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

[Paul T]

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.

[Heidivf]

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.

[dellatjie]

Good luck with getting results....

[Christel]

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.

[Emjoub1968]

Recon assistant has not functioned for 2 years now. Email contact.south@sars.gov.za Western Cape Only