Adds a new EMP201 Breakdown report (Monthly Totals > Print Reports > EMP201 Breakdown) to show individual employees’ contributions towards the total payroll taxes reflected on the EMP201 Return Summary.

Updates the COIDA Return of Earnings (W.As.8) report to forecast the provisional earnings and employee counts for the following year based on the actual earnings and employee counts as at the end of February of the current year only, resulting in a more accurate forecast.

Adds a new section to the W.As.8 Breakdown report that shows a breakdown of the provisional earnings and employee counts forecast for the following year, in addition to the existing breakdown of the actual earnings and employee counts for the current year.

Adds a new Pay Period Summary (Nett Pay Breakdown) export to Excel.

Refer to the V6.3.2 Release Notes (below) for more details.

Removes the restriction that prevented users from rolling over into April 2025 using V6.3.0 pending the National Budget Speech on 12 March 2025.

Adds new Previous Payments and Payment Amount columns to the Pay Periods window in the Payroll section, making it easier to identify employees for whom amounts have been paid in advance, and the balance of those employees’ nett pay still owed to the employees.

It is now possible to specify a Passport Country Code for an employee without a Passport Number (e.g.: for employees who only have asylum seeker permit or work permit numbers) in order to satisfy the validation requirements of uFiling bulk upload files.

Adds the ability to export all reports to the latest Microsoft Excel XLSX format for use with Microsoft Excel 2007 (or later).

Changes the default contribution value for MIBFA Dispute Resolution Levies on new employer files from R3.29 to R3.46 per month for both the employee and employer as of 01 April 2024.

Fixes and issue where the Scheduled Hours specified in the Mass Capture Hours window was not always saved for employees whose Time and Attendance type was set to Period Totals Only.

Updates the W.As.8 Declaration of Earnings report to now also include estimated provisional earnings, taking into account the provisional earnings limit, and optionally increased by a user-defined estimated increase percentage for the following year.

Adds a new column to the Payment Amounts (EFT Manual and ACB Export) reports to indicate the EFT Beneficiary Code (if any) used to identify each employee on the employer’s online banking system. An EFT Beneficiary Code can now also be specified on the Payment Details page of the Employee Setup Wizard for any employee who is paid via EFT, regardless of whether pre-defined beneficiary codes are required by the employer’s online banking system.

The Citibank ACB Payment Interface now includes the employer’s debit account (a.k.a contra account) number in the export file as well.

Fixes an issue which affected employers affiliated to MIBCO where the “retirement funding income” used to calculate the employee fringe benefit in respect of employer provident fund contributions included commission that exceeded the maximum monthly commission limit defined by MIBCO.

Adds the ability to create an SMTP log file while emailing payslips to employees in order to trace SMTP connection errors.

Adds the ability to import both Public Holiday Automatic hours and Public Holiday Worked hours from a Time and Attendance system if importing Period Totals Only.

Adds support for the two new SARS IRP5 codes (3622 and 3835) used for adding non-taxable qualifying long service awards to employees’ income.

Adds a new check box to the Deduction Type Definition window to indicate whether the relevant deduction type falls outside the scope of section 34(1)(b) of the Basic Conditions of Employment Act (for ETI purposes).

Adds the ability to identify employees mainly involved in studying in order to disaqualify them from ETI.

Adds the ability to identify deductions made from employees’ remuneration that fall outside the scope of deductions allowed in terms of section 34(1)(b) of the BCEA, in order to exclude those deductions from being taken into account for ETI.

Adds a Increase History report (Reports –> Employee Repoorts –> Increase History (All)) showing the increase history of each employee on the employer’s payroll.

Fixes a bug in the Annual Recon by Employee (Nett Pay) report where employee contributions that are paid over to the relevant deduction beneficiaries by the employee personally were wrongly taken into account as deductions from income for the purposes of calculating an illustrative nett pay amount on the report. Going forward such deductions will no longer be taken into account for the purposes of calculatiing illustrative net pay amounts on that report.

Fixes a bug where additional medical aid tax credits for employees over 65 were calculated as 33.3% of the employee contribution value, instead of 33.3% of the employee contribution value less 3 times the usual medical aid tax credit.

Adds 08 May 2019 as a public holiday (Election Day).

Fixes an issue where automatic overtime was always added under Overtime 1, even if a different default rate was specified.

Refer to the V5.07.1 Release Notes for more details.

Fixes an issue where the value of code 4118 (Total ETI) was not always equal to the sum of all monthly ETI amounts when importing tax certificates into Easy-File V6.7.0.

Fixes an “ETI Hours Undefined for Month” error when importing tax certificates into Easy-File V6.7.0.

Adds new ACB payment interfaces for PaySoft, BDB ELITE 2 and FNB Bankserv ACB (Online Banking for Business).

Adds the ability to specify custom payment references for individual employees when doing EFT payments.

Fixes a bug in the Pay Group Setup Wizard which would sometimes cause an “Invalid Argument to Date Encode” error if the pay group was saved without the payment date being defined.

Fixes an issue where the W.As.8 Return of Earnings report took an unusually long time to print.

Adds the ability to print the Payroll Summary report for an individual pay group and pay period, instead of just for all pay groups for an entire month.

InfoSlips export files are now saved using UTF-8 encoding by default.

Adds the ability to specify individual payment reference descriptions (i.e. Reload Card Reference Numbers) for employees who are paid via Reload Card.

Adds a new Monthly Reconciliation by Transaction Type report. The new report is accessible from the Print Reports menu in the Monthly Totals section.

Adds the ability to recalculate the Employment Tax Incentive (ETI) values of all employees for months that have already been processed and closed. This allows for the back-dated calculation of ETI values for previous months (if the details of qualifying employees only became available to the employer at a later stage for example) even if the EMP201 returns in respect of those months have already been filed with SARS.

Updates the EMP501 Reconciliation report to take to the total allowable Employment Tax Incentive (ETI) into account when calculating the Nett Balance Due By/To Employer.

Adds a new ETI Details page to the EMP501 Reconciliation report to indicate the Employment Tax Incentive values to be captured into the new ETI Details section in the SARS Easy-File program.

Fixes an Index Not Found error when exporting the MIBFA electronic declaration file.

Fixes an issue where an employee’s date of birth would not be updated from the employee’s ID Number automatically if the employee was born on the 31st of a month.

Fixes an EVariantArrayLocked error when exporting certain reports to Microsoft Excel.

Fixes a graphics problem that sometimes caused portions of the user interface (specifically the data grids in the Pending Leave and Pay Group Wizard windows) to be repainted incorrectly.

Fixes an issue where the employee contribution (instead of the employer contribution) in respect of certain deductions was printed in the Employer Contributions section of the Tax Year Recon (by Tax Class) report.

Add functionality to print the bank account number into which an employee’s salary is paid on the employee’s payslip, if the employee’s payment method is set to EFT.

Fixes an issue with employee passport numbers that contain alpha characters when exporting the MIBFA monthly return for electornic submission.

Adds new functionality to re-print the employer’s contact telephone number in the body section of confidential laser payslips, just below the employer’s company name.

Adds the updated earnings thresholds for the W.As.8 Return of Earnings in respect of the 2012 and 2013 tax years.

Adds the ability to specify a user-defined date range when printing the Employee Payment History report.

Fixes an issue with leave balances not being carried forward correctly at the end of an employee’s leave cycle under certain conditions.

Fixes an issue with year-to-date retirement annuity contributions paid by the employer not being printed correctly on employee payslips.

Fixes an issue with capturing leave for employees on blank work schedules when using Period Totals Only.

Adds a new annual reconciliation report to show annual totals of income and deductions grouped by payroll month.

Adds 18 May 2011 (election day) as a public holiday for the 2012 Tax Year.

Adds functionality to enable Employee Loans to be settled automatically when an employee is terminated.

Adds functionality to allow Employee Savings to be paid out automatically when an employee is terminated.

Adds simplified overtime calculation rates (Base Rate x Factor).

Adds the ability to calculate rate-based income at an average hourly/daily rate for monthly paid employees.

Adds the ability to mass-capture multiple employees’ time and attendance totals (Period Totals Only).

Fixes an issue with unusually large file sizes when saving reports in PDF format.

Fixes an issue with the SARS EasyFile export relating to Subsistence Allowances (Code 3705)

Adds the new medical aid fringe benefit rules for the 2011 tax year.

Adds the new taxation rules relating to travel allowances for the 2011 tax year.

Fixes a problem with employees tax being reflected as PAYE instead of SITE if the employee’s total tax liability is zero.

Adds the ability to export electronic payslip information to InfoSlips XML format.

Adds the 2010 Tax Tables.

Adds a new Deduction Balances report which shows the balances of all savings, garnishee and loan accounts in respect of all employees.

Adds the ability to change an employee’s overtime rates for a specific pay period via the Employee Payslip screen.

Adds the ability to exclude terminated employees when printing and Employee Listing report.

Updates the Employee Listing report to reflect each employee’s age (in years and months) as at the current date.

Adds the ability to export reports to Microsoft Excel (XLS) (Beta Only).

Adds a new Moto Health Care deduction beneficiary (only for employers affiliated to MIBCO) and updates any existing Moto Health deduction types accordingly.

Adds a new “generic” general ledger export file format for exporting payroll journal entries to arbitrary accounting software packages.

Adds the ability to structure general ledger account codes by combining transaction codes and cost centres codes.

Fixes a bug where the details of new employees that were added to the payroll did not immediately appear in the Employees listing.

Adds the ability to exclude employees whose payslips are delivered via e-mail when printing payslips.

Adds the ability to exclude employees who earned no income in the relevant pay period when printing payslips.

Adds a “Known As” column to the Pay Periods, Monthly Totals and Tax Year Totals sections in order to identify employees who are not generally known by their first names.

The Citibank ACB Payment Interface now includes the employer’s debit account (a.k.a contra account) number in the export file as well.

Fixes an issue which affected employers affiliated to MIBCO where the “retirement funding income” used to calculate the employee fringe benefit in respect of employer provident fund contributions included commission that exceeded the maximum monthly commission limit defined by MIBCO.

Adds the ability to create an SMTP log file while emailing payslips to employees in order to trace SMTP connection errors.

Adds the ability to import both Public Holiday Automatic hours and Public Holiday Worked hours from a Time and Attendance system if importing Period Totals Only.

Adds support for the two new SARS IRP5 codes (3622 and 3835) used for adding non-taxable qualifying long service awards to employees’ income.

Adds a new check box to the Deduction Type Definition window to indicate whether the relevant deduction type falls outside the scope of section 34(1)(b) of the Basic Conditions of Employment Act (for ETI purposes).

Adds the ability to identify employees mainly involved in studying in order to disaqualify them from ETI.

Adds the ability to identify deductions made from employees’ remuneration that fall outside the scope of deductions allowed in terms of section 34(1)(b) of the BCEA, in order to exclude those deductions from being taken into account for ETI.

Adds a Increase History report (Reports –> Employee Repoorts –> Increase History (All)) showing the increase history of each employee on the employer’s payroll.

Fixes a bug in the Annual Recon by Employee (Nett Pay) report where employee contributions that are paid over to the relevant deduction beneficiaries by the employee personally were wrongly taken into account as deductions from income for the purposes of calculating an illustrative nett pay amount on the report. Going forward such deductions will no longer be taken into account for the purposes of calculatiing illustrative net pay amounts on that report.

Fixes a bug where additional medical aid tax credits for employees over 65 were calculated as 33.3% of the employee contribution value, instead of 33.3% of the employee contribution value less 3 times the usual medical aid tax credit.

Adds 08 May 2019 as a public holiday (Election Day).

Fixes an issue where automatic overtime was always added under Overtime 1, even if a different default rate was specified.

Refer to the V5.07.1 Release Notes for more details.

Fixes an issue where the value of code 4118 (Total ETI) was not always equal to the sum of all monthly ETI amounts when importing tax certificates into Easy-File V6.7.0.

Fixes an “ETI Hours Undefined for Month” error when importing tax certificates into Easy-File V6.7.0.

Adds new ACB payment interfaces for PaySoft, BDB ELITE 2 and FNB Bankserv ACB (Online Banking for Business).

Adds the ability to specify custom payment references for individual employees when doing EFT payments.

Fixes a bug in the Pay Group Setup Wizard which would sometimes cause an “Invalid Argument to Date Encode” error if the pay group was saved without the payment date being defined.

Fixes an issue where the W.As.8 Return of Earnings report took an unusually long time to print.

Adds the ability to print the Payroll Summary report for an individual pay group and pay period, instead of just for all pay groups for an entire month.

InfoSlips export files are now saved using UTF-8 encoding by default.

Adds the ability to specify individual payment reference descriptions (i.e. Reload Card Reference Numbers) for employees who are paid via Reload Card.

Adds a new Monthly Reconciliation by Transaction Type report. The new report is accessible from the Print Reports menu in the Monthly Totals section.

Adds the ability to recalculate the Employment Tax Incentive (ETI) values of all employees for months that have already been processed and closed. This allows for the back-dated calculation of ETI values for previous months (if the details of qualifying employees only became available to the employer at a later stage for example) even if the EMP201 returns in respect of those months have already been filed with SARS.

Updates the EMP501 Reconciliation report to take to the total allowable Employment Tax Incentive (ETI) into account when calculating the Nett Balance Due By/To Employer.

Adds a new ETI Details page to the EMP501 Reconciliation report to indicate the Employment Tax Incentive values to be captured into the new ETI Details section in the SARS Easy-File program.

Fixes an Index Not Found error when exporting the MIBFA electronic declaration file.

Fixes an issue where an employee’s date of birth would not be updated from the employee’s ID Number automatically if the employee was born on the 31st of a month.

Fixes an EVariantArrayLocked error when exporting certain reports to Microsoft Excel.

Fixes a graphics problem that sometimes caused portions of the user interface (specifically the data grids in the Pending Leave and Pay Group Wizard windows) to be repainted incorrectly.

Fixes an issue where the employee contribution (instead of the employer contribution) in respect of certain deductions was printed in the Employer Contributions section of the Tax Year Recon (by Tax Class) report.

Add functionality to print the bank account number into which an employee’s salary is paid on the employee’s payslip, if the employee’s payment method is set to EFT.

Fixes an issue with employee passport numbers that contain alpha characters when exporting the MIBFA monthly return for electornic submission.

Adds new functionality to re-print the employer’s contact telephone number in the body section of confidential laser payslips, just below the employer’s company name.

Adds the updated earnings thresholds for the W.As.8 Return of Earnings in respect of the 2012 and 2013 tax years.

Adds the ability to specify a user-defined date range when printing the Employee Payment History report.

Fixes an issue with leave balances not being carried forward correctly at the end of an employee’s leave cycle under certain conditions.

Fixes an issue with year-to-date retirement annuity contributions paid by the employer not being printed correctly on employee payslips.

Fixes an issue with capturing leave for employees on blank work schedules when using Period Totals Only.

Adds a new annual reconciliation report to show annual totals of income and deductions grouped by payroll month.

Adds 18 May 2011 (election day) as a public holiday for the 2012 Tax Year.

Adds functionality to enable Employee Loans to be settled automatically when an employee is terminated.

Adds functionality to allow Employee Savings to be paid out automatically when an employee is terminated.

Adds simplified overtime calculation rates (Base Rate x Factor).

Adds the ability to calculate rate-based income at an average hourly/daily rate for monthly paid employees.

Adds the ability to mass-capture multiple employees’ time and attendance totals (Period Totals Only).

Fixes an issue with unusually large file sizes when saving reports in PDF format.

Fixes an issue with the SARS EasyFile export relating to Subsistence Allowances (Code 3705)

Adds the new medical aid fringe benefit rules for the 2011 tax year.

Adds the new taxation rules relating to travel allowances for the 2011 tax year.

Fixes a problem with employees tax being reflected as PAYE instead of SITE if the employee’s total tax liability is zero.

Adds the ability to export electronic payslip information to InfoSlips XML format.

Adds the 2010 Tax Tables.

Adds a new Deduction Balances report which shows the balances of all savings, garnishee and loan accounts in respect of all employees.

Adds the ability to change an employee’s overtime rates for a specific pay period via the Employee Payslip screen.

Adds the ability to exclude terminated employees when printing and Employee Listing report.

Updates the Employee Listing report to reflect each employee’s age (in years and months) as at the current date.

Adds the ability to export reports to Microsoft Excel (XLS) (Beta Only).

Adds a new Moto Health Care deduction beneficiary (only for employers affiliated to MIBCO) and updates any existing Moto Health deduction types accordingly.

Adds a new “generic” general ledger export file format for exporting payroll journal entries to arbitrary accounting software packages.

Adds the ability to structure general ledger account codes by combining transaction codes and cost centres codes.

Fixes a bug where the details of new employees that were added to the payroll did not immediately appear in the Employees listing.

Adds the ability to exclude employees whose payslips are delivered via e-mail when printing payslips.

Adds the ability to exclude employees who earned no income in the relevant pay period when printing payslips.

Adds a “Known As” column to the Pay Periods, Monthly Totals and Tax Year Totals sections in order to identify employees who are not generally known by their first names.