Oracle Payroll enables you to ccalculate an employer's tax liability and deduct the appropriate sums from employee earnings. You can calculate employer and employee tax liabilities for all the taxes and statutory deductions that are applicable to your country. For example, this includes employer liability for state taxes such as State Unemployment Insurance and employee liability for federal, state and local taxes in the US, PAYE and NIC in the UK, PAYE and PRSI in Ireland, Social Security, Unemployment and Complementary Pension in France, Standard and Special tax and Social Insurance in the Netherlands, and so on.
In each instance, Oracle Payroll enables you to enter details of the tax liability and process it at regular intervals.
See: Reports and Processes in Oracle HRMS, Oracle HRMS Configuring, Reporting, and System Administration Guide
Oracle Payroll allows you to process tax and insurance deductions for employers and employees, and helps you comply with the legislative requirements applying to your organization.
Yes. Oracle Payroll supports many country specific models of taxation, including the local, federal and state tax requirements of organizations operating in the US.
Yes. You can calculate taxes for different types of employer to represent the diversity of your organization. You can also make retrospective adjustments to allow for overpayments and underpayments.
Yes. The details of taxation policy and social security entitlements are constantly changing, but Oracle Payroll is always promptly updated so that your processing includes the most recent updates.
Yes. EDI allows two-way electronic transmission of documents between the Inland Revenue and employers. Oracle UK Payroll has developed a specified formatted file that, if used in conjunction with third party software, can be transmitted electronically to the Inland Revenue.
You can use Oracle HR to update your records throughout the year to show all the Class 1A National Insurance contributions for which your organization is liable. You can make this information available to employees so that they can preview their NI liabilities. You can then generate a report to view the final details and you can submit the complete and validated records to the Inland Revenue to comply with all reporting requirements.
Oracle HRMS for South Africa provides as startup data all the elements, balances, global values, tax abatements, tax rebates, tax tables, and other components needed to correctly administer PAYE.
If you include employees in more than one payroll run each processing period, Oracle Payroll's calculations for tax deductions take into account the sums already deducted in that period.
The system provides balances for taxable income, pre-tax deductions, tax, PAYE and SITE. These include dimensions that correctly sum up all the necessary run results. The Tax balance is fed only by the amount of tax paid. The run results passed to the taxable income balance, however, are identified by balance feeds that you define. On termination of an employee or at the end of the tax year, the system calculates SITE and PAYE.
The following table shows the tax deduction elements defined by Oracle Payroll for South Africa for PAYE and SITE administration and supplied as part of startup data.
| Name | Processing Type | Classification | Priority |
|---|---|---|---|
| ZA_Tax | Recurring | Statutory Deductions | 8500 |
| ZA_Tax_Costing | Recurring | Statutory Deductions | 8800 |
| ZA_Voluntary_Tax | Recurring | Statutory Deductions | 8502 |
| ZA_Tax_On_Lump_Sums | Non-recurring | Statutory Deductions | 8500 |
| ZA_Tax_Override | Non-recurring | Statutory Information | 6500 |
| ZA_Tax_Balance_Adjustments | Non-recurring | Statutory Information | 6500 |
For correct usage of ZA_Tax Override element, see: Tax Override
You must link these elements to the appropriate payrolls before they can be given to employees and included in payroll runs. If you have set up segments of the Cost Allocation key flexfield to receive entries at the element level, you should enter these account codes in the Element Link window when you link the ZA Tax elements to your payrolls.
Note: The recurring ZA_Tax element can process after termination to allow for payments to employees who have left, but who may still be entitled to receive late payments.
You enter a tax status for an employee using the ZA_Tax element. The following statuses are predefined:
| Tax Status | Description |
|---|---|
| Normal | This is the default tax status. Tax is calculated using the tax tables. |
| Provisional | Tax is calculated in the same way as for Normal Tax Status |
| Directive Amount | The amount specified in the Directive Value input value is deducted |
| Directive Percentage | The percentage specified is applied to the employee's year to date income and any tax paid to date is subtracted in order to arrive at tax due this run |
| Close Corporation | Taxed at 30% |
| Labour Broker | No tax will be deducted |
| Personal Service Company | Taxed at 28% |
| Personal Service Trust | Taxed at 40% |
| Private Director | Tax will be calculated on the Director's Deemed and Actual Remuneration using the tax tables. The Employer will pay the PAYE due on the Deemed Remuneration to SARS. If the Director's Actual Remuneration is greater than their Deemed Remuneration, then the tax due on the difference will be deducted from the Director's actual income. |
| Private Director Zero Tax | No tax will be deducted |
| Private Director with Directive Amount | The amount specified will be deducted from the Director's actual income |
| Private Director with Directive Percentage | The percentage specified will be applied to the Director's actual income and tax due will be deducted from their actual income |
| Seasonal Worker | A SITE calculation is performed based on the number of days worked |
| Temporary Worker/Student | Taxed at 25% |
| Zero Tax | No tax will be deducted |
There are various methods of calculating tax in South Africa. Oracle HRMS for South Africa has implemented the cumulative, non-cumulative, and average methods of annualization when calculating tax. In the cumulative method, an employee's income is projected to arrive at an estimated annual value, the tax tables are applied to this value, and the resultant annual liability is de-annualized to calculate the employee's liability for the current period. In the non-cumulative method, the current period's income is projected by multiplying by periods in the tax year with no reference to YTD income. The average method makes use of a period factor which is calculated as follows: The total number of days in a year is divided by total number of pay periods in a year. This method multiplies this value by the number of months worked and thereafter adds the number of days worked. In this method, the total income is divided by the period factor and then multiplied by the total number of days in a year to arrive at annualized income. The de-annualized tax is calculated by dividing the annual tax by the total number of days in the year and multiplying that value by the period factor.
The calculation process for these methods:
Calculates the periodic and annual abatements.
Computes the tax on deemed remuneration.
Calculates the total taxable normal income + fringe benefits + travel allowance + public office allowance, deduct the periodic abatements, and calculate the tax on this periodic income.
Calculates the total taxable bonus provision, deduct the periodic abatements, and calculate the tax on this bonus provision.
Calculates the total annual bonus, deduct the annual abatements, and calculate the tax on this annual bonus.
Calculates the total annual payments, deduct the annual abatements, and calculate the tax on the annual payments.
Calculates the total tax on the steps 2, 3,4,5,6.
Calculates the total medical tax credit available and give the credit.
Starts processing the lump sum directives.
You can set the default tax method for a new employee as follows:
Navigate to Element Link window.
Date track to Start of the next Tax Year and query for Element 'ZA_Tax'.
Choose Input Values and select Tax Method.
Select Cumulative, Non-cumulative, or Average as Default and update.
Note: For existing employees, you must use BEE functionality to perform a date track update for ZA_Tax element input value Tax Method. You can update the ZA_Tax element for individual assignments.
The South African Revenue Service does not mandate how these annualisation calculations must be performed during the tax year. They only require the employee's tax paid to be correct at the end of the tax year or when the employee is terminated (whichever comes first.)
The South African Tax Module
The South African Tax Module performs various different calculations depending on a number of factors such as days worked, whether only annual income is paid in the run etc. Following are worked examples of the most common calculations along with a brief explanation of when these types of calculation occur.
Non Cumulative Tax Calculation
Example 1: Employee employed for entire tax year.
Calculate estimated annual income
Multiply current period's taxable income by periods in the tax year.
Calculate tax due on estimated annual taxable income
Apply tax tables.
Subtract rebate.
Divide by periods in year to arrive at tax for the current period.
Apply medical tax credit available.
Tax may only be reduced to zero not refunded, any leftover tax credit is carried forward.
Example 2: Multiple runs in a period.
Run 1:
Calculate estimated annual income
Multiply current run's taxable income by periods in the tax year
Calculate tax due on estimated annual taxable income
Apply tax tables.
Subtract rebate.
Divide by periods in year to arrive at tax for the current period.
Apply medical tax credit available.
Tax may only be reduced to zero not refunded, any leftover tax credit is carried forward.
Run 2:
Calculate estimated annual income
Multiply current run's taxable income by periods in the tax year
Calculate tax due on estimated annual taxable income
Apply tax tables.
Subtract rebate.
Divide by periods in year to arrive at tax for the current period.
Subtract tax already paid this period to arrive at tax due this run.
Apply medical tax credit available.
Tax may only be reduced to zero not refunded, any leftover tax credit is carried forward.
Example 3: Mid-period hire.
Calculate estimated annual income
Divide current period's income by days worked in the period.
Multiply by days in the period.
Multiply full period's taxable income by periods in the tax year.
Divide result by days possible to work in the tax year (including the days for the full period hired).
Multiply by days in the tax year.
Calculate tax due on estimated annual taxable income
Apply tax tables.
Subtract rebate.
Divide by days in the tax year.
Multiply by days possible to work in the tax year.
Divide by periods in the tax year.
Divide by days in the period.
Divide by days in the period.
Apply medical tax credit available.
Tax may only be reduced to zero not refunded, any leftover tax credit is carried forward.
Example 4: Termination / February payroll run (i.e. SITE calc).
Apply tax tables.
Subtract rebate.
Divide by days in the tax year.
Multiply by days worked in the tax year.
Subtract YTD tax paid to arrive at tax due this period.
Apply medical tax credit available.
Tax may only be reduced to zero not refunded.
The Cumulative Tax Calculation
The “Normal” Calculation (Norcalc)
The Normal Calculation is the most common tax calculation; this will usually be performed for employees with a Tax Status of Normal (or Provisional) in all runs that include periodic income.
Example 1: Employee employed for entire tax year.
Calculate estimated annual income
Multiply current run's taxable income by periods left in the tax year.
Add YTD income.
Calculate allowable annual pension abatement
Multiply current run's RFIable income by periods left in the tax year.
Add YTD income.
Multiply estimated annual RFIable income by 7.5%.
Calculate estimated annual taxable income
Subtract allowable annual pension abatement from estimated annual income.
Calculate tax due on estimated annual taxable income
Apply tax tables.
Subtract rebate.
Subtract YTD tax paid.
Divide by periods left in year to arrive at tax due.
Apply medical tax credit available.
Tax may only be reduced to zero not refunded, any leftover tax credit is carried forward.
Calculate the tax on annual bonus / annual payment
Calculate estimated annual taxable income (including bonus)
Add bonus to estimated annual taxable income (excluding bonus)
Calculate tax due on estimated annual taxable income (including bonus)
Apply tax tables.
Subtract rebate.
Calculate tax due on bonus
Subtract tax due on estimated annual income (excluding bonus) from tax due on estimated annual income (including bonus) to arrive at tax due on the bonus.
Apply any medical tax credit still available for this period.
Tax may only be reduced to zero not refunded, any leftover tax credit is carried forward.
Example 2: Employee is hired mid-month
Run for period hired:
Calculate estimated annual income
Estimate full period's income (as employee only worked from 15th).
Divide current run's taxable income by days worked this period and multiply by days in the period.
Multiply full period's taxable income by periods left in the tax year.
Calculate a full year's income.
Divide annual income calculated above by days the employee can work in the current tax year then multiply by days in the tax year.
Note: Because the income for the hire month has already been prorated to a full month's income, all of that month's days are included in “days the employee can work in the current tax year” when calculating the estimated full year's income for this employee.
Calculate estimated annual pension contributions
Estimate full period's pension contribution.
Divide current run's pension contribution by days worked this period and multiply by days in this period.
Multiply full period's pension contribution by periods left in the tax year.
Calculate a full year's pension contributions.
Divide annual pension calculated above by days the employee can work in the current tax year then multiply by days in the tax year.
Calculate allowable annual pension abatement
Estimate full period's RFIable income (as employee only worked from 15th).
Divide current run's RFIable income by days worked this period and multiply by days in the period.
Multiply full period's RFIable income by periods left in the tax year.
Calculate a full year's RFIable income.
Divide annual RFIable income calculated above by days the employee can work in the current tax year then multiply by days in the tax year.
Multiply estimated annual RFIable income by 7.5%.
Calculate estimated annual taxable income
Subtract allowable annual pension abatement from estimated annual income.
Calculate tax due on estimated annual taxable income
Apply tax tables.
Subtract rebate.
Divide annual tax due by days in the tax year then multiply by days the employee can work in the current tax year.
Divide by periods left in the tax year.
Divide full period's tax by days in period then multiply by days worked in this period to arrive at tax due.
Apply medical tax credit available.
Tax may only be reduced to zero not refunded, any leftover tax credit is carried forward.
Run for subsequent period:
Calculate estimated annual income
Multiply current run's taxable income by periods left in the tax year.
Add YTD income.
Calculate estimated annual pension for a full year.
Divide annual pension contributions calculated above by days the employee can work in the current tax year then multiply by days in the tax year.
Calculate allowable annual pension abatement
Multiply current run's RFIable income by periods left in the tax year.
Add YTD RFIable income.
Calculate estimated annual RFIable income for a full year.
Divide annual RFIable income calculated above by days the employee can work in the current tax year then multiply by days in the tax year.
Multiply estimated annual RFIable income by 7.5%.
Calculate estimated annual taxable income
Subtract allowable annual pension abatement from estimated annual income,
Calculate tax due on estimated annual taxable income
Apply tax tables.
Subtract rebate.
Calculate estimated tax due for the portion of the year that the employee works.
Divide annual tax due by days in the tax year and multiply by days the employee can work in the tax year.
Subtract YTD Tax paid.
Divide by periods left in year to arrive at tax due for the period.
Apply medical tax credit available.
Tax may only be reduced to zero not refunded, any leftover tax credit is carried forward.
The SITE Calculation (Sitcalc)
The SITE calculation is performed in the last period of the tax year OR in an employee's termination period OR if the PTD value for Normal Income, Fringe Benefits, Taxable Travel or Bonus Provision is negative OR if the ZA_Tax Override element has been allocated with the Forced Site Option selected.
Example 1: Employee terminated mid-year but on the last day of the period.
Termination run:
Calculate estimated annual income for full tax year
Divide YTD taxable income by days worked then multiply by days in the tax year.
Calculate estimated annual pension contributions for full tax year
Divide YTD pension contribution by days worked then multiply by days in the tax year.
Calculate allowable annual pension abatement for full tax year
Divide YTD RFIable income by days worked then multiply by days in the tax year.
Multiply estimated annual RFIable income by 7.5%.
Calculate estimated annual taxable income
Subtract allowable annual pension abatement from estimated annual income.
Calculate tax due on estimated annual taxable income
Apply tax tables.
Subtract rebate.
Divide by days in tax year then multiply by days worked.
Subtract YTD Tax paid.
Apply medical tax credit available.
Tax may only be reduced to zero not refunded.
The Pre-earnings Calculations
Pre-earnings tax calculations are executed when an employee is paid Annual Income only in the first payroll run of a particular period. If the “annual income run” is the first run in the tax year for an employee employed during the previous tax year then a Calendar Calculation is executed. If the “annual income run” occurs after periodic income has already been paid to the employee in the current tax year then a Year-to-date Calculation is executed.
The Calendar Calculation (CALCalc)
Example 1: Employee's hire date is 01-JAN; he is paid an annual payment only in a quickpay on 05-MAR.
March (Quickpay)
Calculate a base on which to work out tax on annual bonus:
Income
Divide Calendar Year's Income to date by days worked (in Jan and Feb) and multiply by days in year.
Pension
Divide Calendar Year's Pension Contributions to date by days worked (in Jan and Feb) and multiply by days in year.
Allowable Pension
Divide Calendar Year's RFIable Income to date by days worked (in Jan and Feb) and multiply by days in year.
Multiply estimated annual RFIable income by 7.5%.
Calculate taxable base:
Subtract estimated annual pension from estimated annual base.
Calculate tax due on base:
Apply tax tables .
Subtract rebate.
Calculate tax on annual bonus:
Add annual bonus to estimated annual income (base).
Apply tax tables.
Subtract rebate.
Subtract tax due (Excluding bonus) from tax due (Including bonus) to arrive at tax on bonus.
Apply medical tax credit available.
Tax may only be reduced to zero not refunded, any leftover tax credit is carried forward.
March (Payroll Run)
Calculate estimated annual income
Multiply current run's taxable income by periods left in the tax year.
Calculate estimated annual pension contributions
Multiply current run's pension contributions by periods left in the tax year.
Calculate allowable annual pension abatement
Multiply current run's RFIable income by periods left in the tax year
Multiply estimated annual RFIable income by 7.5%
Calculate estimated annual taxable income
Subtract allowable annual pension abatement from estimated annual income.
Calculate tax due on estimated annual taxable income
Apply tax tables.
Subtract rebate.
Divide by periods left in year.
Re-calculate tax on annual bonus
Add annual bonus to estimated annual income.
Apply tax tables.
Subtract rebate.
Subtract tax due (Excluding bonus) from tax due (Including bonus) to arrive at tax on bonus.
Subtract tax paid this period to arrive at tax due for the run.
Apply any medical tax credit still available.
Tax may only be reduced to zero not refunded, any leftover tax credit is carried forward.
The Year-to-date Calculation (YTDCalc)
June (Quickpay)
Calculate a base on which to work out tax on annual bonus:
Income
Divide Tax Year to date income by days worked (in Mar, Apr and May) and multiply by days in year.
Pension
Divide Tax Year to date Pension Contributions by days worked (in Mar, Apr and May) and multiply by days in year.
Allowable Pension
Divide Tax Year to date RFIable Income by days worked (in Mar, Apr and May) and multiply by days in year.
Multiply estimated annual RFIable income by 7.5%.
Calculate taxable base:
Subtract estimated annual pension from estimated annual base.
Calculate tax due on base:
Apply tax tables.
Subtract rebate.
Calculate tax on annual bonus:
Add annual bonus to estimated annual income.
Apply tax tables.
Subtract rebate.
Subtract tax due (Excluding bonus) from tax due (Including bonus) to arrive at tax due on bonus.
Apply any medical tax credit available.
Tax may only be reduced to zero not refunded, any leftover tax credit is carried forward.
June (Payroll Run)
Calculate estimated annual income:
Multiply current run's taxable income by periods left in the tax year.
Add YTD income.
Calculate estimated annual pension contributions:
Multiply current run's pension contributions by periods left in the tax year.
Add YTD pension contributions.
Calculate allowable annual pension abatement:
Multiply current run's RFIable income by periods left in the tax year.
Add YTD RFIable income.
Multiply estimated annual RFIable income by 7.5%.
Calculate estimated annual taxable income:
Subtract allowable annual pension abatement from estimated annual income.
Calculate tax due on estimated annual taxable income:
Apply tax tables.
Subtract rebate.
Subtract tax paid to date.
Divide by periods left in year to arrive at tax due on normal income this period.
Re-calculate tax on annual bonus:
Add annual bonus to estimated annual income .
Apply tax tables to 182 400.00.
Subtract rebate.
Subtract tax due (Excluding bonus) from tax due (Including bonus).
Subtract tax already paid this period to arrive at tax due this run.
Apply any medical tax credit still available.
Tax may only be reduced to zero not refunded, any leftover tax credit is carried forward.
The Seasonal Calculation (SeaCalc)
The Seasonal Calculation is processed for employees with a tax status of Seasonal Worker. Seasonal Workers will only ever have a Seasonal Calculation regardless of whether they are paid annual or periodic income. The Seasonal Calculation makes use of the “Seasonal Worker Days Worked” value entered on the ZA_Tax element.
Calculate estimated annual income for full tax year:
Divide current period's taxable income by days worked, then multiply by 261.
Calculate tax due on estimated annual taxable income:
Apply tax tables.
Subtract rebate.
Divide by 261 then multiply by days worked.
Apply any medical tax credit available.
Tax may only be reduced to zero not refunded.
The Directive Calculation (DirCalc)
The Directive Calculation is processed for all employees with a “fixed percentage” tax status e.g. Directive Percentage, Personal Service Company, Student or Temporary Worker. No abatements are processed.
Example 1: Employee has a tax status of Directive Percentage.
Calculate tax on YTD income:
Multiply YTD income by directive percentage.
Subtract YTD tax paid to arrive at tax due.
Apply any medical tax credit still available.
Tax may only be reduced to zero not refunded, any leftover tax credit is carried forward.
The tax due on a director's remuneration is calculated on their historical/deemed remuneration. This is their previous year's remuneration or, if this amount is unavailable, the preceding year's income plus 20%. If you are unable to calculate a deemed remuneration figure for a director, you must obtain a directive from SARS.
You enter the director's deemed remuneration using the the ZA Directors Deemed Remuneration element, entered as an annual amount.
Note: If the deemed remuneration amount changes, you must enter the ZA Directors Deemed Remuneration element again indicating the full amount of the remuneration, not just the increase. For example, if their original deemed remuneration was R200,000.00 and this increases by R50,000.00 at the end of the financial year., then the ZA Directors Deemed Remuneration element input value is R250,000.00.
These four tax statuses cater for the taxation of director's remuneration:
Private Director: Tax will be calculated on the director's deemed and actual remuneration, as an employer you will pay the PAYE due on the deemed remuneration to SARS.
Private Director with Directive Amount: The specified amount will be deducted from the director's actual income.
Private Director with Directive Percentage: The specified percentage will be applied to the actual income and paid by the director.
Private Director Zero Tax: No tax will be deducted.
See PAYE and SITE in Oracle Payroll
Directors are often paid income in the current tax year that accrued in the previous tax year. SARS has specified that this income must not be taxed in the payroll and must be reported separately on an IT3a tax certificate with a reason code of 06. To produce this separate IT3a, you must create a separate assignment for the director and allocate a tax status of Private Director Zero Tax. Any income paid in the current tax year but accrued in a previous tax year must be paid using this assignment.
You override the tax calculation using the ZA_Tax Override element. However, you must use this functionality within the bounds of the existing Tax Legislation and it should be strictly controlled and subject to internal audit.
There are three types of override:
SITE Calculation
This forces a SITE Calculation to process in the following payroll run. In other words, the Tax Module recalculates the employee's tax liability for the year to date and then either refunds or recovers any outstanding tax in the current run where possible.
Note: If you select this option, any entries you make in other input values will be disegarded.
Tax Amount
This causes the tax calculation to be overridden by the amount you specify. If you select this option, you must enter an amount in the 'Tax on Normal Income' and/or 'Tax on Annual Payments' input values. These feed the Tax balance and the corresponding Tax On balances.
Note: If you do not enter an amount in the 'Tax on Normal Income' and/or 'Tax on Annual Payments' input values, then no tax will be deducted.
Tax Percentage
This option causes the tax calculation to be overridden by the percentage specified by the user. To arrive at the tax liability the employee's taxable income is calculated normally (so an annual income figure is calculated and the abatements are subtracted from this). The override percentage specified is then applied to the taxable income, instead of applying the tax table values. The tax calculation then proceeds as normal to arrive at the tax to be deducted in the 'override' run. This means that the annual tax liability is de-annualized.
Note: If you select this option and do not enter a Tax Percentage, then no tax will be deducted.
You can use the Amount/Percentage Override in a SITE run. However, please note that it is not possible for the Tax Module to correct any over or under deductions resulting from the override. A SITE/PAYE split will still be performed on whatever amount is in the TAX_ASG_TAX_YTD balance after the run.
When Oracle Payroll processes an override for an assignment, a message is generated in the pay run that indicates which type of override has been processed. Additionally, the Override element appears in the Run Results.
Oracle Payroll corrects any over/under deductions resulting from an override in the subsequent payroll run(s).
The Tax Override functionality should not be used for an employee with a tax status of Zero tax as the assignment will complete in error in the payroll run. Other incompatabilities are:
| Tax Override Type | Assignment Tax Status | Result |
|---|---|---|
| Percentage | Directive Amount, Private Director Directive Amount | Assignments error in payroll run |
| Percentage with a Value of Zero or Blank | All Fixed Percentage tax statuses: Directive Percentage, Private Director Directive Percentage, Close Corporation, Temporary Worker/Student, Personal Service Company, Personal Service Trust and Labour Broker | Refund of all tax paid during the tax year |
| SITE Calculation | Directive Amount, Directive Percentage, Private Director Directive Percentage, Private Director Directive Amount, Close Corporation, Temporary Worker/Student, Personal Service Company, Personal Service Trust, Labour Broker and Seasonal Worker | Assignments error in payroll run |
Use the Income Tax Ref No Bulk Upload concurrent program to upload bulk income tax reference numbers and to generate a report of the processing of the CSV file provided by SARS. For each record in the SARS CSV file, the program ensures that each employee has the correct income tax reference number as of the effective date of the application.
The program performs and reports the following:
If no income tax reference number exists for the employee, the correct number is inserted as of the employee's effective date (in Date Track Update Mode).
If an income tax reference number exists but does not match the CSV file, the correct number is inserted as of the employee's effective date (in Date Track Update Mode).
If an income tax reference number exists which matches the CSV file, no changes are made.
You run the Income Tax Ref No Bulk Upload process from the Submit Requests window.
To run the Income Tax Ref No Bulk Upload process
Query the Income Tax Ref No Bulk Upload process in the Name field.
Click in the Parameters field and select from the following parameters:
Mode:
Validate Only - In this mode, the application is not modified, it will only generate a report of the proposed processing.
Validate and Update - In this mode, the application is updated/corrected and the report of the processing is then generated.
SARS File Name - This is the exact file name provided by SARS
Click OK.
Click Submit.
The pdf output file lists the records based on the following processing results:
Not Processed - No Matching Employee Number Found
Income Tax Reference Number Correct - No Change Necessary
No Existing Tax Reference Number - Updated with new Number
Existing Incorrect Tax Reference Number Updated with New Number