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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.

HR

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 payrollsupport@e2e.co.za 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.

Regards

Anton

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 payrollsupport@e2e.co.za and we will gladly assist.

More Features to follow soon!

Regards

Anton

 

SARS Interim EMP501 Submission 2016

Dear Readers, SARS Interim EMP501 Submission 2016 is now open.  It’s that time of the Year again to get your Company EMP501 Recon and Declarations Submitted.  There have been many changes and SARS updates to get compliant with.  I listed the SARS top tips on the current and recent changes.

Contact us on payrollsupport@e2e.co.za for any additional assistance.

SARS Interim EMP501 Submission 2016 E2E

SARS Interim EMP501 Submission 2016 E2E

SARS Interim EMP501 Submission 2016

  • Employer Interim Reconciliation 2016
    Employers are required to submit an EMP501 confirming or correcting the amounts declared for Pay-As-You-Earn (PAYE), Skills Development Levy (SDL), Unemployment Insurance Fund (UIF), and Employment Tax Incentive (ETI) in their EMP201s submitted, the payments made and the tax values of the Employee Tax Certificates [IRP5/IT3(a)]. The interim reconciliation is for the six-month transaction period 1 March to 31 August and must be submitted during September and October.For the 2016 Employer Interim Reconciliation the following legislative and system changes should be noted:

    • From 1 March 2016 contributions to Pension, Provident and Retirement Annuity Fund is deductible for payroll taxes
    • New source codes (3817, 3825, 3828) have been created to differentiate between Pension, Provident and Retirement contributions and new source code (4582) to indicate the total value “remuneration” portion where the source codes allow a 20/80 split
    • Medical expenses tax credit for people over 65 years who are still employed have been introduced
    • New source code(4120) has been created  to capture the additional medical expenses tax credit for employees over 65 years
    • Taxpayers will be able to submit a request for correction in relation to audited periods after the audit has been completed. Audit outcomes will be communicated to taxpayers via listed email on SARS records, posted letters will only be sent to taxpayers who do not have an email listed under their profile
    • EMP 501 has been updated to enable employers to print both EMP 501 and IRP5/IT3 (a) as a package. There is also an option for taxpayers to write the postal address in their preferred unstructured format
    • e@syfile Employer enhancements include an upgrade to Windows 8, and bulk printing of IRP5/IT3(a) certificates
    • Capturing of an EMP 201 return prior to 1999 will be allowed.

Top Tip: The latest e@syFile™ release notes is version 6.7.0.

  • 13 June 2016 – 2016 IRP5/IT3(a) : 4018
    Income Protection Policy Premiums (4018) is not allowed as a deduction from 1 March 2015. Some employers have taken this deduction into account for the 2016 PAYE calculations.   This resulted in the under-deduction and payment of PAYE.These employers are requested to rectify such under-deductions and payments to SARS. Incorrect IRP5/IT3(a) certificates should be corrected, submitted to SARS and re-issued to affected employees. Employers are requested to make these corrections urgently to ensure that the correct details can be pre-populated by SARS on the employees’ income tax returns (ITR12s).The 4018 deduction may still be reflected on the 2016 IRP5/IT3(a) certificate although it no longer qualifies as a deduction for tax purposes.
  • 1 April 2016 – Employer Annual Reconciliation Employers are required to submit their Pay-As-You-Earn (PAYE) Employer Annual Reconciliations between 18 April and 31 May 2016 to SARS, confirming or correcting payroll tax amounts which were declared during the 2015/2016 tax period.This year, employers are urged to accurately verify and update each employee’s personal and financial details before submitting their Annual Reconciliation Declaration (EMP501) and Employees Income Tax Certificates [IRP5/IT3(a)s] to SARS.Should these details be incorrect on an IRP5 certificate, the employee will be unable to file his/her Income Tax Return for Individuals (ITR12) during Tax Season.  Individuals will no longer be allowed to make any corrections to pre-populated IRP5 details on their returns.In cases where details are incorrect, employees will have to revert to their respective employers who will need to make changes on the IRP5 and re-submit these to SARS. This process can be time consuming and it may become problematic for employees to file on time.

    Employers play a very important part in the income tax cycle which effectively starts on 18 April with the submission of the annual reconciliations. We rely on your cooperation to make the submission of ITR12s later in the year as stress-free as possible for all involved. Need help? Call the SARS Contact Centre on 0800 00 7277

BCEA Office Posters

Labour Compliance Compulsory BCEA Office Posters! Very few Employers are actually aware of the fact that the Department of Labour has made it a mandatory requirement that the office or workplace has got specific posters visible to all Employees.

One of these being the BCEA Office Posters (Basic Conditions of Employment Act) Poster. Not to worry, we have got your back.

BCEA Office Posters

BCEA Office Posters Summary :

This notice as amended on 29 August 2014 must be displayed by all employers, in terms of Section 30 of the Act, in the official languages used at any place where employees work. This would include any branch operations, depots, shops etc.

They are available in all eleven official languages and at various different retails stores (online stores).

Office Requirements :

There is no specific amount of BCEA office Posters that should be displayed in a office, but you must display a summary of the Basic Conditions of Employment (BCEA) Act where all employees can see it.

Of Interest and Benefit to:

  • Safety officers
  • Trade unions
  • Employers
  • Managers
  • Industry

The following is one of many examples of the kind of information one is to find on the BCEA Posters :

All employees receive meal intervals during work intervals as required by national law and industry standards

What does this mean?

  • The BCEA states that employee who works continuously for more than five hours must be given a meal interval of at least one continuous hour.
  • If agreed in writing a meal interval can also be reduced to not less than 30 minutes.
  • A meal interval can also be dispensed with if an employee works fewer than six hours a day.

Where Can I Purchase these BCEA Office Posters?

We are happy to inform that we have made provision to ensure that you as our valued clients, don’t have to search all over to find these posters. For your convenience, these posters can be bought directly from our office.

The Posters specifications are :

  • A1 Size – 59.4 x 84.1 cm
  • Laminated
  • Price : R190.00 Excluding VAT

Feel free to contact our office on 021 447 9565 or log a support request (by Clicking Here) if you are interested and I will personally contact you to ensure you receive your order in the timeliest manner possible.

We ship to anywhere in South Africa.

E2E Regards

Anton

SARS Postpones EMP501 Submission Season 2016

SARS has now postponed the Start of the 2016 EMP501 and Tax Certificate Submission Season BUT have not extended the Deadline of 31 May 2016, eventhough I have checked on their “Important Dates” listing and the EMP501 Deadline does not appear on there anymore for the 2016 Submission.

2016 SARS Year End E2E Crunch Time

2016 SARS Year End E2E Crunch Time

Employers are required to submit their Pay-As-You-Earn (PAYE) Employer Annual Reconciliations between 18 April and 31 May 2016 to SARS, confirming or correcting payroll tax amounts which were declared during the 2015/2016 tax period.

This year, employers are urged to accurately verify and update each employee’s personal and financial details before submitting their Annual Reconciliation Declaration (EMP501) and Employees Income Tax Certificates [IRP5/IT3(a)s] to SARS.

Should these details be incorrect on an IRP5 certificate, the employee will be unable to file his/her Income Tax Return for Individuals (ITR12) during Tax Season.  Individuals will no longer be allowed to make any corrections to pre-populated IRP5 details on their returns.

As we have also mentioned previously, Banking details are of upmost importance to be bona fide and current as majority of individuals experiencing issues with Payment be made to them from SARS is due to them having to go in to SARS Branches, again, majority of those individuals will have to have more than one visit to SARS branch and with great difficulty have their banking details verified for payments by SARS.

In cases where details are incorrect, employees will have to revert to their respective employers who will need to make changes on the IRP5 and re-submit these to SARS. This process can be time consuming and it may become problematic for employees to file on time. This process as it is time consuming will also be rather costly as it is unnecessary if it was avoided be the employer ensuring that personal details for all their employees, current AND terminated is current and correct.

Employers play a very important part in the income tax cycle which effectively starts on 18 April with the submission of the annual reconciliations. We rely on your cooperation to make the submission of ITR12s later in the year as stress-free as possible for all involved. Need help? Call the SARS Contact Centre on 0800 00 7277.

For the Submission if we have not started with you yet, contact me personally on francois@e2e.co.za

Pastel Payroll Employee Count Issue

There appears to be a Partner Payroll issue doing rounds on some of our clients systems, which affects their Employee count on the software.

In short, one might be registered for a 100 Employee Payroll, obviously allowing you to create a total of up to 100 Employee Masterfiles (combined between your different companies created on Payroll). What would then happen at some of our clients, is that the program will register/pick up the exact same company twice or even 3 times and thus doubling the actual Employee count and seeing e.g. a 45 Employee company as 135 Employees.

Below is a typical example of the problem. This screen can be accessed by opening Payroll and going to Help, About and then “Employee Count” at the bottom right. As you can see in the below example, the exact same company is “registered” 3 times. Therefor the software is now registering a 45 Employee company as 135 Employees.

Blog Pic

 

Solutions:

We have tried and tested the below solution on a number of occasions and I am happy to report that the result was successful each time. The following steps can be followed in order to correct the issue:

  1. If you have a network consisting of more than 1 PC using Payroll, make sure to close the program on each PC and go to the Payroll Server/Main Payroll PC.
  2. Open Payroll on the Server and go to File, Open, Manage. All your companies will be listed with a brown briefcase icon (note, it will just show each company once even though it shows it more than once on the Employee Count Screen)
  3. Click on each company and select the option to “Remove Company” on the right hand side. Do this for each company until you are only left with the Server name right at the top.
  4. Next you will re-register the software. This can be done by clicking on Help, Register your package. On the first screen click on next, single user/server, UN-TICK register online and then select ‘next’, ‘next’, etc, until you reach the summary screen.
  5. Lastly, close and reopen Payroll. Go to File, Open, Manage and then add each of your companies again by clicking on “Add Company” on the right hand side.

Like mentioned, the above solution does work. Should you follow these steps and you still experience the same issue, you are more than welcome to contact us so that we can assist.

Alternatively, if you would like us to rather attend to it, please give us a call on 021 447 9565 or post a comment on this blog and I’ll assist.

 

 

 

 

Important SARS Submission Deadlines For 2015

With so many deadlines and projects running we at End 2 End Business Solutions find it vital to remind you of some important SARS Deadlines for the remainder of the year.

One of the most important being the Employer Annual Reconciliation Deadline.

This is for ALL employers to have their EMP501 Declarations which is also the submission of the Employees’ Tax Certificates.

The deadline for these submissions is 29 May 2015.

 

SARS EMP501 Graphic - Reconciliation

SARS EMP501 Graphic – Reconciliation

 

Important SARS Submission Deadlines For 2015

 25-05-2015 – Submission and Payment of VAT201 – Manual Registered Vendors
 29-05-2015 – Employer Annual Reconciliation ends
 29-05-2015 – Submission and Payment of VAT201 – Registered VAT eFilers
 05-06-2015 – Submission and Payment of EMP201
 25-06-2015 – Submission and Payment of VAT201 – Manual Registered Vendors
 30-06-2015 – Submission and Payment of VAT201 – Registered VAT eFilers
 01-07-2015 – Start of Tax Season for Individuals and Trusts
 07-07-2015 – Submission and Payment of EMP201
 24-07-2015 – Submission and Payment of VAT201 – Manual Registered Vendors
 31-07-2015 – Submission and Payment of VAT201 – Registered VAT eFilers
 07-08-2015 – Submission and Payment of EMP201
 25-08-2015 – Submission and Payment of VAT201 – Manual Registered Vendors
 31-08-2015 – Submission and Payment of VAT201 – Registered VAT eFilers
 31-08-2015 – Submission and Payment of Provisional Tax
 01-09-2015 – Employer Interim Reconciliation starts
 07-09-2015 – Submission and Payment of EMP201
 25-09-2015 – Submission and Payment of VAT201 – Manual Registered Vendors
 30-09-2015 – Submission and Payment of VAT201 – Registered VAT eFilers
 07-10-2015 – Submission and Payment of EMP201
 23-10-2015 – Submission and Payment of VAT201 – Manual Registered Vendors
 30-10-2015 – Employer Interim Reconciliation ends
 30-10-2015 – Submission and Payment of VAT201 – Registered VAT eFilers
 06-11-2015 – Submission and Payment of EMP201
 25-11-2015 – Submission and Payment of VAT201 – Manual Registered Vendors
 30-11-2015 – Submission and Payment of VAT201 – Registered VAT eFilers
 07-12-2015 – Submission and Payment of EMP201
 10-12-2015 – End of 16 Days of Activism against abuse
 24-12-2015 – Submission and Payment of VAT201 – Manual Registered Vendors
 31-12-2015 – Submission and Payment of VAT201 – Registered VAT eFilers

 

Please let us know if you need any assistance with your Tax Year End EMP501 and Tax Certificate Submissions.

E-mail: francois@e2e.co.za

Payroll Made Personal – Self Service for you and your Employees

Welcome to the next generation in Mobility and access to your Payroll and HR information with Sage Pastel Payroll Self Service for Employers and Employees

Sage Pastel Payroll’s Employee Self Service (ESS) tool enables employees to manage and maintain their own information online.

We at E2E have implemented and successfully rolled out a great deal of Self Service projects and platforms for our clients using the current version of Sage Pastel Payroll.

ESS provides employees with a user-friendly means of streamlining payroll and HR administration online, while at the same time improving communications with department heads, administrators and management.

View Payslips Online

View Payslips Online

Some of the Features of employee Self Service for Sage Pastel Partner Payroll:

  • Secure Login
    • Update Personal Details
    • View Documents Online
    • Online Application Forms
    • Online Travel Claims
    • Custom Workflow Capabilities
  • View Payslips Online (employees)
  • Employer can distribute payslips to mobile devices
  • Apply for loans, bursaries and more online
  • Download any HR related documents
Cloud Based Employee Self Service

Cloud Based Employee Self Service

Get the Mobile App here

For the Payroll Administrator the mobile app provides the perfect paperless solution, relieving pressure from Payroll Administrators and HR Managers as employees carry some of the overall HR administration responsibility.

Read more on this product here

E-mail francois@e2e.co.za if you want to take your company and Payroll to the next level.

See you in the Cloud!

Regards

 

SARS Pocket Guide and People’s Guides on Budget

Are you having trouble navigating SARS’ latest tax rates? Then have a look at the summarised Pocket Guide on the subject:

Budget PocketGuide 2015-16-1

There are also multilingual People’s Guides available on the South African 2015 Budget:

People’s Guide in Afrikaans:

2015 People’s Guide – Afrikaans

People’s Guide in English:

2015 People’s Guide – English

2015 People’s Guide in Setswana:

2015 People’s Guide – Tswana

2015 People’s Guide in Zulu:

2015 People’s Guide – Zulu

2015 People’s Guide in Xhosa:

2015 People’s Guide – Xhosa-1

If you have any questions, be sure to contact me via the form below:

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