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.

• Related Articles

• Where do I add an employee's Lump Sum (tax) Directive?

  This feature is available on all PaySpace editions. The purpose of a tax directive is to enable SARS to instruct an employer on how to deduct employees' tax from certain lump sums to a taxpayer or member. An employee's directive can be added by ...

• 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 ...

• How do I resolve the "A payslip must be created before adding a lump sum directive" error on the Bulk Actions screen?

  To resolve the "A payslip must be created before adding a lump sum directive" Bulk Actions error, ensure that each employee has a payslip created for the run in which it is being attached to. Navigate > Bulk Actions Navigate > Employee > Payroll ...

• Can employee lump sum directives be created via the Bulk Actions screen?

  This feature is available on all PaySpace editions Yes. Employee lump sum directives can be created via the Bulk Actions screen, provided a payslip has been created via the Edit Payslip or Bulk Actions screens. Navigate > Bulk Actions

• Which report can I extract to view employee lump sum and tax directive payments?

  This report is available on all PaySpace editions. To view employee lump sum and tax directive payments, generate the "Lump Sum Report". Navigate > Reports > Reports > Classic > Payroll