---
title: "Welcome & How to Use This Guide"
space: "SA End-User Guide"
url: "https://product.cohenix.cloud/sa-user-guide/getting-started/welcome"
updated: "2026-06-14"
---

# 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](/sa-guide/getting-started/overview)** 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](navigating-workspaces) next, then [Before You Begin](../first-time-configuration/before-you-begin).