South Africa SARS submission process checklist

Use this checklist to help you process your midyear and year end submissions to SARS on Sage VIP Classic and Sage VIP Premier.

 

 1. Validate Company Information

• Check that your tax year end system is on the correct version
• Review the data and dates on the Basic Company Information screen
• Review the taxability and IRP5 codes for earnings, deductions, company contributions, calculation and own definitions

Completed 

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  2. Validate employee information

• Run the IRP5/IT3(a) validation to identify errors or missing information
• Review employee information not included in the validation report 
• Validate retirement fund values for employees
• Review Travel allowance and company car information
• Review Reimbursive travel values and exceptions
• Review medical aid beneficiaries and contributions 

  Completed 

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 3. Reconcile EMP501values with EMP201 declarations

• Run the EMP501 Reconciliation report to reconcile
• Other reports to review: ETI History Report, 12 Month Report and History Report

Completed 

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 4. Perform Test Run

• Run the IRP5/IT3(a) report to create a Test Run file
• Import the Test Run file successfully into SARS e@syFile™ Employer

  Completed 

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 5. Perform Live Run

• Run the IRP5/IT3(a) report to create a Live Run file
• Import the Live Run file successfully into SARS e@syFile™ Employer

  Completed 

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 6. Submit declaration and certificates

• Complete declaration and submit EMP501 and certificates to SARS 

  Completed 

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 7. Finalise submission

• Review Access Control to year end payroll system
• Activate Stop Further Entry (SFE)
• Print final reports for audit purposes
• Create and store backup of payroll data

  Completed 

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 8. Distribution of tax certificates

• Provide each employee with their tax certificate
• Upload certificates to Premier ESS and InfoSlips

  Completed 

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