Must be issued.
SARS Standard.
Late issue.
Annual.
Critical Problems We Solve
Effective financial management isn't just about balancing books; it's about removing the friction points that stall your business growth.
Staff inability to file tax returns
Rejection of employee home loan applications (proof of income)
Disputes with SARS over 'missing' tax credits
Manual errors in typing out certificates
The Employee Experience
For most employees, the IRP5 is the most important document of the year. It determines whether they get a tax refund or owe SARS money. If you issue an incorrect IRP5, your employee gets audited.
We take this responsibility seriously. We ensure that every allowance, medical aid credit, and fringe benefit is coded correctly so your staff have a smooth filing season.
- Error-free coding
- Audit prevention for staff
- Medical aid credit accuracy
- Fringe benefit valuation
The IT3(a) Distinction
Not everyone gets an IRP5. If an employee earned below the tax threshold and no tax was deducted, they receive an IT3(a). This is still a valid proof of income for banks and loans.
Our system automatically distinguishes between the two, ensuring you issue the correct certificate type for every worker, from the cleaner to the CEO.
- Automatic classification
- Threshold verification
- Banking compliance
- Proof of income validity
EasyFile Validation
Before an IRP5 can be issued, it must pass the SARS 'pre-submission validation'. This checks that ID numbers are valid, addresses particular formats, and bank details exist.
We run this validation monthly, not just at year-end. This means when 31 May arrives, we are ready to issue immediately, avoiding the last-minute data panic that plagues most payroll departments.
- Monthly data sanitization
- ID number verification
- Address formatting
- Bank account validation
Who Is This For?
- All employers with staff earning above the tax threshold
- Employees needing to file personal income tax
- Directors drawing remuneration
Engagement Requirements
- Completed EMP501 Reconciliation
- Employee Income Tax Numbers (Mandatory)
- Valid Employee Physical Addresses
- Accurate Bank Account Details
Deliverables & Results
- Generation of IRP5 Certificates (Tax Deducted)
- Generation of IT3(a) Certificates (No Tax Deducted)
- Submission of electronic tax record to SARS
- PDF distribution to employees via secure email
- Correction of historical IRP5 errors
South African Compliance Context
"Creations transformed how we handle SARS. No more compliance anxiety."
Trusted Resources
Our Operational Methodology
A structured, 5-step approach designed for precision and clarity.
We match the total tax paid to SARS against the total tax deducted from the employee.
We run the data through SARS's validation engine to check for missing tax numbers or invalid addresses.
Once validated, we generate the official SARS certificates via EasyFile.
We send the certificates to your staff, ready for their tax season filing.
Professional Insights
Your employees cannot file their personal tax returns until they receive their IRP5. Delaying this causes massive frustration amongst your staff.
The IRP5 code '3699' (Gross Employment Income) must match the '3696' (Non-Taxable Income) definitions perfectly, or SARS will audit the employee.
Directors often face 'PAYE credits' disputes because their IRP5s don't reflect the PAYE they actually paid during the year.
Common Questions
Everything you need to know about our irp5 certificates (employee tax) service.