South Africa SARS VAT & Compliance

This is a build-to-order localization that ECOSIRE designs, builds and installs on top of your ERPNext site. We deliver it as a proper Frappe app (its own module, DocTypes and permissions) rather than a pile of console tweaks, so it upgrades cleanly and survives a bench migrate. At the core are SARS-aware Sales Taxes and Charges Templates and Item Tax Templates that map every transaction to the right VAT treatment, plus a VAT201 report DocType that aggregates your posted GL and tax ledger into the exact field boxes SARS expects (output tax, input tax, zero-rated, exempt, capital goods) for a given tax period, ready to transcribe to eFiling or export. Payroll is configured with Salary Components and Salary Structures for PAYE (on the SARS tax tables), UIF (employee and employer contributions to the monthly earnings ceiling) and SDL (1% of leviable payroll), and an EMP201 summary that rolls those up per month. A COIDA return-of-earnings report pulls remuneration within the assessable earnings cap for the Return of Earnings submission.

Technically, the app leans on the parts of Frappe built for exactly this. Calculation and validation logic lives in hooks.py document events (validate, on_submit) and server scripts so totals are computed server-side and can't be bypassed from the UI; client scripts drive the SARS-specific fields on invoice and payroll forms. Period reports and the EMP201/COIDA rollups are whitelisted methods exposed over the Frappe REST API, so your accountant, an external bureau or a BI tool can pull the same figures programmatically. Scheduler events can generate the period-end draft returns automatically, and role profiles plus permission rules keep VAT and payroll data scoped to the finance and HR roles that should see it. ZAR is set as the reporting currency with multi-currency handling for any foreign-denominated transactions, converted back at the correct rate for the VAT and payroll figures.

Because it's build-to-order, nothing ships until we've agreed on what your business actually needs. It starts with a short scoping call to confirm your ERPNext version (v15 or v16), your VAT registration status and category, payroll headcount and structures, whether COIDA and SDL apply to you, and any bureau or eFiling workflow you already run. We then build against your scope, test it on a staging copy of your site, walk your team through UAT, and only then install to production with a rollback plan in hand. You receive the full source, documentation and a git repository so you are never locked to us.