IRP5 - SARS

This is a report of tax extracted per scheme for exited members.

 

IRP5 details are available for all members where the benefit payment has been authorized.  The IRP5 report is generated from the batch job that creates the IRP5 file.

 

From the Exits menu, select IRP5 – SARS from the sub-menu on the left.

 

The IRP5 Report screen will be displayed.

 

 

This report displays a list of all members for whom IRP5 details are available.

 

The following columns are displayed:

-        Scheme Code

-        Membership Ref No

-        Surname

-        Initials

-        Date of Birth

-        PAYE Amount

-        IRP5 Number

-        Exit Date

-        Benefit Event

 

The following fields are available as search criteria:

-        Membership Ref No

-        Exit Date

 

Refer to Searching for Records for an explanation of the search process.