Creations · South Africa
Employee tax certificates and payroll-record checks
Prepare and review IRP5 or IT3(a) certificate information from the relevant payroll records, with corrections and submission responsibilities clearly assigned.
What the work covers
Use this scope to identify what you need. Your proposal will confirm the services, records, reporting frequency and fees for your business.
- Review of employee and payroll information
- Certificate preparation for the relevant period
- Validation and reconciliation checks
- Correction support for identified errors
- Copies and submission records within the agreed scope
What to prepare
Tell us which records are available and where there are gaps. We can then distinguish ongoing work from any initial catch-up.
- Employee identity and tax information
- Payroll totals and remuneration codes
- Employer declarations and reconciliations
- Previous certificates and SARS error messages
Timing and responsibility
Timing depends on the records, approvals and work required. Tell us about any deadline at the start. The engagement should identify the person handling your work, the review responsibilities and any external specialist needed.
Start with accurate payroll information
Employee details, remuneration, benefits and deductions should be supported by the payroll records. Investigate discrepancies before issuing a corrected certificate and retain an explanation of the change.
A certificate is not a promised refund
A certificate records relevant employment information. The employee’s final tax position also depends on their other income, deductions and assessment. Issuing or correcting a certificate does not guarantee a refund or prevent verification.
How the work progresses
- 01
Review the requirement
Identify the entity, reporting period, records and deadline.
- 02
Agree the scope
Set the outputs, responsibilities, fees and approval process.
- 03
Prepare and resolve
Work through the records and raise missing information or decisions.
- 04
Review and hand over
Complete the agreed approvals and retain the outputs and outstanding actions.
Questions before you start
Are IRP5 and IT3(a) interchangeable?
The appropriate certificate depends on the employee’s payroll and tax circumstances. Review the applicable SARS requirements.
Can an employee request a correction?
The employer should review the underlying payroll evidence and the identified error before amending the certificate.
Official guidance
Related services
Let’s define the next step.
Tell us what you need, what is outstanding and when it matters.