This template manages the annual EMP501 Employer Reconciliation process for South African employers.

The workflow includes tasks for data preparation, EMP201 reconciliation, IRP5 reconciliation, e@syFile validation, submission via eFiling, and post-submission follow-up. Client Requests are used to gather payroll records and SARS correspondence.

The process is supported by role-specific task assignments and automation to ensure smooth handoffs and visibility throughout.

This template is fully customisable to suit your compliance process and team structure.

Core templates are medium-complexity templates, with strategic use of client requests/email templates and a streamlined number of sections and tasks. They are designed to help you quickly get started with, and derive value from, Karbon templates.