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IBIR v6.103 UAT Releases

Reason for Maintenance: IBIR 6.103
Applied to: All Customers

Environment: UAT
    Start Time: 01 February 2021 05:00
    End Time: 28 February 2021 23:00
    Service Interruptions: During this period you will experience intermittent downtime.


*Please note, the integration between ebTax and SARS will continue to function, but none of the new fields will be submitted to SARS for validation. We will inform you once this can be tested, should you wish to do so.


Please report any issues that you might come across through Support (support.ebtax.co.za) so that the issue can be resolved timeously.


Released 15/02/2021


Please refer to the release notes.


To be tested when SARS trade-testing commences:

  • SARS integration
  • All validations

Released 05/02/2021


Included in this release:

IRP3a

UI/API/Bulk Import

  • Known Issues:
    • If 'other amount' = R0 and the corresponding 'other amount nature' <> blank, then no error given.
    • if 'other amount' > R0 and corresponding 'other amount nature' = blank, then no error given,
  • To be tested:
    • SARS request file - once SARS trade testing commences
    • Auto-produce PAYE from IRP3a. This was not affected, but has to be confirmed that it still functions as previously.


Form AD

UI/API/Bulk Import

  • Added:
    • New Directive Reason
      • Unclaimed Death Benefit
        • known Issues:
          • False error received if Directive reason = 'Unclaimed Death Benefit' and no Annuity Nominee details supplied.
          • Directive Reason Code and  Directive Reason Description may differ - impact to be determined and way forward.
    • New Fields:
      • Pre-2021/03/01 Provident Fund Value (API field: Pre20210301ProvidentFundValue)
        • updated to only allow values > R0, if directive reason is 'Retirement', 'Retirement due to Ill Health' or 'Provident Fund Deemed Retirement'.
      • Pre-2021/03/01 Provident Fund Transfer Amount (API field: Pre20210301ProvidentFundTransferAmount)   
        • Known Issues:
          • No error when exceeding Max length  via API 
      • Post-2021/03/01 Provident Fund Transfer Amount (API field: Post20210301ProvidentFundTransferAmount)  
        • Known Issues:
          • No error when exceeding Max length via API
  • Updated:
    • Gross Lump Sum validation - in testing
    • Transfer:   - in testing 
      • Receiver Contact Phone Number Code and Phone Number captured separately on Directives will be combined to populate Receiver Fund Contact Phone Number
      • Receiver Contact Person Name and Surname fields split.
        • if Receiver Contact Person captured, first word will be saved as 'Name' and all remaining words as 'Surname'
    • Purchase:  - in testing 
      • Receiver Contact Phone Number Code and Phone Number captured separately on Directives will be combined to populate Receiver Fund Contact Phone Number
      • Receiver Contact Person Name and Surname fields split.
        • if Receiver Contact Person captured, first word will be saved as 'Name' and all remaining words as 'Surname'
  • To be tested:
    • SARS request file - once SARS trade testing commences
    • Auto-produce PAYE from IRP3a. This was not affected, but has to be confirmed that it still functions as previously.


Form B

UI/API/Bulk Import

  • Added:
    • New Fields: 
      • Pre-2021/03/01 Provident Fund Transfer Amount (API field: Pre20210301ProvidentFundTransferAmount) 
        • Known Issues:
          • No error when exceeding Max length via API
      • Post-2021/03/01 Provident Fund Transfer Amount (API field: Post20210301ProvidentFundTransferAmount)
        • Known Issues:
          • No error when exceeding Max length via API
  • Updated:
    • Transfer: - in testing 
      • Receiver Contact Phone Number Code and Phone Number captured separately on Directives will be combined to populate Receiver Fund Contact Phone Number
      • Receiver Contact Person Name and Surname fields split.
        • if Receiver Contact Person captured, first word will be saved as 'Name' and all remaining words as 'Surname'


  • To be tested:
    • SARS request file - once SARS trade testing commences
    • Auto-produce PAYE from IRP3a. This was not affected, but has to be confirmed that it still functions as previously.


Form C

UI/API/Bulk Import

  • Added:
    • New Fields:
      • Pre-2021/03/01 Provident Fund Value (API field: Pre20210301ProvidentFundValue)
        • updated to only allow values > R0, if directive reason is 'Retirement' or 'Retirement due to Ill Health'.
      • Pre-2021/03/01 Provident Fund Transfer Amount (API field: Pre20210301ProvidentFundTransferAmount)
        • Known Issues:
          • No error when exceeding Max length via API
      • Post-2021/03/01 Provident Fund Transfer Amount (API field: Post20210301ProvidentFundTransferAmount)
        • Known Issues:
          • No error when exceeding Max length via API
  • Updated:
    • Gross Lump Sum validation - in testing
    • Transfer:  - in testing 
      • Receiver Contact Phone Number Code and Phone Number captured separately on Directives will be combined to populate Receiver Fund Contact Phone Number
      • Receiver Contact Person Name and Surname fields split.
        • if Receiver Contact Person captured, first word will be saved as 'Name' and all remaining words as 'Surname'
    • Purchase:  - in testing 
      • Receiver Contact Phone Number Code and Phone Number captured separately on Directives will be combined to populate Receiver Fund Contact Phone Number
      • Receiver Contact Person Name and Surname fields split.
        • if Receiver Contact Person captured, first word will be saved as 'Name' and all remaining words as 'Surname'
  • To be tested:
    • SARS request file - once SARS trade testing commences
    • Auto-produce PAYE from IRP3a. This was not affected, but has to be confirmed that it still functions as previously.


Form E

UI/API/Bulk Import 

  • Updated:
    • Purchase:  - in testing 
      • Renamed:
        • Annuity Nominee Surname/Trust Name
        • Annuity Nominee Other ID/Trust Deed Number
      • Receiver Contact Phone Number Code and Phone Number captured separately on Directives will be combined to populate Receiver Fund Contact Phone Number
      • Receiver Contact Person Name and Surname fields split.
        • if Receiver Contact Person captured, first word will be saved as 'Name' and all remaining words as 'Surname'


Interfund ROT01 (Transfer)

UI/Bulk Import

  • Added: 
    • New Fields:  - in testing 
      • Receiver Fund Contact Person Surname
      • Pre-2021/03/01 Provident Fund Transfer Amount (API field: Pre20210301ProvidentFundTransferAmount) 
        • Known Issues:
          • No error when exceeding Max length via API
      • Post-2021/03/01 Provident Fund Transfer Amount (API field: Post20210301ProvidentFundTransferAmount)
        • Known Issues:
          • No error when exceeding Max length via API
  • Updated:  - in testing 
    • Receiver Fund Contact Phone Code and Phone Number combined as  Receiver Fund Contact Phone Number


Interfund ROT01 (Transfer) Approval Screen

UI

  • Added: 
    • New Fields:  - in testing 
      • Receiver Fund Contact Person Surname
      • Pre-2021/03/01 Provident Fund Transfer Amount
      • Post-2021/03/01 Provident Fund Transfer Amount
  • Updated:
    • Receiver Fund Contact Phone Code and Phone Number combined as  Receiver Fund Contact Phone Number  - in testing 


SARS ROT01 (Transfer)

UI/API/Bulk Import 

  • Added
    • New Fields:
      • Receiver Fund Contact Person Surname  - in testing
  • To be tested:
    • SARS request file - once SARS trade testing commences
    • Auto-produce PAYE from IRP3a. This was not affected, but has to be confirmed that it still functions as previously.


Reports:  - in testing

  • Updated to include new fields
    • EMP201 - All PAYE
      • Pre-2021/03/01 Provident Fund Vested Rights plus Growth
      • Pre-2021/03/01 Provident Fund Transfer Amount
      • Post-2021/03/01 Provident Fund Transfer Amount
    • EMP201 - All Funds
      • Pre-2021/03/01 Provident Fund Vested Rights plus Growth
      • Pre-2021/03/01 Provident Fund Transfer Amount
      • Post-2021/03/01 Provident Fund Transfer Amount
    • EMP201 - All Status
      • Pre-2021/03/01 Provident Fund Vested Rights plus Growth
      • Pre-2021/03/01 Provident Fund Transfer Amount
      • Post-2021/03/01 Provident Fund Transfer Amount

Release 01/02/2021


Included in this release:

IRP3a

UI/API/Bulk Import

  • Removed:
    • Other Amount 8
    • Other Amount Nature 8
  • Added:
    • Arbitration CCMA Award (API field: ArbitrationCcmaAward)


Form AD

UI/API/Bulk Import

  • Added:
    • New Directive Reason
      • Unclaimed Death Benefit
    • New Fields:
      • Pre-2021/03/01 Provident Fund Value (API field: Pre20210301ProvidentFundValue)
      • Pre-2021/03/01 Provident Fund Transfer Amount (API field: Pre20210301ProvidentFundTransferAmount) -  in development  for bug fixes  
        • Known Issues:
          • No error when exceeding Max length  via API 
      • Post-2021/03/01 Provident Fund Transfer Amount (API field: Post20210301ProvidentFundTransferAmount) -  in  development for bug fixes  
        • Known Issues:
          • No error when exceeding Max length via API
  • Updated:
    • Gross Lump Sum validation - in testing


Form B

UI/API/Bulk Import

  • Added:
    • New Fields: 
      • Pre-2021/03/01 Provident Fund Transfer Amount (API field: Pre20210301ProvidentFundTransferAmount) -   in development for bug fixes 
        • Known Issues:
          • No error when exceeding Max length via API
      • Post-2021/03/01 Provident Fund Transfer Amount (API field: Post20210301ProvidentFundTransferAmount) -  in development for bug fixes
        • Known Issues:
          • No error when exceeding Max length via API

Form C

UI/API/Bulk Import

  • Added:
    • New Fields:
      • Pre-2021/03/01 Provident Fund Value (API field: Pre20210301ProvidentFundValue) - in testing
      • Pre-2021/03/01 Provident Fund Transfer Amount (API field: Pre20210301ProvidentFundTransferAmount) -  in testing
      • Post-2021/03/01 Provident Fund Transfer Amount (API field: Post20210301ProvidentFundTransferAmount) -  in testing 
  • Updated:
    • Gross Lump Sum validation - in testing


EMP201 Reports

  • Added:
    • New Fields:
      • Pre-2021/03/01 Provident Fund Value (API field: Pre20210301ProvidentFundValue) - in testing
      • Pre-2021/03/01 Provident Fund Transfer Amount (API field: Pre20210301ProvidentFundTransferAmount) -  in testing
      • Post-2021/03/01 Provident Fund Transfer Amount (API field: Post20210301ProvidentFundTransferAmount) -  in testing 


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