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Tax (PAYE)
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      • Payslip Basics
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      • System Items – Benefits
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          • How is remuneration reported on the UI-2.7 form?
      • Additional Topics
        • Annual Shutdown
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      • 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?
        • Does foreign service income affect the taxable income calculation for a subsistence allowance?
      • 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
      • Cost to Company
      • 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?
        • Are 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 Tax Take-On Balances
      • Excel Import for Leave Take-On Balances
      • Bulk Changes to Once-off Payslips
      • Custom Bulk Inputs
      • Bulk Inputs
      • Frequently Asked Questions
        • Why can’t I select the date I want for bulk payslip inputs?
      • Bulk Leave Management
      • Excel Import for Capturing Leave
    • 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?
        • What do I do if I get a Thin Client error?
    • Reports
      • Employee Basic Info
      • ETI
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      • Custom Reports
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      • Frequently Asked Questions
        • Why are reports not matching payslip information?
        • How does SimplePay calculate Cost to Company figures?
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    • Accounting
      • QuickBooks Online
      • Accounting for ETI
      • Xero
      • Advanced Options
        • Accounting Splits
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      • 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
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      • 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
      • Frequently Asked Questions
        • Can I display leave in hours instead of days?
    • Self-Service Admin
      • General Setup
        • Enabling Self-Service
        • Self-Service General Settings
      • Requests
        • Managing Employee Leave Requests
        • Managing Employee Info Update Requests
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        • 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?
        • Why am I getting an error saying that options have been removed when approving a claim?
    • Employee Self-Service
      • Payslips
      • Tax Certificates
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        • Managing Your Info Update Requests
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          • Upload Supporting Documents to Leave Requests
        • Managing Your Claim Requests
      • Frequently Asked Questions
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      • Switching to Paid
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    • Archives
      • Leave Version 1 (Old Leave System)
    • Troubleshooting
      • I am having trouble logging in
      • I do not see my payslip(s) when logging in
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      • I am having trouble with a bulk upload
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    • Other Frequently Asked Questions
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      • How do I contact Support?
      • How do I start a chat with Support?
      • When can I use Xero or Intuit to sign in?
    • 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?

    Tax (PAYE)

    The following pages outline how PAYE is calculated.

    • PAYE Methods
    • Calculating PAYE on Regular Income
    • Calculating PAYE on Irregular Income
    • Understanding the Tax Trace
    • Tax Averaging vs Periodic Method
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