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How to add a tax directive to an employee

How to add a tax directive to an employee in Sage Payroll and HR.

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Written by Kombie Makhubele

Use a tax directive when you need to capture a directive issued by the South African Revenue Service (SARS) for an employee. Enter the directive details on the employee record before processing the related earnings.

  1. On the navigation pane, select Employee.

  2. Open the employee record and go to the Tax tab.

  3. Scroll to Add Tax Directive.

  4. Enter the following information:

    • Directive Number

    • Issue Date

    • Directive Income Source Code

    • Directive Income Amount

  5. Save and close the employee record.

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