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How to upload IRP5 tax certificates to InfoSlips

Created on  | Last modified on 

Summary

How to upload IRP5/IT3(a) tax certificates from Sage Business Cloud Payroll Professional to InfoSlips for electronic distribution.

Description

Before uploading IRP5 files to InfoSlips, make sure you've completed your IRP5 reconciliation and submitted returns to the South African Revenue Service (SARS). The process involves creating InfoSlips files, transferring them online, and releasing them after verification.

Resolution

Assumptions

  • You selected to export the InfoSlips file during the Live IRP5 run.
  • IRP5 reconciliation and submissions to SARS are complete.
  • You’re printing IRP5s from the Tax Year End directory (for example, VIP\TAXyyyy).

Step 1 - Create and locate InfoSlips IRP5 files

  1. Unlink terminated employees from InfoSlips if you want to exclude them.
  2. Create a protected folder for InfoSlips IRP5 files for the tax year.
  3. After running the Live IRP5/IT3(a) report, locate the generated files in your browser download folder.
  4. Move the files to your InfoSlips IRP5 folder.
  5. Ensure you have a separate file for each payroll company and for Standard (_S) and Consolidated (_C) InfoSlips if applicable.
  6. Compress (zip) each IRP5 file for faster upload.
  7. File names must follow this format:
    • INFOS001001_IRP5_S.xx
    • INFOS001001_IRP5_C.yy
    • Don't use IRP5.yy

Step 2 - Transfer and process IRP5 files online

  1. Sign in to www.infoslips.com.
  2. Click Admin Login, enter your credentials, and click Go.
  3. On the Services page, click Start & Proceed with Runs.
  4. Select the correct template (for example, IRP5 Standard or IRP5 Consolidated).
  5. Choose the processing period (for archive purposes only).
  6. Insert a Name Suffix to identify the run (for example, company number).
  7. Click Insert to create a run profile, then click Continue.
  8. Click Browse, select the zipped IRP5 file, and click Upload files.
  9. Wait for the green tick and success message.
  10. Select Process Trial and wait for the email notification to proceed to step 3.

Step 3 - Request trials and release files

  1. Sign in to InfoSlips and go to Start & Proceed with Runs.
  2. Under Incomplete Runs, click Continue for the IRP5 run.
  3. Confirm:
    • Run Type: Trial
    • Number of Trials: The default is 5
  4. Confirm the trial run email address and encryption type (use Sample PUK).
  5. Click Send Trial Run.
  6. Review trial InfoSlips online or via email.
  7. If correct, schedule the final run by selecting Schedule Run and specifying the date and time.
  8. If incorrect, cancel the run and return to Phase 1.
    • Note: You need to process Standard and Consolidated files separately

Important:

  • Checking trial InfoSlips is compulsory as data transfer isn’t automated
  • Always verify content before scheduling the final release