How to Fix a Validation Error on SARS E@syFile by correcting an Employee IRP5 Certificate

Hi and welcome to The Fun Accountant, my name is Dominique and this video is Part 2 of a two part video showing you how to navigate a tax validation failure received from SARS while submitting The Annual Reconciliation Declaration (EMP501).
In part 1 I showed you how to find where the validation failure occurred when you have used the SARS E@syfile channel for submitting the EMP501 and today we will fix the failure by correcting an IRP5 tax certificate.
Watch Part One here: • Where to view Errors o...
How to Update your ITR12 Certificate: • SARS refreshing an ITR...
How to do an Annual Reconciliation (EMP501) Declaration: • How to do an Annual Re...
Chapters:
00:39 Login to SARS EasyFile
01:13 Select the Affected Employee
01:27 How to Correct the Validation Failure
01:50 Sage Cloud Payroll
03:25 Cancelling an IRP5 Certificate
03:48 Add a new IRP5 Certificate
05:16 Resubmit the EMP501 Declaration
Helpful links:
SARS Efiling: www.sarsefilin...
SARS Easyfile: downloads.sars...
The Fun Accountant: thefunaccounta...
Read: thefunaccounta...

[@jennymunro4216]

Thank you for an informative video. Even a payroll and hr manager of many years found this useful.

[@jaegounden789]

Thank you for the video. Found this very useful.

[@AlexChrystal]

Thanks for this Dom very usefull, what do you do if you need to resubmitt data from prior years but have since left previous payroll provider and the validation report spits out numerous errors before filing, how can you go about fixing this to enable to resubmit?

[@thanganaidoo3687]

Thank you the video I would like to know how correct the amount for code 3601 please

[@essiescitechmedia4172]

Thank you!!

[@JoletConradie]

Hi there. Thank you for the info. It helped a lot. However, we definitely, in error, overpayed on PAYE, and the Submission failed because of a PAYEVALIDATIONOUTCOME-error. So the certificates are all correct, and we did in fact overpaid. Reason for Overstatement, was Error in Calculation. How do I proceed now in order for SARS to accept the submission. Please help.....

[@TheFunAccountant]

Hi Jolet,
Thank you for reaching out, and I'm glad the video was helpful! Regarding your issue, there are quite a few variables at play here. Generally, to troubleshoot this, you'll need to revisit the EMP201 returns that were initially submitted. You'll have to correct the figures and resubmit the EMP201 return on eFiling with the accurate amounts. This should result in a credit for that period. Even before making the corrections, ensure that the total of your EMP201 returns will match the total amounts reflected in the tax certificates. You only want to perform these corrections once.
I hope this helps!
Disclaimer: The information provided here is for general guidance only. Tax matters can be complex, and I strongly recommend consulting a professional tax practitioner to ensure your submission is accurate and compliant with the latest regulations. This will help avoid potential penalties and ensure all corrections are properly accounted for.

[@luckymzobe8131]

Hi, thank you for the video. I'm still new in the use of easyfile.
The trainer who gave workshop said that I must not cancel IRP5 but must make corrections to it and make declaration and submit to sars. Are they right by saying this?

[@TheFunAccountant]

Hi, Your welcome I hope you enjoy the ride. Yes, that seems quite right, the IRP5 is already in the system, doing manual a correction, save it and re-submitting would be best practice.