August 2026 Bi-Annual Year-End Submissions
Employers are required to reconcile their IRP5 / IT3(a) tax certificates; the EMP201 / EMP501 statements; and the actual payments made to SARS, for the 6-month period March 2026 to Aug 2026.
Book your Consultant to process your Bi-Annual Year-End & EMP501 Reconciliation.
We will need to know when your last August 2026 payroll run is and when your first September 2026 payroll run is so that our team can process the bi-annual year-end in between.
We want to make sure all our customers are well-prepared for the filing season with this Checklist:
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Employee Residential Address must be completed. The street name is mandatory, as is the postal code. Either "Suburb/District" or "City/Town" must be completed
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Employee Postal Address must be completed, or select "Same as Residential" if applicable
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Employee Payment method must be marked as "EFT" for employees paid via EFT, with banking details completed. This must be done even if Sage Payroll is not used for making the EFT payments
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Employee bank account Holder relationship must be completed for all employees paid via EFT
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For employees with passport numbers or foreign ID numbers instead of RSA ID numbers, the "Passport country code" must be selected
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Employee Income Tax Number should be entered for all employees. Employees who still don't have a number should be manually registered via e@syFile, using the ITREG button (while viewing an employee)
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Ensure that if the Employee is a Director of the company/member of the CC, it is marked if applicable to ensure correct declaration of income to SARS
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Employer Filing Details must be completed. This includes Trade classification, SIC codes and SARS contact name & number for recon queries. SDL and UIF reference numbers will be derived automatically from the PAYE number if any UIF or SDL contributions occurred during this period