Can lumpsum directives be processed through a Year to Date Take On?
No. Lumpsum directives can not be processed through a Year to date Take on run on an employee's Take on Year To Date Figures screen.
A Lumpsum directive needs to be processed on the Edit Payslip screen.
Navigate > Employee > Payroll Processing > Edit Payslip > Other Actions > Lump Sum Directive
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How to add or edit an employee's tax directive's (lump sum) issue date?
Make use of these steps to add or edit the tax directive issue date - Navigate > Employee > Payroll Processing > Edit Payslip > Other Actions > Lump Sum Directive Navigate > Bulk Actions Step 1: Download an empty spreadsheet for the lump sum ...Where do I add an employee's lumpsum (tax) directive?
The purpose of a tax directive is to enable SARS to instruct an Employer, how to deduct employees' tax from certain lump sums to a taxpayer or member. An employee's directive number can be added on the "Other Actions: button in the top right hand ...Where can an employee’s tax directive number be viewed?
The purpose of a tax directive is to enable SARS to instruct an Employer, how to deduct employees' tax from certain lump sums to a taxpayer or member. An employee's directive number can be viewed on the "Other Actions" button in the top right hand ...Can I process multiple lumpsum (tax) directives with the same tax code on the same payslip?
Yes. However, users will receive an error when processing multiple lumpsum (tax) directives using the same tax code/component from the dropdown list. To process the other tax directive/s, select another component from the dropdown list or search for ...How do I process a Year to Date Take On via the Bulk Actions screen?
Processing Year To Date figures can be processed on each individual's employee record or via the Bulk Actions screen. Navigate > Bulk Actions Download an empty template and complete the template, the template needs to be completed per line item for ...