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How do I generate the Live Run for the SARS Submission?

Created on  | Last modified on  Highlight Matches

Summary

This article is a guide on the process of how do I generate the Live Run for the SARS Submission on Sage Business Cloud Payroll Professional

Description

These are the steps to create the Live Run for either Tax Year End or the Interim Reconciliation SARS Submission. There are steps that are only applicable for Tax Year. Please ignore for these steps for the Interim Reconciliation SARS Submission

Resolution


Step 1: Access the IRP5/IT3a Report which is available on the RSA Submission Process (Main Menu > Utilities > RSA Submissions > RSA Submission Process) by selecting Step 8 (Perform Live Run)

The report is also available on the Report menu (Main Menu > Reports > Reports and Maintenance). Highlight the IRP5/IT3 report (Real Number 507) and click on Print


Step 2Please Select the Action Required:

  • Tax Year End is selected for February Tax Year End Submission or for the Termination of a Company (March - February)
  • Periodic Reconciliation Run is selected for the August Periodic Submission (March - August)

Step 3: Select the Type of Run.

  • Select Live Run
  • A warning message will appear that you have selected a Live Run. Final IRP5 Certificates will be printed and Tax Certificates number will be allocated.
  • Do you want to Continue, Select Yes or No.
  • Click here for steps on how to create the Test Run

If you recieve a Warning message: "Company ... will not export, due to the fact that a Tax Year End has already been done". Click here for more information

NOTE: It is advisable to do a TEST run(s) until all errors have been resolved before doing a live run.


Step 4: Indicate whether only the Current Company or Multiple Companies should be included. Click Continue


Step 5:  If Multiple Companies are selected, Select the Company Number to Process

NOTE: If Multiple Companies are selected, only the companies with the same PAYE number will be displayed for the selection.

  • If Multiple Companies is selected, the Multiple Company selection screen can be used to include several companies in the IRP5 submission file.
  • Click on the company and enter the password for the company to be included. The Selected column will display Yes for each selected company.
  • Click on Close once the selections process has been completed.


Step 6: Verify the Employer Record Details for IRP5/IT3a Run.Click Continue

NOTE: If you receive the message that there is Outstanding Mandatory Information, refer to the PDF printouts for validation errors. The last page of the validation report contains information, how to resolve validation errors. Click here to visit the Sage Knowledgebase where solutions are provided for common IRP5/IT3a Validation errors.

Step 7: Select the reports to be printed

  • The IRP5/IT3 Recon Report will print a list of all the employees with their YTD amounts per IRP5 code.
  • The IRP5/IT3 Summary Report will print the totals per IRP5 code

Step 8: The options for the Print Tax Certificates will only be available for Tax Year End. These are the options: (Only applicable for Tax Year End)

  • Blank Paper
  • Secure Paper (available from VIP)
  • No printing (only when doing a TEST run)

NOTE: Tax Certificates are not required for the Periodic Submission

Step 9: Select Yes or No to Print IRP5 with Watermark (Only applicable for Tax Year End)

Step 10: Select Yes or No to Print Terminated Employees First (Only applicable for Tax Year End)

Step 11: Select Yes or No, Do not reprint IRP5's issued during the year (Only applicable for Tax Year End)

Step 12: When selecting to print certificates to Blank Paper, additional fields can be selected to print on the certificate (Department, Category, Job Grade, Pay Point) (Only applicable for Tax Year End)

  • Click Continue

Step 13: The IRP5 submission file’s name will default to IRP5.xx (xx = current tax year, e.g. IRP5.20 will be the file for the tax year ending 28 February 2022).

  • This name must be changed if multiple submissions will be done from the same system.
  • For example, two companies are loaded on the system with different PAYE numbers. A submission file can only be created for one PAYE number.
  • Therefore, the first company’s IRP5 file can be named Co_01_IRP5.22 and the second company file name,    Co_02_IRP5.22.
  • These files can then be imported separately into SARS’ e@syFile system. If the name is not changed, the first company’s file will be overwritten with the second file.
  • Do not use any spaces or special characters in the file name.

Step 14: Selections can be made if you have the Infoslips module (Only applicable for Tax Year End)

  • Standard Infoslip recipients
  • Consolidated Infoslips recipients
  • IRP5's attached to Infoslips must not print to paper

Step 15:  The Electronic Tax Certificate File will now be available for download. Click on Continue

NOTE: This file is created each time you do an IRP5 Run.

Step 16: If passwords are setup to be used for reports, enter the passwords for the IRP5 reports and Click on Submit. Click on Finish

Step 17: Your Download will begin shortly. If your download does not automatically start, you can click on click here to manually start the download.

Step 18: Browse for the Destination to save your IRP5.xx file. Click Save

Step 19: Click Finish