How to add or edit an employee's tax directive's (lump sum) issue date?

This feature is available on all PaySpace editions.

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 directive bulk upload.

Step 2: Select "Overwrite" in the Add/Overwrite column to update an existing entry. N.B. this will only update the "Issued date" field

Step 3: Advise the relevant employee number and directive number that you want to update (these must match to an existing lump sum directive)

Step 4: Specify the correct Directive Issued Date (this must be for the current tax year, per SARS).

Step 5: Upload the spreadsheet.

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