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SARS Tax Codes for Payroll Items

SARS requires that each payroll item on the IRP5/IT3(a) be reported under a specific tax code, which our system generates automatically. This page lists the code(s) applicable to each item.

Before you start

Three types of SARS codes appear on IRP5/IT3(a) certificates:

  • Payroll item codes link each payroll item to a specific code on your IRP5/IT3(a).
  • Total codes combine similar payroll items and report them as one amount, with separate totals for taxable (3699) and non-taxable (3696) items.
  • Statutory codes are automatically generated based on the employee’s taxable income. These codes include PAYE (4102), UIF (4141), SDL (4142), and the combined total (4149).

Finding codes on this page

To search for a specific code or keyword, press Ctrl + F (or Command + F on a Mac).

Also see the FAQ section below for answers to common queries.

System Items with a Single Code

Income

Payroll Item SARS Code IRP5/IT3(a) Description
Basic Salary / Extra Pay 3601 Income (Taxable)
Commission / Once-Off Commission 3606 Commission
Arbitration Award 3608 Arbitration award (Taxable)
Annual Bonus 3605 Annual payment
Leave Paid Out 3605 Annual payment
Restraint of Trade 3613 Restraint of trade
Dividends Subject to Income Tax 3719 Dividends not exempt i.t.o. par (dd) of the proviso to s10(1)(k)(i)
Dividends Subject to Income Tax 3720 Dividends not exempt i.t.o. par (ii) of the proviso to s10(1)(k)(i)
Dividends Subject to Income Tax 3721 Dividends not exempt i.t.o. par (jj) of the proviso to s10(1)(k)(i)

Benefits

Payroll Item SARS Code IRP5/IT3(a) Description
Accommodation Benefit 3805 Accommodation
Employee's Debt Benefit 3808 Employee's debt

Allowances

Payroll Item SARS Code IRP5/IT3(a) Description
Computer Allowance 3713 Other allowances (Taxable)
Phone Allowance 3713 Other allowances (Taxable)
Tool Allowance 3713 Other allowances (Taxable)
Uniform Allowance 3714 Other allowances (Non-Taxable)
Gain on Vesting of Equity Instruments 3718 Vesting of equity instruments

Deductions

Payroll Item SARS Code IRP5/IT3(a) Description
Donations 4030 Donations deducted from the employee's remuneration and paid by the employer to the Organisation.

Other

Payroll Item SARS Codes IRP5/IT3(a) Description
Tax Directive (Regular Inputs) 3707/3908 3707: Share Options
3908: Exempt policy proceeds
Leave paid out (Payslip) 3605 Annual payment
Termination Lump Sums (Payslip Inputs) 3901/3907 3901: Gratuities
3907: Other lump sums

System Items with Multiple Codes

Medical aid

Scenario 1: Only the employer contributes and pays for the medical aid

No payout to employee

Nothing is paid out to the employee. Only a medical aid tax credit is processed, and the employee is taxed on the amount of the employer's contribution.

SARS Code IRP5/IT3(a) Description
3810 Medical aid
4005 Medical aid contributions
4474 Employer's medical aid contributions in respect of employees
4116 Medical Aid Tax Credits

Scenario 2: Employee wants tax credits applied through payroll for their private medical aid

No payout to employee

Nothing is paid out to the employee. Only a medical aid tax credit is processed.

SARS Code IRP5/IT3(a) Description
4005 Medical aid contributions
4116 Medical Aid Tax Credits

Scenario 3: Both employer and employee contribute, employer handles payment

No payout to employee

Nothing is paid out to the employee. Only a medical aid tax credit is processed, and they are taxed on the benefit value of the employer’s contribution.

SARS Code IRP5/IT3(a) Description
3810 Medical aid
4005 Medical aid contributions
4474 Employer's medical aid contributions in respect of employees
4116 Medical Aid Tax Credits

Scenario 4: Both employer and employee contribute, employee handles payment

Employer contribution paid as allowance and taxed as benefit

The employer’s contribution is paid out to the employee as an allowance. The employee is taxed on the benefit value of the employer’s contribution.

SARS Code IRP5/IT3(a) Description
3810 Medical aid
4005 Medical aid contributions
4474 Employer's medical aid contributions in respect of employees
4116 Medical Aid Tax Credits (You can tick the Don’t apply tax credits box, if applicable. This will reduce the tax credits to R 0.00 on the IRP5/IT3(a).)

Retirement Funds

Pension fund

Scenario 1: Only the employer contributes and pays for the employee’s pension fund

SARS Code IRP5/IT3(a) Description
3817 Employer pension fund contributions
4001 Total pension fund contributions paid and 'deemed paid' by employee (if applicable)
4472 Employer's pension fund contributions

Scenario 2: Both employer and employee contribute, employer handles payment

SARS Code IRP5/IT3(a) Description
3817 Employer pension fund contributions
4001 Total pension fund contributions paid and 'deemed paid' by employee (if applicable)
4472 Employer's pension fund contributions

Provident fund

Scenario 1: Only the employer contributes and pays for the employee’s Provident Fund

SARS Code IRP5/IT3(a) Description
3825 Employer provident fund contributions
4003 Total provident fund contributions paid and 'deemed paid' by employee (if applicable)
4473 Employer's provident fund contributions

Scenario 2: Both employer and employee contribute, employer handles payment

SARS Code IRP5/IT3(a) Description
3825 Employer provident fund contributions
4003 Total provident fund contributions paid and 'deemed paid' by employee (if applicable)
4473 Employer's provident fund contributions

Retirement annuity fund

Scenario 1: Only the employer contributes and pays for the Retirement Annuity Fund

SARS Code IRP5/IT3(a) Description
3828 Employer retirement annuity fund contributions
4006 Total retirement annuity fund contributions paid and 'deemed paid' by employee (if applicable)
4475 Employer's retirement annuity fund contributions

Scenario 2: Both employer and employee contribute, employer handles payment

SARS Code IRP5/IT3(a) Description
3828 Employer retirement annuity fund contributions
4006 Total retirement annuity fund contributions paid and 'deemed paid' by employee (if applicable)
4475 Employer's retirement annuity fund contributions

Scenario 3: Both employer and employee contribute, employee handles payment

SARS Code IRP5/IT3(a) Description
3828 Employer retirement annuity fund contributions
4006 Total retirement annuity fund contributions paid and 'deemed paid' by employee (if applicable)
4475 Employer's retirement annuity fund contributions

Scenario 4: Only the employee contributes and pays privately

SARS Code IRP5/IT3(a) Description
4006 Total retirement annuity fund contributions paid and 'deemed paid' by employee (if applicable)

Travel Allowances

Travel Allowance Type SARS Codes IRP5/IT3(a) Description
Fixed allowance paid regularly 3701, 4582 3701: Total allowance
4582: Taxable portion
Reimbursed for expenses (petrol, garage, maintenance, etc.) 3701, 4582 3701: Total allowance
4582: Taxable portion
Company Petrol Card (not paid out) 3701, 4582 3701: Total allowance
4582: Taxable portion
Reimbursed per Km travelled (Under the prescribed rate) 3703 Rate below SARS limit
Reimbursed per Km travelled (Over the prescribed rate) 3702, 3722 3702: Non-taxable portion
3722: Taxable portion
Company Car 3802, 4582 3802: Use of motor vehicle
4582: Remuneration portion of local allowances and benefits
Company Car Under Operating Lease 3816, 4582 3816: Company car acquired under operating lease
4582: Remuneration portion of local allowances and benefits

Subsistence Allowances

Local subsistence

Allowance Type SARS Codes IRP5/IT3(a) Description
Local subsistence (within SARS limits) 3714 Other allowances (Non-Taxable)
Local subsistence (exceeding deemed amount) 3704, 3714 3704: Subsistence allowance – local (exceeding deemed amount)
3714: Other allowances (Non-Taxable)

International subsistence

Allowance Type SARS Codes IRP5/IT3(a) Description
International subsistence (within SARS limits) 3714 Other allowances (Non-Taxable)
International subsistence (exceeding deemed amount) 3714, 3715 3714: Other allowances (Non-Taxable)
3715: Subsistence allowance – foreign (exceeding deemed amount)

Bursaries and Scholarships

Person without a disability

Education Level Tax Status SARS Code IRP5/IT3(a) Description
Basic Education (Grades R-12, NQF 1-4) Taxable 3809 Taxable Bursaries or Scholarships to a non-disabled person – Basic Education
Basic Education (Grades R-12, NQF 1-4) Exempt 3815 Non-taxable Bursaries or Scholarships to a non-disabled person – Basic Education
Further Education (NQF 5-10) Taxable 3820 Taxable Bursaries or Scholarships to a non-disabled person – Further Education
Further Education (NQF 5-10) Exempt 3821 Non-taxable Bursaries or Scholarships to a non-disabled person – Further Education

Person with a disability

Education Level Tax Status SARS Code IRP5/IT3(a) Description
Basic Education (Grades R-12, NQF 1-4) Taxable 3829 Taxable Bursaries or Scholarships to a disabled person – Basic Education
Basic Education (Grades R-12, NQF 1-4) Exempt 3830 Non-taxable Bursaries or Scholarships to a disabled person – Basic Education
Further Education (NQF 5-10) Taxable 3831 Taxable Bursaries or Scholarships to a disabled person – Further Education
Further Education (NQF 5-10) Exempt 3832 Non-taxable Bursaries or Scholarships to a disabled person – Further Education

Medical Costs (other than Medical Aid)

Beneficiary SARS Codes IRP5/IT3(a) Description
Employee, spouse or child 3813, 4024 3813: Medical services costs
4024: Medical services costs deemed to be paid by the employee in respect of himself / herself, spouse or child
Other relatives or dependents 3813 Medical services costs

Special Circumstances

Item Standard Code Alternative Code When Alternative Applies / Notes IRP5/IT3(a) Description
Basic Salary 3601 3616 If independent contractor. 3601: Income (Taxable)
3616: Independent contractors
Income Protection 3808 3801 If Employer owns the policy is ticked. 3808: Employee's debt
3801: General fringe benefits
Long Service Award 3622 and/or 3835 3801 From 1 March 2022: 3622 and/or 3835
Before 1 March 2022: 3801
3622: Long Service Award – Cash
3835: Long Service Award – Not Cash
3801: General fringe benefits

Custom Items

Custom Item Type SARS Code Tax Treatment
Income (not taxed annually) 3601 Regular taxable income.
Income (taxed annually) 3605 Irregular taxable income.
Benefits 3801 Fringe benefits.
Allowances 3713 General taxable allowances.

Items with No IRP5/IT3(a) Impact

Payroll Item Reason
Garnishee Court-ordered deduction, not taxable income.
Maintenance Order Court-ordered deduction, not taxable income.
Union Membership Fee Personal expense, not tax-relevant.
Repayment of Advance Loan repayment, not income.
Staff Purchases Personal purchase, not income.
Expense Claim Reimbursement, not income.
Savings Employee savings deductions.
Reimbursements (Custom) Expense reimbursement, not income.
Employer Contribution (Custom) Reported separately, not employee income.
Medical costs (other than Medical Aid) – Other relatives or dependents Code discontinued by SARS.

FAQs

Why isn't my payroll item showing the correct SARS code on the IRP5/IT3(a)?

Check that the payroll item is set up correctly. SimplePay assigns the SARS code automatically based on the item type and the way you’ve set up the item.

What does "No impact on IRP5/IT3(a)" mean?

The payroll item won’t appear on the employee’s tax certificate because SARS doesn’t treat it as taxable income or a tax-relevant deduction. You’ll find these items in the Items with no IRP5/IT3(a) impact table above.

How do I know which code applies when an item has multiple options?

Use your Demo Company to test it. Add the relevant item(s) to an employee, and finalise their payslip. Then, go to Filing > Bi-Annual Filing to view their IRP5/IT3(a).

Why do some allowances have both taxable and non-taxable codes?

Some allowances (for example, subsistence allowances) can be taxed in different ways depending on the amount. Amounts within SARS-prescribed limits are non-taxable, and amounts above those limits are taxable.

Why does one payroll item sometimes create multiple SARS codes?

Some payroll items (for example, medical aid or retirement funds) affect more than one part of an employee’s tax position. SARS uses separate codes to track each component – such as employer vs employee contributions, or taxable vs non-taxable contributions, which helps with audit trails and accurate tax calculations.

Are the payroll items automatically linked to the IRP5/IT3(a)?

Yes. SimplePay links payroll items to the IRP5/IT3(a) automatically to comply with SARS requirements.

I need more information about the SARS tax codes on your system. Who can I speak to?

For detailed guidance on SARS tax codes, contact SARS directly. SimplePay is designed to follow the official SARS codes, so SARS is the best source for code definitions, and explanations of why specific codes apply.