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Mid-year submission process

Prepare for tax year end in Sage Payroll and HR.

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Written by Kombie Makhubele

The mid year-end submission process allows you to prepare, submit and reconcile employee tax certificates to the South African Revenue Service (SARS).

Follow these guidelines for a successful submission.


Prepare your payroll

Validation and preparation are key to ensure the information provided on the employee certificates is correct.

📎NOTE: From the 2026 year of assessment onward, you must include income tax reference numbers on all tax certificates.


Reconcile your financial values

Ensure your PAYE, SDL, UIF and ETI balances on your payroll and declare to SARS.


Submit your reconciliation and certificates to SARS

Be sure to submit before the deadline of 31 October to avoid the rush and queues.

How do submit my reconciliation and tax certificate to SARS

📎NOTE: You don't need to distribute tax certificates to employees during the mid-year tax submission process.

The mid-year submission is primarily for reporting employee tax information to SARS. Employees typically require their tax certificates after the final year-end tax submission.

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