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Bi-Annual: Submission

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Summary

How to do the bi-annual submission on Sage Pastel Payroll.

Description

Follow the steps below to clear your exception report from Sage Pastel Payroll, export your Bi-Annual Certificates and Import into e@syfile.

Resolution

TIP: View our video here.

NOTE: You’ll only be able to generate your Bi-Annual file in the September to February periods in your Pastel Payroll Software. Finalise August, make a backup, and roll into September or later to do your Bi-Annual Submissions.

Before submitting, check the SARS website to check if submission season is open.

  1. Update Payroll to the latest version

    Full install to update your payroll.
    Access the download manager in app under Utility, Weblinks, Download latest version.

  2. August preparation process

    Wrap up the August period to continue with your Bi-Annuals.

  3. Be in a period of September or Later

    Ensure that you are in a period between September and February. Check the Pay Frequency at the bottom of the screen.

  4. Exception report

    Print and clear your Exception report.

  5. Reinstate Maternity Leave employees

    If you don't reinstate your employee before generating the file, the system generates a final certificate for them.

  6. Generate the Electronic file

    If you have more than one company with the same PAYE number, ensure each company have their own unique first certificate number.

  7. Import into E@syfile

    E@syfile not installed? Download and Install e@syfile. Before submitting, check the SARS website to check if submission season is open.

  8. Terminate Maternity Leave

    It’s important to use their original termination date.

NOTE: 

  • If you have more than one company with the same PAYE number, it is imperative that you create the electronic certificates starting with unique certificate numbers
  • We don't offer support on SARS E@syfile and won't assist with filling out your declaration after the import has been done
  • Our Electronic file is based on the requirements set out by the BRS Spec. The BRS Spec is the only file available for Electronic IRP5 certificates.  In a case where your file doesn’t import into the Efiling platform, but it imports into the E@syfile platform, do your Submission via the E@syfile platform
  • We don’t assist with Submissions via the Efiling platform