ERROR: 'Code 4472 is completed, then code 3817 and/or 3867 and...'

How to resolve therror 'Code 4472 is completed, then code 3817 and/or 3867 and code 4001 must be completed'. The error appears when importing your IRP5 file from Sage VIP Classic or Sage VIP Premier into SARS e@syFile™ Employer.

The error appears when importing an IRP5 file for the annual or interim (mid-year) SARS submission into SARS e@syFile™ Employer. The error indicates the employee has a pension fund company contribution, but no taxable benefit (perk) amount.

There will always be a taxable benefit value for any pension fund contribution. The only exception where an employer contributes to a retirement fund:

• On behalf of an employee who retired from the retirement fund
• In respect of the dependents or nominees of a deceased member of the fund

Validate the Fund Start Dates on the Employee’s Information Screen (IS), Benefit Details tab, and the individuals Fund Start dates on the Payslip Screen (PS) RF screen, ensure the information is correct.

• Ensure that the Employee Contribution, Company Contribution, Perk and RFI (if applicable) is correct and according to the fund rules, for periods within the submission period. Be sure to validate that all calculations, since over-calculation of contributions might lead to an invalid 0 RF perk.
• If the RF perk did not calculate due to GCALCs not done as required - the only way to resolve this is to access the HS screen, remove the Company Contribution and return the same value again for the perk to be recalculated on the HS screen.
• If the value stays 0 and the fund is a DB or Hybrid, do a manual calculation of the perk amount, and ensure that the fund factor is correct. The perk should only be zero if a) the employee is retired or b) it is a beneficiary or nominee of a deceased employee. If the calculated value is zero, we suggest the fund setup is confirmed by requesting the fund certificate reflecting the fund factor, to be used in the calculation of the perk (A*B) - C.
• If the employee is 'legally retired from the fund' (not 'legally retired'), no perk value will calculate, and the fringe benefit code 3817/3867 will not appear in the IRP5 file