Employer V6.7.4

Transcription

1 Employer V6.7.4

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3 SARS Documentation Use the information available to you on select Tax Types Pay As You Earn Business Requirement Specification (BRS) updated before every reconciliation period. Understanding CSV files, format and content Various help documents available on the download page ( including user guides-you will be directed to Release Notes available with each update of the application, listing changes included in new version.

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5 Always accept updates(latest )

6 Employer New functionality and enhancements (Nothing new for the 2017/02 recon period) No changes in the Reconciliation process Documentation (Release notes) on and

7 Submission of recons remains the same Import payroll file / Add Manual Certificates Check if certificates are in a created status Proceed to reconciliation-declaration Accepts SARS Prepopulated 12 Months Liabilities and Add Payments Click on the File Button on the declaration Submit using the correct efiling login name and password linked to EMP501 Full Re-submission Request found under utilities

8 Logging into

9 Import Payroll File

10 Import Payroll File

11 Import Payroll File

12 Import Payroll File

13 Import Payroll File

14 Import Payroll File

15 CSV Validation success

16 File Import a Success

17 Change to Employer

18 Continue

19 Continue

20 SIC AND SEZ CODES TO BE ADDED ON EMPLOYER INFORMATION

21 Employee Demographics details

22 Reconciling for 2017

23 Reconciling 2017

24 Reconciling 2017

25 Reconciling 2017

26 Reconciling 2017

27 Reconciling 2017

28 Update Dashboard

29 EMP501 Resubmission

30 Accept Notice, Proceed with Decl.

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32 Statement Of Account Request

33 E-Filing Logins

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35 PAYE Dashboard

36 AA88 Processing Tips Use the efiling login name and password that is linked to EMP201 on efiling Preferably use a blank E@syfile for synchronisation Sync on the 15 th Of every month

37 AA88 Processing Tips Click on synchronise application under the Utilities option in Enter efiling login name and password linked to EM201

38 Synchronizing

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40 Synchronize Process

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43 When clicking on notification centre: application will automatically READ all the new A88 letters, and transfer all A88 details to the Third Party Appointment menu (BULK READ)

44 Notification centre The options below the employer details allow you to sort and filter through letters listed in Notification centre. A "tick" column was added, where users can select specific messages. The ARCHIVE button allows a user to hide older items from the list of correspondence displayed in the Notification Centre. Please note, these items are not removed from the E@syfile master DB, just hidden from display and search options. The Restore button will undo this, to display archived letters in the Notification Centre list again

45 Notification Centre

46 Notification on AA88

47 Message displayed after opening an Employer when A88 data was transferred

48 AA88 Notification

49 Third Party Appointment Menu Third party transactions and monetary information Third Party Appointments and Cancellations AA88 Reconciliations

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52 Request Affordability The employer indicates that the taxpayer won t be able to afford the full amount requested SARS will use the employees IRP5/IT3(a) information to calculate affordability terms All active AA88 transactions against the specific taxpayer will be cancelled and replaced by new AA88 transactions allowing SARS to determine the monthly instalments. NOTE: The affordability options (3 and 6 months) have been replaced with an option to Request affordability. The employer will in future request affordability and SARS will use the employees IRP5/IT3(a) information to calculate affordability terms. If the affordability terms provided by SARS are in the employee s view too onerous, the employee is required to visit a SARS branch to make necessary arrangements and substantiate what is affordable in order to allow for the employee to pay for basic living expenses

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55 ONCE OUTCOMES ARE UPDATED- DEDUCTIONS CAN BE EXPORTED TO PAYROLL-(EXPORT OPTION FROM

56 ONCE DEDUCTIONS ARE PROCESSED ON PAYROLL SYSTEM YOU SHOULD BE ABLE TO GENERATE AN EXPORT FILE IN PAYROLL TO UPDATE THE OUTCOMES STATUS ON (IMPORT FROM PAYROLL OPTION)

57 Click on Import from Payroll File to start this process. Select the relevant file, and click on Open to import.

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59 THIRD PARTY RECONCILIATION-Indicates the appointments, cancellations, payments (movements) during calendar month

60 Taxpayer Estate Deceased The employer indicates that the taxpayer is deceased The employer is permitted to reject the AA88 appointment All active AA88 transactions against the specific taxpayer will be cancelled. Taxpayer Estate Insolvent The employer indicates that the taxpayer is insolvent The employer is permitted to reject the AA88 appointment All active AA88 transactions against the specific taxpayer will be cancelled.

61 FAQ does not run after installing latest version-java related issue-java Download Resubmission of older years-always use SARS current validation rules so that recon passes pre-submission validation SIC and SEZ codes (industry and employment zone) compulsory on certificates and employer details Making back-ups -The importance

62 FAQ Which JAVA version should I have? Windows 32-bit, you need 32-bit Java Windows 64-bit, you need 64-bit Java & possibly 32-bit You can have more than one version installed, especially if you online banking requires Java (usually 32-bit) it will usually download the latest version [Just make sure it doesn t delete the version easyfile needs when it installs.] Resubmission of older years-always use SARS current validation rules so that recon passes pre-submission validation SIC and SEZ codes (industry and employment zone) compulsory on certificates and employer details Making E@syfile back-ups -The importance

63 THE DIFFERENT TYPES OF OPERATING SYSTEMS WINDOWS XP No longer supported WINDOWS 7 32 bit (X86) & 64bit OS WINDOWS bit (x86) & 64bit OS MAC / APPLE OS Not Supported

64 FAQ Which Windows operating system am I running? Click the Start button, enter Computer in the search box, right-click Computer, and then click Properties. Look under Windows edition for the version and edition of Windows that your PC is running. The Start menu can also help you know the operating system. Here's what it might look like in Windows 7 and Windows Vista.

65 Questions and Thank you for Listening