How to complete a manual tax calculation

Summary

How to compete a manual tax calculation on Excel for South Africa for Sage VIP Classic, Sage VIP Premier or Sage Payroll Professional.

A manual tax calculation allows you to verify your payroll application calculation.

NOTE: Ensure to use tax calculator applicable for the specific tax year.

Access an employees TAX screen to view the tax calculation:

From the Main Menu, go to Payroll, then select Payslip Screen.
Select the employee from the list.
View the tax screen of the employee:
- Type in TAX in the routing block to access the TAX screen
- From the payslip screen menu, select Payroll, then Tax, and then Tax Information
The screen displays the details of the current calculation.
For more details on the calculation, click TAX CALC.

TIP: The TAX CALC screen provides detailed information and the medical aid tax credit, not visible on the TAX screen.

Open the Excel tax calculator.
Complete the corresponding year-to-date (YTD+) fields values (indicated in green).

Field to complete on manual PAYE calculator	Field from Employee's Tax screen
Employee Age	Top-right corner of the tax screen. For example: [M,Pr6.4a,R,SM00N,44] [031(Actual Days),30.4116/365(Tax factor)] Age: 44 Number of Days Worked: 30.4116 Days in Tax Year: 36
Number of Days Worked
Days in Tax Year
Year to Date Taxable Earnings	Normal Taxable Earnings
Taxable portion of Reimbursive Travel Allowance	Taxable Value of Travel and Public Office Allowance
Year to Date Fringe Benefits	Perks/Benefits (Excluding Private Retirement Annuities)
Provision for Tax on Annual Bonus	Provision for Tax on Annual Bonus
Taxable Company Contributions	Taxable Company Contributions
Tax Deductions	Tax Deductible Amount (Including Private Retirement Annuities)
Year to Date Periodic Earnings	Periodic Taxable Earnings
Year to Date PAYE Paid	Total Tax deducted for the Year (Y)
Year to Date Medical Scheme Fees Tax Credits	Click TAX CALC, YTD+ Med Credit
Year to Date Additional Medical Expenses Tax Credits	The Medical Aid Tax Credit on the TAX CALC screen includes this value, no need to capture