Sage Generic Payroll & Tax Training

Twice a year, employers are required to reconcile actual payments made to SARS and submit the IRP5/IT3 tax certificates on the easyFile software provided by SARS.

The SARS easyFile virtual workshop includes all the various tasks that need to be completed to ensure a smooth and effective annual submission process to SARS.

The workshop will also enable you to take ownership of the payroll submission process. You will be able to complete a test submission on SARS easyFile.

This Sage compiled tax training course is virtually instructor-led but can be attended at our classroom training centre in Cape Town.

Course Content:

Annual reconciliation and tax certificates:

• Understand the employer’s obligation to issue tax certificates

• Understand the different forms of tax certificates

SARS easyFile-Employer:

• Mid-year reconciliation and tax certificates

• The employer's obligation to issue tax certificates

• Tax Certificates

• The SARS easyfile-employer software

• Installing or updating SARS easyfile-employer software

• Creating your SARS easyfile-employer account

• Logging into SARS easyfile-employer

• Database encryption and decryption

• Database split by PAYE reference number

• The SARS easyfile-employer for the first time

• Importing, reconciling and submitting

• Importing the test run the electronic file(s) for validation

• Import payroll file log (Sage extraction)

• Import success/failure error messages

• Import payroll file log (Sage extraction)

• Importing the live run electronic file into easyfile

• Verify/update employer information in SARS easyfie-employer

• Viewing the tax certificates

• Capture all manual tax certificates

• Synchronising SARS easyfile and SARS eFiling

• The PAYE dashboard

• The notification centre

• Employer Reconciliation Declaration – EMP501

• Declaration, understatement and overstatement

• Submit to SARS

• Generating tax certificates

• Cancelling incorrect tax certificates

• Employer Adjustment – EMP701

• Creating a backup of SARS easyfile-employer

• Restoring a backup on SARS easyfile-employer

• SARS IRP5 Submission codes (Sage extraction)