Your preparation of your payroll for submission will ensure that your employee records and certificates have been validated and financial values have been reconciled.

Certain payroll information is used when exporting the IRP5 files and errors can arise if the data is incorrect. The steps below will guide you to check and validate the payroll information to eliminate possible errors and issues:

• Ensure your application software is on the correct release

• Validate your Company Information

• Validate Employee Information / IRP5 /IT3a Warning and Errors

• Validate Additional Information

• Validate Retirement Fund Values (if applicable)

• Reconcile Employment Tax Incentive Values

• Reconcile EMP501 values with monthly EMP201 declarations and payments

• History Screen Adjustments (if required)

• Generate Test Run IRP5 file

• Import Test Run into SARS e@syFile

When your Test Run file imports successfully, you are ready to submit to SARS!