Step 3: Validate additional employee information for the Annual Employer EMP501 Reconciliation submission

Before you continue with the preparations to generate the IRP5 files review the employee information, not checked with the Validation Report. This report helps identify any issues to resolve before submission. 

1. Access the RSA Submissions 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 3: Validate Additional Information'
   
    
5. The report opens and populates an Excel sheet with information of all your employees

2. Review the employee information

The Excel sheets allow you to check the following information of your employees:

• Tax Status and detail of tax directives
• UIF Status
• Legally Retired employees
• Employees flagged for Foreign Income (FI)
• Employees Flagged for Manual Tax Certificates
• Terminations during the Tax Year
• Employees with tax amounts on Company Contributions screens
• Company Car Perk values
• Employees with Bursaries

What do I need to check?

1. Check if the employee details linked is correct.
2. Complete this step in each of your payroll companies.
3. Mark the step complete once no more errors appear.
   

 CAUTION: Changes could result in statutory amount recalculations.  

Next steps

Validate your retirement fund information of each employee. 

Continue to the next of the SARS Submission Utility process: Step 4: Validate Retirement Fund Values

 TIP: If you don't have any retirement funds, mark Step 4 as complete and continue with Step 5: Reconcile EMP501 Values