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Get Started Guide

© 2018 Sage Software, Inc. All rights reserved.

Resources

Frequently Asked Questions

Tax Year End checklist, FAQs and Troubleshootingguide. to assist you with your submission

How do I generate and upload my IRP5 fileinto e@syFile?

Your guide to start working in the cloud

Getting started

Resources

Frequently Asked Questions

Assistance

Coming soon...

https://sagepayrollprofessional.com/

Need assistance?

Get Started Guide

© 2018 Sage Software, Inc. All rights reserved.

Resources

Frequently Asked Questions

Tax Year End checklist, FAQs and Troubleshootingguide. to assist you with your submission

How do I generate and upload my IRP5 fileinto e@syFile?

Your guide to start working in the cloud

Getting started

Resources

Frequently Asked Questions

Support Resources

Coming soon...

https://sagepayrollprofessional.com/

https://sagepayrollprofessional.com/

Need assistance?

Get Started Guide

© 2018 Sage Software, Inc. All rights reserved.

Resources

Frequently Asked Questions

Tax Year End checklist, FAQs and Troubleshootingguide. to assist you with your submission

How do I generate and upload my IRP5 fileinto e@syFile?

Your guide to start working in the cloud

Getting started

Resources

Frequently Asked Questions

Assistance

Coming soon...

https://sagepayrollprofessional.com/

Need assistance?

Get Started Guide

© 2018 Sage Software, Inc. All rights reserved.

Resources

Frequently Asked Questions

Tax Year End checklist, FAQs and Troubleshootingguide. to assist you with your submission

How do I generate and upload my IRP5 fileinto e@syFile?

Your guide to start working in the cloud

Getting started

Resources

Frequently Asked Questions

Assistance

Coming soon...

https://sagepayrollprofessional.com/

Preparation

Tax Year End checklist, FAQs and Troubleshootingguide. to assist you with your submission

What steps can I follow to prepare my payroll to submitmy reconciliation to SARS?

Resources

How do I generate and upload my IRP5 fileinto e@syFile?

Submission

© 2019 Sage Software, Inc. All rights reserved.

VISIT TAX YEAR-END CENTRE

Coming soon.....

Getting Started

First-time user of Sage Business Cloud Payroll Professional

User migrating from Sage Classic, Sage Premier or Sage 200c VIP

I am ...

An Existing User

A New User

Coming soon.....

New User Guidelines

Download Instructions for Release 5.1a

Guidelines how to make a Full System Backup

Print existing Access Control

The compatible software version for Tax Year End 2018-2019 is Release 5.1aor Release 5.2a for both Sage 200c VIP and Sage VIP.This is required to ensure your payroll tax certificate export file is compatible with the latest version of SARS e@syFile Employer.

Make a backup

Once you completed your tax year, you are required to make a Copy System of your payroll, before starting the new tax year.Click on the applicable options below for your payroll application:Sage 200c VIP: How to make a Copy System from the Landing PageSage VIP: How to make a Copy System

Updload payroll data

Click on the links below to assist you to validate your payroll data:Validate your Company InformationValidate Employee information / IRP5/IT3(a) warnings and errorsValidate Additional Information on the payrollValidate Retirement Fund values (if applicable)

Setup Global Access Control

Invite Users

Welcome to Sage Business Cloud Payroll Professional

Import Test Run into e@syFile

Blah blah blah....

This guide will provide you with steps to understand the basics of your payroll application

Let's start

Click on the items to access information

Once you completed your tax year, you are required to make a Copy System of your payroll, before starting the new tax year.Click on the applicable options below for your payroll application:Sage 200c VIP: How to make a Copy System from the Landing PageSage VIP: How to make a Copy System

Click on the links below to assist you to validate your payroll data:Validate your Company InformationValidate Employee information / IRP5/IT3(a) warnings and errorsValidate Additional Information on the payrollValidate Retirement Fund values (if applicable)

New User Guidelines

Download Instructions for Release 5.1a

Guidelines how to make a Full System Backup

Employee Maintenance

Process Leave

Click on the links below to assist you to validate your payroll data:Validate your Company InformationValidate Employee information / IRP5/IT3(a) warnings and errorsValidate Additional Information on the payrollValidate Retirement Fund values (if applicable)

Setup Global Access Control

Invite Users

Click on the steps above for more detail

Import Test Run into e@syFile

Blah blah blah....

Add Employee

The compatible software version for Tax Year End 2018-2019 is Release 5.1aor Release 5.2a for both Sage 200c VIP and Sage VIP.This is required to ensure your payroll tax certificate export file is compatible with the latest version of SARS e@syFile Employer.

Change Employee

The compatible software version for Tax Year End 2018-2019 is Release 5.1aor Release 5.2a for both Sage 200c VIP and Sage VIP.This is required to ensure your payroll tax certificate export file is compatible with the latest version of SARS e@syFile Employer.

Terminate Employee

The compatible software version for Tax Year End 2018-2019 is Release 5.1aor Release 5.2a for both Sage 200c VIP and Sage VIP.This is required to ensure your payroll tax certificate export file is compatible with the latest version of SARS e@syFile Employer.

Payroll Processing

General Recalculation

Process Leave

Stop Further Entry

Print Payslips

Export ACB

Print Reports

Start of Period

Backup data

Click on the items to access information

Click on the links below to assist you to validate your payroll data:Validate your Company InformationValidate Employee information / IRP5/IT3(a) warnings and errorsValidate Additional Information on the payrollValidate Retirement Fund values (if applicable)

Once you completed your tax year, you are required to make a Copy System of your payroll, before starting the new tax year.Click on the applicable options below for your payroll application:Sage 200c VIP: How to make a Copy System from the Landing PageSage VIP: How to make a Copy System

The compatible software version for Tax Year End 2018-2019 isRelease 5.1a for both Sage 200c VIP and Sage VIP.This is required to ensure your payroll tax certificate export file is compatible with the latest version of SARS e@syFile Employer.

Technical Requirements

Download Instructions for Release 5.1a

Guidelines how to make a Full System Backup

Make a backup

Once you completed your tax year, you are required to make a Copy System of your payroll, before starting the new tax year.Click on the applicable options below for your payroll application:Sage 200c VIP: How to make a Copy System from the Landing PageSage VIP: How to make a Copy System

Updload payroll data

Click on the links below to assist you to validate your payroll data:Validate your Company InformationValidate Employee information / IRP5/IT3(a) warnings and errorsValidate Additional Information on the payrollValidate Retirement Fund values (if applicable)

Setup Global Access Control

Invite Users

Sage Business Cloud Payroll Professional is designed for use on desktop computer.

Import Test Run into e@syFile

Blah blah blah....

The guide below provides the recommended requirements and specifications for the application to run efficiently and smoothly on your computer.

Technical Requirements

Browsers

Internet connection

Hardware requirements

Display settings

Define Trusted sites

Trun off Pop-up blocker

Continue

Click on the items to access information

Click on the links below to assist you to validate your payroll data:Validate your Company InformationValidate Employee information / IRP5/IT3(a) warnings and errorsValidate Additional Information on the payrollValidate Retirement Fund values (if applicable)

Once you completed your tax year, you are required to make a Copy System of your payroll, before starting the new tax year.Click on the applicable options below for your payroll application:Sage 200c VIP: How to make a Copy System from the Landing PageSage VIP: How to make a Copy System

New User

Download Instructions for Release 5.1a

Guidelines how to make a Full System Backup

How to access the payroll

License Agreement

How to process the payroll

Setup Global Access Control

Invite Users

Click on the steps above for more detail

How to make a backup

Blah blah blah....

Getting Started

Resources

FAQ

Assistance

How to retrieve backup

Click on the items to access information

How to process your payroll

Download Instructions for Release 5.1a

Guidelines how to make a Full System Backup

Employee Maintenance

Process Leave

Click on the links below to assist you to validate your payroll data:Validate your Company InformationValidate Employee information / IRP5/IT3(a) warnings and errorsValidate Additional Information on the payrollValidate Retirement Fund values (if applicable)

Setup Global Access Control

Invite Users

Click on the steps above for more detail

Import Test Run into e@syFile

Blah blah blah....

Add Employee

The compatible software version for Tax Year End 2018-2019 is Release 5.1aor Release 5.2a for both Sage 200c VIP and Sage VIP.This is required to ensure your payroll tax certificate export file is compatible with the latest version of SARS e@syFile Employer.

Change Employee

The compatible software version for Tax Year End 2018-2019 is Release 5.1aor Release 5.2a for both Sage 200c VIP and Sage VIP.This is required to ensure your payroll tax certificate export file is compatible with the latest version of SARS e@syFile Employer.

Terminate Employee

The compatible software version for Tax Year End 2018-2019 is Release 5.1aor Release 5.2a for both Sage 200c VIP and Sage VIP.This is required to ensure your payroll tax certificate export file is compatible with the latest version of SARS e@syFile Employer.

Payroll Processing

General Recalculation

Process Leave

Stop Further Entry

Print Payslips

Export ACB

Print Reports

Start of Period

Backup data

Click on the items to access information

Click on the links below to assist you to validate your payroll data:Validate your Company InformationValidate Employee information / IRP5/IT3(a) warnings and errorsValidate Additional Information on the payrollValidate Retirement Fund values (if applicable)

Once you completed your tax year, you are required to make a Copy System of your payroll, before starting the new tax year.Click on the applicable options below for your payroll application:Sage 200c VIP: How to make a Copy System from the Landing PageSage VIP: How to make a Copy System

The compatible software version for Tax Year End 2018-2019 isRelease 5.1a for both Sage 200c VIP and Sage VIP.This is required to ensure your payroll tax certificate export file is compatible with the latest version of SARS e@syFile Employer.

Migration

Download Instructions for Release 5.1a

Guidelines how to make a Full System Backup

Print existing Access Control

The compatible software version for Tax Year End 2018-2019 is Release 5.1aor Release 5.2a for both Sage 200c VIP and Sage VIP.This is required to ensure your payroll tax certificate export file is compatible with the latest version of SARS e@syFile Employer.

Make a backup

Once you completed your tax year, you are required to make a Copy System of your payroll, before starting the new tax year.Click on the applicable options below for your payroll application:Sage 200c VIP: How to make a Copy System from the Landing PageSage VIP: How to make a Copy System

Updload payroll data

Click on the links below to assist you to validate your payroll data:Validate your Company InformationValidate Employee information / IRP5/IT3(a) warnings and errorsValidate Additional Information on the payrollValidate Retirement Fund values (if applicable)

Setup Global Access Control

Invite Users

Welcome to Sage Business Cloud Payroll Professional

Import Test Run into e@syFile

Blah blah blah....

Let's start

This guide will provide you with steps to understand the migration process from Sage Classic, Sage Premier or Sage 200c VIP

Click on the items to access information

Once you completed your tax year, you are required to make a Copy System of your payroll, before starting the new tax year.Click on the applicable options below for your payroll application:Sage 200c VIP: How to make a Copy System from the Landing PageSage VIP: How to make a Copy System

Click on the links below to assist you to validate your payroll data:Validate your Company InformationValidate Employee information / IRP5/IT3(a) warnings and errorsValidate Additional Information on the payrollValidate Retirement Fund values (if applicable)

Technical Requirements

Download Instructions for Release 5.1a

Guidelines how to make a Full System Backup

Print existing Access Control

The compatible software version for Tax Year End 2018-2019 is Release 5.1aor Release 5.2a for both Sage 200c VIP and Sage VIP.This is required to ensure your payroll tax certificate export file is compatible with the latest version of SARS e@syFile Employer.

Make a backup

Once you completed your tax year, you are required to make a Copy System of your payroll, before starting the new tax year.Click on the applicable options below for your payroll application:Sage 200c VIP: How to make a Copy System from the Landing PageSage VIP: How to make a Copy System

Updload payroll data

Click on the links below to assist you to validate your payroll data:Validate your Company InformationValidate Employee information / IRP5/IT3(a) warnings and errorsValidate Additional Information on the payrollValidate Retirement Fund values (if applicable)

Setup Global Access Control

Invite Users

Sage Business Cloud Payroll Professional service is designed for use on desktop computer.

Import Test Run into e@syFile

Blah blah blah....

The guide below provides the recommended requirements and specifications for the application to run efficiently and smoothly on your computer.

Technical Requirements

Browsers

Internet connection

Hardware requirements

Display settings

Define Trusted sites

Trun off Pop-up blocker

Continue

Click on the items to access information

Click on the links below to assist you to validate your payroll data:Validate your Company InformationValidate Employee information / IRP5/IT3(a) warnings and errorsValidate Additional Information on the payrollValidate Retirement Fund values (if applicable)

Once you completed your tax year, you are required to make a Copy System of your payroll, before starting the new tax year.Click on the applicable options below for your payroll application:Sage 200c VIP: How to make a Copy System from the Landing PageSage VIP: How to make a Copy System

Migration

Download Instructions for Release 5.1a

Guidelines how to make a Full System Backup

Preparation

Payroll Processing

Upload payroll data

Setup Global Access

Invite Users

Click on the steps above for more detail

New Features

Invite a consultant

Getting Started

Resources

FAQ

Assistance

Link subscription to Sage ID

Click on the items to access information

How to process your payroll

Download Instructions for Release 5.1a

Guidelines how to make a Full System Backup

Employee Maintenance

Process Leave

Click on the links below to assist you to validate your payroll data:Validate your Company InformationValidate Employee information / IRP5/IT3(a) warnings and errorsValidate Additional Information on the payrollValidate Retirement Fund values (if applicable)

Setup Global Access Control

Invite Users

Click on the steps above for more detail

Import Test Run into e@syFile

Blah blah blah....

Add Employee

The compatible software version for Tax Year End 2018-2019 is Release 5.1aor Release 5.2a for both Sage 200c VIP and Sage VIP.This is required to ensure your payroll tax certificate export file is compatible with the latest version of SARS e@syFile Employer.

Change Employee

The compatible software version for Tax Year End 2018-2019 is Release 5.1aor Release 5.2a for both Sage 200c VIP and Sage VIP.This is required to ensure your payroll tax certificate export file is compatible with the latest version of SARS e@syFile Employer.

Terminate Employee

The compatible software version for Tax Year End 2018-2019 is Release 5.1aor Release 5.2a for both Sage 200c VIP and Sage VIP.This is required to ensure your payroll tax certificate export file is compatible with the latest version of SARS e@syFile Employer.

Payroll Processing

General Recalculation

Process Leave

Stop Further Entry

Print Payslips

Export ACB

Print Reports

Start of Period

Backup data

Click on the items to access information

The compatible software version for Tax Year End 2018-2019 isRelease 5.1a for both Sage 200c VIP and Sage VIP.This is required to ensure your payroll tax certificate export file is compatible with the latest version of SARS e@syFile Employer.

Click on the links below to assist you to validate your payroll data:Validate your Company InformationValidate Employee information / IRP5/IT3(a) warnings and errorsValidate Additional Information on the payrollValidate Retirement Fund values (if applicable)

Once you completed your tax year, you are required to make a Copy System of your payroll, before starting the new tax year.Click on the applicable options below for your payroll application:Sage 200c VIP: How to make a Copy System from the Landing PageSage VIP: How to make a Copy System

Resources

Download Instructions for Release 5.1a

Guidelines how to make a Full System Backup

Tax and Travel Calculators

Technical Requirements & System Information

???

Blah blah blah....

Getting Started

Resources

FAQ

Assistance

https://sagepayrollprofessional.com/

Payroll Tax Pocket Guides(RSA)

Product Login

Year-end Centres

Sage City

Click on the items to access information

Preparation

Submission

Resources

Tax Year End checklist, FAQs and Troubleshootingguide. to assist you with your submission

What steps can I follow to prepare my payroll to submitmy reconciliation to SARS?

How do I generate and upload my IRP5 fileinto e@syFile?

VISIT TAX YEAR-END CENTRE

Coming soon.....

Where can I get assistance?

Live Chat

Consulting

Pegg, your digital assistant

Training

Getting Started

Resources

FAQ

Support Resources

Access the Sage Support Resource Centre

Submit case online (webform)

Coming soon.....

Pegg

You have the options to make a full system backup and rebuild all payroll data

Pegg is the smart assistant that can answer a wide range of questions.The more questions you ask Pegg, the more Pegg learns, ensuring that Pegg gets smarter and your experience gets better everytime you interact with it.With Pegg, there isn’t a need to pick up the phone or send an email to get answers anymore.

Sae VIP

Simply ask Pegg, and depending on the type of question you ask, Pegg will have a direct answer for you, or direct you towards other resources, such as the Sage Knowledgebase, where your answer can be found.

How to access Pegg in your payroll

Sage City

You have the options to make a full system backup and rebuild all payroll data

Join the Sage Business Cloud Payroll Professional group on Sage City! Available 24/7, the forums are a great place to ask and answer product questions, as well as share tips and tricks with Sage peers, partners, and pros.

How to join Sage City

How to join a group and forum

How to search for a solution

How to ask a question/start discussion

Sae VIP

Click here to visit Sage City

Sage City allows you to search content, solutions and information on numerous topics, to assist you to use and navigate the payroll application. Be sure to join and bookmark the Sage Business Cloud Payroll Professional page!

How to setup email notifications

How to access the Year-end Centre

Live Chat

Download Instructions for Release 5.1a

Sag City

Guidelines how to make a Full Sstem Backup

Sage 200c VP

Access Live Chat through your payroll application to chat with the Sage Customer Support team, if you have quick and less complicated questions. Live Chat is also avaialble through the Sage Portal.

Benefits of Live Chat

How to access Live Chat in your application

Live Chat Support Hours • Monday – Thursday: 08:00-17:00 • Friday: 08:00 – 16:00 • Weekends and public holidays: Closed

• No long queues

No long queues waiting for a consultant to answer the phoneInstant access from you application (internet connection required)

Training

Download Instructions for Release 5.1a

Guidelines how to make a Full System Backup

You have the options to make a full system backup and rebuild all payroll data

Sage Learning Services will assist you in gaining expertise, using a variety of solutions that automate manual and time consuming business processes.Our expert trainers deep dive into our software, providing you with the know how to use the product to its full potential. From Accounting, to Payroll & HR, to Intelligence Reporting, and more, we offer all you need.

How to access Live Chat on the Customer Zone

Need more information? Click here for our contact details

Should you use the chat function after hours, please expect a response the next day.Your query will be responded to in an email.

Chat Support Hours • Monday – Thursday: 08:00-17:00 • Friday: 08:00 – 16:00 • Weekends and public holidays: Closed

• No long queues

Payroll Professional Basic Classroom training

R4 620 excl VAT(Available 1 April 2019)

Payroll Professional Bridging e-Learning

R1 320 excl VAT (Available 15 March)

Consultation

Download Instructions for Release 5.1a

Guidelines how to make a Full System Backup

You have the options to make a full system backup and rebuild all payroll data

As a Sage customer you benefit from a range of services provided by payroll experts in specialist departments.If you want to book a payroll consultant to help you with implementations, system changes and general assistance, you can contact us and make an appointment or you can call your nearest branch.

Submit your booking request as soon as possible for a suitable date

Book an on-site/remote consultation

Click here and complete the email template with all the details, to submit your booking request

Should you use the chat function after hours, please expect a response the next day.Your query will be responded to in an email.

Chat Support Hours • Monday – Thursday: 08:00-17:00 • Friday: 08:00 – 16:00 • Weekends and public holidays: Closed

Sage Business Cloud Payroll Professional allows the user to provide access to a Sage Consultant of a limited time period

How to invite/give access to Sage Consultant

Click here and complete the email template with all the details, to submit your booking request

Submit a query forms

Download Instructions for Release 5.1a

Guidelines how to make a Full System Backup

Premier HR

Guidelines how to make a Full System Backup

You have the options to make a full system backup and rebuild all payroll data

Contact the Sage Customer Support team by webform with queries that are more detailed and require investigation.

Book a Group Consultation (Sage VIP only)

Please note that our turnaround time is 4 hours. Should you have an urgent query, please contact us directly on LiveChat Support

Book an on-site/remote consultation

Click here and complete the email template with all the details, to submit your booking request

Submit a query

Support Hours • Monday – Thursday: 08:00 – 17:00 • Friday: 08:00 – 16:00 • Weekends and public holidays: Closed

No long queues

Complete the web form with as much possible information:Your company and contact detailsDetailed explanation of the inquiryPrintscreens or reports if applicable

Click here and complete the email template with all the details, to submit your booking request