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 clicking on the "Other Actions" button in the top right hand corner of the Edit Payslip screen.
Navigate > Employee > Payroll Processing > Edit Payslip > Other Actions > Actions > Lump Sum Directive
Select the '+' icon and complete the relevant fields.
Important
A maximum of 5 directive numbers per employee record is allowed. If an employee has more than 5 directives, the following directives have to be captured on a new tax record.
The number of tax directives allowed to be captured on the Lump Sum Directive screen has been amended to 4 directives per tax record for the following tax statuses:
> Directive
> Independent Contractor (Directive)
> Non-Resident NED (Tax Directive)
Related Articles
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: ...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 I process multiple lumpsum (tax) directives with the same tax code on the same payslip?
This feature is available on all PaySpace editions. Yes. However, users will receive an error when processing multiple lumpsum (tax) directives using the same tax code/component from the dropdown list. To process the other tax directive/s, select ...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