Sage 300 People Bi- Annual Changes · © 2018 The Sage Group plc or its licensors. All rights...

© 2018 The Sage Group plc or its licensors. All rights reserved.

Sage 300 People Bi-

Annual Changes

12/09/2019


New IRP5 Codes

Travel

Voluntary Tax

Employer Fixed Information Changes

New Validations

IT3(a)

Backdated Bi-Annual Statutory Adjustments

Contents

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New IRP5 Codes

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Description Payroll Definition

Type

IRP5 Code Taxability Validation/Notes

BARCOUN –

Bargaining Council

Fringe Benefit 3833/3883 Taxable Either 4585 or 3833

must be used

BARCOUN –

Bargaining Council

Company

Contribution

4584 Taxable Either 4585 or 3833

must be used

OTIME – Overtime Earning 3607/3657 Taxable

PENSION –

Pension

Company

Contribution

4585 Non Taxable Retired From Fund

PROVIDENT –

Provident Fund

Company

Contributions

4586 Non Taxable Retired From Fund

LILOAN – Low

Interest

Fringe Benefit 3834/3884 Non Taxable


Travel Allowance

The taxable value of 3701 3802 and 3816 is recorded as 4582 in the IRP5 file.

From March 2019, 4582 may not be greater than 80% or less than 20% of the total of 3701,3802 and 3816.

Scenario 1:

The customer is in August and the Travel Allowance is 100% taxable

• Change the Taxability to 80% and do a Global Recalculation.

• Note: If the employees are already paid, the tax difference will have to be added to an additional tax line.


Scenario 2:

The customer is in August and the Travel Allowance is 100% taxable

• Create a new Travel Allowance Earning Definition and ensure that the tax percentage is 80%.

• Do a backdated adjust for August on the 100% taxed travel definition line and remove the YTD value.

• Do a backdated adjustment on the 80% line and add the full YTD value.

• Note: Do not change the 100% taxability, as a backdated adjustments’ taxability is calculated when the IRP5 file is exported.

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Travel Allowance


Voluntary Tax

We added the following functionality on the employees’ tax record:

If the user has additional Tax and the Voluntary Tax is ticked, then 3195 will export as a Y.

Bulk update is available:

Utilities > Bulk Update> Voluntary Disclosure


Employer Changes

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Diplomatic Indemnity Indicator:

This has been added to the employer

information override as well

The following Contact Person details will now be part of the Employer Information portion of the file.

• First Name

• Surname

• Position*

• Business Tel No

• Fax No

• Cell No

• E-mail Address

* This field has been added to the Employer Information Override as well


New Validations

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Error Message Severity

The taxable value for tax code [3701, 3802 or 3618] is greater than 80% of the total value. Error

Either Fringe Benefit 3833 or Company Contribution 4584 may be used Error

Additional tax value for the employee, without voluntary disclosure indicated. Warning

IRP5 Code 3722 value without 3702 value Error

If Country Code is ZAF then ID number is mandatory Error

3825/3817 is greater than 0.00 and 4472/4473 = 0.00 Error


Validations not in Sage 300 People

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Passport Numbers may not contain /

Address may not contain special Characters – Unit Number

ETI Start Date is greater than the certificate start date

Employer Contact Person Position may only contain Alpha Characters

ETI Age is not between 18 and 30

ETI SIC code is not valid.


New IT3(a) Reasons

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Independent contractor with 3616/

Resident NED director with 3620

Labour Broker with 3619

Under 65 and you don’t pay tax due to

Medical Aid Tax Credits

Over 65 and you don’t pay tax due to

Medical Aid Tax Credits and Addition

Medical Aid Tax Credits


Bi-Annual Statutory Adjustment

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• The functionality has been added to change the PAYE UIF and SDL values for the Mid Year Submissions

• This will not have an effect on the employees values that will be exported at the end of the year

• Corrections must be made to the payroll to ensure that the correct values are exported at the end of the year

Thank you

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Sage 300 People Bi- Annual Changes · © 2018 The Sage Group plc or its licensors. All rights...

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