View Tax Certificate Generated {FPRT-2}

This option may be used to view the Tax Certificate information for RSA clients. Limited changes to the Tax Certificate Header Record may be made.

Since the program's primary objective is to allow the user to view Tax Certificate information, no validations on the changes to data is done.

Fields in the option:

Panel Box 1: Tax Certificate Header Detail

Field	Type & Length	Description
Transaction Year	N4 (CCYY)	Transaction Year.
Period of Reconciliation	A6 (CCYYMM)	Period of Reconciliation.
Test / Live	A4	Test or Live.
Certificate No	N8	Tax certificate number.
Reason for IT3a	N2	Code in respect of the reason for the IT3a. This field may only be changed or updated if the information is created as an IT3A. The data is created as an IT3A when: No tax is deducted, as a result of no taxable income; or taxable income exists, but total income is below the tax threshold.
Date Cancelled	(DD-MON-YYYY)	Date on which IRP5 / It3a was cancelled. Receiver must be informed of this. This field can be updated: but if a date exists in this field, the information on the specific certificate will not be created on the file that is created for SARS. This will typically be used when a manual certificate issued.
Personnel Number	N9	Personnel Number.
Title, Initials, Surname	A1	Title, Initials, Surname
Date From	(DD-MON-YYYY)	Date as from which assessment was made.
Date To	(DD-MON-YYYY)	Date until which assessments were made.
Pay Periods	N7.4	Pay periods on Tax Year.
Periods Worked	N7.4	Pay Periods worked.
Foreign Tax EE	(Yes / No)	Foreign Tax (Y/N)
Nature of Person	A1	Nature of person defined by the receiver of revenue (A..F).
Voluntary Taxes Paid	(Yes / No)	Werethere voluntary tax contributions made for this period? (Yes or No) Update allowed.
Fix. Rate Income	(Yes / No)	This field indicates whether the tax amount deducted was an advised amount or calculated according to standard tax tables. Update allowed. Note: If this field is changed without determining the way tax was calculated, SARS may deem tax to calculated incorrectly as the rules regarding the way tax should be calculated is very specific as explained in the “EMP 10 Volume 46”. The ITS system does specific validations to ensure that this indicator is correct according to the way tax was calculated in Validate Payroll Transactions {FPRT-21} and Generate IRP5s and IT3a {FPRT-1}.
Directive Number 1	A13	Directive number. Update allowed.
Directive Number 2	A13	Directive number. Update allowed.
Directive Number 3	A13	Directive number. Update allowed.
Directive Number 4	A15	Directive number. Update allowed. NB: SARS allows 5 Tax Directives, per Employee per Tax Year where Directive Type = Y – Lump Sum Directive and TY >=2022
Directive Number 5	A15	Directive number. Update allowed. NB: SARS allows 5 Tax Directives, per Employee per Tax Year where Directive Type = Y – Lump Sum Directive and TY >=2022

Example(s):

Panel Box 2: IRP5 Detail

Field	Type & Length	Description
Code	N4	Tax Code as supply by SARS (see {FPRC-21})
Tax Grouping	A80	Tax Grouping.
Tax Code Description	A80	Tax code description.
Amount	N15.2	Total Amount reported in the reporting period for the Tax Code.
Retirement Fund Ind.	(Yes / No)	Is this transaction considered in order to calculate pension? (Yes or No).
Pension Clearance Number	A11	Pension clearance number for pension / provident fund details, issued by SARS {FPRG-3}

Example(s):

Processing Rules
	No special processing rules.

Date	System Version	By Whom	Job	Description
28-Jan-2007	v01.0.0.0	Charlene van der Schyff	t134103	New manual format.
02-Oct-2008	v01.0.0.0	Magda van der Westhuizen	t152258	Update manual: Language Editing: Juliet Gillies.
18-Oct-2010	v01.0.0.1	Goodman Kabini	t169958	Change Tax Year to Transaction Year and add Period of Reconciliation field on Block 1: Table 1.
06-Oct-2017	v05.0.0.0	Sthembile Mdluli	t221664	Convert the image to the intergrator 5 system version. amend "Block 1 to Panel Box 1"
13-Aug-2021	v04.1.0.0	Kerrylee Naidoo	t249965	Enhancement to cater for 5 Directives