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Payroll Help
Frequently Asked Questions
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    • Home
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    • General Setup
      • Managing Companies
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        • Frequently Asked Questions
          • Why am I receiving this email?
          • Why is my leave expiring?
          • Who do I contact about my leave expiry?
      • Frequently Asked Questions
        • Why can’t I add a company?
        • Is there a quicker way to find employees on SimplePay?
        • Can I transfer a company to a different profile?
    • Payroll Setup
      • Company Setup
        • Payslip Settings
          • Hiding Leave Balances on Payslips
        • Split Pay for Custom Leave Types into Separate Accounts
        • Employer Details
        • Employer Filing Details
        • EFT Settings
        • Pay Frequencies
        • Beneficiaries
        • Pay Points
        • Job Grades
        • Custom Items
        • Formulas
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        • Basic Pay Settings
        • MIBFA
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          • MEIBC
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          • Bargaining Council Templates
      • Employee Setup
        • Add Employees
        • Employee Classification
        • Basic Info
        • Custom Employee Fields
        • Regular Hours
        • Tax Take-On Balances
        • Skills and Equity
      • Frequently Asked Questions
        • How do I delete an employee?
        • Can I have weekly and monthly paid employees in one company?
        • How do I transfer employees from an old company to a new company?
        • Why can’t I capture take-on balances for an employee?
        • Can I use an employee ID number more than once?
    • Account Dashboard
    • Feature Labels
    • Payroll Processing
      • Payslip Basics
      • Entering Employee Hours
      • Notes
      • Add a Payslip
      • Pay Runs
      • System Items – Benefits
        • Accommodation
        • Bursaries and Scholarships
        • Company Car
        • Company Car Under Operating Lease
        • Employee’s Debt Benefit
        • Medical Costs (Other than medical scheme)
      • System Items – Income
        • Annual Bonus
        • Arbitration Awards
        • Leave Paid Out
        • Loss of Income Policy Payout
        • Restraint of Trade
      • System Items – Deductions
        • Donations
        • Garnishee
        • Income Protection
        • Maintenance Order
        • Medical Aid
          • Medical Tax Credits
        • Repayment of Advance
        • Retirement Funds
        • Voluntary Tax Over-Deductions
      • System Items – Allowances
        • Broad Based Employee Share Plan
        • Computer Allowance
        • Gain on Vesting of Equity Instruments
        • Phone Allowance
        • Subsistence Allowance (International / Local)
        • Tool Allowance
        • Travel Allowance
        • Relocation Allowance
        • Uniform Allowance
      • System Items – Other
        • Employer Loans
        • Foreign Service Income
        • Savings
        • Tax Directives – Other
        • Termination Lump Sums
        • Long Service Award
      • Service Periods
        • Ending an Employee’s Service
        • Payments on or after Termination
        • Recording Maternity and Parental Leave / Long-Term Absence
        • Assisting Employees with UIF Claims
        • Frequently Asked Questions
          • How is remuneration reported on the UI-2.7 form?
      • Additional Topics
        • Annual Shutdown
        • Changing Payslip Dates
      • Frequently Asked Questions
        • How do I capture daily paid employees?
        • Why can’t I finalise my payslip?
        • How does the pro-rata calculation work?
        • How do I roll over to next pay period or tax year?
        • Why can’t I remove an Employer Loan from a payslip until the balance is settled?
        • My employee repaid their loan outside of payroll. How do I record this so that I can remove the Employer Loan?
        • Why can’t I remove Savings from the payslip until the balance is paid out?
        • I paid out my employee's savings outside of payroll. How do I indicate this on SimplePay so that I can remove the Savings item?
        • Why can’t I remove a Garnishee from a payslip until the balance is settled?
        • My employee settled the outstanding balance on a Garnishee item outside of payroll. How do I indicate this on SimplePay so that I can remove the Garnishee item?
      • Goal Seek
    • Payroll Concepts
      • Payslip Components
      • Pay-Related Calculations
        • Salary Calculations
        • Leave Pay
      • Statutory Deductions and Contributions (ZA)
        • Tax (PAYE) (ZA)
          • PAYE Methods
          • Calculating PAYE on Regular Income
          • Calculating PAYE on Irregular Income
          • Understanding the Tax Trace
          • Tax Averaging vs Periodic Method
        • Unemployment Insurance Fund (UIF)
        • Skills Development Levy (SDL)
      • Independent Contractors
      • Non-Standard Employment
      • Tax Directives – Termination
      • Deemed Remuneration
      • Frequently Asked Questions
        • Why is the tax on the payslip not what I was expecting?
        • Why is there Annual Leave Pay Extra on my payslips?
        • Why is tax calculated for 12 months if the employee has only been employed for a few months?
        • Is PAYE and Income Tax the same thing?
        • How is the UIF cap applied to employees who are not paid monthly?
    • Bulk Actions
      • Employee Actions (Bulk Terminations)
      • Bulk Finalise and Review Payslips
      • Excel Import for Employee Details
      • Excel Import for Take-On Balances
      • Bulk Add Once-off Payslips
      • Custom Bulk Inputs
      • Bulk Inputs
      • Frequently Asked Questions
        • Why can’t I select the date I want for bulk payslip inputs?
        • How does SimplePay calculate the Cost To Company in the Transaction History Report?
      • Bulk Leave Management
      • Capturing Leave in Bulk via Excel Imports
    • Filing and Processes
      • Monthly Submissions
        • EMP201s
        • UIF Declarations
        • ETI Corrections (Over-claims and Under-claims)
      • Bi-Annual Filing
      • Guide to Bi-Annual Employer Reconciliation
      • OID (Workmen’s Comp) Return of Earnings
      • SARS Codes
      • SARS Employment Taxes Validation Process
      • Frequently Asked Questions
        • If I sign up with SimplePay after the start of the tax year, can I still use it for my Bi-Annual Filing?
        • I have multiple companies on SimplePay with the same PAYE number. Can I combine their submission data?
        • What can I do if my EMP501 figures generated by SARS do not match my figures on SimplePay?
        • Can I use the tax certificates generated on SimplePay for eFiling?
        • The Calculated ETI amounts show as Unclaimed on the EMP501. How can I fix this?
        • Can I resubmit the filing documents for previous periods after making changes on SimplePay?
        • Can I move from using eFiling to e@syFile for my submissions/declarations?
        • I cannot update e@syFile. Is it working?
        • When I import the EMP501 from SARS, there are penalties / late submission fees that are greyed out and cannot be edited. This is throwing out the reconciliation. What can be done?
        • Often when I create a custom item, the code shown on the tax certificate is slightly different than expected. Is there a way to check what the code will be before going ahead and using the custom item for 6 or 12 months?
    • Reports
      • Employee Basic Info
      • ETI
      • Leave and Leave Days Report
      • Leave Requests
      • Transaction History Report
      • Variance Report
      • Balances – Loans, Savings and Garnishees
      • Payslips
      • Leave Liabilities
      • Termination Certificates
      • Frequently Asked Questions
        • Why are reports not matching payslip information?
    • Security
      • 2-Factor Authentication
      • Automatic Logout Settings
      • Support Access
    • Employment Equity Reporting
      • Employment Equity Terminology
      • Employment Equity Reporting on SimplePay
      • Submitting Employment Equity Reports
      • Allocating Items as Not Applicable, Fixed or Variable
    • Accounting
      • QuickBooks Online
      • Accounting for ETI
      • Xero
      • Advanced Options
        • Accounting Splits
        • Integrating Accounting Splits
        • Using Xero Tracking Categories
        • Posting to Separate Entities
        • Xero Gatekeeper: SimplePay Access Key
      • Troubleshooting Common Xero Errors
      • Frequently Asked Questions
        • Why should I re-authenticate my connection?
        • Why has my employee’s information been posted to the wrong account?
        • Can I setup accounting splits and use Xero tracking categories?
        • Do I need 2-Factor Authentication to use the Xero Integration?
    • Time and Attendance
      • Clocking Imports
      • Generic CSV Clocking File Specification
      • Notes on Clocking Import Mappings
    • Employment Tax Incentive (ETI)
      • What is ETI?
      • Qualifying Employees
      • Employer Qualifying Criteria
      • Qualifying Wage
      • Qualifying Months
      • Claiming ETI
      • ETI System Changes for qualifying months
      • Calculating ETI
      • Special Economic Zones (SEZs)
      • ETI Management on SimplePay
      • Additional ETI (COVID-19)
    • Leave Management
      • Leave Types and Entitlements
        • Parental and Commissioning Parental Leave
        • Annual Leave
        • Sick Leave
        • Family Responsibility Leave
        • Maternity Leave
        • Unpaid Leave
      • Custom Leave Types
      • Editing Entitlement Policies
        • Editing Leave Details
        • Creating Entitlement Policies
        • Active Entitlement Policies (company defaults)
        • Employee-Specific Leave Management
      • Leave Take-On Balances
      • Recording Leave
      • Deleting Leave
      • Leave Adjustments
      • Leave on Any Day
    • Self-Service Admin
      • General Setup
        • Enabling Self-Service
        • Self-Service General Settings
      • Requests
        • Leave Requests
        • Info Update Requests
        • Claim Requests
        • Approval Structure Setup
        • Actioning Employee Requests
        • Approval Override
      • Email Tax Certificates
      • Issuing Payslips
      • Frequently Asked Questions
        • Can I enable Self-Service for all my employees automatically?
    • Employee Self-Service
      • Payslips
      • Tax Certificates
      • Requests
        • Info Update Requests
        • Leave Requests
          • Upload Supporting Documents to Leave Requests
        • Claim Requests
    • Billing
      • Switching to Paid
      • Billing Details
      • Billing Method
      • View Statements or Invoices
      • Freeze Warnings, Freezes and Unfreezing Your Account
    • Archives
      • Leave Version 1 (Old Leave System)
    • Troubleshooting
      • I am having trouble logging in
      • I do not see my payslip(s) when logging in
      • I see incorrect / incomplete / no information when logging in
      • I am not receiving SimplePay emails
      • I am unable to action leave requests
      • I am having trouble with a bulk upload
    • Other Frequently Asked Questions
      • How do I download SimplePay?
      • How do I back up my information?
      • Is there a SimplePay app?
      • Does SimplePay have a blog?
      • Can you integrate with other systems?
      • Do I have a contract or agreement with SimplePay?
      • Is my data safe with SimplePay?
      • Does SimplePay have a sandbox for testing the API?
      • How do I delete/close my account?
      • Does SimplePay provide training for users?
      • How much space does SimplePay make available to me?
    • COVID-19 (Archived)
      • COVID-19 TERS CSV Export
      • COVID-19 TERS
        • TERS Phase 2
        • NIOH Registration
        • Sectoral Claims
        • Non-Sectoral Claims
      • COVID-19 Disaster Relief Payments
      • TERS Payouts
      • COVID-19 Frequently Asked Questions (FAQ)
        • TERS FAQs – December 2020
        • Why is my employee’s tax lower than expected after lockdown?
        • Why are the UIF and SDL amounts on the payslip different?
        • What relief measures are there for employees?
        • What relief measures are there for businesses?
        • My business is closing temporarily during lockdown, what UIF code should I use?
        • What support can my employees receive if they contract COVID-19 at work?
        • My employees will be working reduced hours and need to claim UIF, which code do I use?
        • What is the 35% PAYE deferment?
        • I have employees who are ill as a result of COVID-19 and need to claim UIF, which code should I use?
        • What ETI changes are there for COVID-19?
        • How do I get the SDL payment holiday?
        • My business is having to close down completely and will not reopen after lockdown. Which UIF code should I use for my employees?
        • I am an employee, will I be able to claim TERS / UIF because of COVID-19?
        • Is TERS the same as UIF?
        • How do I apply for TERS?
        • The Department of Labour has stated that I, the employer, can complete the application on my employee’s behalf; How do I do this?
        • How can I track the progress of my TERS application?
        • Who do I contact for assistance with UIF and / or TERS?
        • How long does TERS run for and what are the application deadlines?
        • When do TERS applications close?
        • Part of the TERS application is proof of income for the employees – how do I provide this from SimplePay?
        • [Archive] Is TERS available for May 2020?
        • Does employee income still attract PAYE during the COVID-19 period?
        • [Archive] I applied for TERS for April and May, but my employee only received a pay out for May. What do I do?
        • I am registered with SARS for UIF, but not with the Department of Labour. Can I receive TERS benefits?
        • [Archive] Can I still apply for TERS benefits in May if I didn’t apply in April?
        • I’ve received feedback on my TERS application – what does it mean?
        • How should I reflect TERS advances on my EMP201?
        • How do I account for TERS payouts in my books?
        • I am not a SimplePay client, is it still possible to use your forms for UIF and TERS?
        • How do I get my UIF reference number?
        • I need to refund the UIF, how do I do this?
        • Does the type of business or the sector I’m in affect eligibility for TERS?

    Frequently Asked Questions

    The links below cover the most frequently asked questions related to the Payroll Concepts section:

    • Why is the tax on the payslip not what I was expecting?
    • Why is there Annual Leave Pay Extra on my payslips?
    • Why is tax calculated for 12 months if the employee has only been employed for a few months?
    • Is PAYE and Income Tax the same thing?
    • How is the UIF cap applied to employees who are not paid monthly?
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