Income Tax Certificates – Include or Exclude Certain Transactions

  • As part of the income tax certificates functionality has been added to either include or exclude certain transactions from the Income Tax Certificates
  • Withdrawal instructions where 100% of the withdrawal value is withheld for PAYE will be included in the calculation of the ‘Gross Remuneration’ value displayed on the income tax certificate
  • For more information regarding Income Tax Certificates refer to SARS PAYE Recon File
Set Transactions
  • Navigate to the relevant transaction on an account
  • Clear or set the option “Use In Income Tax Certificates” to either exclude (clear) or include (set) certain transaction from the Income Tax Certificates

Use In Income Tax Certificates
Use In Income Tax Certificates

Included

Use In Income Tax Certificates

Excluded

Use In Income Tax Certificates

Last Updated on 4 weeks ago by Hayley Jerram