Annual Employer Reconciliation (EMP501) icon

Annual Employer Reconciliation (EMP501)


Download your free Annual Employer Reconciliation (EMP501) template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Annual Employer Reconciliation (EMP501)' templateAnnual Employer Reconciliation (EMP501)Prepare e@syfile3 AutomatorsDownload e@syfile and ensure you have the latest versionCompletedSet up and access practice clients (portfolio)CompletedPrepare EMP501 processing files 6 AutomatorsExport reports from payroll software (Simplepay, Sage etc)CompletedUsing payroll software information, update payroll details and informationCompletedPull statement of account (SOA) for the financial year on SARS e-filingCompletedProcess EMP501 recon in e@syfile

This template is designed for the process of completing annual EMP501 employer reconciliations covering the full tax year from March 1 - February 28/29.

The work goes through the stages:

  • Prep
  • Process
  • Review
  • Assemble
  • Send client requests
  • Waiting for client
  • File
  • Completed

The role involved in completing the work is: Payroll specialist.

Work stages and roles are both customizable.

The template includes best practice automation to ensure it is clear:

  • Which tasks are ready to be worked on (i.e. task status)
  • What the status of work is at any time (so you can get real-time work dashboards)
  • Who is responsible for the work and tasks
  • The priority of work and tasks

The start date for the work is 1st March. The due date of the work is 31st May.

Download the Template

Download your Annual Employer Reconciliation (EMP501) template now.

  • .XLSX File

Add to Karbon

Get more out of this template by adding it to Karbon, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling