TravisZA, have you run the payroll, i.e. no employees must be "unprocessed". Also, you need to be on the latest version of payroll and you must be in 'year end' mode.
Why do you want to print the certificates in any case? You need to produce the certificates in E-filing or Easyfile.
always fear when Christel is near....
Hi, I'm not in YE mode so maybe thats it. Reason I want to process them is that its the fist year I'm processing the employees myself (we used to outsource) so I just want to make sure everything is working 100% before I start proper.
When I started the process it mentioned something about reports that I first need to print. Please help
Hi LizaC - I don't know what version of Payroll you have but the process should be the same.
The reports that I usually do are:
a 12 month "Monthly Analysis Report"
The IT3(a) and IRP5 Checklist
The EMP501 Reconciliation
To do the Montly Analysis goto "View \Payroll reports \Monthly Analysis"
Select all, and print - or save as PDF
Do a Check List by going to "View/Statutory Reports" Select the IRP5 Checklist
Select Screen in the PRINT TO drop down menu
Select the PRINT STATUS as BOTH
Ensure the the SHOW TAX TOTAL DETAILS check box is checked.
Do the same with Your IT3(a)s
To Print select VIEW/STATUTORY REPORTS/IRP5 CERTIFICATES.
Select OK
Select the FINAL PRINT option in the PRINT STATUS box.
No act of kindness, no matter how small, is ever wasted. - Aesop "The Lion and the Mouse"
Thank you Mike C I will follow these steps. Will give feedback when done. Once again thank you
Oh I have version 2019 Update 1a
I updated recently
Hi Mike C
Ok I tried what you listed. There is unfortunately no IT3(a) and IRP5 Checklist under Statutory reports.
See attach image these are the options I have
Posting Permissions
Reply With Quote
Did you like this article? Share it with your favourite social network.