Confirm Company, VAT & Payroll Settings

A two-minute check that the live configuration is correct for your company. Do this once when you start using the system, and again whenever something looks off.

Company

Open your Company and confirm:

• Country is South Africa and Default Currency is ZAR.
• VAT Number is present and correct (if VAT-registered).
• For payroll: PAYE / UIF / SDL reference numbers are filled in.

VAT settings

Open South Africa VAT Settings (SA VAT workspace) for your company and confirm:

• Standard VAT Rate is 15%.
• Output VAT and Input VAT accounts are set.
• The VAT Rates table lists Standard (15%), Zero (0%) and Exempt (0%).
• VAT Filing Frequency matches what SARS allocated (e.g. Bi-Monthly).

If templates are missing, the person who set up the system can run Apply Recommended VAT Setup on this screen to create the standard SA tax templates. → practitioner: South Africa VAT Settings

Payroll settings (Frappe HR)

Open Payroll Settings and confirm the South African Settings section maps:

• PAYE, UIF Employee, UIF Employer and SDL to the correct salary components.
• Calculate Annual Taxable Amount Based On is set (usually Payroll Period).

Then open the Income Tax Slab for the current year and confirm it exists and is effective from 1 March.

What if a value is wrong?

Don't fix statutory configuration by guessing. Most of these are owned by your administrator/consultant. Flag it to them or follow the linked practitioner page. Capturing transactions on wrong settings (e.g. an out-of-date tax slab) produces wrong VAT or PAYE.

Next

Maintain the day-to-day master records: Everyday Masters.