Before You Begin: What Must Be Set Up

Before you capture transactions or run payroll, a few things must already be configured. This page is a checklist you can run through — if something is missing, ask whoever set up the system (or follow the linked practitioner pages).

Always required

• Company created with country South Africa and the SA registration fields completed (VAT number if registered). → practitioner: Company & SA Registration
• Chart of Accounts loaded, including VAT Output and VAT Input accounts. → practitioner: Chart of Accounts
• A March–February Fiscal Year exists. → practitioner: ZA Local Setup & Fiscal Year

Required for VAT

• South Africa VAT Settings exist for your company, with output/input VAT accounts and the standard rate (15%). → practitioner: South Africa VAT Settings
• Tax templates for standard, zero-rated and exempt supplies are available to pick on invoices. → practitioner: Tax Templates & Item VAT Categories
• Items carry the right VAT category (standard / zero-rated / exempt / capital).

Required for payroll (Frappe HR)

• Company PAYE, UIF and SDL reference numbers captured.
• Payroll Settings map the statutory components (PAYE, UIF, SDL). → practitioner: Payroll Prerequisites & Settings
• Statutory rates loaded for the current tax year (tax slab, rebates, medical credits, ETI). → practitioner: Statutory Rate Data
• Salary Components and at least one Salary Structure exist.
• A Payroll Period and a Holiday List for the year exist.
• Employees have a submitted Salary Structure Assignment with the correct Income Tax Slab.

If something is missing

Most of this is one-time setup. The quickest path is to open ZA Local Setup (SA Overview workspace) — it can load the chart of accounts, statutory rates and master data for your company in one step. → practitioner: ZA Local Setup

Next

Confirm the live settings on your company: Confirm Company, VAT & Payroll Settings.