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How to complete a manual tax calculation

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Summary

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

Description

A manual tax calculation will allow you to confirm the calculation in your payroll application.

Resolution

Download the latest Excel tax calculator

 NOTE: The South African tax tables are updated each tax year in March. 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, select Payroll > Payslip Screen
  • Select the employee code
  • View the tax screen of the employee:
    • Type in TAX in the routing block to access the TAX screen or
    • from the screen menu select Payroll > Tax > Tax Information

The screen will display the details of the current calculation applied on your payslip.

For more details on the calculation, click on TAX CALC

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

Download the manual PAYE calculator (Travel and Tax calculator) on the Sage Knowledgebase for the applicable tax year.

Complete the corresponding YTD+ fields values (indicated in green) on the Excel calculator.

Field to complete on manual PAYE calculator Field from Employee's Tax screen
Employee Age

Top right corner of the tax screen.

 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 Reimbursve Travel Allowance Taxable Value of Travel & PublicOffice Allowance
Year to Date Fringe Benefits Perks/Benefits (Excluding Private RA's)
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 RA's)
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 on TAX CALC, YTD+ Med Cred
Year to Date Additional Medical Expenses Tax Credits This value will be included in your Medical Scheme Fees Tax Credits