SA Print Formats & Tax Invoices
SA Print Formats & Tax Invoices
za_local ships SARS-compliant print formats for the common sales and purchase documents. They are installed automatically and available in the Print view of each document.
Available formats
| Print Format | Document | Use |
|---|---|---|
| SA Full Tax Invoice | Sales Invoice | Full tax invoice (recipient name, address, VAT number) — required above the prescribed threshold. |
| SA Abridged Tax Invoice | Sales Invoice | Abridged tax invoice — allowed below the prescribed threshold. |
| SA Sales Invoice | Sales Invoice | General SA sales invoice layout. |
| SA Credit Note | Sales Invoice (return) | Credit note. |
| SA Debit Note | Purchase Invoice (debit) | Debit note. |
| SA Quotation | Quotation | SA-formatted quotation. |
| SA Sales Order | Sales Order | SA-formatted sales order. |
| SA Delivery Note | Delivery Note | SA-formatted delivery note. |
| SA Purchase Invoice | Purchase Invoice | SA-formatted purchase invoice. |
| SA Purchase Order | Purchase Order | SA-formatted purchase order. |
| SA Payment Entry | Payment Entry | SA-formatted remittance/receipt. |
With HRMS you also get SA Salary Slip, IRP5 Employee Certificate and IRP5-it3 Certificate (covered in the payroll sections).
Choosing full vs abridged tax invoice
- Use SA Full Tax Invoice when the consideration exceeds the prescribed full-tax-invoice threshold, or whenever the customer is a registered VAT vendor who needs to claim input tax. It shows the recipient's name, address and VAT number (captured per Customer & Supplier VAT Fields).
- Use SA Abridged Tax Invoice for smaller supplies below the threshold.
Setting a default print format
To make a format the default for a document type:
- Open Print Format and the relevant SA format, or
- Go to the DocType's Print Settings / customise the form and set the Default Print Format.
You can also set the Default Letter Head on the Company so the letterhead appears consistently.
Verifying output
Raise a test Sales Invoice with a standard-rated item, open Print, choose SA Full Tax Invoice, and confirm:
- The words "Tax Invoice" appear.
- The supplier's name, address and VAT number show.
- The recipient's details show (for a full tax invoice).
- VAT is shown separately at 15% with the VAT amount and the VAT-inclusive total.
Next
Move on to the VAT201 Return Workflow & Reports to prepare your periodic VAT submission.
Last updated 1 month ago
Was this helpful?