Creations · South Africa
EMP201 and EMP501 reconciliation support
Compare payroll liabilities, employer declarations, payments and employee certificates so differences can be investigated before the agreed submission.
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.
- Reconciliation of payroll totals to employer declarations
- Comparison with payment and allocation records
- Employee-certificate validation checks
- Submission preparation and query support
- An exceptions schedule and submission record
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.
- Payroll reports for the relevant period
- EMP201 declarations and payment records
- Employee master data and certificates
- SARS validation messages and correspondence
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.
Find the reason for a difference
A mismatch may come from a payroll adjustment, certificate data, a declaration or a payment allocation. Reconcile the records by period before changing a figure merely to make totals agree.
Retain support for incentives and adjustments
Where an Employment Tax Incentive claim or other adjustment applies, review the relevant employee and period evidence. SARS determines acceptance. A completed reconciliation is not a guarantee that an incentive claim will survive every later review.
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
Does payment prove the reconciliation is correct?
No. Payments, declarations and employee certificate records must be compared separately.
Can you fix rejected certificate data?
The validation message and underlying employee records need review. Corrections should be supported and retained with the submission file.
Official guidance
Let’s define the next step.
Tell us what you need, what is outstanding and when it matters.