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Preparing ITR14 and EMP201

How to use the Beam Machine ITR14 / EMP201 worksheet to pull company tax, payroll, and VAT cross-reference figures without overstating it as the actual SARS return.

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Preparing ITR14 and EMP201

This page shows you how to use the Beam Machine ITR14 / EMP201 Preparation screen as a worksheet, then tells you clearly what still has to happen outside the app before anything reaches SARS.

Product: Beam Machine
Module: Tax -> ITR14 / EMP201 Preparation
Role: Accountant, Tax Preparer, Payroll Lead, Finance Manager, Reviewer
Difficulty: Intermediate
Time: 15 minutes first read, 5 to 15 minutes per review
Last Updated: 2026-03-10
Version: Current Beam Machine app build in this repo

Before You Start

  • You need access to Tax and the relevant entity.
  • For the ITR14 section, the accounting records for the year must be materially clean.
  • For the EMP201 section, payroll runs must be finalized first.
  • For the VAT cross-reference section, relevant VAT returns must be finalized or submitted first.

What is this screen?

This screen is a preparation worksheet. It pulls figures from accounting, payroll, and VAT data so the finance or tax team can prepare company tax and monthly employer declarations more quickly.

In the current BM build, this is not a full SARS ITR14 form and not a direct EMP201 filing screen. It is a working paper screen.

When do you use this?

Use this page when you are preparing:

  • company income tax support for the ITR14
  • monthly employer declaration support for the EMP201
  • or a cross-check between VAT, payroll, and accounting numbers

SARS currently says companies must submit the ITR14 within 12 months after financial year end, while EMP201 is due within 7 days after the end of each month.

Where to find it

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

How to use the worksheet

Review the ITR14 section

  1. Open Tax.
  2. Click ITR14 / EMP201.
  3. In the ITR14 — Company Income Tax Return card, confirm the displayed tax year and date range.
  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 a BM-generated tax worksheet based on the current P&L structure.

Review the EMP201 section

  1. Move to EMP201 — Monthly Employer Declaration.
  2. Confirm the period shown on screen.
  3. Check whether the screen says there are finalized pay runs for the period.
  4. If pay runs exist, review:
    • PAYE
    • SDL
    • UIF — Employee
    • UIF — Employer
    • UIF Total
    • Less: ETI
    • Total EMP201 Liability

Review the VAT cross-reference

  1. Move to VAT201 Cross-Reference.
  2. Confirm whether the screen found finalized or submitted VAT returns.
  3. Review:
    • Total Output VAT (Box 9)
    • Total Input VAT (Box 10)
    • Net VAT Payable / (Refundable) (Box 12)
  4. Use those totals as reconciliation support, not as a substitute for checking the source VAT returns themselves.

Finish the real filing process

  1. Export or capture the figures into your external tax working papers as required.
  2. Complete the actual ITR14 or EMP201 process in the correct SARS channel.
  3. Store supporting schedules, payroll reports, VAT packs, and review notes in your formal tax file.

What BM currently does and does not do here

  • BM does calculate a company tax worksheet from accounting data.
  • BM currently applies 27% in this worksheet because that is what the live page is coded to use.
  • BM does aggregate finalized payroll data into EMP201-style totals for PAYE, SDL, UIF, and ETI.
  • BM does show VAT cross-reference totals from finalized or submitted VAT returns only.
  • BM does not expose the full dynamic ITR14 SARS form, all schedules, or a complete EMP201 submission workflow on this route.

Common Questions & Issues

"The ITR14 section is visible, so BM must be filing company tax for me"

Why this happens: The card title sounds like a filing screen.

Fix: Treat it as a preparation worksheet. The current route gives you support figures, not the full SARS return workflow.

"The EMP201 section is blank"

Why this happens: There are no finalized pay runs for the selected month.

Fix: Finalize payroll first, then return to the screen.

"My VAT cross-reference is empty"

Why this happens: BM only includes VAT returns that are finalized or submitted.

Fix: Complete the VAT workflow first, then refresh this page.

"Why does the company tax number still need review?"

Why this happens: A P&L-based estimate is not the same thing as a finished tax computation. Adjustments, allowances, assessed losses, and other tax-specific matters may still exist outside the BM screen.

Fix: Use the worksheet as a starting point, then complete the normal review and external filing process.

What's Next

Related Pages

SA Compliance Reference

Still Stuck?

  • Reconcile the source accounting and payroll data before blaming the worksheet.
  • Use ../99-functionality-gap-map.md if you expected a full ITR14 schedule engine from the scope docs.
  • Contact support: support@veva.co.za

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