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