How to generate a Test Run IRP5 file

The Test Run allows you to export your tax certificates to test validation during import into SARS e@syFile™ Employer.

1. Access the RSA Submission Utility.

1. Go to the Utilities menu in your payroll company.
2. Select RSA Submissions, then SARS Submission Process.
3. Review the Period End Date and select Continue.
4. Click 'Step 6: Perform Test Run'.

2. Select the Type of Run.

1. Select the Type of Run to export the IRP5 file for:
   • Tax Year End: Select for February Tax Year-end submission or termination of a Company (March - February)
   • Periodic Run: Select for the Mid-year submission (March-August)
2. Click Continue.

3. Select which companies to include in the export.

1. Select which companies to include and click Continue.
   • Current Company: Include the current company only
   • Multiple Companies: Include one or more companies in the export
2. Select companies to include if you selected Multiple Companies and click Close to continue.

 NOTE: Only companies with the same PAYE number and pay period are available to select. 

3. Review the Employer Record Details for the IRP5/IT3a run.

 CAUTION: The export stops if any company information is outstanding. Refer to the error and correct the details on the Basic company Information screen. Refer to solutions on the Knowledgebase if you’re unsure what you need to do to solve the error. 

4. Click Continue.

4. Select all print options.

Tick the box to confirm the actions/selections:

• Print IRP5/IT3 Recon Report? (Prints a list of all the employees with their year-to-date per IRP5 code)
• Print IRP5/IT3 Summary? (Prints the totals per IRP5 code)
• Print Tax Certificates?
  • Select the option from the drop-down list:
    • Blank Paper
    • Secure Paper (requires secure stationary)
    • No printing (available for Test Run only)
    • Blank Paper and Email (generates reports and certificate, and emails tax certificates to employees)
• Print IRP5 with Watermark (Add selected watermark to PDF certificates)
• Print Terminated Employees first (Report sorts printing based on employee status, terminated or active)
• Do not reprint IRP5's issues during the year (Print file excludes certificates for terminated employees)  

 NOTE: All electronic documentation saves in .PDF format. 

5. Select Analysis fields to display on certificates.

1. Tick the boxes for the Analysis fields to display on the certificates.

 NOTE: The exports include all employees, except when your flag the employee for manual submission on Statutory Details tab.  

6. Select employees to include.

1. Enter one or more employee codes to include in the export.
2. Leave the fields blank to include all employees.

 NOTE: This selection is available during a Test Run export. 

3. Click Continue.

7. Select file export information.

1. The filename defaults to IRP5Live with the file extension the tax year.

 EXAMPLE: For the 2023/2024 tax year, the filename is IRP5Live.24. 

2. You can change the filename (before the full stop).
3. Don't change the file extension.
4. Click Continue.

8. Complete file export and print reports.

The onscreen message confirms the export is successful or if there are any errors:

Successful export:

1. Click Continue.
2. All the reports and tax certificates save to the system folder.
3. The IRP5Live file saves to specific download location in the browser.

Export failed:

1. Click Continue.
2. Print or save the IRP5/IT3a validation error report.
3. Corrects all validation errors before you run the Live Run option again.

 TIP: Review the solutions to validation errors on the knowledgebase.

9. Select to print or save reports.

1. The report preview will appear for the export reports in the following sequence:
   
   • IRP5 and IT3a Reconciliation
   • IRP5 and IT3a Summary Reports
   • Tax certificates
2. Select to save or print the report.
3. Click Finish to continue.
4. Once completed, the IRP5Live file downloads.
5. Click Finish to complete the process.
6. Return to the SARS Submission process Preparation menu.

10. Mark step as complete.

1. Check the 'Mark as Complete' box next to Step 6 to confirm you finished the step.

Next steps.

When your Test Run file generates without any errors, proceed with validating the file on SARS e@syFile™ Employer.

Continue to step 7 of SARS Submission Utility process: How to import the Test Run IRP5 file into SARS e@syFile™ Employer.