How to export to e@syFile

Exporting from TalyPayroll
Log in to TalyPayroll as usual and follow these steps.


 * 1) From the menu choose Export to SARS / Reports and then EMP201
 * 2) * Choose the correct tax year at the top of the page, and then make sure that all the months are saved, by looking for a check (tick) mark in the Saved column.
 * 3) * Ideally you should be doing this every month when you submit your EMP201 to SARS.
 * 4) From the menu choose Export to SARS / Reports and then EMP501
 * 5) * Choose the correct tax year at the top of the page and make sure that you have chosen the correct submission type. Interim reconciliation is for the August reconciliation, and Tax year is for the February (end of year) reconciliation.
 * 6) * Click Save
 * 7) * You should also print using the Print button, as these figures will be needed in e@syFile.
 * 8) From the menu choose Export to SARS / Reports and then IRP5/IT3(a)
 * 9) * Choose the correct tax year at the top of the page and make sure that you have chosen the correct submission type. Interim reconciliation is for the August reconciliation, and Tax year is for the February (end of year) reconciliation.
 * 10) * Don't enter the employee number.
 * 11) * Click Save all employees
 * 12) * You should see all the employees that have had payslips created for them listed now.
 * 13) From the menu choose Export to SARS / Reports and then Export to e@syFile
 * 14) * Choose the correct tax year at the top of the page and make sure that you have chosen the correct submission type. Interim reconciliation is for the August reconciliation, and Tax year is for the February (end of year) reconciliation.
 * 15) * Make sure all the fields are filled in correctly (from Employer name to Trade classification)
 * 16) * Now choose Monthly,Weekly and/or Fortnightly and check that the corresponding periods are chosen correctly
 * 17) * Now click Export
 * 18) * If there are problems detected, you will be informed what they are. Please read them carefully and fix the problems. Then return to this page, and export again.
 * 19) * Once you export the file, you are ready to go to e@syFile.
 * 20) * IMPORTANT: IF THE FILE OPENS IN EXCEL, DO NOT SAVE IT FROM EXCEL. YOU NEED TO SAVE DIRECTLY FROM YOUR BROWSER

Technical note
The file created by TalyPayroll is called a CSV file, which refers to the format of the information inside the file, and not to the extension of the file. An extension can be thought of as a label describing what kind of file is being dealt with.

Because of the way Windows and Excel handle files labelled as CSV files (with CSV extension), the file you download from TalyPayroll is labelled as a TXT file (it has a TXT extension).

The contents of the file are 100% CSV and will cause no problems with e@syFile.

Importing in e@syFile

 * 1) Open and log in to the e@syfile software
 * 2) Choose Import/Export Payroll File from the menu
 * 3) * When prompted, choose Import Payroll File
 * 4) * When prompted, choose the file that you created above.
 * 5) * Follow the rest of the instructions on the screen.
 * 6) If you are told that you have errors and/or warnings, you need to check them
 * 7) * Choose Utilities from the menu
 * 8) * Choose Import Payroll File Log
 * 9) * Double click on the first item under this, which will be the import you have just done
 * 10) * Study the warnings and/or errors, and decide if it is safe to proceed. If you need to contact TalyPayroll, they will need this information to be able to help you, so save with the Save Report button.
 * 11) Choose View/Edit/Change on the Employee menu on the left
 * 12) * Edit each employee and make sure all their information is correct, then save it.
 * 13) Choose Declaration  on the Reconciliation menu on the left
 * 14) * Enter in the monthly submitted figures from the EMP501 printout that you printed from TalyPayroll
 * 15) * After all the figures are entered, click on the Self-assess button. e@syfile may indicate there are some differences and ask you to provide an explanation. The differences are due to the rounding of the cents that e@syFile does. What this means is that you paid cents to SARS when you submitted your EMP201 each month, but e@syFile ignores cents.
 * 16) * Once you have completed this page, you can click on the Ready to file button.
 * 17) Go to the Submission page
 * 18) Choose Submit to SARS under Submission from the menu on the left
 * 19) * There you will see the outstanding ready to submit entries.
 * 20) * You must click on the entry, which you would like to submit and then follow the onscreen instructions procedure to complete the submission.

For help with e@syFile, you can contact the e@syFile help line on 0800-00-7277