Hi JV.

Is there any instructions we can download for end-users, about what they need to do on Sage, to complete their mid-TYE?

Ie, what process, extracts, reports, etc, that they need to run?

That is after the above patches have been applied by Sage system administrators.

Hi Pepkor IT 

Please make use of the guide below for users to complete the Mid-Year Tax validation and once the validations are clear they are able to follow the guide to create the Live Run file to import into e@syFile.

• V9_Mid year tax extract_August 2018
• How to print the EMP501

The additional steps will be to Print the EMP501 Report the steps below can be followed:

Run EMP501 and check the correct amounts were paid over to SARS

Run the EMP501-recon report:

Reports>Prints/Groups > Legal reports

Run the report for the following dates 01 March 2018 through to 31 August 2018. The report then needs to be compared to the monthly amounts paid over to SARS (EMP201) and confirmed that the monthly amounts are the same.

 Regards 

EMHR Support

Dear EMHR Users

Please take note before integrating the patches for Mid-Year (Extract and pay plan) the below heading requires a Sequence number change. 

Heading EQ_PRORATA: The sequence number should be 77715

The change can be made by using the patch below or manually though the steps provided. 

1. EQ_PRORATA_V9 (Integrate as per Sage X3 People - RSA Pay plan Changes - August 2018 doc)

Manual steps:

1. Open Enterprise management and ensure you are in your ZAF folder
2. Select Setup>Payroll>Plan Headings
3. On the left list filter for heading code: EQ_PRORATA and select on the Heading
4. Select in the Sequence number input field and clear the 77710 and enter 77715
5. Click the Print Out Tab and change the Display Priority field to :77715
6. Click the Save button on the right hand panel

Kind Regards

EMHR Support

Dear EMHR User 

We have since revised the following Patches:

1. Mid-Year-SAFUNCTION must only integrated on reference folder.
2. Mid-Year 2019 must be integrated on reference and daughter folder

If these patches have been integrated before 21/09/2018 please download the latest MidYearExtract_2018_U9_v1 file from the above post and run the integration to the relevant folders again. Area addressed:

Bank Branch code:

Previously if the bank branch had leading zeroes the zeroes were dropped and a validation error was received in E@syFile. 

Now if the bank branch code is less than 6 digits, leading zeroes will be populated. Please do not open in excel and save as excel will drop the zeroes.

 Permits and Authorization:

Previously when any authorization or permit was entered the extract identified the employee as an Asylum seeker regardless of the authorization or permit selected. Code 3065 = 3 which is asylum seeker. Validation error:

Now the extract ensures the nature of person is Asylum Seeker (M) before populating code 3065 as 3.

In addition we have added the Certificate sequence number . This patch should be run if the CERNA Sequence number cannot be located on an environment usually on new environments. This has been added to the MidYearExtract_2018_U9_v1 file. 

1. CERNA -SEQUENCE must be integrated to the reference folder(Only if new customer)

Regards

EMHR Support

Hi JV,

We have applied the CERNA-SEQUENCE patch and it still does not generate the Certificate Sequence numbers as mentioned in this article sagecity.na.sage.com/.../incorrect-tax-certificate-information

Hi Duane 

Thank you for the information.

Please log this query with the EMHR Support team as per the EMHR Query process in the link below. I have tested the extract on a number of test systems and the certificate number generates correctly. The team will need to look at what is different on the environment and Investigate.

EMHR Query Management