Tax Year End 2018/2019

Preparation

Submission

Resources

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

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

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

The Sage RSA Tax Year End Submission Guide 2018/2019

Make your EMP501 and tax certificate submission to SARS easy and hassle free!

Need assistance?

Resources

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

Submission

Preparation

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

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

The Sage RSA Tax Year End Submission Guide 2018/2019

Make your EMP501 and tax certificate submission to SARS easy and hassle free!

Need assistance?

Download Instructions for Release 5.1a

Guidelines how to make a Full System Backup

Check Software Version

The compatible software version for Tax Year End 2018-2019 is Release 5.2a for both Sage 200c VIP and Sage VIP. The update will include IRP5/IT3a Enhancements applicable to the tax year, as well as updated ETI validations. The update software will be available during the 1st week of March 2019, and will this need to be installed in both your LIVE and TAX YEAR END payroll systems. Click here for more details on how to download and install Release 5.2a. This is required to ensure your payroll tax certificate export file is compatible with the latest version of SARS e@syFile Employer.

Make a Copy System

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 Page Sage VIP: How to make a Copy System

Validate Payroll Data

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

Click on the steps above for more detail

Check Software Version

The compatible software version for Tax Year End 2018-2019 is Release 5.2a for both Sage 200c VIP and Sage VIP. The update will include IRP5/IT3a Enhancements applicable to the tax year, as well as updated ETI validations. The update software will be available during the 1st week of March 2019, and will this need to be installed in both your LIVE and TAX YEAR END payroll systems. Click here for more details on how to download and install Release 5.2a. 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 items to access more information

The compatible software version for Tax Year End 2018-2019 is Release 5.2a for both Sage 200c VIP and Sage VIP. The update will include IRP5/IT3a Enhancements applicable to the tax year, as well as updated ETI validations. The update software will be available during the 1st week of March 2019, and will this need to be installed in both your LIVE and TAX YEAR END payroll systems. Click here for more details on how to download and install Release 5.2a. This is required to ensure your payroll tax certificate export file is compatible with the latest version of SARS e@syFile Employer.

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 Page Sage VIP: How to make a Copy System

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 Page Sage VIP: How to make a Copy System If you did not make a copy system, join the Sage City forums for advice and solutions

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

Download Instructions for Release 5.1a

Guidelines how to make a Full System Backup

Click on the steps above for more detail

Click on the items to access more information

Select the option below for the applicable steps to import tax certificates: Upload IRP5/IT3a tax certificates to Premier ESS Upload IRP5/IT3a tax certificates to InfoSlips Tax certificates cannot be uploaded to Sage Self Service

Download Instructions for Release 5.1a

Guidelines how to make a Full System Backup

Click on the steps above for more detail

Click on the items to access more information

Coming soon... Compensation Fund website: https://www.cf-filing.co.za/CompensationFund/

Coming soon.

Self Help

Sage City

Guidelines how to make a Full System Backup

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

Sage 200c VIP

Join the Sage VIP Payroll & HR South Africa Support 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.

Sae VIP

The Knowledge Base is available from your payroll application and Customer Zone, allowing you to search for information, solutions and guides using keywords.

Knowledge Base

Tax Year-end Centre

All the resources to complete your sbmission.

Visit the Year-end Centre

Coming soon...

How to join Sage City

How to join a group/forum

How to ask a question/start discussion

How to find a solution

How to access and search the Knowledge Base

All the resources and support tools you need to complete you year-end submission to SARS

Live Chat

Training

Consulting

E-mail

e@syFile

Self Help

Live Chat

Download Instructions for Release 5.1a

Sag City

Guidelines how to make a Full Sstem Backup

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

Sage 200c VIP

Your payroll application gives you access to chat online with our Support Team, if you have quick and less complicated questions.

Benefits of Live Chat

How to access Live Chat

Sage VIP

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

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

• No long queues

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

Customer Zone

Live Chat Support Hours

Live Chat

Training

Consulting

E-mail

e@syFile

Self Help

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.

The Tax Year End training introduces the process of tax year-end and is ideal for users who are completing a tax year-end on VIP.

How to access Live Chat on the Customer Zone

Make a booking

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

eLearning

Live Chat

Training

Consulting

E-mail

e@syFile

Self Help

Consulting

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 client 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 your tax year end submissions you can contact us and make an appointment or you can call your nearest branch.

Book a Group Consultation (Sage VIP only)

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

• No long queues

Live Chat

Training

Consulting

E-mail

e@syFile

Self Help

E-mail Support

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 our support team via e-mail with queries that are more detailed.

Book a Group Consultation (Sage VIP only)

Please note that our turnaround time is 48 hours. Should you have an urgent query, please contact us directly on Live Chat Support

Book an on-site/remote consultation

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

support.vip@sage.com

Click here to send an e-mail to our support team

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

• No long queues

Include the following information:

• Site code
• Contact person details
• Detailed explanation of the enquiry
• Printscreens or reports where applicable

Live Chat

Training

Consulting

E-mail

e@syFile

Self Help

e@syFile Support

Download Instructions for Release 5.1a

Guidelines how to make a Full System Backup

Guidelines how to make a Full System Backup

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

e@syFile Employer™ is the quick, easy and accurate way to complete your decalaration.

Visit SARS webpage

SARS allows submissions via e@syFile and Efiling, however due to the fact that no testing is allowed for any third parties on eFiling, we only support import issues related to e@syFile

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

Visit e@syFile Employer™ webpage

Visit eFiling webpage

Click here for guideline on e@syFile support (who assist with which section of the submission process)

• Ensure that you are on the latest release before submission of your EMP501 reconciliation and tax certificates.
• For all technical queries related to the SARS software contact 0800 00 7277 for assistance

Live Chat

Training

Consulting

E-mail

e@syFile

Self Help

Submission

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

Preparation

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

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

Resources

The Sage RSA Tax Year End Submission Guide 2018/2019

Make your EMP501 and tax certificate submission to SARS easy and hassle free!

Need assistance?