How to export an ITREG file

The IRP5/IT3a report allows you to export the details of employees missing tax numbers. You can import the file import into SARS e@syFile™ Employer to perform a bundle registration.

1. Access and run the report.

1. Go to the Report menu in your payroll company.
2. Select Reports and Maintenance.
3. Locate the IRP5/IT3's report on Reports 1-200.
4. Double-click to run the report.

 TIP: As alternative, you can highlight the report and click Print to run the report.  

2. Select the Report Options.

1. Select the Action Required for your export:
   • ITREG register Employees
2. Select which companies to include:
   • Current Company: Include the current company only
   • Multiple Companies: Include multiple companies in the export
3. Click Continue.
4. Select ITREG options (which employees to include):
   • All new employees without Tax Numbers
   • All employees without tax numbers
   • All new employees
   • All employees
5. Select to show preview list (to select employees).
6. Click Continue.
7. Review the Employer Record Details for the ITREG export.

 CAUTION: The export stops if any company information is outstanding or incorrect.  

8. Click Continue.
9. The preview list will display (if selected) to choose employees.
10. Click Continue.

3. Select file export information.

1. Select the destination to save the export file
2. The filename defaults to ITREG: 

3. You can change the filename (before the full stop).
4. Don't change the file extension. 
5. Click Continue.
6. The system confirms the download will start, click Continue.

 NOTE: If there’s any outstanding information, the system stops the export process. 

4. Select and review reports.

1. If there’s any outstanding information, a validation error list generates.
2. Once the export completes, the ITREG file creates and PDF report opens.
3. Click Continue to complete the process.
4. Return to the Reports and Maintenance menu.

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