e@syFile Employer Enhancements

201808

Presented by: Ayanda Takela (SARS Support Consultant Gauteng, Free

State and Northern Cape)

Overview• Reconciliation Process has not changed

• Last Season Recap

• ETI basic

• Single/ Bulk Individual Income Tax Registration

• 201808 Enhancements

• FAQs

• Please visit the SARS website www.sars.gov.za for

additional documentation and guides.

EMP501 Submission Process has not changed

• Import Payroll File/ Capture manual certificates

• Go to Declaration-Request 201808-Accept SARS Prepopulated Data-Submit recon

• Check status of Submission under “Utilities-EMP501 status Dashboard”

Previous enhancements Recap

• Audit Functionality introduction (Action Centre- LePaye letters)

• New Fields Added on the Declaration page

• SARS Pre-populated Data for the EMP201 Figures

• Individual Income Tax registration

• ETI (Basic)

• Pre-submission validations

Risk and Audit function-Synchronise e@syfile to retrieve letters

Introducing the new Action Centre-Actions required where Audit letters have been issued

Audit letters-LEPAYE 21 working days to action once first letter has been issued

Notification centre

•

Easy scan built into e@syfile to convert documentsto the correct format

Message displayed after submitting supporting documents to SARS-All audit letters will have case numbers for follow up

Bulk Individual Income Tax Registration

Bulk IT Registration

Bulk IT Registration

Bulk IT Registration

Bulk IT Registration

Bulk IT Registration

Bulk IT Registration

Single Income Tax Registration-Directly on employee certificate

SARS pre-population of figures: Recommendation -Always Select

“Accept Data”

ETI screen (Before 2018 YOA)

ETI Screen (Current)

ETI Message

Error in Balancing

EMP501 - Offline

EMP 501 – 201 check

EMP 501 – SARS/Own data-Recommendation to always select

“Accept Data”

EMP 501 - Status

EMP 501 – Pre-submit

Warning message when recon figures differ significantly from previously

submitted period

Employer Screen Update

Employee Personal Information

201808 Enhancements

• Filing Season-17 Sept to 31 Oct 2018

• Update to pop-up message when selecting a future period (reason required)

• Update to EMP601–features added to revive a cancelled range

Always accept e@syFile updates

If on version 6.8.3 you need to update to 6.9.1. if you are on 6.9.0 and are not experiencing any issues with ETI you can proceed in

submitting on this version (i.e. 6.9.1 is not a forced version update)

Update to pop-up message when selecting a future period

Reason for submitting a future period required in order to continue

Update to EMP601–features added to revive a cancelled range

Cancelling a certificate range

Reviving cancelled certificates

Additional Economic Zones introduced

• Due to legislative changes an additional 6 SEZ (Special Economic Zones) were identified on which ETI may be claimed as from 01 August 2018. These 6 additions are:

• Coega

• Dube Trade Post

• East London

• Maluti-A-Phofung

• Saldanha Bay

• Richards Bay

• These 6 SEZ areas have been added to the E@syfile Employer application on the ‘Employer Admin’ menu

Update to SEZ-Economic zones

Director’s Remuneration source code

legislation related to Director’s remuneration changed and income can now be indicated with general income source code, 3601.

FAQS

• Resubmission of older years-always use SARS current validation rules so that recon passes pre-submission validation (Full resubmission request for all certificates)

• Making e@syFile back-ups -The importance

Always Back Up

Declaration page greyed out-Remove Flex

• Close e@syFile (Screenshot for 64Bit)

• Local Disc C-Program Files-e@syFile Folder-Flex Files-Delete

Running e@syFile update on Windows 10

• Issue: Possible loss of data when running update from e@syFile

• Recommendation: Download e@syFile installation file from www.sarsefiling.co.za

Anti-Virus Software preventing e@syFile to install

• Bitdefender anti-virus software identified to be problematic. Solution: Disable the bit defender antivirus programme and add e@syFile onto the programmes exceptions list

Forgot e@syFile Password ( Forgot Password and Secure Reminder Fields)

Secure Reminder using eFiling validation to authenticate user

Error message when entering secure eFiling login name and password

How to resolve

The issue may be related to a Windows update for Internet Explorer.

Please try the following:

• 1. Open Internet Explorer

• 2. Select Tools

• 3. Internet Options

• 4. Advance Tab at the top then click on

• 5. Restore Advanced Settings.

A system restart may be required on some PC’s. If the above does not work, follow the steps above and click on the Reset button. Then try again.

General eFiling and E@syfile Questions ?