Creating the IRP5 Tax Certificate (Pre Tax Year 2010)

The IRP5 Tax Certificates process allows you to create IRP5 tax certificates for employees who have paid tax during the tax year.

Note: Before an employee can receive an IRP5 Tax Certificate, you must associate that person with a legal entity using the Assignment Extra Information Type, ZA Tax Information.

See: Assignment Extra Information Types

You run the IRP5 tax certificate process from the Submit Requests window.

arrow icon   To create IRP5 certificates:

  1. In the Request Name field, select IRP5 Tax Certificates (Pre Tax Year 2010).

  2. In the Parameters window, select the name of the payroll.

  3. Select the tax year for which you are creating the certificates.

  4. Select the Tax Certificate Preprocess.

  5. Select an assignment if you are creating just one tax certificate. Do this if an employee has been terminated or has mislaid their tax certificate.

    Attention: If this field is left blank, tax certificates for all assignments processed in the selected Tax Certificate Preprocess are included.

  6. Indicate if you are doing a dummy run only.

    Producing a dummy certificate allows you to check it before issuing it to an employee. If you are doing a dummy run, Oracle Payroll does not generate any tax certificate numbers and the certificates will not get written to the electronic tax file.

    If you are not doing a dummy run, Oracle Payroll generates tax certificate numbers and includes them in the electronic tax file.

  7. Indicate if you are reissuing the certificate.

    Attention: You must submit the Tax Certificate Preprocess before you reissue tax certificates so that new tax certificate numbers are allocated. If the Tax Certificate Preprocess is not rerun, and you reissue tax certificates, Oracle Payroll will reprint the previous tax certificate number issued.

    You can reissue a certificate if it has already been issued to an employee and submitted to SARS but contains incorrect information, or if SARS or the employer cancels the certificate.

    You cannot reissue a certificate if you are doing a dummy run.

    If you are not doing a dummy run, and you are not reissuing tax certificates, Oracle Payroll will reprint tax certificates using the same tax certificate numbers.

  8. Determine the sort order for the report. You can sort by location, organization, employee name, employment number, or assignment number. If you leave these fields blank, the report is sorted by employee number within the legal entity.

  9. Click the Submit button.