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)
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