Results 1 to 5 of 5

Thread: Easyfile: Overpayments in certain periods & impact on PAYE Recon Assistant

  1. #1
    Junior Member
    Join Date
    Dec 2015
    Location
    Cape Town
    Posts
    19
    Thanks
    1
    Thanked 0 Times in 0 Posts

    Easyfile: Overpayments in certain periods & impact on PAYE Recon Assistant

    I have taken over a client from another accountant and am finalising EMP501 and tax certificates. There were overdeclarations in 3 periods during the 2016 year and 1 underdeclaration (net overdeclaration and payment). I have corrected the relevant EMP201's to reflect the payroll system information, and now there are unallocated payments.

    The PAYE recon assistant won't let me allocate the overpayments to the relevant period and requires me to adjust the EMP201 for those periods - which I cannot do, as that would be incorrect. Any idea about how to move forward and complete the PAYE recon assistant process?

    The EMP501 was submitted and I want to generate the tax certificates but I am concerned about the impact of the above reconciliation issue on these certificates.

    Assistance welcomes - thanks in advance.

  2. #2
    Full Member
    Join Date
    Jul 2014
    Location
    Pretoria
    Posts
    47
    Thanks
    12
    Thanked 2 Times in 2 Posts
    Previously when I have had an overpayment and wanted to allocate the difference to another EMP201, the system won't allow you to do it. You have to send an email to SARS to request that they allocate the difference to the return you want, along the required documents. Call SARS and they will give the email address you need to send the request through to, as it differs from region to region.

  3. #3
    Silver Member
    Join Date
    Sep 2012
    Location
    Louis Trichardt
    Posts
    262
    Thanks
    52
    Thanked 39 Times in 35 Posts
    Good luck with getting results....

  4. #4
    Silver Member Christel's Avatar
    Join Date
    Feb 2012
    Location
    Port Elizabeth
    Posts
    328
    Thanks
    53
    Thanked 90 Times in 64 Posts
    Hi Paul T, I normally just email PCC and ask them to make the credit available for offset against a future emp201. Then they supply me a case number. When I submit the next emp201, I email PCC immediately with the case number and the said amount that they must allocate. I pay in the difference and viola - sorted. This works every time. I've never had any hassles. I do this basically on a monthly basis.
    always fear when Christel is near....

  5. #5
    New Member
    Join Date
    May 2016
    Location
    CapeTown Western Cape
    Posts
    3
    Thanks
    0
    Thanked 0 Times in 0 Posts
    Recon assistant has not functioned for 2 years now. Email contact.south@sars.gov.za Western Cape Only

Similar Threads

  1. [Question] TAX - easyfile employer recon problem
    By bells in forum Tax Forum
    Replies: 2
    Last Post: 08-Jul-15, 09:20 AM
  2. [Question] Pastel periods set up to go from 23 - 23
    By dellatjie in forum Accounting Forum
    Replies: 1
    Last Post: 18-Dec-14, 02:57 PM
  3. PASTEL V12 - TAX PERIODS PROBLEM
    By Coolblue in forum Accounting Forum
    Replies: 0
    Last Post: 10-Feb-14, 11:13 AM
  4. Pastel Periods and Postings
    By vieome in forum Accounting Forum
    Replies: 4
    Last Post: 28-Aug-13, 06:01 AM
  5. Vat Recon for Uneven Vat Periods - IT14SD
    By ronish in forum Tax Forum
    Replies: 3
    Last Post: 08-Aug-12, 12:05 PM

Did you like this article? Share it with your favourite social network.

Did you like this article? Share it with your favourite social network.

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •