Summary
Description
Example of the error message:
- 3025 - Year of Assessment, which would be 2022.
- 7004 - ETI amount calculated on the payroll
- 7005 - ETI qualifying cycle (1 = 1st 12 months qualified, 2, for 2nd 12 months, and 3 for additional relief periods August to November 2022)
- 7006 - ETI month (1 = January, 2 = February, 3 = March, 4 = April, 5 = May, 6 = June, 7 = July, 8 = August, 9 = September, 10, = October, 11 = November, 12 = December)
- Age - The employee age based on the date of birth
- 7009 - Special Economic Zone (SEZ) code
Cause
The issue is possibly related to two issues:
- The employee's age is older than 100
- The ETI Set is supposed to be 3 but was changed to 1
This is only for the 2022 tax year.
Resolution
Solution - Employee age greater than 100:
The issue impacts employee born after 1999, where the records were created on 5.7a when the ID number was entered first. The birth century defaulted to 19 and not 20 (E.g. 1903 and not 2003)
- Access the impacted employee's Information screen (IS)
- Correct the Date of Birth to reflect the correct century aligned to the employee's ID number
Solution - Value of 7005 - 1 where the employees is older than 29
The solution to resolve the error, is to correct the ETI periods using the ETI Validation Utility for the affected pay periods.
Step 1: Identify the employee from the Import Payroll File Log on SARS e@syFile
- When a payroll IRP5 file is imported but rejected, the errors are logged on the Import Payroll File Log.
- The log will indicate the employee tax certificate records affected
- The error message will indicate which calendar month is causing the error (in this example, the month is September), where the employee's age is greater than 29, and the value of 7005 is 1 (and not 3 as expected):
Monthly Calculated ETI (7004): If Year of Assessment (3025) is 2022 and ETI Month (7006) equal to 08, 09, 10, or 11 and ETI SEZ code (7009) is not completed and employee's age for the specified month is less than 18 or greater than / equal to 30 then this field MUST be zero (0.00), (YoA3025=2022, 7004=657.10, ETI Month 7006=09, Age=61, 7009=NOT COMPLETED, 7005=1)
Step 2: Export the ETI History from the payroll and correct the values and correct the values
- Click on the applicable link below for a guide how to export, correct and import the updated ETI Set and Period values
CAUTION: Changing ETI Sets might result in changed calculated ETI values, which might impact on your declaration