Sage 300 People Release Notes 20.1.3.0 - Sage VIP Customer Zone

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Sage 300 People Release Notes 20.1.3.0 - Sage VIP Customer Zone
Sage 300 People
Release Notes
20.1.3.0
Sage 300 People Release Notes 20.1.3.0 - Sage VIP Customer Zone
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Table of Contents

1.       RSA                                                   4
         1.1      Tax Tables                                   4
         1.1.1    Income Tax: Individuals and Special Trusts   4
         1.1.2    Rebates                                      4
         1.1.3    Tax Thresholds                               5
         1.2      Medical Scheme Fees Tax Credits              5
         1.3      Subsistence Allowances and Advances          5
         1.4      Prescribed Rate for Reimbursive
                  Kilometres                                   5

2.       ETI Changes                                            6
         2.1   Wage test’ and the national minimum wage         6
         2.2   Special economic zone (SEZ)                     11

3.       New UIF and Termination Status                        12
         3.1   Background                                      12
         3.2   New Termination Reasons                         13
         3.3   New UIF Status                                  14
         3.4   UIF Exempt                                      15

4.       Foreign Income Alert                                  17
         4.1 Background                                        17
         4.2 Alert                                             17

5.       Variable Remuneration                                 21
         5.1    Background                                     21

6.       Eswatini (Swaziland)                                  22
         6.1   Swaziland Name Change                           22
         6.2   Eswatini (Swaziland) PAYE5 Tax
               Certificate Logo and Header Change              22

7.       Namibia                                               23
         7.1   Namibia PAYE5 Report - Spouse
               Information                                     23
         7.2   Namibia SSC Form 10 Report - Previous
               Terminations                                    23
         7.3   Namibia SSC Form 10 Report –
               Remuneration Subject to SSC                     23

8.       Nigeria                                               24

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         8.1      Nigeria Tax Relief Changes Effective 1
                  January 2020                             24
         8.1.1    Apply Nigeria Statutory Changes          24
         8.1.2    Backdating of PAYE                       24
         8.2.     Nigeria FCT IRS PAYE Schedule            26
         8.3.     Nigeria FCT IRS Form H1                  30

9.       Zimbabwe                                          35
         9.1.  Zimbabwe P6 Tax Certificate Print per Tax
               Record                                      35
         9.2.  Zimbabwe ITF16 Print per Tax Record         35

10.      Indonesia                                         36
         10.1 BPJS Pensiun Wage Capping                    36

11.      Skills                                            37
         11.1 Skills Extract filters                       37
         11.2 Skills Extract Excel                         37
         11.3 Skills Generic macros                        37

12.      General                                           38
         12.1 Installer Changes                            38

13.      Bug Fixes                                         39
         13.1 People Web API                               39
         13.2 Secure Tax Certificate print                 39
         13.3 IRP5 export with special character           39
         13.4 Payslip Reconciliation Report                39
         13.5. Medical Aid Definition set to ‘No Calc’     39

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1. RSA

    Note:
    The following changes were made in the Sage 300 People application for the
    2020/2021 tax year. Please refer to our Budget Speech 2020/2021 summary for further
    details or download our detailed guide for everything you need to know about this year’s
    changes from our website.

       1.1 Tax Tables
               1.1.1 Income Tax: Individuals and Special Trusts

    Taxable   Income                           Rates of tax

    1 – 205 900                                18% of taxable income

    205 901 – 321 600            37 062        26% of taxable income above 205 900

    321 601 – 445 100            67 144        31% of taxable income above 321 600

    445 101 – 548 200            105 429       36% of taxable income above 445 100

    584 201 – 744 800            155 505       39% of taxable income above 584 200

    755 801 – 1 577 300          218 139       41% of taxable income above 744 800

    1 577 301 and above          559 464       45% of taxable income above 1 577 300

              1.1.2   Rebates

    Rebates

    Primary                                 R 14 958

    Secondary (Persons 65 and older)        R 8 199

    Tertiary (Persons 75 and older)         R 2 736

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          1.1.3    Tax Thresholds

    Age                                       Tax Threshold

    Below 65                                  R 83 100

    65 to below 75                            R 128 650

    75 and older                              R 143 850

      1.2 Medical Scheme Fees Tax Credits

    Medical Aid Tax Credits

    Main Member                               R 319

    First Dependent                           R 319

    Additional Dependents                     R 215

      1.3 Subsistence Allowances and Advances
Where the recipient is obligated to spend at least one night from his/her usual place of
residence in South Africa an amount equal to the following is deemed to have been
expended for each day or part of a day for –

Article I.         meals and incidental costs, R 452;

Article II.        incidental costs only, R 139

The rates for foreign travel (travel outside South Africa) will be gazetted soon and can be
found on www.sars.gov.za

      1.4 Prescribed Rate for Reimbursive Kilometres
The SARS prescribed rate per kilometre increased from R3.61 to R3.98.

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2. ETI Changes

     2.1 Wage test’ and the national minimum wage
For an employee to qualify for ETI, he/she must be paid at least the minimum wage
(amongst other qualifying criteria, which is not changed by this amendment).

Before 1 August 2019, an employee could qualify if he/she was paid:

    •    the minimum wage according to the wage regulating measure, or
    •    if no wage regulating measure was applicable, R2000 per month for 160 employed
         and remunerated hours.

The National Minimum Wage Act became effective on 1 January 2019 with a minimum
wage of:

R20 per hour, R18 per hour for farm workers, R15 per hour for domestic workers, R11 per
hour for workers employed in the public works programme and the minimum weekly
allowances for learners, unless the employer is specifically exempt from the National
Minimum Wage Act (for example, members of the South African National Defence Force),
or the employer is granted exemption from the national minimum wage after successful
application.

Backdating to 1 August 2019, to align the ETI Act with the National Minimum Wage Act,
the minimum wage requirements to possibly qualify for ETI were changed to:
The higher of:

    •    the national minimum wage, or
    •    the wage according to the wage regulating measure.

If none of the above is applicable (for example, the employer is exempt from the national
minimum wage after successful application and there is no wage regulating measure), then
R2 000 per month for 160 employed and remunerated hours should be used as the
minimum wage.

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                                                  Is a wage regulating measure
                                                           applicable?

                                           No                                        Yes

                                                                       No change required. Apply hourly
                                                                       comparison (i.e. the minimum rate
                                                                         per hour according to the wage
                            Does the national minimum wage                regulating measure should be
                                apply to the employer?                      equal to or more than the
                                                                        employee's actual wage rate per
                                                                                      hour).
                                                                                * See note below.

                    Yes                                         No

     Change required. The R2000 rule
     no longer applies in this case. The
        minimum wage rate per hour               No change required. The R2000
     according to the National Minimum           wage per month rule still applies
      Wage Act should be compared to               (i.e. R2000 for 160 ordinary
      the employee's actual wage rate              employed and remunerated
                  per hour.                                  hours).
             ** See note below.

*The National Minimum Wage Act takes precedence over any wage regulating measure.
Therefore, each bargaining council agreement, sectoral determination and collective
agreement had to be updated with the correct minimum wages to be at least equal to or
more than the national minimum wage. It is the employer’s responsibility to confirm the
correct minimum wage be applied and will not be a change in the system. If the employee
is not paid at least the minimum wage, then he/she must be excluded from ETI.

**The National Minimum Wage Act specifies a minimum weekly learnership allowance for
learners. We are waiting for confirmation from National Treasury and SARS whether the
weekly wage (learnership allowance) can be converted to a minimum hourly rate to apply
an hourly comparison (as we do with other wage regulating measures). It is our assumption
that a rate per hour comparison can be applied and seeing that the legislation was only
promulgated on 15 January 2019 (effective August), we are not able to apply a weekly
minimum wage comparison in the system. At this point, it is the responsibility of the
employer to confirm that the learners are paid at least the minimum weekly allowance even
though our systems currently apply a rate per hour comparison.

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    Note:
    The Sage 300 People application will not automatically apply the National Wage Rates,
    these rates need to be created manually.

On the Navigation pane:

Expand                   Parameters
Expand                   Payroll
Double-click on          Min Wage Type
Click on                 New

Link this rate to the applicable employee

    Note:
    If the same rate is used for multiple employees in the same company rule then this rate
    may be linked on the Company Rule screen and changed individually for employees to
    whom this rate does not apply.

On the Navigation pane:

Expand                   Employee Management
Double-click on          Employees
Select                   Required Employee
Click on                 Employee Detail
Click on                 Detail

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Click on               Statutory Definition
Click on               Min Wage Type Dropdown

If the employer needs to make backdated adjustments to the system the following reports
and tools are recommended:

    •    Print the detailed EMP201 and EMP501 from August 2019 to January 2020
    •    Print the ETI Report under Dynamic Reports from August 2019 to January 2020
    •    The ETI Take On batch can be used to export, amend and import history ETI
         values back into the system
    •    Rebuild or recreate the Tax Monthly Totals for each period and reprint the
         EMP201

Backdating to August 2019:

    •    ‘Redo’ (backdate) the ETI calculations/criteria according to the new legislation if
         necessary, for each month for each employee from August 2019 until
         January/February 2020 (depending on when the user will apply the backdate).
         Backdating will be necessary if the R2000 minimum wage was applied instead of
         the national minimum wage. This means that employees could have qualified who
         will not qualify if the national minimum wage is applied

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If there are differences for August 2019:

    •    The new ETI calculated value is less than the original value declared on the EMP201
         (ETI Calculated value):

              o   The employer must make the shortfall payment to SARS using the relevant
                  month’s PRN number. The employer must also restate the EMP501 (since
                  an EMP501 reconciliation for that period has already been submitted)
                  containing the new corrected ETI value. This correction can result in late
                  payment penalties and interest. The values must also be correct in the
                  system because the total 4118 value (ETI value on the tax certificate for each
                  employee) must balance back to the total ETI calculated value declared on
                  the EMP201’s for the employer to be able to submit their EMP501
                  reconciliation

              o   If the new ETI calculated value is more than the original value declared on
                  the EMP201 (ETI Calculated value):

                  No ETI can be claimed for a previous 6-month reconciliation period. Since
                  August 2019 is part of the previous 6-month reconciliation period, the ETI
                  will be permanently forfeited. The values can also not be adjusted in the
                  system as the total 4118 value (ETI value on the tax certificate for each
                  employee) must balance back to the total ETI calculated value declared on
                  the EMP201’s for the employer to be able to submit their EMP501
                  reconciliation

If there are differences for September 2019 – January/February 2020:

    •    The new ETI calculated value is less than the original value declared on the EMP201
         (ETI Calculated value):

              o   The employer must restate the relevant month’s EMP201 with the new lessor
                  value and make the shortfall payment to SARS. This correction may result
                  in late payment penalties and interest. The values must also be correct in
                  the system because the total 4118 value (ETI value on the tax certificate for
                  each employee) must balance back to the total ETI calculated value declared
                  on the EMP201’s for the employer to be able to submit their EMP501
                  reconciliation

              o   The new ETI calculated value is more than the original value declared on the
                  EMP201 (ETI Calculated value):

                  Add the additional ETI value to the current month’s EMP201 as ETI
                  calculated. The employer has only until the end of February 2020 to claim
                  the ETI not claimed from September 2019 to February 2020. Any ETI not
                  claimed for that period (September 2019 – February 2020) after February
                  2020 will be permanently forfeited as no ETI can be claimed for a previous
                  6-month reconciliation period. The values must also be correct in the system
                  because the total 4118 value (ETI value on the tax certificate for each
                  employee) must balance back to the total ETI calculated value declared on

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                   the EMP201’s for the employer to be able to submit their EMP501
                   reconciliation.

    Note:
    The backdating process as explained above was not confirmed by SARS and we
    suggest that employers seek advise regarding the backdating directly from SARS.

       2.2 Special economic zone (SEZ)

Both the Income Tax Act (ITA) and Employment Tax Incentive Act (ETIA) allows special tax
incentives for companies that operate (carry on a business) within a SEZ. In order to be a
qualifying employee for ETI, certain criteria must be met. One of the criteria is that the
employee must be 18 to 29 years old on the last day of the calendar month, unless the
employee renders services mainly within a SEZ to an employer who operates through a
fixed place of business within a SEZ, then the employee can be any age.

In order to qualify for the tax incentive in terms of the Income Tax Act, the employer must
meet certain requirements, however, before March 2020 the Employment Tax Incentive Act
did not make provision for the same requirements.

From March 2020, in order to ensure that the SEZ policy is applied in a uniform manner in
both the Income Tax Act and Employment Tax Incentive Act,

      •     the definition of ‘special economic zone’ is amended to align with the definition in
            the Income Tax Act, and
      •     it is clarified that in order to claim ETI for employees of any age due to the SEZ
            criteria, the company should be a qualifying company as contemplated in the
            Income Tax Act under the SEZ regime and the employee renders services to that
            employer mainly (more than 50%) within the special economic zone in which the
            qualifying company that is the employer carries on trade.

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3. New UIF and Termination Status

         3.1 Background

Currently employers submit the UI-19 and UIF Submit file (E03 -UIF Electronic
Declaration Specification) to declare employee details to the Unemployment Insurance
Fund.

Therefore, these reports should be aligned, but currently that is not the case.
There are 2 places where the new UI-19 (see attached) and the E03 (see attached) differs
(please see tables below), namely:

         •   employment status code (reason for termination codes), and
         •   reason for non-contribution codes

                 Employment status code (reason for termination codes)
               UIF Submit File (E03)                       UI-19
    01       Active
    02       Deceased                             02     Deceased
    03       Retired                              03     Retired
    04       Dismissed                            04     Dismissed
    05       Contract Expired                     05     Contract Expired
    06       Resigned                             06     Resigned
    07       Constructively Dismissed             07     Constructively Dismissed
    08       Employer’s Insolvency                08     Employer’s Insolvency
    09       Maternity/Adoption Leave             09     Maternity/Adoption Leave
    10       Illness Leave                        10     Illness Leave
    11       Retrenched                           11     Retrenched
    12       Transfer to another branch           12     Transfer to another branch
    13       Absconded                            13     Absconded
    14       Business Closed                      14     Business Closed
                                                  15     Death of Domestic Employer
                                                  16     Voluntary Severance Package
                                                  17     Reduced Work Time
                                                  18     Commissioning Parental
                                                  19     Parental Leave

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    Note:
    The Sage 300 People application will apply these changes to the UIF export.

       3.2 New Termination Reasons
Two new termination reasons are added to the Sage 300 People application, these
reasons are only available to employees linked to a company linked to the tax country
South Africa. These 2 reasons are:

      •     Voluntary Severance Package
      •     Death of Domestic Employer

On the Navigation pane:

Expand                   Employee Management
Double-click on          Employees
Select                   Required Employee
Click on                 Employee Detail
Click on                 Employee

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When an employee is linked to these termination reason the following code will export in
the UIF Export:

    •    16 – Voluntary Severance Package
    •    15 – Death of Domestic Employer

     3.3 New UIF Status
Three new UIF reasons have been added:
   • Parental Leave
   • Commissioning Leave
   • Reduced Work

On the Navigation pane:

Expand                Employee Management
Double-click on       Employees
Select                Required Employee
Click on              Employee Detail
Click on              Detail
Click on              Statutory Definition

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      •     Click on New
      •     Create a new UIF transaction

    Note:
    UIF will still calculate if this status is selected.

When an employee is linked to these termination reason the following code will export in
the UIF Export:

      •     17 – Reduced Working Time
      •     18 – Commissioning Parental
      •     19 – Parental Leave

       3.4 UIF Exempt
Legislation

According to section 10(1)(o)(ii) of the Income Tax Act, if an employee receives
remuneration for services rendered outside the Republic for or on behalf of any employer,
that remuneration shall be exempt if:

      •     the employee was outside SA for a period or periods exceeding 183 full days in any
            12 month period, and
      •     for a continuous period exceeding 60 full days during that period of 12 months.

In this case, the remuneration received for foreign services is exempt income and therefore
no longer constitutes remuneration (i.e. not subject to PAYE on the payroll).

Therefore, if the employee receives exempt foreign services income/remuneration, it will
also be exempt for UIF purposes, since the UICA defines remuneration as remuneration
defined in the Fourth Schedule to the Income Tax Act.

A new UIF status has been added, which will result in no UIF calculating for the employee,
this status should be used when an employee is flagged for foreign income and for the tax
record that the employee does not pay PAYE.

On the Navigation pane:

Expand                      Employee Management
Double-click on             Employees
Select                      Required Employee
Click on                    Employee Detail
Click on                    Detail
Click on                    Statutory Definition

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4. Foreign Income Alert

    4.1 Background
Before 1 March 2020: certain remuneration paid/accrued to a resident employee by any
employer (of private sector companies only) in respect of employment services rendered
for or on behalf of the employer in any country outside South Africa was exempt from
PAYE/income tax if:

    •    the employee was outside South Africa for a period (or periods) exceeding 183 full
         days in any 12 months, and

    •    for a continuous period exceeding 60 full days in total in that period of 12 months

From 1 March 2020, certain remuneration paid/accrued to a resident employee by any
employer (of private sector companies only) in respect of employment services rendered
for or on behalf of the employer in any country outside South Africa is exempt from PAYE
if:

    •    that certain remuneration does not exceed one million rand for the tax year, and

    •    the employee is outside South Africa for a period (or periods) exceeding 183 full
         days in any 12 months, and

    •    for a continuous period exceeding 60 full days in total in that period of 12 months

SARS published an FAQ document and a new Interpretation Note 16 to assist employees
and employers to obtain clarity on certain practical and technical aspects relating to this
amendment.

Resident employees who render services outside of South Africa often find themselves in
a predicament regarding their tax affairs since a double tax situation may arise. In this case,
the employer may (at his/her own discretion) apply for a different basis to calculate the
amount of employees’ tax to be withheld from the employee’s remuneration, taking into
account the potential foreign tax credit which may be claimed on assessment. The employer
will apply for a directive (IRP3(q)). This is not the actual granting of the section 6quat credit
and the employee is still required to submit an income tax return in which the actual foreign
tax credit under section 6quat must be claimed.

For more information regarding the directive application, please click here.

    4.2 Alert
An alert has been added to the payslip detail to indicate when an employee, who has
been flagged for foreign income whose PAYE is 0.00’s balance of remuneration exceeds
1 000 000.00. You should then create a new tax certificate, flag it as foreign income but
ensure that the tax status is ST – Statutory Tables.

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    Note:
    The Sage 300 People application will not calculate or apply the exemption automatically
    due to numerous variables to be taken into account. It will be the user’s responsibility to
    apply the foreign employment income exemption on the payroll and report it against the
    relevant IRP5 code/s.

On the Navigation pane:

Expand                   Employee Management
Double-click on          Employees
Select                   Required Employee
Click on                 Payslip Detail
Click on                 Summary

Steps to Follow

Flag a Certificate as Foreign Income

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If the employee qualifies for foreign income according to the above-mentioned criteria
then do the following:

On the Navigation pane:

Expand                 Employee Management
Double-click on        Employees
Select                 Required Employee
Click on               Payslip Detail
Click on               Detail
Click on               Tax Definition

    •    Create a new Tax Record with Tax Status – No Tax and flagged as Foreign
         Income

    •    Create a new UIF Record and link it to UIF Status, Foreign Income Exempt

    •    Once the employee reached the R1 000 000.00

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      •     Create a new Tax Record with Tax Status – Statutory Tables, and flag the
            employee as Foreign Income

      •     Create a new UIF Record and link it to UIF Status, UIF

    Note:
    The Sage 300 People application will not apply the exemption automatically due to
    numerous variables to be considered, for example the qualifying periods, employment
    at more than one employer during the tax year, amounts paid/benefits received by
    foreign employer etc. You must manually apply the exemption.

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5. Variable Remuneration

    5.1    Background
Remuneration is generally taxable on accrual or receipt/payment, whichever event occurs
first. However, in the case of ‘variable remuneration’, PAYE must be withheld on the date
which the amount is paid to the employee.

Before 1 March 2020, ‘variable remuneration’ was defined as only:

    •     overtime
    •     bonuses
    •     commission
    •     an allowance or advance paid in respect of transport expenses such as a travel
          allowance
    •     leave paid out

From 1 March 2020, the following items are added to the definition of ‘variable
remuneration’ and PAYE must be withheld when these amounts are paid to the employee:

    •     reimbursive travel allowance
    •     any night shift allowance
    •     any standby allowance
    •     certain business reimbursements

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6. Eswatini (Swaziland)

       6.1 Swaziland Name Change
In April 2018, Swaziland’s name was changed to Eswatini. The country code for Eswatini
remained unchanged as ‘SWZ’.

All descriptions in the Sage 300 People application was updated to refer to Eswatini
instead of Swaziland. References to ‘SNPF – Swaziland National Provident Fund’ was
also updated to ‘ENPF – Eswatini National Provident Fund’.

    Note:
    All codes referring to ‘SWZ’ or ‘SWAZILAND’ remains the same. The statutory reports
    will be updated as the new report layouts using the Eswatini detail becomes available.

       6.2 Eswatini (Swaziland) PAYE5 Tax Certificate Logo and Header Change
The Eswatini Revenue Authority published a new PAYE5 tax certificate with the new
Eswatini logo and heading details.

Import the new Eswatini generic tax file to ensure that the new PAYE5 tax certificate
report is updated on the Sage 300 People application.

    Note:
    Before importing the new SWZ-GenericTax.xml file, the Sage 300 People application
    must be updated to version 20.1.3.0.

The file must be imported in any pay period before doing any payroll processing, printing
payslips or reports or making any payments.

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7. Namibia

       7.1 Namibia PAYE5 Report - Spouse Information
When the Spouse Entity is added as a Child root and not Parent, the Spouse detail printed
incorrect on the report. The report was updated to print the name of the linked Entity where
the Entity Relationship Type is ‘Spouse’ with the greatest Entity Relationship ID for either
Child or Parent Root.

       7.2 Namibia SSC Form 10 Report - Previous Terminations
Employees terminated in a previous period but receives remuneration subject to SSC and
therefore has SSC contributions in the current period, was incorrectly excluded from the
SSC report. This issue was resolved.

       7.3 Namibia SSC Form 10 Report – Remuneration Subject to SSC
When a new, active or current period terminated employee has no SSC Remuneration, the
minimum income limit of 300.00 printed on the report in the field for 'Remuneration Subject
to SSC'. The report was updated to print 0.00 instead of 300.00 if an employee's SSC
Remuneration is equal or less than 0.00.

    Note:
    To update your Sage 300 People application with the above Namibia report changes,
    you must import the latest Namibia generic tax file.
    Before importing the new NAM-GenericTax.xml file, the Sage 300 People application
    must be updated to at least version 20.1.1.0.
    The file must be imported in any pay period before doing any payroll processing,
    printing payslips or reports or making any payments.

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8. Nigeria

8.1 Nigeria Tax Relief Changes Effective 1 January 2020
The Finance Act 2019 of Nigeria has been gazetted.

According to Section 27 of The Finance Act 2019, Section 33 of Personal Income Tax Act
has been amended by deleting subsections 4, 5 and 6. The implication for payroll is that
the tax reliefs for disability, children and dependent relatives have been deleted.

The effective date for the Finance Act 2019 is 13 January 2020. However, the gazetted
copy was only made public now in February. Because it is practical to backdate this tax
change, we should apply it from the payroll month of January 2020.

To summarise:

The tax reliefs, employees received for Child Dependents, Relative Dependents and
Disability is not applicable anymore.

            8.1.1   Apply Nigeria Statutory Changes
Import the new Nigeria generic tax file to ensure that the tax reliefs are removed for PAYE
to recalculate. This will result in an increased PAYE amount for employees who did receive
the benefit of Child Dependents, Relative Dependents and Disability Relief.

    Note:
    Before importing the new NGA-GenericTax.xml file please ensure that the Sage
    300 People application is updated to at least version 20.1.1.0

The file must be imported in any pay period before doing any payroll processing, printing
payslips or reports or making any payments.

            8.1.2   Backdating of PAYE
In the Sage 300 People application, you have the option to link employees to an Average,
Normal or Monthly tax calculation.

If employees are linked to Average or Normal Tax, the PAYE will do an automatic YTD+
recalculation when the new tax file is imported after January 2020 and you recalculate all
your Nigeria company rules.

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If employees are linked to the Monthly tax calculation, the PAYE for previous periods will
not recalculate and manual PAYE calculations and adjustment must be done for previous
periods.

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    8.2. Nigeria FCT IRS PAYE Schedule
The FCT IRS PAYE Schedule is a monthly tax submission report required for employers
registered for tax in the State of Abuja. The report is a detailed report and must only include
employees whose tax deducted must be declared to the State of Abuja.

To ensure the correct employees (for the State of Abuja) are included in the report, all
employees in Nigeria companies must be linked to the correct ‘State’ on the Generic Fields
Screen on Employee Detail.

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    Note:
    You have to add the different Nigerian States under Hierarchy Setup to ensure that the
    options in the dropdown list in the Generic Field used for ‘State’, is correct.
    The option for Abuja must also be linked to the applicable Company – Information Only
    Entity if the Company Name, Company Tax Number and Company Address for the
    State of Abuja differs from the detail captured on the Nigeria Company Basic
    Information Screen.

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The FCT IRS PAYE Schedule Report is available under Country Specific Reports.

On the Navigation pane:

Expand              Reports
Expand              Country Specific Reports
Double-click on     Statutory Reports

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When selecting to run the report, there are additional fields and selections on the Report
Filter Screen that must be completed to ensure the correct values are included in the report.

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    Field                   Description

    State/Province          The dropdown list in this field displays all the Hierarchy Items
                            linked to Hierarchy Header = NGR_STATE – Nigeria State /
                            Province.

                            You must select the applicable Hierarchy item that is used for
                            the State of Abuja.

                            Note:
                            The report will only include employees linked to the selected
                            Hierarchy Item.

Once you have made the required selections and completed all required fields, click on the
Preview button to run the report.

The report will open in MS Excel. You will be prompted to select the location and save the
report.

      8.3. Nigeria FCT IRS Form H1
The FCT IRS Form H1 is an annual tax submission report required for employers registered
for tax in the State of Abuja. The report is a detailed report and must only include employees
whose tax deducted must be declared to the State of Abuja.

To ensure the correct employees (for the State of Abuja) are included in the report, all
employees in Nigeria companies must be linked to the correct ‘State’ on the Generic Fields
Screen on Employee Detail.

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    Note:
    You have to add the different Nigerian States under Hierarchy Setup to ensure that the
    options in the dropdown list in the Generic Field used for ‘State’, is correct.
    The option for Abuja must also be linked to the applicable Company – Information Only
    Entity if the Company Name, Company Tax Number and Company Address for the
    State of Abuja differs from the detail captured on the Nigeria Company Basic
    Information Screen.

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The FCT IRS H1 Form Report is available under Country Specific Reports.

On the Navigation pane:

Expand               Reports
Expand               Country Specific Reports
Double-click on      Statutory Reports

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When selecting to run the report, there are additional fields and selections on the Report
Filter Screen that must be completed to ensure the correct values are included in the report.

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    Field                     Description

    State/Province            The dropdown list in this field displays all the Hierarchy Items
                              linked to Hierarchy Header = NGR_STATE – Nigeria State /
                              Province.

                              You must select the applicable Hierarchy item that is used for
                              the State of Abuja.

                              Note:
                              The report will only include employees linked to the selected
                              Hierarchy Item.

Once you have made the required selections and completed all required fields, click on the
Preview button to run the report.

The report will open in MS Excel. You will be prompted to select the location and save the
report.

    Note:
    To update your Sage 300 People application with the above Nigeria reports, you must
    import the latest Nigeria generic tax file.
    Before importing the new NGA-GenericTax.xml file, the Sage 300 People application
    must be updated to at least version 20.1.1.0.
    The file must be imported in any pay period before doing any payroll processing,
    printing payslips or reports or making any payments.

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9. Zimbabwe

     9.1. Zimbabwe P6 Tax Certificate Print per Tax Record
In August 2019 a new tax table as well as tax credits were announced with an effective date
of 01 August 2019 and therefore no backdating to the start of the tax year was allowed. The
solution was for users to close employees’ current tax record with an end date of 31 July
2019 and then create a new tax record with a start date of 01 August 2019 to correspond
with the two tax tables for the 2019 tax year.

Although ZIMRA did not explicitly say that the employees should be issued with two tax
certificates, the assumption is that each employee should receive two tax certificates. This
is because an employee’s P6 has a serial number which should correspond with the serial
number of that employee’s record on the ITF16.

The existing P6 report was updated to create tax certificates per tax record for the selected
reporting year instead of a tax certificate that uses consolidated tax records for the selected
reporting tax year.

     9.2. Zimbabwe ITF16 Print per Tax Record
Due to the two tax tables for the 2019 tax year, ZIMRA now require that employers must
provide two separate ITF16 submission files for the 2019 tax year. One for the period
January to July and the other for August to December.

We changed the existing ITF16 report to create entries in the submission file per employee
tax record instead of consolidated tax records for the selected reporting tax year. This is
also applicable to tax years where there was only one tax table.

If there was more than one tax table in the tax year, then separate submission files will be
created per tax table with the relevant transactions per employee tax record.

If there was only one tax table in the tax year, then only one submission file will be created
but with separate transactions per employee tax record.

    Note:
    To update your Sage 300 People application with the above Zimbabwe report changes,
    you must import the latest Zimbabwe generic tax file.
    Before importing the new ZWE-GenericTax.xml file, the Sage 300 People application
    must be updated to at least version 20.1.1.0.
     The file must be imported in any pay period before doing any payroll processing,
    printing payslips or reports or making any payments.

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10. Indonesia

       10.1       BPJS Pensiun Wage Capping
Effective 1 March 2020, the BPJS Pensiun wage capping limit is increased from
Rp 8.512.400 to Rp8.939.700.

    Note:
    To apply the new BPJS Pensiun wage capping limit, please ensure that you have
    imported the latest Indonesia Generic Tax file. Please contact support if you require any
    assistance.

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11. Skills

     11.1         Skills Extract filters
The following changes has been made to the existing Skills Extract filter screen:

    •    Export File name will allow the user to select the expand option and then type the
         file name to be created, previously the Excel file had to be saved first to be located.
    •    Company and Company Rule will allow for more than 250 characters to be selected.
         Previously the user received and error if too many Companies or Company Rules
         were selected.
    •    Date Validations will apply as follow:
               o “From Date” cannot be after “To Date”
               o “To Date” cannot be before “From Date”

    •    Training and Qualifications will be defaulted as selected as this is primarily why the
         extract is used.
    •    Municipality has been added as a filter
    •    Workplace has been changed to a multi select filter

     11.2         Skills Extract Excel
No changes has been made to the extract file layout, we understand that the file has many
duplicate or un-used columns on it but due to customers custom reports and macros running
on this extract we are unable to change this until we have consulted with all customers on
this process.

     11.3         Skills Generic macros
No changes have been made to the Private and Public Skills macros.

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12. General

12.1     Installer Changes
    •    3-Tier configuration has been removed from the Sage 300 People installer.
    •    Sage 300 People PublicAPI upgrade has been corrected when using the Main
         Installer.
    •    Load Balancer and Throttle Policy values now copy over when completing a
         software upgrade.

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13. Bug Fixes

     13.1         People Web API
An error occurred where certain customers received an arithmetic overflow error. This has
now been corrected.

     13.2         Secure Tax Certificate print
Previously when printing the secure IRP5 certificate, certain employee’s values where
printed over 2 certificates, but the employee’s information for the second certificate did not
reflect the correct employee’s fixed values. This has been corrected.

     13.3         IRP5 export with special character
Previously when an employee had a special character in any text field, the special character
was replaced with a “?”, this has been corrected and the special character will no longer be
converted in the IRP5 Export.

Example:
   • Previous Release - First Name: Janè was exported as Jan?
   • New Release – Firsta Name: Janè will be exported as Janè

     13.4         Payslip Reconciliation Report
The Payslip Reconciliation report did not reflect the correct YTD plus retirement fund fringe
benefit value, this error occurred when an employee had either multiple payruns or a tax
adjustment payslip was created for the employee. This error has been corrected.

     13.5. Medical Aid Definition set to ‘No Calc’
When an employee had an active medical aid policy with contribution amounts on the
policy and the calculation status was set to ‘No Calc’ on the medical aid definition line. An
amount still calculated on the payslip. This has been corrected to calculate no amounts
when the calculation status is set to ‘No Calc’.

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