Issuing tax certificates to employees

How to distribute tax certificates to your employees for tax year-end on Sage Payroll Professional.

Employers need to give tax certificates to their employees when they receive remuneration. The certificate shows the total earnings for the year and the amount of employees’ tax deducted or withheld.

The two types of tax certificates:

• IRP5: The certificates include tax codes and no 'non-contribution' code 
• IT3(a): The certificates include no tax codes and a 'non-contribution' code with a reason value

This is step 10 of the RSA SARS Submission Utility.

1. Distribute tax certificates to employees

On successful and accepted submission of your EMP501, you can give your employees their tax certificates.

There are different methods to provide your employees with their tax certificates:

Distribute the tax certificates manually to the employees:

1. The certificates create during your Live Run export.
2. Distribute the tax certificates by giving hardcopies to employees.

 TIP: Keep a record of each certificate received per employee. 

Distribute the tax certificates via email to employees:

1. Generate emails during live run export. Refer to our article for more details: How to email tax certificates to employees.
2. As an alternative, generate the tax certificates from SARS e@syFile™ Employer.
   • Attach the individual certificate per email and send to employees
   • Refer to the 'how-to' guide from the SARS website for step to generate certificates

Upload tax certificates to InfoSlips to employees:

• Refer to the article for guidelines: How to upload IRP5 certificates to InfoSlips.

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2. Mark step as complete (RSA Submission Utility)

1. Check the 'Mark as Complete' box next to Step 10 to confirm you finished the step.

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Next steps

1. Activate 'Stop Further Entry'.
2. Print the final reports and complete your tax year.