Release 5.2c

Update to Release 5.2c

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

Sage VIP

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

Resources

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

Click here to continue

© 2019 Sage Software, Inc. All rights reserved.

Guidelines how to download and install the new release

Skills Reports

Coming soon.....

Coming soon.....

Release 5.2c

Need assistance?

© 2018 Sage Software, Inc. All rights reserved.

Resources

Frequently Asked Questions

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

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

Your guide to update to the latest release

Download Software

Coming soon...

Who must update?

When to update?

Assistance

Release Notes

Install Software

What's New

IncludingSage VIP ClassicSage VIP Premier

Who must install Release 5.2c?

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

• Release 5.2c is not a compulsory update, but must be installed by Angola tax country users, as it contain the new tax rates.
• The update is recommended for RSA users (new IRP5 codes).
• The update is recommended for other Africa Tax Country users (report and ACB enhancements).
• The update contains the Skills Reports from Release 5.2b.
• You must be on Release 5.2a or 5.2b before you install Release 5.2c.
• If you are a Premiere ESS and/or Premier HR user, it is important to install their respective updates when updating to Release 5.2c.

How to access Live Chat on the Customer Zone

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

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For more details, please refer to the Installation Instructions

When should I install Release 5.2c?

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

• The update must be installed BEFORE payslips and reports were printed, and payments were made to employees.
• Make sure that ALL operators are out of the payroll application before installing the software. If they are not, programs and data may be corrupted.
• Stop Further Entry and Forced Pay should not be activated.
• Please allow enough time for the conversion and do not interrupt the process.
• Premier HR and Premier ESS users must install the respective updates. concurrently when updating the payroll, to ensure integrations are successful
• Sage Self Service users do not need to install any additional software.

How to access Live Chat on the Customer Zone

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

Next Page

Previous Page

For more details, please refer to the Installation Instructions

What's New

Download Instructions for Release 5.1a

Guidelines how to make a Full System Backup

RSA: IRP5 codes

RSA: IRP5 Codes New IRP5 Codes have been published in the latest SARS BRS. We have made these new codes available on the applicable definition screens.Refer to the Release Notes for more details on the changes and the impact on your system From 1 March 2019 the following IRP5 Codes (as published in the BRS) are applicable:

Process Leave

Click on the links below 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)

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 5.1a or 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 5.1a or 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 5.1a or 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.

Download Premier ESS

Angola: Tax changes

Angola: Tax Changes We have catered for the amendments mentioned in the Angola Tax Act published on 24 April 2019. The tax file was sent to all our Angola Tax Country users at the end of May, but the changes are also part of this release. The main changes that affect payroll are Exempt income – Article 2 on page 2: (b) has been repealed Previously, Severance Pay according to the Labour Law was exempt, but now there is no such exemption. (k) was changed to exclude transport Previously the 30 000 exemption was for the meal and transport allowances combined, but now the meal allowance is exempt up to 30 000. (n) introduces a separate exemption for transport allowance Previously the 30 000 exemption was for the meal and transport allowances combined, but now the transport allowance is exempt up to 30 000.

RSA: Legislative Changes Affecting Payroll

Travel Allowance / Use of Company Car Fringe Benefit (80% / 20% inclusion): As from March 2019, the legislation only allows for 80% or 20% of the travel allowance or use of company car fringe benefit value to be included in remuneration (100% not available). Set-up in payroll: During the conversion process to Release 5.2a, any 100% options previously selected, will have been converted to 80%. If there are employees who requested the employer (via written confirmation) to tax 100% of the travel allowance/use of company car benefit, you must calculate the value and withhold it as additional PAYE. For more details, refer to the Release Notes. Employment Tax Incentive (ETI) The Minister of Finance has proposed an increase to the employment tax incentive remuneration bands in the 2019 budget speech which were also published in the Rates and Monetary Amounts and Amendment of Revenue Laws Bill, 2019. Even though this amendment has not been enacted yet, the Payroll Authors Group of South Africa (PAGSA) confirmed with National Treasury that the effective date for this change is 1 March 2019. The increase has been applied to the second and third employment tax incentive remuneration bands:

Tax Certificate Changes

Tax Certificate Reporting Changes (South Africa) From March 2019:

• any overtime payments must be reported against IRP5 code 3607,
• the employer must indicate if the employer enjoys diplomatic indemnity,
• the employer must indicate if the employee requested the employer (via written confirmation) to withhold additional tax (i.e. over deduction of PAYE),
• the employer must indicate if employee’s tax was calculated at a fixed rate as a result of non-standard employment (employees’ tax deducted at a fixed rate of 25%). Please note that this does not apply to a fixed % directive,
• employer’s pension fund contributions paid for the benefit of an employee or former employee who has retired from the fund and qualifies for the “no value” provisions in the Seventh Schedule, must be reported against IRP5 code 4585,
• employer’s provident fund contributions paid for the benefit of an employee or former employee who has retired from the fund and qualifies for the “no value” provisions in the Seventh Schedule, must be reported against IRP5 code 4586,
• new source code 7009 (ETI SEZ Code) has been implemented to provide adequately for a ‘multiple SEZ’ option on a monthly basis (code 7009 will replace codes 2083 and 3264), and
• nature of person ‘C’ (Director of a private company/member of a CC) is no longer applicable.

Set-up in the payroll: The IRP5 changes will only be made available in our next release for the Periodic Reconciliation Run at the end of August.

Backup data

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Bargaining Council Employer Contributions

Bargaining council employer contributions: From 1 March 2019, employer contributions to a scheme or fund administered by the bargaining councils for the benefit of the employee constitutes a taxable fringe benefit in the hands of the employee and must be subject to PAYE. These provisions are not applicable to the extent that the contribution is being made to a retirement fund as the taxation of those contributions are already specifically catered for in the Act. In the event of bulk contributions made by the employer on behalf of employees to the funds/schemes administered by the bargaining council and the employer is unable to attribute specific contributions to specific employees, the taxable fringe benefit is calculated in respect of the total contributions paid by the employer divided by the number of employees on behalf of which the contributions are paid. Since the employee contribution is made from ‘after tax money’ and the employer contribution is taxed as a fringe benefit, any payments made by the schemes/funds administered by the bargaining councils to the employee is tax free, except to the extent that the pay-out is from a retirement fund. Tax certificate reporting change: There are two new IRP5 codes to report these contributions:

• 4584 - Employer’s bargaining council contributions paid for the benefit of the employee, and
• 3833 - Value of taxable benefit i.r.o. employer’s bargaining council contributions paid for the benefit of the employee.

The fringe benefit value must be included in remuneration for the purpose of UIF, SDL, ETI and remuneration used to calculate the allowable tax deduction limit for contributions towards a retirement fund. Set-up in the payroll: These IRP5 codes will only be made available in our next release for the Periodic Reconciliation Run at the end of August. For now, go to Payroll > Definitions > Deduction Definitions and add the Taxable Company Contribution lines with IRP5 code 3601. This code can be changed later in the year when the new IRP5 codes are made available

Africa Reports (new and changed)

Items Resolved / Request implemented

Items Resolved / Requests Implemented The following issues have been resolved and are included in this release. Sage 200c VIP Sage VIP

Africa Reports (new and changed)

on Release 5.2c

Click on the items to access information

What's New - Africa

Download Instructions for Release 5.1a

Guidelines how to make a Full System Backup

Process Leave

Click on the links below 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)

Setup Global Access Control

Invite Users

Click on the steps above for more detail

Import Test Run into e@syFile

Blah blah blah....

Change Employee

The compatible software version for Tax Year End 2018-2019 is Release 5.1a or 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 5.1a or 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.

Download Premier ESS

Export ACB

RSA: Legislative Changes Affecting Payroll

Travel Allowance / Use of Company Car Fringe Benefit (80% / 20% inclusion): As from March 2019, the legislation only allows for 80% or 20% of the travel allowance or use of company car fringe benefit value to be included in remuneration (100% not available). Set-up in payroll: During the conversion process to Release 5.2a, any 100% options previously selected, will have been converted to 80%. If there are employees who requested the employer (via written confirmation) to tax 100% of the travel allowance/use of company car benefit, you must calculate the value and withhold it as additional PAYE. For more details, refer to the Release Notes. Employment Tax Incentive (ETI) The Minister of Finance has proposed an increase to the employment tax incentive remuneration bands in the 2019 budget speech which were also published in the Rates and Monetary Amounts and Amendment of Revenue Laws Bill, 2019. Even though this amendment has not been enacted yet, the Payroll Authors Group of South Africa (PAGSA) confirmed with National Treasury that the effective date for this change is 1 March 2019. The increase has been applied to the second and third employment tax incentive remuneration bands:

Tax Certificate Changes

Tax Certificate Reporting Changes (South Africa) From March 2019:

• any overtime payments must be reported against IRP5 code 3607,
• the employer must indicate if the employer enjoys diplomatic indemnity,
• the employer must indicate if the employee requested the employer (via written confirmation) to withhold additional tax (i.e. over deduction of PAYE),
• the employer must indicate if employee’s tax was calculated at a fixed rate as a result of non-standard employment (employees’ tax deducted at a fixed rate of 25%). Please note that this does not apply to a fixed % directive,
• employer’s pension fund contributions paid for the benefit of an employee or former employee who has retired from the fund and qualifies for the “no value” provisions in the Seventh Schedule, must be reported against IRP5 code 4585,
• employer’s provident fund contributions paid for the benefit of an employee or former employee who has retired from the fund and qualifies for the “no value” provisions in the Seventh Schedule, must be reported against IRP5 code 4586,
• new source code 7009 (ETI SEZ Code) has been implemented to provide adequately for a ‘multiple SEZ’ option on a monthly basis (code 7009 will replace codes 2083 and 3264), and
• nature of person ‘C’ (Director of a private company/member of a CC) is no longer applicable.

Set-up in the payroll: The IRP5 changes will only be made available in our next release for the Periodic Reconciliation Run at the end of August.

Backup data

Next Page

Previous Page

Bargaining Council Employer Contributions

Bargaining council employer contributions: From 1 March 2019, employer contributions to a scheme or fund administered by the bargaining councils for the benefit of the employee constitutes a taxable fringe benefit in the hands of the employee and must be subject to PAYE. These provisions are not applicable to the extent that the contribution is being made to a retirement fund as the taxation of those contributions are already specifically catered for in the Act. In the event of bulk contributions made by the employer on behalf of employees to the funds/schemes administered by the bargaining council and the employer is unable to attribute specific contributions to specific employees, the taxable fringe benefit is calculated in respect of the total contributions paid by the employer divided by the number of employees on behalf of which the contributions are paid. Since the employee contribution is made from ‘after tax money’ and the employer contribution is taxed as a fringe benefit, any payments made by the schemes/funds administered by the bargaining councils to the employee is tax free, except to the extent that the pay-out is from a retirement fund. Tax certificate reporting change: There are two new IRP5 codes to report these contributions:

• 4584 - Employer’s bargaining council contributions paid for the benefit of the employee, and
• 3833 - Value of taxable benefit i.r.o. employer’s bargaining council contributions paid for the benefit of the employee.

The fringe benefit value must be included in remuneration for the purpose of UIF, SDL, ETI and remuneration used to calculate the allowable tax deduction limit for contributions towards a retirement fund. Set-up in the payroll: These IRP5 codes will only be made available in our next release for the Periodic Reconciliation Run at the end of August. For now, go to Payroll > Definitions > Deduction Definitions and add the Taxable Company Contribution lines with IRP5 code 3601. This code can be changed later in the year when the new IRP5 codes are made available

New Reports

New Reports The following reports have been added in this release:

• New Namibia Monthly Employee Tax (ETX) Report
• New Nigeria Capital Gains Tax Return

Refer to the release notes for more details on these reports

Changed Reports

Botswana ITW8 Tax Certificate Layout Changes The ITW8 Tax Certificate layout has been updated as per the latest requirements from BURS. It is a requirement to use the new layout for the 2018/2019 tax year. Refer to the Release Notes for more details on the changes. Changed Reports The following issues have been resolved or the changes have been made to existing reports and bank files:

Bank Files

Bank Files The following new bank files and changes to bank files have been added to the system:

(Release 5.2c)

Click on the items to access information

How to download

Sage 200c VIP

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

Download all software from the

Download Instructions for Release 5.2c

Download Instructions for Release 5.2c

Sae VIP

Click here access the Customer Zone

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!

Customer Zone

Sage VIP

Classic and Premier

Premier ESS

Premier HR

Download Instructions for version 9.3

Download Instructions for version 19.6.0.1

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Release 5.2c

Backup

Have you made a full system backup of your current software application?

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

Yes I have

No, not yet

Sae VIP

It is vital to make a backup before installing new software

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!

Next Page

Previous Page

(Continue with install)

Backup

Sage 200c VIP

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

How to make a Full System Backup

How to make a Full System Backup

Sae VIP

It is vital to make a backup before installing new software

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!

Sage VIP

Classic and Premier

Next Page

Previous Page

How to make a Full System Backup when running update installer

During the install of the new update, you will be given an option to rebuild/re-index data files, and make a full system backup. We recommend both options if the actions were not done prior to running the new software installer.

During Installation

During the install of the new update, you will be given an option to rebuild/re-index data files, and make a full system backup. We recommend both options if the actions were not done prior to running the new software installer.

How to install Release 5.2b

Sage 200c VIP

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

Release 5.2c

Release 5.2c

Sae VIP

Ensure you made a backup of all applications prior to installing the software

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!

Sage VIP

Classic and Premier

Premier ESS

Premier HR

Version 9.3

Version 19.6.0.1

Next Page

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Installation Guidelines

Installation Guidelines

Installation Guidelines

Installation Guidelines

Release Notes

Sage 200c VIP

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

Release 5.2c

Release 5.2c

Sae VIP

Ensure to review the release notes for all new and changed features

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!

Sage VIP

Classic and Premier

Next Page

Previous Page

Release Notes

Release Notes

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?

Resources

Preparation

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

Submission

VISIT TAX YEAR-END CENTRE

Coming soon.....

Assistance

Consulting

Email

Self Help

Training

Live Chat

Coming soon.....

Self Help

Sage City

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 a group/forum

How to ask a question / start discussion

How to access and search the Knowledge Base

Sage 200c VIP

Click here for more details

For more details click on the links below

www.sagecity.com

Live Chat

Self Help

Email

Training

Consulting

Sage VIP

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

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

Self Help

Email

Training

Consulting

How to access Live Chat

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.

Visit Sage University

How to access Live Chat on the Customer Zone

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

Self Help

Email

Training

Consulting

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 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

Request a 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

Live Chat

Self Help

Email

Training

Consulting

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

Self Help

Email

Training

Consulting