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What Employee Details are mandatory for Tax Certificate?

Created on  | Last modified on  Highlight Matches

Summary

Sage Business Cloud Payroll: In order to successfully generate your tax certificate in Sage Business Cloud Payroll, you need to fill in all of these mandatory fields on the Employee Details for the employee

Resolution

Personal Details

  • Employee code (Has to be entered if no ID number or passport number is entered)
  • Surname
  • First and Second Name
  • Initials
  • ID number, Passport Number and Country or Asylum seeker permit number

Contact Details

  • Physical Address
  • Postal Address
  • Work Address
  • Work Telephone Number

Payment Details

If the employee is paid electronically, the following details must be entered:

  • Type of Account
  • Account Holder Name
  • Account Holder Relationship
  • Branch Number
  • Account Number
  • Branch Name
  • Bank Name

Employment Details

  • Tax Status
  • Tax Number
  • Directive Number(s) (if applicable)
  • Standard Industry Classification (SIC) code. Only enter a code if the code differs from the SIC code entered on the Company Details view.