e@syfile employer v6.7 - c.ymcdn.com · pdf file• use the information available to you on...

E@syFile Employer V6.7.4

SARS Documentation • Use the information available to you on www.sars.gov.za

– select Tax Types – Pay As You Earn • Business Requirement Specification (BRS) updated

before every reconciliation period. Understanding CSV files, format and content

• Various help documents available on the e@syFile download page (www.sarsefiling.co.za), including user guides-You will be directed to www.sars.gov.za

• Release Notes – available with each update of the application, listing changes included in new version.

Always accept E@syfile updates(latest-6.7.4)

E@syFile Employer New functionality and enhancements (Nothing new for the 2017/02 recon period) • No changes in the Reconciliation process • Documentation (Release notes) on www.sars.gov.za and

www.sarsefiling.co.za

Submission of recons remains the same

• Import payroll file / Add Manual Certificates • Check if certificates are in a “created” status • Proceed to reconciliation-declaration • Accepts SARS Prepopulated 12 Months Liabilities and

Add Payments • Click on the File Button on the declaration • Submit using the correct eFiling login name and

password linked to EMP501 • Full Re-submission Request found under utilities

Logging into E@syFile

Import Payroll File

Import Payroll File

Import Payroll File

Import Payroll File

Import Payroll File

Import Payroll File

CSV Validation success

File Import a Success

Change to Employer

Continue

Continue

SIC AND SEZ CODES TO BE ADDED ON EMPLOYER INFORMATION

Employee Demographics details

Reconciling for 2017

Reconciling 2017

Reconciling 2017

Reconciling 2017

Reconciling 2017

Reconciling 2017

Update Dashboard

EMP501 Resubmission

Accept Notice, Proceed with Decl.

Statement Of Account Request

E-Filing Logins

PAYE Dashboard

AA88 Processing Tips

• Use the eFiling login name and password that is linked to EMP201 on eFiling

• Preferably use a blank E@syfile for

synchronisation • Sync on the 15th Of every month

• Click on “synchronise application” under the Utilities option in E@syfile

• Enter eFiling login name and password linked

to EM201

AA88 Processing Tips

Synchronizing

Synchronize Process

When clicking on notification centre: application will automatically READ all the new A88 letters, and transfer all A88 details to the Third Party Appointment menu (BULK READ)

Notification centre • The options below the employer details allow you to sort and filter

through letters listed in Notification centre. • A "tick" column was added, where users can select specific messages. • The ARCHIVE button allows a user to hide older items from the list of

correspondence displayed in the Notification Centre. Please note, these items are not removed from the E@syfile master DB, just hidden from display and search options.

• The Restore button will undo this, to display archived letters in the

Notification Centre list again

Notification Centre

Notification on AA88

Message displayed after opening an Employer when A88 data was transferred

AA88 Notification

Third Party Appointment Menu

• Third party transactions and monetary information

• Third Party Appointments and Cancellations • AA88 Reconciliations

Request Affordability • The employer indicates that the taxpayer won’t be able to afford the full amount requested • SARS will use the employees IRP5/IT3(a) information to calculate affordability terms • All active AA88 transactions against the specific taxpayer will be cancelled and replaced by new AA88 transactions allowing SARS to determine the monthly instalments.

NOTE: The affordability options (3 and 6 months) have been replaced with an option to “Request affordability”. The employer will in future “request affordability” and SARS will use the employees IRP5/IT3(a) information to calculate affordability terms. If the affordability terms provided by SARS are in the employee’s view too onerous, the employee is required to visit a SARS branch to make necessary arrangements and substantiate what is affordable in order to allow for the employee to pay for basic living expenses

ONCE OUTCOMES ARE UPDATED- DEDUCTIONS CAN BE EXPORTED TO PAYROLL-(EXPORT OPTION FROM E@SYFILE)

ONCE DEDUCTIONS ARE PROCESSED ON PAYROLL SYSTEM YOU SHOULD BE ABLE TO GENERATE AN EXPORT FILE IN PAYROLL TO UPDATE THE OUTCOMES STATUS ON E@SYFILE (IMPORT FROM PAYROLL OPTION)

Click on Import from Payroll File to start this process. Select the relevant file, and click on Open to import.

THIRD PARTY RECONCILIATION-Indicates the appointments, cancellations, payments (movements) during calendar month

Taxpayer Estate – Deceased • The employer indicates that the taxpayer is deceased • The employer is permitted to reject the AA88 appointment • All active AA88 transactions against the specific taxpayer will be cancelled.

Taxpayer Estate – Insolvent • The employer indicates that the taxpayer is insolvent • The employer is permitted to reject the AA88 appointment • All active AA88 transactions against the specific taxpayer will be cancelled.

FAQ •E@syfile does not run after installing latest version-JAVA related issue-Java Download •Resubmission of older years-always use SARS current validation rules so that recon passes pre-submission validation •SIC and SEZ codes (industry and employment zone) compulsory on certificates and employer details

•Making E@syfile back-ups -The importance

FAQ •Which JAVA version should I have? Windows 32-bit, you need 32-bit Java Windows 64-bit, you need 64-bit Java & possibly 32-bit You can have more than one version installed, especially if you online banking requires Java (usually 32-bit) it will usually download the latest version [Just make sure it doesn’t delete the version easyfile needs when it installs.]

•Resubmission of older years-always use SARS current validation rules so that recon passes pre-submission validation •SIC and SEZ codes (industry and employment zone) compulsory on certificates and employer details

•Making E@syfile back-ups -The importance

THE DIFFERENT TYPES OF OPERATING SYSTEMS

WINDOWS XP – No longer supported

WINDOWS 7 – 32 bit (X86) & 64bit OS

WINDOWS 10 – 32 bit (x86) & 64bit OS

MAC / APPLE OS – Not Supported

FAQ •Which Windows operating system am I running? Click the Start button , enter Computer in the search box, right-click Computer, and then click Properties. Look under Windows edition for the version and edition of Windows that your PC is running. The Start menu can also help you know the operating system. Here's what it might look like in Windows 7 and Windows Vista.

E@syfile Questions and Thank you for Listening