e@syFileTM USER GUIDE - Sars efiling

1 2010e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE 1 SEPTEMBER 2010 | Ie@syFileTM PAYE user GUIDE2010e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE II | e@syFileTM PAYE user GUIDE II1 SEPTEMBER 2010 | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE |

2 E@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE 1 SEPTEMBER 2010 | 1. Overview ..12. The e@syFile Employer process .. Backing up your existing information .. Installing or updating e@syFile Employer .. Accessing the e@syFile Employer software ..53. Introducing the new menu and enhanced functionality for e@syFile Employer version 4 .. Create employer account.

3 Edit employer account .. Create employee account .. 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) ..34 Scenario 1 ..34 Scenario 2 .. Printing certificates .. Registering the employer for efiling .. Update software.

4 39 Follow the steps below to check if there s a software update available.. Creating a backup of your database .. Merge multiple databases ..41 CONTENTSe@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFileTM PAYE user GUIDE 1 SEPTEMBER 2010 | 2010e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE |

5 E@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE 1 SEPTEMBER 2010 | Restore your database from a backup .. Status dashboard .. Managing payroll file imports in e@syFile Employer .. Manage payroll file editing in e@syFile Employer .. Deleting payroll files .. Reset password .. Generate IRP5/IT3(a) efiling Synchronisation .. Using the help function ..514. The Employer Monthly Declaration using e@syFile Employer ..52 Introduction .. Overview .. Synchronising the application.

6 Submitting your EMP201 declaration .. Revising an EMP201 return .. Unallocated Credit .. Paying your monthly EMP201 declaration .. Returns history .. Status dashboard .. efiling synchronisation .. Making Payment .. Notices and Letters .. Statement of account ..695. Income Tax Registration ..70 Introduction ..71 CONTENTS CONTINUEDe@syFile PAYE user Guide2010e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE |

7 E@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE 1 | e@syFileTM PAYE user GUIDE 11 SEPTEMBER 2010 | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE | e@syFile PAYE user GUIDE 1 SEPTEMBER 2010 | 1.

8 OverviewThe first Pay-As-You-Earn (PAYE) interim (biannual) reconciliation takes place from 1 September 2010 to 29 October 2010. The interim (biannual) reconciliation is a six-month reconciliation for the period 1 March 2010 to 31 August 2010. As part of its drive for better service, SARS has been modernising tax processes over the past three years. The changes are a vital part of SARS s long-term vision to have a more accurate reconciliation process. More information means a less cumbersome tax process, as tax returns are increasingly would have heard about the interim (biannual) reconciliation over the past two years, and again when SARS embarked on an extensive communications campaign during the 2010 Employers Tax Employers Tax Season has always marked the climax of the tax year for employers, when employers submit their annual reconciliations for the period 1 March to 28/29 February for PAYE, SDL and UIF.

9 While the annual reconciliation declaration will still be required for the full tax year ending February, going forward the interim (biannual) reconciliation will also be an integral part of the PAYE further assistance, please visit a SARS branch, call the SARS Contact Centre on 0800 00 SARS (7277), or visit or e@syFile Employer, you can now finalise and submit your reconciliation in four basic steps:Step 1 The employer s current payroll system generates electronic tax certificates [IRP5/IT3(a)s] in a CSV file which is imported into e@syFile 2 The employer uses e@syFile Employer to capture all manual 3e@syFile Employer uses information from all the tax certificates to automatically populate certificate totals for the Employer Reconciliation Declaration (EMP501).

10 The employer enters the monthly liabilities and payments, and e@syFile Employer calculates the 4 You can make your declaration by generating the CSV tax certificate file from the payroll system, and importing this file into e@syFile Employer for submission to SARS. Using e@syFile Employer, you can capture additional manual certificates, cancel certificates, and capture EMP501 or EMP701 details. Then submit your reconciliation declaration to SARS: Online using e@syFile Employer; or On a disk, remembering to include signed hard copies of the EMP501, and, if applicable, an EMP601 and EMP701. Please note that in this instance you would have had to make your declaration using e@syFile @syFile Employer also automatically generates Adobe PDF versions of all tax certificates ready to be given to employees (either printed or electronically) for Personal Income Tax Filing Season.