South Africa SARS submission process checklist

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

 Step 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
  Contact your Business Partner to assist with any setup review.

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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