Finance & AccountingIntermediate 2 to 3 hours

EMP201 and EMP501 Filing

Prepare the monthly EMP201 and annual EMP501 reconciliation.

The Scenario

The financial year has just ended. You need to prepare the monthly EMP201 (PAYE/UIF/SDL payment declaration) and reconcile it to the annual EMP501 submission. The previous preparer left no documentation.

The Brief

Walk through the EMP201 and EMP501 process. Show the monthly declaration amounts, the annual reconciliation, and how to identify and resolve discrepancies.

Deliverables

  • A 12-month EMP201 summary showing PAYE, UIF, and SDL declared and paid each month
  • The EMP501 reconciliation: total declared vs total per IRP5 certificates issued
  • Two common discrepancy scenarios (e.g., late payment, wrong tax period) and how to resolve each
  • The key deadlines and penalties for late EMP501 submission

Submission Guidance

The EMP501 must reconcile to the total of all IRP5s issued. If it does not, SARS will reject the submission. Show this reconciliation logic.

Submit Your Work

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