Posts

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.

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 E@syfile Download

For your convenience and courtesy of SARS we have the latest SARS E@syfile download available from the links below.  The SARS compliance environment is ever changing.  You have no choice but to stay current by applying the latest knowledge and most of all by ensuring that you have the latest software.

We audit and consult in Payroll and SARS Compliance instances.  For assistance with the SARS E@syfile Download Log a support request and we’ll contact you: Click Here

 

SARS E@syfile Download

Courtesy of SARS we have the latest SARS E@syfile download available here:

Download from our site:  Click HERE

If you have any problems with the above link then access the latest version of the SARS E@syfile Download directly from the SARS Website.

Go directly to the SARS E@syfile Download:  Click HERE

E@syFile™ Employer can be downloaded onto your desktop and all work can be done offline. You only go online when you are ready to submit returns or reconciliations and tax certificates to SARS or manage agent appointments (AA88) via eFiling.  Alternatively use the software to prepare a disc and submit your reconciliation declaration manually to a SARS branch. Include manual signed copies of the EMP501 and, where applicable, an EMP601 and EMP701.

Take note that you must backup your current PAYE information on your PC prior to installing this version as the installation may delete your current information.   Furthermore, any beta test version downloaded must be uninstalled prior to installing this version of e@syFile™ Employer.

Included are step-by-step guides to help you complete your PAYE reconciliation declaration (EMP501) and Monthly Employer Declaration (EMP201), as well as manage Agent Appointments (AA88) and get to grips with e@syFile™ Employer.

Remember, for time-saving and hassle-free submissions electronic filing is just a click away.

e@syFile™ Employer allows employers and/or payroll administrators  to :

  • Complete, submit and revise (if necessary) the Monthly Employer Declaration (EMP201)
  • Complete, submit and revise the Employer Reconciliation Declaration (EMP501)
    • The importing of tax certificates and the capturing the EMP501 can be done offline. You only go online when you are ready to submit to SARS.
  • Manage the Employer Account
  • Manage Third Party Appointments (AA88s)
  • Register employees using the Income Tax Registration (ITREG) function.

Top Tip: The latest Release Notes tells you about the changes which have been made in the software.

What’s new in E@syFile™ Employer?

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.

E2E

Sage Pastel Clients: SARS Personal Tax Season is Open

Dear E2E Followers,

We want to wish you all the best and plenty of returns on your hard earned and deducted PAYE. The deadline dates for your convenience:

  • Manual or postal submissions : 30 September 2015
  • E-filing submissions : 27 November 2015
  • @ a SARS Branch : 27 November 2015
  • E-filing for provisional tax payers : 29 January 2016

We would like to hear from you on your 2015 Personal Tax submission experience. Are you the early bird in submitting your Personal Tax Return to SARS for that much wanted winter refund? Contact me directly: Francois@e2e.co.za

You can now be Tax Smart with SARS’ Top Tax Tips:

Tax Tip #1: Don’t file a tax return if you don’t need to

You don’t need to file if your total salary earned during 1 March 2014 – 28 February 2015 for the 2015 tax year is not more than R350 000 (before tax), provided:

  • You only have one employer (but remember if you have two employers or income sources e.g. late spouse / partner pension income, exam markings income, moonlighting income etc you do need to file even if the total is still under R350 000) or
  • You have no car allowance or other income (e.g. interest or rent) or
  • You are not claiming tax related deductions (e.g. medical expenses, retirement etc) or
  • You received interest from a source in South Africa not exceeding –
    • R23 800 if you are below the age of 65 years; or
    • R34 500 if you aged 65 years or older or
  • Dividends were paid to you and you were a non-resident during the 2015 year of assessment.

If you are still unsure if you need to file a tax return, click here.

Top tip: Trusts are required to submit an annual Income Tax Return (IT12TR), as well.

Tax Tip #2: Looking for your tax number?

Your income tax reference number is a unique 10-digit number issued by SARS to a taxpayer on registration.

If you are registered, you can find your tax number on your:

  • Notice of registration from SARS
  • Employee Tax Certificate (IRP5/IT3(a))
  • Income Tax Workpage on eFiling, if you’re a registered eFiler.

Top tip: What else to do if you need your tax number?

Tax Tip #3: No login details. No problem

Forgot your eFiling username and password? Follow these easy steps:

  • Visit www.sarsefiling.co.za
  • Click on Login
  • Click on the question mark icon
  • Request your login details
  • We’ll send it to your SARS registered email address or cellphone number

Still stuck? Call us on 0800 00 7277 or get more tips here if you have forgotten your eFiling login details.

Top tip: If you’re not registered yet for eFiling, follow our simple and easy steps to register.

Tax Tip #4: Make accurate claims

To avoid penalties, make sure you have the correct documentation and proof for every claim you make.

  • Only use info and figures that reflect on your supporting documents
  • Use ONLY the amounts reflected on your contribution certificates from your retirement annuity fund, income protection scheme, medical aid etc.
  • Make sure you keep an accurate logbook and do not fabricate kilometres travelled
  • Don’t inflate the value of your vehicle.

Tax Tip #5: Don’t lie on your tax return

Overstating the number of dependants or expenses for medical claims is a criminal offence.

  • Only claim for the actual number of dependants registered on your medical aid
  • Don’t overstate your out-of-pocket medical expenses because SARS will ask for your receipts
  • Medication that has not been prescribed may not be claimed for.

For more info on Medical rebates, click here.

Tax Tip #6: Don’t hide it. We’ll find it!

We are closing in on undeclared income and overstated expenses.

  • Declare all income you received during the year of assessment like rent, interest and income from your part-time job
  • If a deduction does not exist – do not claim for it!

Tax Tip #7: Be prepared

Have the applicable documents on hand to complete your tax return, such as:

  • IRP5 or IT3(a) certifcates from your employer or pension fund
  • Financial statements (e.g. business income)
  • Medical aid certificates and receipts
  • Retirement annuity fund contribution certificates
  • Tax certificates for investment income (IT3(b))
  • Completed confirmation of diagnosis of disability form (ITR-DD)
  • Information relating to capital gain transactions
  • Travel logbook

Remember, if you’re filing at a SARS branch you must bring all the listed documents applicable to you, plus original proof of identity (ID, temporary ID, passport or driver’s licence).

Tax Tip #8: Don’t fall for scams

Don’t be fooled by emails asking for your personal info

  • SARS will never request your banking details or personal details in any communication that you receive by post, email, phone or SMS
  • SARS will also not send you any hyperlinks to other websites – even those of banks
  • There are no links to any bank on this website.

Tax Tip #9: Be ‘tax smart’ and eFile

eFiling is the quickest and easiest wayto submit your return

  • Visit eFiling to register and submit your return online
  • If you’re an eFiler download the eFiling app and submit your return via your smartphone or tablet
  • Need help? Click on the Help-You-eFile icon on eFiling (when filing from your computer) and follow the prompts to get access to a friendly SARS Contact Centre agent.

Need help?

UIF Reduction not to be implemented in 2015/16 tax year

The Minister of Finance proposed a possible reduction in the remuneration threshold with regards to Unemployment Insurance Fund (UIF) contributions in the 2015 Budget. The Minister proposed to reduce the remuneration threshold from the current monthly amount of R14 872 to R1000 for a one year period.

MOF Minister of Finance South Africa Nhlanhla Nene 2015 proposes reduction in UIF contributions

South African Minister of Finance, Nhlanhla Nene

Should the reduction possibly take place in the next tax year, it will mean that both employer and employee will be required to pay a maximum of R10 each per month. The current maximum payable is R148.72 per contribution per month. This means a monthly maximum of R148.72 for Employee and R148.72 per month for the employer contribution, which total a monthly maximum of R297.44. The Minister’s proposal for the reduction is aimed at the employers and employees contribution, while he aims to keep the benefits unchanged.

The reduction in the contribution is aimed at giving some extra support to households across the country as well as the employers, keeping the current challenging economic environment in mind. The Minister commented that the reduction in UIF could possibly put almost up to R15 billion back into both workers and employers pockets, which will also in return, provide much needed support to the economy.

The reduction was proposed to take effect on 1 April 2015, but the Minister later on advised that the possible reduction will not be implemented in the 2015/16 tax year.

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.

Duration:
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 customercare@e2e.co.za.

Payment: Deposit/ Transfer

Simply email customercare@e2e.co.za 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.

Error Upgrading SI Metabase

If you have recently upgraded to Sage Partner or Sage Xpress Version 14,  with Sage Intelligence  and you keep receiving the message “Error Upgrading SI Metabase” I have the solution.

Error Upgrading SI Metabase

Error Upgrading SI Metabase

Here is the solution to correct the “Error Upgrading SI Metabase” issue:

It is a registry setting that needs to change.  See below.  The server “Path” needs to change from C:Pastel14 to P:,  or the Mapped drive letter that is being used to map to your Pastel14 folder on the server.

You will find this key in the following location:

Click START – RUN and type in regedit
Browse to: Computer HKEY_LOCAL_MACHINESoftwareWow6432NodeSoftlinePastel Partner 14

Registry Entry

Registry Key Entry

“Right Click” on Path,  and select Modify 

Modify Registry Entry

Modify Registry Entry

In the “Value data:” field,  change the path.  Select the mapped drive that has been used on your workstation.

Modify Value Data

Modify Value Data

 

NB!  If you are not comfortable with editing registry keys, ask your IT Administrator to assist with this.

Until next time..

Steve

 

 

Free Download of the latest version of SARS E@syfile

For those who are still braving the SARS EMP501 Compliance and Submissions we wish you the best of luck!

We have Uploaded the Latest version of SARS E@syfile for you to conveniently download from the link below:

Click here to download SARS E@syfile.

Whether or not you make use of Sage Pastel Partner or FLEX software for your business, this will certainly help submit returns or reconciliations and tax certificates to SARS or manage agent appointments (AA88) via eFiling.

If you have not booked us for your Sage Pastel Payroll PAYE reconciliation declaration (EMP501) ReCon, Audit and Submissions, please do so in a prompt fashion.

Francois@e2e.co.za

Filing Seasons Greetings,

Fraswa

Francois Mans @ E2e Makes puts the Easy in E@syfile

Francois Mans @ E2E puts the Easy in E@syfile

SARS Interim Submissions Season opens September 1st! Are you Ready?

The bi-annual interim SARS Submission season is opening soon and we’ve been preparing for the wave of consultation bookings that stream in after the first 6 months of the tax year. As a Sage Pastel Payroll Support Channel Partner in Cape Town, we’d like to offer our assistance to your company in advance, to ensure you are prepared for this important milestone.

Important points to consider during SARS Submission season:

  • Is your Sage Pastel Payroll software SARS compliant?
  • Is your Sage Pastel Payroll software backed up?
  • Are your copy companies in order?
  • When did you apply for your Current Tax Tables?
  • Will your Actual EMP501 Declaration Payroll Totals Balance to SARS Submission and Payments?
  • Has your EMPSA got a clean bill of health?
  • Have you been claiming ETI?

Starting the process as soon as possible will help avoid unnecessary delays, leaving enough time to resolve any issues PRIOR to the SARS submission. Late submissions are not advised as the smallest variance in your Payroll will cause unnecessary penalties and interest from SARS. This is followed by countless letters, lengthy queues and excessive visits to the SARS office.

These mistakes are preventable and hinder many companies from obtaining the tax clearance certificates they need each year. Currently, End 2 End Business Solutions help numerous companies with variances submitted on their SARS re cons in the past.

Every effort is going into discovering errors and collecting fees from mistakes in your tax return, which means you simply cannot afford mistakes when it comes to SARS and your business. SARS employed 50% more auditors in 2012 and even more this year with targets to collect. This means your chances of being marked for a SARS audit are increasing exponentially each year.

What are SARS Administrative Penalties?

Click below for more information on what (and why) SARS will be levying this year:

SARS Admin Penalties

Be sure you have the following ready and updated on the current Payroll prior to Month End

  • Income Tax Numbers for ALL employees on the system, current and terminated
  • All current and terminated employees’ personal details are correct.
  • Any tax directive numbers inserted on current Sage Pastel Payroll if applicable.
  • Any employees not processed on the active Sage Pastel Payroll company are processed.
  • Ensure that PAYE, UIF and SDL are added onto the monthly EMP201 and Remittances.
  • Ensure that reports and payments are up to date.
  • Ensure that SARS E-Filling Profile is Active & EMP501 (Offline Submission) is activated under Organisation Tax Types. (FOR ALL PAYE ENTITIES/COMPANIES).
  • Ensure that all EMP201 Payments have been made and EMP201 forms confirmed to SARS.

The process is identical to the annual year end submissions. The only difference is that NO IRP5’s will be generated from the SARS software to be furnished to employees.

To guarantee a smooth submission or Sage Pastel payroll audit process, please contact Francois for immediate support.

francois@e2e.co.za

Have you joined our Payroll Blog? It would definitely be in your best interest.

E2E SARS & Payroll Blog

Are you ready for the SARS Interim Submission?