GREENTAX — GET GREEN. STAY GREEN.
PAYROLL & PAYE — PREPARATION CHECKLIST

1. [ ] Latest payroll reports and year-to-date totals
2. [ ] Employee masterfile and payroll settings, held securely
3. [ ] EMP201 declarations and payment records
4. [ ] Previous EMP501 submissions and IRP5 information
5. [ ] Details of payroll discrepancies or SARS notices

Keep the documents with you until we agree a suitable way to share them. Do not send passwords or OTPs. This is a starting list; your circumstances may require additional records.

Our team handles client communications in strict confidence and with care.
GreenTax | info@greentax.co.za | +27 66 347 4387
https://greentax.co.za