Welcome & How to Use This Guide

This is the end-user guide for the South African localisation (SA Localisation). It is written for the people who use the system every day — capturing invoices, running payroll, and pulling reports — rather than the consultant who installs and configures it.

If you are the person setting up the localisation (chart of accounts, VAT settings, statutory rates, salary components), use the SA Practitioner Guide instead. This guide assumes that setup is already done.

What you'll find here

• First-Time Configuration — what to check before you start working, and the everyday master records you'll maintain.
• Working with VAT — creating sales invoices with VAT, issuing tax invoices and credit/debit notes, capturing purchases, and preparing the VAT201 return.
• Running Payroll — running a monthly payroll, reading a payslip, paying staff, and the monthly and year-end SARS submissions.
• Reports — where the reports live and how to run, filter, export and print them.
• Help — quick answers and a glossary of South African terms.

How tasks are written

Each task page gives you the goal, the steps, and what to check afterwards. Where a step depends on configuration, we link to the practitioner guide so the right person can fix it.

A note on what the system does and doesn't do

The localisation prepares compliant documents and working papers — tax invoices, the VAT201 return, payslips, EMP201, IRP5 certificates and the EMP501 reconciliation. It does not file electronically to SARS. You export or print the working paper and submit it on SARS eFiling / e@syFile. Each task page notes where this applies.

Where to start

New to the system? Read Finding Your Way: SA Workspaces next, then Before You Begin.