This template guides the interim EMP501 Reconciliation process required biannually by SARS for South African employers.

The workflow includes payroll data collation, EMP201 reconciliation, IRP5 validation, e@syFile submission, and post-filing follow-up. Client Requests prompt the collection of supporting payroll and SARS documentation. Automation ensures task progression, and roles are clearly assigned throughout to maintain accountability.

The template is fully customisable to reflect your firm’s internal procedures and compliance strategy.

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.