Software issue on Release 5.4c related to ETI for April 2020: Option 2 - ETI take-on

Sage Classic, Sage Premier, Sage 200c VIP: This article addresses the option to retrieve and restore a backup prior to Release 5.4c, for users who updated between 29 May 2020 and 1 June 2020.

An issue was identified on the initial release of the Release 5.4c update, which was released on 29 May 2020 (Sage Classic and Sage Premier) and 1 June 2020 (Sage 200c VIP). 

The Release 5.4c update included a backdated recalculation of ETI values for the month of April in line with the revised draft bills published on 19 May 2020.

Issue:

When you update your companies to release 5.4c, the incorrect ETI was calculate on employees who received  R6500 or more as ETI remuneration, instead of zero. 

The issue has been resolved on the software for all users who update to Release 5.4c as from 2 June 2020, however if you updated prior to this date, 

This article will discuss the option to correct the April 2020 values using the ETI Take-On function.

Identify if your company is affected by the issues. Take note, if you have multiple companies in your payroll, the steps will need to be repeated for each company.

Step 1

Generate the ETI History Extract for the 2020 year.

• Click here for a guide create the extract in Excel

 

Step 2

Create heading filters for Excel report:

• Select the 1st row of the worksheet which includes the column headings
• Click on Data
• Select Filter
• Each column will display an triangle, which will allow you to select specific criteria

 

Step 3

Select filters:

• In the Month column, select 4 (for April)
• In the ETI Remuneration, select all values which is equal to 6500 or more.

This will provide you a list of all employees who fulfill the criteria of the issue. 

• If any of the employees on your list have a value on Tax Incentive, or have a negative value, the ETI values are incorrect, and will need to be resolved.
• If all the employees have on your list selection has zero as tax incentive, no changes are required and you can continue with finalising your May 2020 payroll, to start June 2020.

 

Step 4

Prepare ETI take-on file:

• Change all the Tax Incentive values for employees identified in Step 3 to 0.00
• Delete all the columns from AE (NEw/Term Days) to AL (Comments)
• The column End (containing the end of record indicator F) will now be in column AE
• Open a new Excel worksheet
• Copy all data for the existing sheet to the new worksheet
• Delete the 1st row containing all the headings
• Ensure the Month on all lines of the sheet is 4, and the Tax Incentive value is 0.00
• Save the file as an Excel file (.XLSX)
• Save the file an a CSV comma delimited file (.CSV)

 TIP: If you rather prefer to restore you data backup prior to updating to Release 5.4c, refer to the article 'Software issue on Release 5.4c related to ETI for April 2020: Option 2 - ETI take-on'

 

Step 5

Import ETI take-on file: 

• Access your company
• Select Interfaces, Import Data, Utility Imports, ETI Take-On
• Browse to the location where the .CSV file was saved
• Enter the CSV filename
• Click on Import

All employees data  for April will be changed by removing the ETI values.

 

Step 6

Reconcile your ETI values and generate your May 2020 EMP201

• Include the calculated differences with your May 2020 EMP201, if you can claim more ETI for April 2020 (which is expected).
• If ETI calculated was less for April, you will be required to revise the April 2020 EMP201 (Which is not expected)

 

NOTE: If none of your employees who previously qualified for ETI, have any Tax Incentive value for May 2020, you will be required to link employees to the correct Minimum Wage Code and, flag all employees for Wage Regulating Measure. This is in line with the ETI changes as from May to July 2020.