Summary
How to validate the employees' IRP5 information on Sage Payroll Professional. Run this report from your Tax Year End Instance if you're already in a new tax year.
Description
The IRP5/IT3a exports your employee tax certificates for submission to the South African Revenue Service (SARS). The 'Validation Only" option checks the employee data and financials according to the specific tax year requirements. This option doesn't create any files to import into the SARS e@syFile™ Employer software.
Before you print the report:
- No other users can access the companies while you run the report
- The system is on the correct version. Compatible software release version for SARS submissions
Resolution
- Access your company from the Company Listing screen.
- From the Main Screen, go to the Reports, then select Reports and Maintenance.
- Locate the report 'IRP5/IT3's'.
The Real Number for this report is 507. - To print the report:
- Highlight the report and click Print
- As an alternative, double-click on the report name
- In the 'Select Action Required' section, select Validation Only.
The 'Type of Run' defaults to Test Run. - Select in the 'Current/Multiple Companies' section which companies to include.
- Click Continue.
- Review the Employer Record Details for the IRP5/IT3a run.
- Click Continue.
The system validates all the payroll data.
The onscreen message confirms the export is successful or if there are any errors. - Click Continue.
The system generates a validation error report to review if there are any errors.
This returns you to the Reports and Maintenance menu. - Click Cancel to return to the Main Screen.
Once you've corrected all the validation errors, run the IRP5/IT3a again.
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