Where do I add an employee's lumpsum (tax) directive?
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 added on the "Other Actions: button in the top right hand area on the Edit Payslip screen.
Navigate > Employee > Payroll Processing > Edit Payslip > Other Actions > Actions > Lump Sum Directive
Select '+' and complete the relevant fields.
Note! 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.
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