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Sars Easyfile

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E@syFile™ Employer is a software package designed by SARS to help taxpayers manage their engagements with SARS quickly, easily and conveniently on their desktop. E@syFile™ Employer can be downloaded onto your desktop and all work can be done offline.

  • What you as the employer should do: 1) Download the newest version of easyfile. 2) All employees who received a travel allowance or motor vehicle should be amended to include code 4582 that is the total value of travel allowance and motor vehicles. 3) Re-submit the EMP501 and send new updated IRP5's to staff member.
  • SARS uses a special secure PDF file (PDFXFA) which you can only open in specific programs (Internet Explorer and Adobe Reader). If you are having trouble viewing the document you can follow these steps: 1. Go to the PDFXFA website. Tap the box where it says 'Click here to select the file'. Select the SARS PDF file from your device.
  • Frequently Asked Questions.Java version to use-Java 7 update 60-66 (Windows 10), Latest Java 8 (64 or 32 bit) Windows 7 and 8.Resubmission of older years-always use SARS.
  • I HAVE INSTALLED THE LATEST VERSION OF ADOBE ACROBAT READER 2018.011.20058 IT SEEMS TO WORK PERFECTLY ON ALL MY ACCOUNTS, BUT IT DOES NOT BRING UP THE SARS E-FILING REPORTS AND LETTERS. I GET THE FOLLOWING ERROR MESSAGE: ANY HELP WILL BE GRATEFULLY RECEIVED - PLEASE HELP.

There was an error with easyfile from SARS's side when employers had to submit the EMP501 submissions in April-May. All employers that used the following source codes are affected – 3701 (Travel allowance), 3702 (re-imbursive travel over 8000km) and 3802 (Use of motor vehicle).

What you as the employer should do:

1) Download the newest version of easyfile

2) All employees who received a travel allowance or motor vehicle should be amended to include code 4582 that is the total value of travel allowance and motor vehicles

3) Re-submit the EMP501 and send new updated IRP5's to staff member

Please read the notice from SARS.

If you need assistance, please contactus@anlo.co.za or 011 658 1324 for assistance.

If you are an employer that has been affected, you will receive an email from SARS that looks like the following:

Sars easyfile employer user guide

'Dear Employer
RE-SUBMISSION OF 2017 EMPLOYER ANNUAL RECONCILIATION DECLARATION (EMP 501) AND IRP5/IT3(a) CERTIFICATES
We kindly request your cooperation in the matter described below.
BACKGROUND
With the implementation of the Retirement Reform requirements, information code 4582 (remuneration portion of income included under income codes: 3701 Travel Allowance, 3702 Re-imbursive Travel Allowance, 3802/3816 Use of Employer provided Vehicle) and its value were omitted from the submission file created by e@syFile™ Employer.
This resulted in IRP5/IT3(a) certificates containing codes 3701, 3702, 3802 and/or 3816 but omitting code 4582 and its value being received by SARS. As a result, code 4582 and its value were not pre-populated on employees' Personal Income Tax Returns (ITR12s). This omission may impact the calculation of the maximum allowable deduction in respect of retirement fund contributions.
SOLUTION
The updated version 6.7.5 of e@syFile™ Employer, recently implemented, addressed this problem. However, IRP5/IT3(a)s with any of the income codes mentioned above which were submitted to SARS prior to the implementation of this updated version of e@syFile™, should be re-submitted.
You have been identified as one of the employers whose IRP5/IT3(a)s with codes 3701, 3702, 3802 and/or 3816, received by SARS, do not include code 4582 and its value. You are requested to re-submit your Employer Annual Reconciliation Declaration (EMP501) and Employees Tax Certificates [IRP5/IT3(a)s] documents to SARS as soon as possible.

  • When you access the e@syFile™ software, you will be advised that an update is available and reminded to back up your database before updating to version 6.7.5.

  • Once the backup and updating processes have been completed, please perform a Full Resubmission from the Utilities menu on e@syFile™. This will correct IRP5/IT3(a)s received by SARS without code 4582 and its value. (There is no need to recapture any data but to merely resubmit the file you originally created.)

Sars

It is important that you do your re-submission as soon as possible to prevent affected employees from receiving incorrect Income Tax Notices of Assessment when SARS process their ITR12s during the current Tax Season.

EXPLANATION TO EMPLOYEES (only employees whose IRP5/IT3(a)s reflect codes 3701, 3702, 3802 and/or 3816)
Employees who have not yet submitted their 2017 ITR12s should be advised as follows:

  • Affected employees should wait at least 24 hours after the successful re-submission of the IRP5/IT3(a)s by you before submitting their ITR12s.

  • Once your re-submission is completed successfully and these employees request their ITR12s via eFiling, the Refresh IRP5/IT3(a) data option on eFiling should be used to ensure that the latest version of the IRP5/IT3(a)s are pre-populated on their ITR12s.

  • Flash card sound cards & media devices driver. Employees may then complete and submit their 2017 ITR12s via eFiling or at a SARS Branch.

Employees who have already submitted their 2017 ITR12s prior to your resubmission should be advised as follows:

It must be noted that the adding of code 4582 will not impact all assessments already processed. The inclusion of code 4582 may therefore not necessarily result in a change in the tax liability.

  • Getac laptops & desktops driver. Affected employees should wait at least 24 hours after the successful re-submission of the IRP5/IT3(a)s by you before taking any action.

  • Once your re-submission is completed successfully –

    • employees who submitted 2017 ITR12s via eFiling should submit a Request for Correction via eFiling

    • in certain circumstances, eFiling will not allow taxpayers to submit a Request for Correction – in such cases employees should submit a Notice of Objection (NOO) together with relevant material

    • o employees who submitted 2017 ITR12s at a SARS branch should again approach a SARS branch for assistance to consider submitting a Request for Correction or Notice of Objection (NOO) where applicable.

We appreciate your support to re-submit your Employer Annual Reconciliation documents and to inform your affected employees accordingly.
Sincerely

THE SOUTH AFRICAN REVENUE SERVICE
July 2017

Failure to be 100% ready for the PAYE reconciliation period at the end of May and the 1st bi-annual reconciliation in August 2010 could result in a penalty of as much as 10% of the company's total payroll, says Santana, an associate tax director at auditing and accounting firm BDO.

The new version of SARS' [email protected] will make employers' tax filing process easier in future – but right now, many companies are battling with the practicalities of [email protected]

Santana's top hints and tips for employers are:

· Uploading Easyfile programme will overwrite all current data:

Before uploading new SARS' [email protected], back up previous [email protected] and data file. Only then upload the new [email protected] and last year's data. Once you upload current data the demographic details of employees will be available and you may only need to update current information required and the financial information.

· A change in the administrator's password will result in all historical data being lost.

The administrator's password is one of three passwords that are required when using SARS [email protected] for the first time. If the administrator's password is misplaced or if the administrator leaves the company without passing it on to the new administrator, all historical data will need to be reloaded and current data would be lost. Therefore it is strongly advised that the passwords are kept in a safe place in the company such as the company's safe, and a senior employee be tasked with its safekeeping.

Sars Easyfile Submission

· Log on failures

Easyfile Download Windows 10

Sars
Sars Easyfile

Downloads from the payroll onto [email protected] may generate a log on failure message. A log on failure message means that there is something wrong with the CSV file being transferred from payroll to [email protected] In order to establish the error, users are advised to review their ‘Business Requirements Specification' document which can be found on the SARS website / Tax types section / PAYE. Once the error has been established, only then should they proceed.

· Error messages and validation problems should be printed and addressed well before the end of the PAYE reconciliation period

It is vitally important that validation error messages are printed so that administrators can go back into their Payroll between May and August to correct errors and do PAYE reconciliations in August without any delays.

Any error messages are an indication of a problem that needs to be addressed. Santana urges employers to address these problems sooner than later as employers may only be given a month in which to submit the August reconciliation. Once again if the bi-annual reconciliation is not submitted in time employers will be subject to a 10% of their payroll as a penalty.

· Don't cancel warning messages

When a warning message is reflected with the options to accept or reject, don't select cancel. If the cancel option is selected, it may throw out the IRP5 form and will not include the PAYE in the final PAYE reconciliation. Santana advises payroll administrators to read the instructions carefully, take time to fill in the data and follow the instructions carefully before accepting or cancelling data. If in doubt, read the instruction carefully, refer to the SARS 'Business Requirements Specification' document, phone your tax advisor or payroll administrator.

In the event that an error message is displayed, the first step to take is to refer to the SARS 'Business Requirements Specification' document. All validation requirements can be found in the SARS Business Requirements Specification documents.

Easyfile

'Dear Employer
RE-SUBMISSION OF 2017 EMPLOYER ANNUAL RECONCILIATION DECLARATION (EMP 501) AND IRP5/IT3(a) CERTIFICATES
We kindly request your cooperation in the matter described below.
BACKGROUND
With the implementation of the Retirement Reform requirements, information code 4582 (remuneration portion of income included under income codes: 3701 Travel Allowance, 3702 Re-imbursive Travel Allowance, 3802/3816 Use of Employer provided Vehicle) and its value were omitted from the submission file created by e@syFile™ Employer.
This resulted in IRP5/IT3(a) certificates containing codes 3701, 3702, 3802 and/or 3816 but omitting code 4582 and its value being received by SARS. As a result, code 4582 and its value were not pre-populated on employees' Personal Income Tax Returns (ITR12s). This omission may impact the calculation of the maximum allowable deduction in respect of retirement fund contributions.
SOLUTION
The updated version 6.7.5 of e@syFile™ Employer, recently implemented, addressed this problem. However, IRP5/IT3(a)s with any of the income codes mentioned above which were submitted to SARS prior to the implementation of this updated version of e@syFile™, should be re-submitted.
You have been identified as one of the employers whose IRP5/IT3(a)s with codes 3701, 3702, 3802 and/or 3816, received by SARS, do not include code 4582 and its value. You are requested to re-submit your Employer Annual Reconciliation Declaration (EMP501) and Employees Tax Certificates [IRP5/IT3(a)s] documents to SARS as soon as possible.

  • When you access the e@syFile™ software, you will be advised that an update is available and reminded to back up your database before updating to version 6.7.5.

  • Once the backup and updating processes have been completed, please perform a Full Resubmission from the Utilities menu on e@syFile™. This will correct IRP5/IT3(a)s received by SARS without code 4582 and its value. (There is no need to recapture any data but to merely resubmit the file you originally created.)

It is important that you do your re-submission as soon as possible to prevent affected employees from receiving incorrect Income Tax Notices of Assessment when SARS process their ITR12s during the current Tax Season.

EXPLANATION TO EMPLOYEES (only employees whose IRP5/IT3(a)s reflect codes 3701, 3702, 3802 and/or 3816)
Employees who have not yet submitted their 2017 ITR12s should be advised as follows:

  • Affected employees should wait at least 24 hours after the successful re-submission of the IRP5/IT3(a)s by you before submitting their ITR12s.

  • Once your re-submission is completed successfully and these employees request their ITR12s via eFiling, the Refresh IRP5/IT3(a) data option on eFiling should be used to ensure that the latest version of the IRP5/IT3(a)s are pre-populated on their ITR12s.

  • Flash card sound cards & media devices driver. Employees may then complete and submit their 2017 ITR12s via eFiling or at a SARS Branch.

Employees who have already submitted their 2017 ITR12s prior to your resubmission should be advised as follows:

It must be noted that the adding of code 4582 will not impact all assessments already processed. The inclusion of code 4582 may therefore not necessarily result in a change in the tax liability.

  • Getac laptops & desktops driver. Affected employees should wait at least 24 hours after the successful re-submission of the IRP5/IT3(a)s by you before taking any action.

  • Once your re-submission is completed successfully –

    • employees who submitted 2017 ITR12s via eFiling should submit a Request for Correction via eFiling

    • in certain circumstances, eFiling will not allow taxpayers to submit a Request for Correction – in such cases employees should submit a Notice of Objection (NOO) together with relevant material

    • o employees who submitted 2017 ITR12s at a SARS branch should again approach a SARS branch for assistance to consider submitting a Request for Correction or Notice of Objection (NOO) where applicable.

We appreciate your support to re-submit your Employer Annual Reconciliation documents and to inform your affected employees accordingly.
Sincerely

THE SOUTH AFRICAN REVENUE SERVICE
July 2017

Failure to be 100% ready for the PAYE reconciliation period at the end of May and the 1st bi-annual reconciliation in August 2010 could result in a penalty of as much as 10% of the company's total payroll, says Santana, an associate tax director at auditing and accounting firm BDO.

The new version of SARS' [email protected] will make employers' tax filing process easier in future – but right now, many companies are battling with the practicalities of [email protected]

Santana's top hints and tips for employers are:

· Uploading Easyfile programme will overwrite all current data:

Before uploading new SARS' [email protected], back up previous [email protected] and data file. Only then upload the new [email protected] and last year's data. Once you upload current data the demographic details of employees will be available and you may only need to update current information required and the financial information.

· A change in the administrator's password will result in all historical data being lost.

The administrator's password is one of three passwords that are required when using SARS [email protected] for the first time. If the administrator's password is misplaced or if the administrator leaves the company without passing it on to the new administrator, all historical data will need to be reloaded and current data would be lost. Therefore it is strongly advised that the passwords are kept in a safe place in the company such as the company's safe, and a senior employee be tasked with its safekeeping.

Sars Easyfile Submission

· Log on failures

Easyfile Download Windows 10

Downloads from the payroll onto [email protected] may generate a log on failure message. A log on failure message means that there is something wrong with the CSV file being transferred from payroll to [email protected] In order to establish the error, users are advised to review their ‘Business Requirements Specification' document which can be found on the SARS website / Tax types section / PAYE. Once the error has been established, only then should they proceed.

· Error messages and validation problems should be printed and addressed well before the end of the PAYE reconciliation period

It is vitally important that validation error messages are printed so that administrators can go back into their Payroll between May and August to correct errors and do PAYE reconciliations in August without any delays.

Any error messages are an indication of a problem that needs to be addressed. Santana urges employers to address these problems sooner than later as employers may only be given a month in which to submit the August reconciliation. Once again if the bi-annual reconciliation is not submitted in time employers will be subject to a 10% of their payroll as a penalty.

· Don't cancel warning messages

When a warning message is reflected with the options to accept or reject, don't select cancel. If the cancel option is selected, it may throw out the IRP5 form and will not include the PAYE in the final PAYE reconciliation. Santana advises payroll administrators to read the instructions carefully, take time to fill in the data and follow the instructions carefully before accepting or cancelling data. If in doubt, read the instruction carefully, refer to the SARS 'Business Requirements Specification' document, phone your tax advisor or payroll administrator.

In the event that an error message is displayed, the first step to take is to refer to the SARS 'Business Requirements Specification' document. All validation requirements can be found in the SARS Business Requirements Specification documents.

Sars Easyfile Download

· Read the SARS ‘Business Requirements Specification' documents on the SARS website

Sars Easyfile Download 6.5.1

It is vitally important that the SARS 'Business Requirements Specification' document is carefully and well-read as it gives employers a detailed outline of what information is required on the payroll before transferring from the payroll onto [email protected]

Sars Easyfile Registration

Santana's final word of advice? 'Make the SARS website your tea time reading. There are updates and amendments everyday that are important to read.'





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