?

You can submit via:

• Manual Submission: Complete up to 50 tax certificates and submit via eFiling or visit a SARS branch.
• Electronic Submission: Export the IRP5 file from Sage 300 People and import it into e@syFile™ Employer. Use e@syFile™ to manage certificates, complete the EMP501, and submit via eFiling.

 NOTE: Sage CSV files comply with the latest BRS and are tested for compatibility with e@syFile™ Employer. 

Which Sage 300 People version must I use for submission?

Ensure you are on version 25.3.3.0 before generating your IRP5 file. How to validate the current software version.

Where can I find guidance on completing my declaration?

A step-by-step guide to the Employer Reconciliation Process is available on the SARS website.

Should I issue tax certificates to employees during the Interim Reconciliation?

No. The Interim Reconciliation isn't a final submission. Don't issue tax certificates to employees during this period, Sage 300 People or SARS systems generate them at this stage.

How long must I retain employee documentation?

You must retain records for five years after submission. This includes:

• Payment details
• Tax-deductible deductions
• Employee tax reference numbers

What support does Sage offer during the Interim Reconciliation?

For more information how Sage can provide you with assistance. It's recommended to contact your Sage accredited Business Partner consultant for assistance.

Where can I find self-help resources for reconciliation and submission?

Visit the Mid-Year Centre on the Sage Community Hub for comprehensive resources and guides.

How do I resolve differences in the EMP501 reconciliation report? 

Investigate discrepancies before submission. Common causes include:

• Employee transfers between PAYE numbers
• History screen changes
• Post-payroll adjustments
• Recalculations after payroll closure

Use the Sage Knowledgebase for troubleshooting guidance.

Why do I see monthly differences in my EMP501 report?

This may result from:

• Employee transfers between companies
• History screen edits
• Post-payroll changes
• Recalculations after payroll closure

 TIP: We recommend booking a consultant to assist with investigation and corrections.