Exporting & Printing Reports
Exporting & Printing Reports
Goal: get a report or document out of the system for filing, sharing or record-keeping.
Exporting a report
- Run the report with the filters you want (see Finding & Running Reports).
- Use the report's menu (top-right) → Export.
- Choose the format — Excel or CSV are typical. Excel keeps formatting; CSV is plain data for further processing.
- Choose whether to export all rows or the current page, then download.
Printing / PDF
- Reports: use the menu → Print to produce a PDF of the current view.
- Documents (invoices, payslips, certificates): open the document → Print, then pick the SA print format (e.g. SA Full Tax Invoice, SA Salary Slip, IRP5 Employee Certificate) and download the PDF.
Filing the statutory working papers
The system produces the working papers; you submit them to SARS / the Compensation Fund yourself:
| Document | Export/print, then file on… |
|---|---|
| VAT201 Return | SARS eFiling |
| EMP201 | SARS eFiling |
| IRP5 / EMP501 | SARS eFiling / e@syFile |
| COIDA Annual Return | Compensation Fund |
Tips
- Keep the exported support with the submitted return as your audit pack.
- Re-export after any correction so your filed copy matches the system.
- For recurring management reports, save your filter set so you can reproduce the same view each month.
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Questions? FAQ & Glossary.
Last updated 1 month ago
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