How to run the IRP5/IT3a report

The IRP5/IT3a reports allows you to export your tax certificates and reports to import into SARS e@syFile™ Employer for submission. This allows you to complete your EMP501 declaration, and submit all information to the South African Revenue Service (SARS).

1. Access your South African company from the Company Listing screen.
2. From the Maijn Screen, go to Reports, then select Reports and Maintenance.
3. Choose IRP5/IT3's report.
4. Select the action to perform during export.
5. Select the Type of Run.
6. Choose companies to include in the export.
   You can only include companies with the same PAYE and in the same pay period.
7. Click Continue.
8. If you chose to export for multiple companies, select companies to include.
   Click Close to continue.
9. Review the employer record details to include in the export.
   Click Continue.
10. Select the print options.
11. Select Analysis fields to display on certificates (optional).
12. Click Continue
13. Enter one or more employee codes to include in the export (Test Run only).
    Leave the fields blank to include all employees
14. Click Continue
15. Complete InfoSlips seelections (only display if you use the module).
16. Confirm filename for CSV file.
    Don't change the file extension.
    
    EXAMPLE:

    Example text here

     
17. Click Continue.
    The system validates and generates the reports.
    
    NOTE:

    If there are any errors during the export process, the system displays and outstanding information message. A report generates with the details of these validation errors.

     
18. Click Continue
19. The report preview appear for the export in the following sequence:
    
    • IRP5 and IT3a Reconciliation
    • IRP5 and IT3a Summary Reports
    • Tax certificates
20. Select to save or print the report.
21. Click Finish to continue.
22. Once completed, the IRP5 file downloads
23. Click Finish to complete the process.
    This return you to the Reports and Maintenance menu.
24. Click Cancel to return t o the Main Screen.

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Find out more

• How to generate a test run IRP5 file
• How to import the Test Run IRP5 file into SARS e@syFile™ Employer
• How to generate a live run IRP5 file
• How to import your Live Run IRP5 file into SARS e@syFile™ Employer