EMP501 Submissions
Only Supervisor and Partner status users can work on the VAT Current Month Submissions report for all clients. Normal users will be able to view the report only for the clients they are allocated to. To allocate users to client services, check out this guide.
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Click on PlanSmart
Select SARS
Select EMP
Click on EMP501
If you have partner or supervisor status, you can filter the report according to Partner, User or Other options (show all, show uploaded, show mark as complete, show outstanding, show notes, show users log table) Then click on show report. The report will automatically display for normal users only showing the clients that are allocated to them.
Click on files to upload the EMP501
Select Upload to current file categories.
Select the Category.
Choose the file to upload.
Click on Upload Files.
The client will have a green tick displayed if the files are uploaded.
Click on the green tick to add notes or set as completed.
You can now see which clients have been completed, have files and have notes.
_________________________________________________________________________________________________________________________________________________
Click on PlanSmart
Select SARS
Select EMP
Click on EMP501
If you have partner or supervisor status, you can filter the report according to Partner, User or Other options (show all, show uploaded, show mark as complete, show outstanding, show notes, show users log table) Then click on show report. The report will automatically display for normal users only showing the clients that are allocated to them.
Click on files to upload the EMP501
Select Upload to current file categories.
Select the Category.
Choose the file to upload.
Click on Upload Files.
The client will have a green tick displayed if the files are uploaded.
Click on the green tick to add notes or set as completed.
You can now see which clients have been completed, have files and have notes.
Updated on: 14/11/2023
Thank you!