How do I process an ETI Take-On?

Where a new company and/or frequency is registered on the system during the tax year, you have the option to process year-to-date figures on an employee’s record. The purpose of processing an ETI Take On, is to display ETI data correctly in the CSV Tax File. It is also used to ensure the Note component: ETI Period Count, tracks the qualifying periods correctly, going forward. 

Process the monthly ETI data, excluding the current live run's ETI data, per employee for each qualifying month in the current tax year.

      Navigate > Bulk Actions

Select the Action Type, Employee ETI Take On. Download an empty MS Excel template.

      

Once downloaded, open the Employee ETI Take-On Template. The template will be available in the Downloads Folder.

      

Note!  The ETI Take-On needs to be completed on a month-by-month basis on the Excel template seperately per line item for every month for each employee. If the employee is on a weekly frequency the ETI Take-on still needs to be completed on a month-by-month basis per line item.

• Related Articles

• How do I process an ETI Correction?

  An ETI correction needs to be processed through an ETI Take On. Navigate > Bulk Actions Select the Screen Type as Employee and the Action Type as Employee ETI Take On and download an empty template. Capture the relevant periods correct information to ...

• Why do I receive the error "The month-to-date ETI value cannot be a negative value" when uploading an ETI Take-On via the Bulk Actions screen?

  The error "The month-to-date ETI value cannot be a negative value" will display when a user has captured a negative value for the affected employee on the ETI Take-On MS Excel template that resulted in their month-to-date ETI in a negative value. To ...

• What is the function of the field 'ETI Take On Bulk Action Processed' on the EMP501 ETI Breakdown Report?

  This report is available on all PaySpace editions. A new field: "ETI Take On Bulk Action Processed" has been added to the EMP501 ETI Breakdown report which will display as follows when extracted. Navigate > Reports > Reports > Classic > Legislative ...

• How do I process a Year to Date Take On via the Bulk Actions screen?

  This feature is available on all PaySpace editions. 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 ...

• South Africa | Can I Amend ETI Payslip Values Via The ETI Take On Screen?

  Yes. ETI values, that are system generated on the payslip, can be amended via the Bulk Actions > ETI Take On screen. Note: All data processed in the columns will override what is on the payslip, except the "monthly calculated ETI" column. The data in ...