Where it is
Open SARS, choose the Employees’ tax tab, then “IRP5 — certificates”. Pick the tax year with ‹ ›.
What it shows
- For every employee, the year’s gross pay, allowances, PAYE, UIF and SDL from your pay runs — the same engine the EMP201 uses, so the totals tie back to the twelve EMP201s.
- Each amount under the SARS source code e@syFile asks for (3601 for salary, 4102 for PAYE, and so on). A medical aid tax credit given through PAYE shows under 4116, which is the medical scheme fees tax credit alone. For someone 65 or older the additional medical expenses tax credit is shown apart, never inside 4116: SARS reports it under a code of its own that is not in any text Worklog was checked against, so look it up in SARS's PAYE codes document before you capture it. Worklog doesn't record the contributions themselves, so add those (4005, or 4474 if the business pays them) from the scheme's tax certificate.
- A flag on any employee whose details are missing — an ID number, a start date, a tax reference — because e@syFile will not issue a certificate without them. Fix them in the Staff Register.
IRP5 or IT3(a)
Under Certificate by employee, each person's card says which certificate they get. It is an IRP5 when PAYE came off their pay during the year, and an IT3(a) when none did. An IT3(a) carries a reason code: 02 when the year's pay is under the tax threshold, or 03 for an independent contractor. If an employee who isn't a contractor had no PAYE taken off pay that is over the threshold, there is no reason code, and the card tells you to check it with your accountant. Tap ▼ codes on a card to see every code, the periods paid and the employment dates.
📄 PDF gives you the whole worksheet, and 📊 CSV / Excel one row per certificate with each source code in its own column. Tap 🧭 Capture these on e@syFile — step by step to see which figure goes into which code.