IRP5 / IT3(a) Certificates
Generate, validate and distribute employee tax certificates.
IRP5 versus IT3(a)
An IRP5 is issued where employees' tax was deducted. An IT3(a) is issued where remuneration was paid but no tax was withheld, for example an employee below the threshold.
Generating
Go to Filings → Tax certificates, pick the period and generate. Each certificate carries the correct SARS source codes derived from the payslip items used during the year.
Validation
Certificates are validated before export: ID numbers, tax reference numbers, directive numbers and source code totals. Fix all errors before importing into e@syFile — SARS rejects the whole file on a single invalid record.
Distributing
After SARS accepts the submission, release certificates to employees through self-service or email.