EMP501 Guide | Orion Moon

The EMP501 reconciles payroll tax certificates with the EMP201 declarations and payments recorded for the reconciliation period. Employers generally complete interim and annual reconciliations according to the SARS filing season announced for that period.

Prepare the reconciliation before submission

Confirm employee identity, income-tax number, address, employment dates and bank information before certificates are generated.

Reconcile payroll totals for PAYE, UIF, SDL and ETI to every EMP201 submitted and payment allocated by SARS.

Investigate cancelled certificates, manual adjustments, negative values and differences created by payroll corrections.

Validate IRP5 and IT3(a) certificate codes, submit through the current SARS channel and retain acceptance reports.

After submission

Issue final certificates only after the reconciliation has been accepted, correct rejected employee records promptly and keep the payroll, EMP201, payment and certificate audit trail together.

Ask Orion Moon