Tax Directives {FPRI-4}


This option provides the facility to capture directives issued to personnel by the Receiver of Revenue. 

This menu option also provides Document Storage and Retrieval where documents may be uploaded. 


Fields in this option:

Panel Box 1:Search Area

Panel Box 2:  Results/Maintain

The directive issued will be in respect of either of the following two selections: Percentage Tax Rate or For Lump Sum. The user must complete the applicable one. 


Field Type
&
Length		 Description
Personnel Number N9 Supply the personnel number to which the directive applies. The title, initials and surname of the personnel member will default into the name field.
Directive Type A1 Select one of the following:
Y- Lumpsum Directive
N- Fixed rate Taxation Directive IRP3(b)
Tax Year YYYY Supply the tax year to which the directive applies. The tax period will default into the next fields and may be updated.

 If Tax Year >= 2022, a maximum of 5 Tax Directives may be defined per employee, per Directive Type where Director Type Indicator =  Y – Lumpsum Directive. 
Directive Number A15 This is the Directive number issued by SARS
Directive Issue Date D11

The Date the Directive was issued by SARS (i.e. the date as displayed on the Tax Directive issued by

SARS)
Directive Income Source Code N4

Select Source Code from LOV provided.

Mandatory, where Directive Type =  Y – Lumpsum Directive AND Tax Year >= 2022

The Directive Income Source Code as displayed on the Tax Directive issued by SARS
Directive Income Amount N15.2

Enter the Lump Sum Payment amount for which the Tax Directive was issued.

Mandatory, where Directive Type =  Y – Lumpsum Directive and Tax Year >= 2022.
E/D Code Used for Payment A4

The ED Code used to process the Directive Income Amount in Payroll.

Mandatory, where Directive Type =  Y –  Lumpsum Directive and Tax Year >= 2022
PAYE Amount N15.2

The PAYE Amount reflected on the Tax Directive. (0.00 allowed).

Mandatory, where Directive Type =  Y – Lumpsum Directive and Tax Year >= 2022
Payroll Cycle Directive Processed/to be Processed N6

The Payroll Cycle in which the Tax Directive will be processed

This validates to the Tax Year and ensures that the Payroll Cycle falls within Tax Year entered.

Mandatory, where Directive Type =  Y – Lumpsum Directive and Tax Year >= 2022
Percentage Tax Rate N7.3 Enter the Percentage Tax Rate.

This field may not have a value if Tax Cycle >= 2022 and Directive Type = Y  Lumpsum Directive.

This field may only have a value where Directive Type = N - Fixed Rate Taxation Directive IRP3(b)
Period From D11 Enter the from date.

This field may not have a value if Tax Cycle >= 2022 and Directive Type = Y  Lumpsum Directive.

This field may only have a value where Directive Type = N - Fixed Rate Taxation Directive IRP3(b)
Period To D11 Enter the to date.

This field may not have a value if Tax Cycle >= 2022 and Directive Type = Y  Lumpsum Directive.

This field may only have a value where Directive Type = N - Fixed Rate Taxation Directive IRP3(b)

Example:





See Also:



History of Changes

Date System Version By Whom Job Description
23-Jan-2007 v01.0.0.0 Anelia Terblanche t134079 New manual format.
30-May-2007 v01.0.0.0 Allie t138771 Changes to one directive per tax certificate.
22-Aug-2008 v01.0.0.0 Magda van der Westhuizen t152258 Update manual:  Language Editing - Juliet Gillies.
08-Feb-2011 v01.0.0.1 Goodman Kabini t172269 Add more description on the Processing Rules table.
09-Oct-2017
 v05.0.0.0
 Sthembile Mdluli
 t220430
 Convert the image to the intergrator 5 system version.
13-Aug-2021 v04.1.0.0 Kerrylee Naidoo t249965 Enhancement to Tax directives