e@syFileTM Employer USER GUIDE - Donkerhoek …

1 E@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@ 20112011e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile PAYE user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@ SEPTEMBER 2011 | Ie@syFileTM EmployerUSER GUIDEe@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@ 20112011e@syFile Employer user GUIDE | e@syFile Employer

2 user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile PAYE user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@ SEPTEMBER 2011 | III1. Overview ..12. The e@syFile Employer process .. Backing up your existing information .. Installing or updating e@syFile Employer .. Accessing the e@syFile Employer software ..63. Introducing the menu and enhanced functionality for e@syFile Employer .. Create Employer .. Edit Employer .

3 Create employee .. Capture manual certificates .. Import payroll file .. Checking payroll and employee details .. Amending certificates within e@syFile Employer .. Cancelling certificates within e@syFile Employer .. Completing the reconciliation declaration and reconciling annual employee tax .. Electronic submission of a reconciliation declaration to SARS .. Resubmission of EMP501 during the season .. Completing a reconciliation declaration adjustment (EMP701) ..35 Scenario 1 ..35 Scenario 2 .. Printing certificates .. Registering the Employer for eFiling .. Update software .. Creating a backup of your database.

4 Merge multiple databases .. Restore your database from a backup ..42 Contentse@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@ 20112011e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile

5 PAYE user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@ IV | e@syFileTM Employer user GUIDE IVSEPTEMBER 2011 | Status dashboard .. Managing payroll file imports in e@syFile Employer .. Manage payroll file editing in e@syFile Employer .. Deleting payroll files .. Reset password .. Reassign Certificate .. Generate IRP5/IT3(a) Using the help function ..514. The Monthly Employer Declaration (EMP201) ..51 Introduction .. Overview .. Submitting your EMP201 .. Revising an EMP201 .. Unallocated Credit .. Paying your monthly EMP201.

6 Declarations history .. Status dashboard .. Making Payment .. Statement of account ..635. Income Tax Registration ..65 Introduction .. Individual Income Tax Registration .. Bulk Income Tax Registration .. Bundled Income Tax Registration ..676. eFiling Synchronisation .. eFiling profile and Employer information, Letter and Correspondence (including IT88 notices) and All .. Taxpayer Income Tax Registration ..74 Contents Continuede@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@ 20112011e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE |

7 E@syFile PAYE user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@ SEPTEMBER 2011 | VTERMDESCRIPTIONA nnual periodThe tax year transaction period 1 March to 28/29 FebruaryCommissionerThe Commissioner of the South African Revenue ServiceCSV fileElectronic data of your employee tax certificates [IRP5/IT3(a)s] which is generated using your payroll systemEMP201 Monthly Employer DeclarationEMP301 Underpayment on Account letterEMP501 Employer Reconciliation DeclarationEMP601 Tax Certificate Cancellation DeclarationEMP701 Reconciliation Declaration AdjustmentEMPSA Employer Statement of AccountFAQF requently Asked questionIDIdentity numberInterim periodThe six month transaction period 1 March to 31 AugustIRP5/IT3aEmployee Tax CertificateITREGI ncome Tax RegistrationITREG certificate Income Tax Registration certificatePAYE Pay-As-you-EarnPRNP ayment Reference NumberSARSThe South African Revenue ServiceSDL Skills-Development-levyTax liability Amount

8 Of tax withheld from the employees, which is owed to SARSUIFU nemployment Insurance FundGlossary Termse@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@ 20112011e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE

9 | e@syFile Employer user GUIDE | e@syFile PAYE user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@syFile Employer user GUIDE | e@ 1 | e@syFileTM Employer user GUIDE 1 SEPTEMBER 2011 | 1. OverviewAs part of its drive for better service, SARS has been modernising tax processes since 2007. Changes introduced are a vital part of SARS s long-term vision to have a more accurate reconciliation process. The more information at SARS s disposal means a less cumbersome tax process, as tax returns are increasingly employers Tax Season has always been an important part of the tax year for employers , when submitting their annual reconciliations for the period 1 March to 28/29 February for Pay-As-you-Earn (PAyE), Skills Development levy (SDl) and Unemployment Insurance Fund (UIF).

10 While the annual reconciliation declaration will still be required for the full tax year ending February, going forward the interim reconciliation has now become an integral part of the Employer PAyE first Pay-As-you-Earn (PAyE) Interim Reconciliation, for a six month period, took place from 1 September to 29 october 2010. During the PAyE Interim Reconciliation employers are required to submit accurate reconciliation declarations for the six month transaction period 1 March to 31 August, in respect of the Monthly Employer Declarations (EMP201) submitted, the payments made and the Employee Tax Certificates (IRP5/IT3(a)).Using e@syFile Employer , you can now:Finalise, submit and pay your Monthly Employer Declaration (EMP201).