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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.

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?

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

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

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.

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

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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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

How to Submit your EMP201 – Revised August 2014

The EMP201 was revised and came into effect in August 2014. New SARS ETI fields were added. Not to worry, I have a plan to get you back on your way to EMP201 Victory!

After recently receiving a number of frantic phone calls with the intro line: “I cannot submit my EMP201” and not knowing what I might have missed, I started at once to read through the SARS Interim Audits and drawing reports on SARS EMP201. I got quite a fright as I realised all the PAYE, ETI, SDL, UIF fields on the EMP201’s have been moved around again!

Step 1. Relax, we’ll get you back on track.

Step 2. Follow the instructions below. Each letter (A – N) is displayed on the picture below.

Step 3. No decimal separators can be used and always fill up the cent value with noughts when completing values.

SARS eFiling EMP201

A            Enter PAYE Amount from current month Payroll Totals

B             Enter SDL Amount from current month Payroll Totals

C             Enter UIF Amount from current month Payroll Totals

D             Auto calculated by SARS eFiling

E              Complete ETI brought forward from previous month. IF NONE, COMPLETE WITH 0 VALUE

F              Enter valid ETI amount calculated from current month Payroll Totals.

G             ETI Utilized = Basic Math, YOU will need to add sum of E and F and enter here

H             Auto calculated by SARS eFiling

I               Auto calculated by SARS eFiling > (Sum of A – G)

J              Auto calculated by SARS eFiling > Value of B

K             Auto calculated by SARS eFiling > Value of C

L              Enter Penalty and interest if and when applicable.

M            Auto calculated by SARS eFiling > Sum of I +J + K + L (Total Amount Payable to SARS)

N             Period of Assessment

Remember to complete the ETI and VDP Check boxes at the bottom!

If you have any questions please comment below.

For Payroll Software and Payroll related services complete our Contact Us form.

Happy Filing!

Fraswa