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.

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:

 

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Mark step as complete (RSA Submission Utility)

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

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Next steps

• Activate 'Stop Further Entry'
• Print the final reports and complete your tax year