Reconcile your payroll figures early
Now’s a great time to reconcile your Pay As You Earn (PAYE), Skills Development Levy (SDL), Unemployment Insurance Fund (UIF) , and Employment Tax Incentive (ETI) for the first eleven months.
This saves time later, because you’ll only reconcile the final month once you complete payroll.
Print your IRP5 or IT3(a) validation report
Print this report to check for missing information that might block your tax certificates. Fixing issues now avoids delays when you start the new tax year.
Use the Year End Centre
Understand how the Tax Year End instance works
Before you start the new tax year, you'll need to create a copy of your live payroll.
All companies as at February 2026 that forms part of your submission needs to be included in the tax copy system.
You’ll use this tax copy system to generate and submit tax certificates to the South African Revenue Service while you continue processing in your live payroll.
Plan your submission before the deadline
Set time aside to prepare your payroll and complete your submissions as soon as filing season opens (April 2026).
If you find issues, you’ll still have time to fix them and submit before the deadline at the end of May 2026.
This also avoids long wait times for assistance during the final days of filing season.