The Personal information have only 2 items as seen in image below.

• Remove "Enter name..." and type your own name and surname.
• Enter you age in this tax year.

The following fields are available as part of Cost of employment as seen in image below:

• Cost of Employment:
  Enter the total yearly cost of employment as Rand values. No decimals allowed.
  
  
• DPA Percentage:
  You can either allow the system to calculate the DPA% or use your own DPA %.
  You must select from the dropdown, (displayed as you move your mouse over the "DPA Percentage:" description label)
  If you select "Calculated" you will not be able to enter a dpa %, It will be recalculated.
  If you select "Own DPA" then you must enter a percentage for example 70% will be entered as "70".
  
  
  
  
• UCTRF(Inclusive on Bonus)
  You can select from 3 percentages, from a list displayed, as moving mouse over text as seen in image below.
  The default will be 0%.
  
  
  
  
• Bonus(Yearly)
  Bonus can be included in the calculations if applicable. If you dont have a Bonus, then select "None" from the list as shown in the list below
  by select it from the list as shown in image below. Remember to move the mouse over the label text to see the list.
  
  
  
  
• Travel Allowance
  Enter Yearly amount allowed for travel allowance. Must be in Rand value, no decimals allowed.
  
  
• Deferred Compensation
  Must be in Rand value, no decimals allowed.
  
  
• Retirement fund savings
  Select from list as shown in image below.
  You will be able to enter your own percentage if you select "Own percentage", all other selections will be calculated.
  

The yearly total will be displayed within the blue bar as shown in image below.

• Other
  Enter the yearly Rand value. No decimals allowed.
• Cell Phone Allowance
  Enter the yearly Rand value. No decimals allowed.

This field is a calculated field. You cannot enter a value here, it will automatically display a value if Medical aid option has been selected.



A total (monthly and annually) are available in the Deduction header as shown below in image.



The following deductions are available:

• 1. Retirement Annuity
  Enter amount of any Retirement annuity. You can also specify if this amount is deductable from your payslip or not.
  
  
• 2. Parking
  Select type of parking from the dropdownlist. The amounts will be calculated automatically.
  
  
• 3. Medical Aid Options
  Click on the "Medical Options" should you want to change or add an medical aid option.
  The following image will be displayed:
  
  
  
  
  • Step 1:Select the Type of Medical plan from the left hand side.
    
    
  • Step 2:Select the Number of members from the top right hand side. The planholder will be by default 1, then select "1" if you have a spouse or "0" if none.
    Do the same for Adult's (Note only 1 allowed). Only maximum number of 3 children are allowed for selection.
    
    
  • Step 3:Select Vitality/Key club. Note sections will be available depending on type of plan selected from the left hand side.
    
    
  • Step 4:Enter the MSA Amount needed. The maximum allowed will be defaulted.
    
    
  • Step 5: Click on "Ok" to accept the new medical selections or click on "Cancel" to return to main screen without any changes
    
    
• 4. Medical (Vitality/Key Club)
  This field are calulated from the medical aid selection page. You cannot enter any values here.
  
  
• 5. Loans
  Enter any loan values in Rand. No decimal's allowed.

Non Standard deductions can be added here. A running total Monthly and Yearly will be available in the blue header.
The screen will be as follows when entering the screen for the first time:


Steps in adding a deductions:

• Step 1: Click on the dropdown list under the Description header, with a current default of "None". A list will appear, select the item you want to add.
• Step 2: Type in the Montly or Annulay amount you are going to pay. (Rand value only)
• Step 3: Click on the "Add" button.

The item will be entered in a grid as shown below, you can now continue adding more items. You can also remove an item, by just clicking on the "Delete" link on the right. You can also edit an amount by clicking on the "Edit" link on the right.



By cliking on "Create Report" button will give you an options to Save it as pdf to your local hard drive or to view it.