Sage Pastel Payroll HR Advantage

I’m sure you will all agree when I say that one should never underestimate the power of being organised. Especially when it comes to your company’s Payroll and HR. Enter Sage Pastel Payroll HR Advantage.  The ability to create more time whilst sustaining a constant state of order is a superpower we all long for in the workplace. If mastered and maintained, it tends to carry over into other areas of our lives.

Sage Pastel Payroll HR Advantage CloudThe new Sage Pastel Payroll  HR Advantage package caters for exactly that and then some. Its array of new features and functions empowers the user to uphold a refreshing standard of organisation. It also saves loads of processing time whilst effortlessly keeping your legislative ducks in a row.

You’re missing out if you haven’t witnessed the benefits that this new package has to offer. It’s the same Pastel Payroll we all know so well. Only now with the addition of 7 powerful user friendly modules designed to make Payroll & HR processing that much more efficient and compliant.

Sage Pastel Payroll HR Advantage Modules include:

Sage Pastel Payroll HR Advantage Self Service

Self Service

A cloud based portal giving your employees the ability to access their secure online profile. They can submit travel claims, manage leave, make changes to personal details.They can reprint payslips. The administrator can customize approval workflows to suit the company’s requirements which will then be synchronised to the desktop. All this will reducing the processing load considerably.


A module is suitable for any size and type of business. This easy-to-use desktop HR System is the perfect administration tool for human resource managers. It boasts uncomplicated functions such as company asset allocations, performance review processing, and the recording of employee training and education just to name a few. Disciplinary’s are also made easy as the system keeps track of all disciplinary actions enabling the administrator to remain CCMA compliant.

Sage Pastel Payroll HR Advantage Salary Salary Structuring

If you’ve ever had the frustrating and time consuming task of playing around with an employee’s basic salary only to reach a desired net, then you’ll love Salary Structuring. Its Ideal for those complicated salary setups as well as dummy payslips. You can calculate a net to gross or total cost to company remuneration package with ease.

Multiple Transaction Manager

A global update tool which enables you to process multiple employees at once. All done on one screen without having to hop from payslip to payslip. You can apply salary increases and process leave across the board at the click of a button.

Sage Pastel Payroll HR Advantage EfficientThird Party Transfers

Eliminate the possibility of human error when paying over employee and employer contributions to third parties such as medical aid and garnishee orders. This module allows the user to generate a problem free CSV file which is then imported into the company’s online banking,

Bulk Terminations & Reinstatement’s

A module which makes it easy to dismiss or re-employ multiple employees at once. It is especially useful if you employ seasonal or project-based employees. 

Consolidated Reports

You now have the option to consolidate the EMP201, EMP501 and Irp5 electronic certificates from multiple companies. It alleviates the tedious task of combining figures when submitting your SARS returns.

Employment Tax Incentive ETI 2017

So, can Employment Tax Incentive ETI still be claimed after 31 December 2016 and is it still valid in 2017? We have been following up with SARS to ensure we are up to date on this matter at all times. We have been advised that the review process is still in progress. Thus, Employment Tax Incentive ETI is still valid and should be applied in 2017 until further notice.

Employment Tax Incentive (ETI) was implemented with effect from 1 January 2014. Companies have been able to claim ETI for all of their qualifying employees. There have been many questions and uncertainties from various Employers, whereby some don’t completely understand how it gets calculated and this led to certain employers feeling anxious about the effect it might have on their Pay-As-You-Earn (PAYE) and their annual returns in the near future.

To add to this uncertainty, the incentive’s effectiveness was to be reviewed to determine whether to incentive (scheduled to end of 31 December 2016) will continue or not. The Employment Tax Incentive Act, Act No. 26 of 2013 also mentions that the incentive ends on 31 December 2016 – “an employer may not receive the employment tax incentive from 1 January 2017”.

Below is a short summary focusing on the main aspects of ETI followed by the calculations :

Should you have any further questions regarding the above, please feel free to contact us on 021 447 9565 or send us a email on and we will give you a call to assist.

What is Employment Tax Incentive ETI:

  • In short, the Employment Tax Incentive (ETI) was implemented to encourage employers to employ “young workers”.

Some of the benefits include :

  • Improving the skills and experience of young South Africans whilst also improving the high unemployment rate in our country.
  • Reducing the employers PAYE amount due to SARS on a monthly basis, with the incentive allowing the employer to reduce the Total Gross PAYE on their EMP201 with the combined ETI total calculated for all qualifying employees.
  • Employers can claim the incentive for all qualifying employees for a 24 month period.
  • Employees’ wages unaffected while the employer can reduce the companies PAYE liability.

Qualifying Employees :

  • Employee has a valid SA ID, Asylum Seeker permit or ID in terms of Refugee Act
  • 18 – 29 years old
  • NOT a domestic worker
  • Employee is not a Connected Person to Employer
  • “A connected person or relative means your spouse or anybody related to you or your spouse by blood in the third degree (e.g. great great grandfather etc.), and any spouse of these persons.”
  • Employed ON or AFTER 1 October 2013
  • Paid a wage of at least R2000 and not more than R6000
  • Where employee was employed for 160 hours in a month

Qualifying Employers :

  • Registered for Employees Tax (PAYE)
  • Is not a municipal entity
  • Is not in national, provincial or local government sphere
  • Not a public entity listed in Schedule 2 or 3 of the Public Finance Management Act
  • Not disqualified by the Minister of Finance due to the displacement of an employee or by not meeting the conditions as may be prescribed by the Minister by regulation.

Employment Tax Incentive ETI Calculations :

Some Employers might have experienced certain ETI errors when submitting their Employer Reconciliation Declaration (EMP501) due to certain validation rules.

It is crucial to ensure that your ETI has been setup correctly on your Payroll software, and that the calculations are accurate and correct. For more information regarding the setup on your Payroll please contact us on the details provided.

Below is a summary on how ETI is calculated based on the different formulas :

  • For the first twelve months of employment :


Remuneration Tax % RebateTax Rebate Amount
R0 – R200050%R 0 – R999.9
R2001 – R4000FixedR1000
R4001 – R6000Formula X = A –(B x (C-D)) X = tax rebate A = R1000 B = 0,5 C = Monthly Remuneration D = R4000R 0 – R999.9
  • For the For the second twelve months of employment :


RemunerationTax % RebateTax Rebate Amount
R0 – R200025%R 0 – R499.9
R2001 – R4000FixedR500
R4001 – R6000Formula X = A –(B x (C-D)) X = tax rebate A = R500 B = 0,25 C = Monthly Remuneration D = R4000R 0 – R499.9

We would like to ensure all of our clients that we will continuously monitor and provide updates with regards to the review process and possible “cut-off” date in which you are able to still claim ETI.



Sage Pastel Payroll 2017 Update 4

The all new Sage Pastel Payroll 2017 Update 4 is here and available for download to all clients. With the new update comes important new features to improve your everyday processing experience. Below are just a few of the changes you as Pastel Payroll User can expect from this exciting new update:

  1. Brand new icons. For an all new fresh look and feel, same functionality.

Sage Pastel Payroll 2017 Update 4 New Icons Left         Sage Pastel Payroll 2017 Update 4 New Icons Right

  1. Reset Password Functionality

    Forgot your password? Or simply feel like resetting your existing password? No Problem! This brand new feature allows users the opportunity to reset their existing passwords by requesting a Reset PIN.

How Sage Pastel Payroll 2017 Update 4 works :

  • First of all, ensure that there is a valid email address entered for all users on the Sage Pastel Payroll System. To check this, the Administrator User needs to open the specific company. Go to Setup, Users/Passwords and then select Users/Passwords. If a user does not have a email address entered, they will not be able to use the Reset Password function and as a result will not be able to recover or reset their forgotten password.

Sage Pastel Payroll 2017 Update 4 Users/Passwords

  • Enter a valid email addresses as shown above. The user can then open the company and then click on the “Forgot Password” option as seen below :

Sage Pastel Payroll 2017 Update 4 Forgot Password

  • Enter the Username and click on OK. The Reset Password option will now be available as shown below. If no email address has been set up for the specific user the option will be greyed out.

Sage Pastel Payroll 2017 Update 4 Reset Password

  • A screen will now pop up advising the user that as Reset PIN was sent to the email address that was selected for the user (as shown below). It will request the user to enter a Reset PIN, which can be found on the automatic email that would have been sent to the user.

Sage Pastel Payroll 2017 Update 4 Reset Password/Pin

  • The email the user will receive will look the same as the image below. Finally, the user just needs to enter the Reset PIN provided on the email on the above Reset Password screen. Once done and entered correctly, they will be able to select and confirm a new password.

Sage Pastel Payroll 2017 Update 4 Reset Email

3. Sage Pastel Payroll 2017 Update 4 Enhanced Backup Functionality.

We all know how crucial it is to make backups of all Payroll Companies. Whether you have Weekly, Fortnightly or Monthly Processing. While it is important as making the actual backup, is to keep it as organized as possible should you need to restore.

We come across many clients on a day to day basis with more than enough backups, but it tends to be processed all over the place. Therefore finding the correct backup and restoring it ended up being a time consuming issue rather than a very quick and easy process.

So with the new backup enhancements in place, Sage Pastel Payroll 2017 Update 4 has now added the following at the additional information at the end of each backup :

3.1. The date on which the backup was processed

3.2. The Time the backup was made

3.3. The CURRENT Pay Period End Date in which the company is

3.4. The Update on which the backup was made e.g. Sage Pastel Payroll 2017 Update 4 (20174)

Sage Pastel Payroll 2017 Update 4 Backup

In conclusion, these are just a few of the new features one is to expect from the latest update, Sage Pastel Payroll 2017 Update 4. With each available update released, the end goal is to improve the software itself while also improving the user experience and making it as appealing and easy as possible.

If you feel comfortable applying the update on your own, feel free to do so, but PLEASE make sure that you have a working backup prior to running it. Furthermore, making sure you know where it has been made.

If you would like us to rather assist with the update, either contact our office on 021 447 9565 or email us on and we will gladly assist.

More Features to follow soon!




Sage Income Verification 2017

New and exciting ways to simplify your life through innovation from Sage brought to you by End 2 End Business Solutions.  Sage Income Verification enables organizations to provide their employees’ payslip information to registered Financial Services Providers (FSP).

For assistance with Sage Income Verification Log a support request and we’ll contact you: Click Here

Powered by Sage HR & Payroll, and endorsed by the Banking Association of South Africa, our valued customers now have the opportunity to participate in the Sage Income Verification program.

What is Income Verification?

Sage Income Verification enables organizations to provide their employees’ payslip information to registered Financial Services Providers (FSP), through a secure platform managed by Sage HR & Payroll. Participating FSP’s can then access the necessary payslips once the individual provides consent to the FSP during a financial application.

  • Convenient and streamlined financial applications
  • Supports responsible lending
  • Secure platform reduces payslip fraud.
  • Strengthens obligations set out by the Protection of Personal Information Act (POPI)

How does Sage Income Verification work?

Historically, when applying for finance through a Financial Service Provider (FSP), ‘John Brown’ would have been required to provide 3 months worth of payslips as well as the other legally required documentation. (FICA, Bank Statements and ID etc.)

Going forward, if John’s employer is participating in the Income Verification program, then John simply has to give the FSP consent to request the necessary payslips electronically.

Benefits to employer and employee:

Sage Income Verification presents a range of benefits to both the company and the individual, including the following:

  • There are no additional costs to the employer or employee.
  • Reduced phone calls from creditors to businesses for verification of employee income.
  • Reduced phone calls from creditors for verification of employment.
  • Stronger compliance to the POPI act (Protection of Personal Information).
  • Reduces the need to supply physical documentation when applying for credit.
  • Supports responsible lending practices.
  • Reduces the time that employees spend out of the office to complete credit applications.
  • Applications take less time to complete and receive approval from the FSP.
  • Fully automated process.
  • Consent driven program, eliminating abuse and fraudulent requests of information.
  • Independent audits rated the security model of the highest standard internationally.


How to participate using Sage Pastel Payroll & HR

In order to participate, clients can go to Setup…Company Parameters.  On the Company-tab, clients can select to participate.

Sage Income Verification E2E

Selecting the option to participate allows Sage Pastel Payroll & HR to upload all payslips to the secured online platform, from where the authorized users can access the pdf payslips.

Once clients have selected to participate, payslips will automatically be uploaded whenever the users do a Payroll Run or process an employee individually.

Users can also upload payslips for previous periods, by selecting View…Payroll   Reports…Reprint Payslips.

Process Sage Income Verification


Would love to hear from you.


The Most Important 2015 Event On Your Payroll Calendar

Annual Payroll Tax Seminar The stage is set for the much anticipated 2015 Budget changes. As always the Annual Payroll Tax Seminar promises to be interesting and informative.

The final changes to the legislation that are effective from March 2015 will be discussed in detail in the seminar, along with the 2015 Budget proposals and a glimpse into what the future holds for payroll matters.

Some topics that will be included:

– Retirement Reforms – where are we now and where are we going?
– PAYE law changes – residential accommodation, company cars, restraint of trade, Income Protection schemes.
– Labour Law changes – overview of the Employment Equity changes
– PAYE Administration – tax certificates and related issues.
– Employment Tax Incentive – calculation changes and refunds.
– The 2015 Budget proposals – this should be interesting….
– AA88 Penalty Notices – changes that employers must comply with.
– Future prospects

Book your seat now and let payroll expert Rob Cooper explain the legislation in layman’s terms to ensure you are ready for the new tax year.

Registrations: 08h30 – 09h00
Seminar: 09h00 – 12h30

Investment per delegate:
Price: R2, 217 Incl. VAT

Dates, venues & areas

  • 02 March Sage Conferencing, Woodmead
  • 03 March Silverstar Casino, Muldersdrift
  • 04 March Emperors Palace, East Rand
  • 05 March Sage Conferencing, Woodmead
  • 06 March Centurion Lake Hotel, Centurion
  • 09 March Gateway Hotel, Durban
  • 10 March Hemingsway Casino Hotel, E.L
  • 11 March N.M. Metropolitan University, P.E
  • 12 March Sanlam Head Office, Cape Town
  • 13 March Crystal Towers Hotel, Cape Town
  • 16 March CSIR, Pretoria
  • 17 March Silverstar Casino, Muldersdrift
  • 18 March Emperors Palace, East Rand
  • 19 March Quest Conference Estate, Vanderbijlpark
  • 20 March Windmill Casino, Bloemfontein
  • 23 March Sage Conferencing, Woodmead
  • 26 March Meropa Casino, Polokwane
  • 27 March Emnotweni Sun Hotel, Nelspruit
  • 30 March Gateway Hotel, Durban
  • 31 March Sanlam Head Office, Cape Town
  • 01 April Sage Conferencing, Woodmead

Booking Details
To book please send an email containing the Name(s) or the Delegate(s) attending, The Date Attending as well as the Company name, Serial Number and Telephone Number to

Payment: Deposit/ Transfer

Simply email to book and we’ll do the rest!



Terms and Conditions: Seats are allocated on a first-come-first-served basis. Attendee substitutions must be made at least 2 working day prior to the seminar commencement date. Cancellations – strictly NO cancellations accepted. Signing of this form, faxed or emailed, will be regarded as a confirmed booking. Note that irrespective of attendance, full fees will be payable Reschedules are only accepted upon written notification at least 2 working days prior to the seminar commencement date failing which a R150 fee will be levied. Sage Pastel Seminars reserves the right to cancel any seminar should there be an insufficient number of delegates booked for that event.

SARS Tax Year End 2014 Deadline

The time is fast approaching to reconcile your Payroll for 2014! In order to comply with the latest SARS updates, I’m writing this to remind you to get your Payroll audited and submitted timeously.

Failure to do so WILL result in follow-up e-mails, phone calls from SARS and the possible declining of a Tax Clearance Certificate.

If you need your Payroll done professionally, including ETI, format changes, SARS source code income and deduction changes or if you just need help gathering those missing income tax numbers, send me a mail, I’ll be happy to help!

SARS, SARS deadline, Payroll, Partner Payroll, Payroll support

Take Your Payroll to the CLOUD

With the world becoming more and more comfortable processing online, what’s stopping you from taking your Payroll online too?

SAGE has launched an easy to use online Payroll option which caters to the basic employer with a small or start up businesses. Payroll CLOUD is SARS compliant and there are no qualifications needed, just an internet connection.

Move away from Spreadsheets and move towards this simple solution that backs up your Payroll information daily as a CLOUD product.

Here are some of the pros and cons:


  • No installation hassles, no upgrades
  • User Friendly
  • Easy to Understand
  • No qualifications needed
  • Pay your staff anywhere, anytime


  • Single user access only
  • Not council driven
  • Speed issues are dependent on line speeds

As you can see, there are more reasons why you should take to the cloud.


Contact us and we can help you take your Payroll requirements to the CLOUD.

payroll, partner payroll, sage payroll, cloud payroll, cloudcomputing, increased functionality

Tax Year End 2014 Submission Season NOW OPEN

When can I expect to receive my IRP5?

This is a question numerous employees are directing to the finance department and Payroll administrators. The correct retort to these employees requests is to inform them that the company is processing tax audits and submissions that are only due now. The personal income tax filing season for non-provisional tax payers will only commence on 1st July 2014. Tax Certificates (IRP5 or IT3(a)’s) will be made available in due course post successful submission and acceptance by SARS.

This year again, as we’ve seen with past years, there are numerous changes to required and additional fields that companies need to conform to and update records.

Here are some of the changes: you can expect:

Courtesy of SARS (

  • Revised Employee Postal Address Format.
    • Click here for example of new format.
  • Employer Tax Incentive (ETI) field required on EMP501 and Tax Certificates
    • Click here for a complete listing from SARS.

These updates need to be done ASAP, especially for larger companies since these requirements are on an individual employee basis, the task can be rather labour intensive.

We’ve already started with the Re Cons and conversions. Don’t be caught out by waiting.

Contact us and we can take the load off for you by managing and submitting the EMP501 Declaration correctly, timeously and professionally. Your Tax Clearance Certificate or SARS Good Standing is depending on it.

Deadline for Submissions – 30 May 2014

This is not an April Fools Joke


SARS E@syfile 6.0.1 now released!!

Dear Bloggers and E@sy-filers,

An update – e@syFile login credentials problem
The latest version of e@syFile™ Employer is now available – as on 26 April 2012. Version 6.0.1 addresses problems with login credentials by correcting a few technical issues affecting various operating systems. All other features that were introduced by SARS for this year’s PAYE recon are unaffected and can still be used to assist employers to file their reconciliation declarations. ***

Very Important: Make a backup of your current E@syfile DB before even attempting to download any newer versions. Make sure you know the exact location of that E@syfile backup and if it was made successfully.


Please note: The updated e@syFile™ Employer version for Apple Mac will be available at a later date.

Any information submitted to SARS using a previous version of e@syFile™ Employer, will not be accepted.

Good Luck!