HDbeammachineBeam Machine Docs
Help Center

Reviewing the ITR14 / EMP201 Worksheet

Step-by-step guide for reviewing the live ITR14, EMP201, and VAT cross-reference worksheet without overstating it as the SARS filing form.

publicusers

Reviewing the ITR14 / EMP201 Worksheet

This page shows you how to review the live tax worksheet so you can use the figures safely before anything goes into external filing packs.

Product: Beam Machine
Module: Tax / ITR14 / EMP201 Preparation
Role: Accountant, Tax Preparer, Payroll Lead, Reviewer
Difficulty: Intermediate
Time: 10 to 15 minutes
Last Updated: 2026-03-10
Version: Current Beam Machine app build in this repo

Before You Start

  • You need access to Tax -> ITR14 / EMP201.
  • The accounting records should already be materially clean.
  • Finalized payroll and finalized or submitted VAT returns improve the worksheet.

Current build status: This route is a worksheet. It auto-loads the current BM date context, shows no visible period selectors, and does not expose the full SARS filing forms.

What is this worksheet?

This screen pulls together three review areas:

  • an ITR14 company-tax style worksheet from accounting data
  • an EMP201 employer declaration summary from finalized payroll data
  • a VAT201 Cross-Reference from finalized or submitted VAT returns

It is a working paper screen, not the final filing surface.

When do you use this?

Use this when finance or tax needs one place to review company-tax support, employer-tax support, and VAT cross-check figures together.

If you rely on it without checking the source data, you may carry accounting, payroll, or VAT errors straight into the tax file.

Where to find it

Primary path: Finance -> Tax -> ITR14 / EMP201
Route: /dashboard/tax/itr14-prep

How to review the worksheet

  1. Open Tax.
  2. Click ITR14 / EMP201.
  3. In ITR14 — Company Income Tax Return, confirm the tax year and date range shown on screen.
  4. Review the summary rows in order:
    • Revenue
    • Less: Cost of Sales
    • Gross Profit
    • Less: Operating Expenses
    • Net Profit Before Tax
    • Tax @ ... %
  5. Review the Revenue Breakdown table if it is shown.
  6. Review the Expense Breakdown table if it is shown.

✅ Checkpoint: You should now have the BM-generated company-tax worksheet visible on one screen.

  1. Move to EMP201 — Monthly Employer Declaration.
  2. Confirm the period shown on the card.
  3. If figures are present, review:
    • PAYE
    • SDL
    • UIF — Employee
    • UIF — Employer
    • UIF Total
    • Less: ETI
    • Total EMP201 Liability
  4. Move to VAT201 Cross-Reference.
  5. Confirm whether the screen found finalized or submitted VAT returns.
  6. Review:
  • Total Output VAT (Box 9)
  • Total Input VAT (Box 10)
  • Net VAT Payable / (Refundable) (Box 12)
  1. Capture or transfer the figures into your external tax working papers as required.

What happens next: Use the worksheet as support. Complete the actual ITR14 and EMP201 processes in the correct external SARS channel.

Common Questions & Issues

"This looks like a filing screen, so why am I still doing work outside BM?"

Why this happens: The route title sounds close to the real forms.

Fix: Treat the page as a preparation worksheet only. Keep the formal filing step outside this screen.

"The EMP201 section is empty"

Why this happens: There may be no finalized pay runs for the current period the page is using.

Fix: Finalize the relevant payroll runs first, then refresh the page.

"The VAT cross-reference is blank"

Why this happens: The page only uses finalized or submitted VAT returns.

Fix: Finish the VAT workflow first, then return to this page.

"I need a different tax year or month"

Why this happens: The current route does not expose visible date selectors.

Fix: Use the screen for the current BM context only, or handle the alternate-period working paper outside this route for now.

What's Next

Related Pages

SA Compliance Reference

  • Use the worksheet to support reconciliation and review, but keep the formal tax computation, filing pack, payroll support, and submission proof in your controlled tax records.

Still Stuck?

Was this page helpful?

[Yes] [No]