admin – Tax Year End Time | South Africa https://taxyearend.com/en-za Tue, 11 Aug 2026 18:54:00 +0000 en-US hourly 1 https://wordpress.org/?v=7.0.4 Starting the New Tax Year: Payroll and Accounts https://taxyearend.com/en-za/2026/08/11/starting-the-new-tax-year-payroll-and-accounts/ Tue, 11 Aug 2026 18:54:00 +0000 https://taxyearend.com/en-za/?p=146 Starting the New Tax Year: Payroll and Accounts

Start the new tax year with cleaner payroll, employee records, accounting processes and deadline planning.

Checklist

  • Update payroll tax tables and settings where applicable.
  • Review employee master data.
  • Confirm payroll calendars and pay dates.
  • Open or roll forward the accounting year correctly.
  • Carry forward reconciled balances.
  • Build the next tax-year deadline calendar.

Software that can help

Show relevant payroll, HR or accounting software offers where the tool directly helps with the task on this page.

FAQs

  • Who should use this?
  • When should I do this?
  • What records should I keep?
  • Where can I confirm the latest SARS requirements?
Source check

Always confirm current tax rules, filing periods and due dates with SARS or CIPC before acting.

]]> VAT Year-End Review Checklist https://taxyearend.com/en-za/2026/08/11/vat-year-end-review-checklist/ Tue, 11 Aug 2026 18:54:00 +0000 https://taxyearend.com/en-za/?p=145 VAT Year-End Review Checklist

Use this VAT review to find missing support, old reconciling items and unusual balances before year-end.

Checklist

  • Reconcile VAT control accounts.
  • Check VAT201 submissions against accounting records.
  • Review tax invoices and credit notes.
  • Investigate old or unusual reconciling items.
  • Check that supporting documents are retained.

Software that can help

Show relevant payroll, HR or accounting software offers where the tool directly helps with the task on this page.

FAQs

  • Who should use this?
  • When should I do this?
  • What records should I keep?
  • Where can I confirm the latest SARS requirements?
Source check

Always confirm current tax rules, filing periods and due dates with SARS or CIPC before acting.

]]> Provisional Tax: What Businesses Should Prepare https://taxyearend.com/en-za/2026/08/11/provisional-tax-what-businesses-should-prepare/ Tue, 11 Aug 2026 18:54:00 +0000 https://taxyearend.com/en-za/?p=144 Provisional Tax: What Businesses Should Prepare

Know what financial information to update before estimating and submitting provisional tax.

Checklist

  • Up-to-date management accounts
  • Estimated taxable income
  • Previous provisional payments
  • Known tax adjustments
  • Cash-flow provision for the payment

Software that can help

Show relevant payroll, HR or accounting software offers where the tool directly helps with the task on this page.

FAQs

  • Who should use this?
  • When should I do this?
  • What records should I keep?
  • Where can I confirm the latest SARS requirements?
Source check

Always confirm current tax rules, filing periods and due dates with SARS or CIPC before acting.

]]> Records to Keep at Tax Year-End https://taxyearend.com/en-za/2026/08/11/records-to-keep-at-tax-year-end/ Tue, 11 Aug 2026 18:54:00 +0000 https://taxyearend.com/en-za/?p=143 Records to Keep at Tax Year-End

A practical guide to organising payroll, accounting and tax supporting records at year-end.

Checklist

  • Payroll reports and employer declarations
  • Employee tax certificate support
  • Bank statements and reconciliations
  • Sales and purchase invoices
  • Expense receipts and claims
  • Asset records
  • Tax calculations and submission confirmations

Software that can help

Show relevant payroll, HR or accounting software offers where the tool directly helps with the task on this page.

FAQs

  • Who should use this?
  • When should I do this?
  • What records should I keep?
  • Where can I confirm the latest SARS requirements?
Source check

Always confirm current tax rules, filing periods and due dates with SARS or CIPC before acting.

]]> Accounting Year-End Checklist https://taxyearend.com/en-za/2026/08/11/accounting-year-end-checklist/ Tue, 11 Aug 2026 18:54:00 +0000 https://taxyearend.com/en-za/?p=142 Accounting Year-End Checklist

A practical accounting checklist to help South African businesses close the year with cleaner records.

Checklist

  • Complete bank reconciliations.
  • Review customers and suppliers.
  • Reconcile VAT and payroll control accounts.
  • Review loans and other balance-sheet accounts.
  • Update fixed asset records.
  • Review accruals, prepayments and unusual items.
  • Organise supporting documents for your accountant or tax practitioner.

Software that can help

Show relevant payroll, HR or accounting software offers where the tool directly helps with the task on this page.

FAQs

  • Who should use this?
  • When should I do this?
  • What records should I keep?
  • Where can I confirm the latest SARS requirements?
Source check

Always confirm current tax rules, filing periods and due dates with SARS or CIPC before acting.

]]> IRP5 / IT3(a) Checklist https://taxyearend.com/en-za/2026/08/11/irp5-it3-a-checklist/ Tue, 11 Aug 2026 18:54:00 +0000 https://taxyearend.com/en-za/?p=141 IRP5 / IT3(a) Checklist

A practical checklist for reviewing employee tax certificates before employer reconciliation and issue.

Checklist

  • Employee identifying information is correct.
  • Tax numbers are captured where required.
  • Remuneration and deduction codes are correct.
  • PAYE deducted agrees with payroll records.
  • Certificate totals reconcile to the employer submission.

Software that can help

Show relevant payroll, HR or accounting software offers where the tool directly helps with the task on this page.

FAQs

  • Who should use this?
  • When should I do this?
  • What records should I keep?
  • Where can I confirm the latest SARS requirements?
Source check

Always confirm current tax rules, filing periods and due dates with SARS or CIPC before acting.

]]> EMP501 Reconciliation Guide for Employers https://taxyearend.com/en-za/2026/08/11/emp501-reconciliation-guide-for-employers/ Tue, 11 Aug 2026 18:54:00 +0000 https://taxyearend.com/en-za/?p=140 EMP501 Reconciliation Guide for Employers

Understand the EMP501 reconciliation process and what needs to balance before an employer submission.

Checklist

  • Gather all EMP201 declarations for the reconciliation period.
  • Gather proof of payments to SARS.
  • Generate or review IRP5 / IT3(a) certificates.
  • Compare liabilities, payments and certificate totals.
  • Correct discrepancies before submitting where possible.
  • Submit through the applicable SARS electronic channel.

Software that can help

Show relevant payroll, HR or accounting software offers where the tool directly helps with the task on this page.

FAQs

  • Who should use this?
  • When should I do this?
  • What records should I keep?
  • Where can I confirm the latest SARS requirements?
Source check

Always confirm current tax rules, filing periods and due dates with SARS or CIPC before acting.

]]> South Africa Payroll Year-End Checklist https://taxyearend.com/en-za/2026/08/11/south-africa-payroll-year-end-checklist/ Tue, 11 Aug 2026 18:54:00 +0000 https://taxyearend.com/en-za/?p=139 South Africa Payroll Year-End Checklist

A practical payroll year-end checklist for South African employers covering employee data, EMP201s, EMP501 reconciliation and tax certificates.

Checklist

  • Review employee names, ID or passport details and tax numbers.
  • Reconcile payroll reports to EMP201 declarations.
  • Compare declared liabilities with payments made.
  • Review PAYE, UIF, SDL and ETI where applicable.
  • Validate IRP5 / IT3(a) certificate information.
  • Investigate differences before the annual EMP501 submission.
  • Keep payroll reports and supporting records.

Software that can help

Show relevant payroll, HR or accounting software offers where the tool directly helps with the task on this page.

FAQs

  • Who should use this?
  • When should I do this?
  • What records should I keep?
  • Where can I confirm the latest SARS requirements?
Source check

Always confirm current tax rules, filing periods and due dates with SARS or CIPC before acting.

]]> Hello world! https://taxyearend.com/en-za/2026/08/11/hello-world/ https://taxyearend.com/en-za/2026/08/11/hello-world/#comments Tue, 11 Aug 2026 17:00:10 +0000 https://taxyearend.com/en-za/?p=1 Welcome to Tax Year End. This is your first post. Edit or delete it, then start writing!

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