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 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.

 

In essence, only columns A, B, F & H must be edited.

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