The filing record
Worklog never submits anything — you file on eFiling, uFiling, e@syFile or ROE Online. When you have, come back and tap “✔️ Mark … as filed”. That writes your own record of what was filed, for which period and when, and the return shows ✅ Marked as filed with the date. All seven returns have it: VAT201, EMP201, EMP501, the UIF declaration, COIDA, IRP6/TT02 and the annual ITR12/ITR14/TT03.
Recording the payment
On the VAT201, the IRP6/TT02 and the annual return a box sits under the button — answer it before you tap. When the period has something to pay, it first asks “Has this been paid?”. Recording the payment needs edit access to Expenses — a team member without it can still choose Not paid yet.
- Paid — record the money too: fill in what you actually paid SARS (leave it blank to use Worklog’s figure), the date it left, and which account it came from — if you have one account it is chosen for you. Worklog logs the payment as an expense under the right Tax — … category in the same act.
- Not paid yet — just record the filing: the record is written and nothing is posted. Log the payment from your bank statement or in Banking when the money goes off, and pick the tax year it's for — the Tax Jar then counts it towards that year, whatever day it left. A period marked not paid yet counts nothing on the IRP6's Period 2, the TT03 or the annual return: they net off only what was paid with a filing, so type what you paid into their “already paid” box there.
- Nothing to pay — a nil period, or one that ends in a refund: there is no question to answer. Marking it filed records the filing only. When SARS pays a refund, log it as money in under SARS refund.
EMP201, EMP501, the UIF declaration and COIDA have no payment box, and must not: your pay run already booked the PAYE, UIF and SDL as expenses on pay day, and the database refuses a second posting. The EMP201 shows where that money already sits. COIDA is different: the Compensation Fund’s assessment isn’t booked anywhere, so log it in Money Out under “COIDA / workman's comp” when you pay it.
Undo
Tap “↩️ Made a mistake? Undo this filing”, then “Confirm — undo this filing”. The panel says exactly what will go: the filing record, and — if the filing recorded a payment — that expense too, with its amount. It changes nothing you submitted on the portal. The payment cannot be removed on its own from Banking (its ✕ is locked); undoing the filing is the one way, so the record and the money always leave together. Undoing a filing that recorded a payment needs full access to Expenses; without it, the screen says who can undo it in place of the Undo button. Marking a return filed and undoing it both need edit access to that return on the Team screen (EMP201 also covers the EMP501, and Dept of Labour the UIF declaration and COIDA), on a business that isn’t read-only; without it, the screen says so in place of the button. A login without edit access to Expenses marks a return filed without the payment, as not paid yet. An EMP201 that claims ETI also needs edit access to Income to mark it filed, since marking it books the ETI.
A filed IRP6 or income tax return keeps its figures
When you mark an IRP6, TT02 or annual income tax return as filed, Worklog keeps the figures the printed return shows. The PDF of a filed return prints those figures, with today's working beside it marked Now, so a bill you add later never changes what you filed. A return filed before this kept only a few figures: it prints those as filed, says so on the page, and the rest is today's working.
If your books move after you file (a back-dated bill or credit, say), the return shows a card with what moved and by how much. The card says only the facts: how to correct a filed return is for SARS to say, on eFiling, and Worklog doesn't quote steps it has not kept SARS's text for.
A few things the card and the paper leave out on purpose. A login that can't view all the books prints today's working with a banner saying what is left out, never a mix of filed and partial figures. Figures you type over on the screen and never save (the Period 1 amount already paid, the provisional tax paid on the annual return) are not compared, so they never raise the card. A return filed as nil shows its own note, not this card. The spreadsheet of a filed return holds today's working and says so in its first row; the PDF is the one that keeps what you filed.