Issuing tax certificates to employees

Summary

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

Description

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.

Resolution

Distribute tax certificates to employees

On successful and accepted submission of your EMP501 at year end, 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

The certificates create during your Live Run export

TIP:

Keep record of each employee receiving their certificates.

▼ Distribute the tax certificates via email to employees

Generate emails during live run export. Refer to our article for more details: How to email tax certificates to employees.
As an alternative, generate the tax certificates from SARS e@syFile™ Employer
Attach the individual certificate per email and send to employees
For steps to export certificates refer to the SARS e@syFile™ Employer manual

▼ Upload tax certificates to InfoSlips to employees

Follow the guidelines to upload IRP5 certificates to InfoSlips.

Mark step as complete (RSA Submission Utility)

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

Mark step 10 as complete.

Next steps

NOTE:

These steps are only required at tax year end.