Reports to help reconcile Employment Tax Incentive (ETI) values

Details of all reports available to reconcile your Employment Tax Incentive (ETI) values in Sage Payroll Professional.

Qualifying employers can claim the Employment Tax Incentive (ETI) when declaring the monthly EMP201 to the South African Revenue Services (SARS). 

Your payroll calculates ETI values based on the company and employee setup, and is based on specific qualifying criteria and payroll values validated on the individual employee records.

We offer multiple reports to extract and reconcile Employment Tax Incentive values.

 

 

Follow the steps below to print or export ETI-related information:

Reports and Maintenance

1. From the Main Menu, then select Reports.
2. Choose Reports and Maintenance.
3. Select the following reports:
   • EMP201 (Real Number 608)
   • ETI Listing (Real Number 764)
   • ETI Validation (Real Number 767)

 NOTE: These reports provide information of your ETI values for the current period. 

ETI History Reports

1. From the Main Menu, then select Reports.
2. Choose History Reports.
3. Select the following reports:
   • EMP501 Reconciliation
   • ETI History Report

Audit Reports

1. From the Main Menu, then select Reports.
2. Choose Audit Reports.
3. Select the following reports:
   • ETI Data Extract
   • ETI Transfer Validation

Interfaces

1. From the Main Menu, then select Interfaces.
2. Choose Export Data.
3. Select ETI History Extract.

ETI Take-on (import and export data)

1. From the Main Menu, then select Interfaces.
2. Select Import Data, then Utility Imports.
3. Choose ETI Take-on
4. On the ETI Take-on Options screen, select Export

 TIP: We recommend printing and reconcile ETI information as part of your month-end process. You can add these reports to your End of Period Checklist.