How to generate a Live Run IRP5 file

The Live Run allows you to export your final tax certificates to import into SARS e@syFile™ Employer for submission. Perform this step only if the Test Run imported successfully.

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. Select the Submission tab
5. Click 'Step 8: Perform Live Run'

 NOTE: Print the IRP5/IT3(a) Report as alternative. Click here for more details. 

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. When you select to include Multiple companies, select all companies to form part of the export. 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:

1. Print IRP5/IT3 Recon Report? (Prints a list of all the employees with their year-to-date per IRP5 code)
2. Print IRP5/IT3 Summary? (Prints the totals per IRP5 code)
3. 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)
4. Print IRP5 with Watermark (Add selected watermark to PDF certificates)
5. Print Terminated Employees first (Report sorts printing based on employee status, terminated or active)
6. 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.  

2. Click Continue

6. Select file export information.

1. Selections for InfoSlip users:

 NOTE: The option only displays if you have the module.  

• • The tick box for 'Standard and Consolidated InfoSlip recipients' are automatically selected

 NOTE: These options create the file to upload to InfoSlips. Click here for more details. 

• • Select to include or exclude certificates for InfoSlip employees to print to paper
  • Select to include or exclude to email certificates to InfoSlips employees

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

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

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

 NOTE: Your files will download all export and report files based on your browser download settings.

7. 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, tax certificates and the import file save to the system folder, or print on the printer
3. The IRP5Live file saves to the SARSSubmission folder, within your system folder 

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. 

8. 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 Submission screen to continue 

Next steps.

The Live Run file created successfully. Import the file into SARS e@syFile™ Employer to continue with the submission process.

Continue to the next of SARS Submission Utility process: Step 9: Import the Live run IRP5 file into SARS e@syFile™ Employer.