Only for clients with employees
Labour services are suggested when the client profile shows employees, so sole practitioners do not get noise on their calendar.
Return of Earnings, Letters of Good Standing, UIF declarations, EE reports and SETA submissions — tracked for every client that employs people.
Labour services are suggested when the client profile shows employees, so sole practitioners do not get noise on their calendar.
Due dates come from each client's year-end, VAT category, incorporation date or certificate expiry — rolled off weekends and public holidays — and are scheduled 13 months ahead.
Each obligation opens with the working steps and the documents you need from the client, an owner, a status, comments and the submission reference once it is filed.
Staff are reminded as the date approaches and daily once it is overdue; client reminders are optional per firm. Every reminder is logged, and nothing is sent twice.
Keep the client's reference numbers, certificates and expiry dates for this regulator in one place, with a health status for anything about to lapse.
Status changes, comments and uploads are recorded against the obligation, so you can show who did what and when.
It is included in your plan or added as a monthly add-on from Settings → Plan & modules.
The product suggests the services that fit the client's entity type, registrations and employees; you confirm.
Obligations are generated 13 months ahead and topped up automatically as time moves on.
Tick off the checklist, record the reference number, attach proof and mark it submitted.
This is the actual list inside the product, with the rule each due date is calculated from. It is maintained centrally, so when a rule changes every firm gets the update.
| Service | How often | How the due date is worked out |
|---|---|---|
| UIF monthly declaration (UI-19 / uFiling)Monthly declaration of employees and remuneration to the UIF. | Monthly | By the 7th of the following month.10% late-payment penalty plus interest at the prescribed rate. Employee claims blocked. |
| UIF employer registration (UI-8)Register the employer with the UIF at the Department of Labour. | Once-off | As soon as the first employee is engaged. |
| UIF Compliance Certificate renewalRequest a new UIF letter of compliance before expiry. | Annual | Issued on request via uFiling when declarations and payments are up to date; about 12 months validity [verify]. |
| COIDA employer registration (W.As.2)Register with the Compensation Fund (or FEM / Rand Mutual). | Once-off | Within 7 days of employing the first employee. |
| COIDA Return of Earnings (W.As.8)Annual return of earnings to the Compensation Fund. | Annual | Statutory date 31 March; the gazetted online window is usually 1 April to 30 June (2026: outstanding by 31 Oct).10% penalty plus interest; no Letter of Good Standing. |
| COIDA assessment paymentPay the notice of assessment raised after the ROE. | Event-driven | Within 30 days of the notice of assessment.Interest on late payment. |
| COIDA Letter of Good Standing renewalObtain a new Letter of Good Standing (Compensation Fund, FEM or RMA). | Annual | Issued once ROE is filed and assessment paid; valid up to 12 months [verify cycle].Cannot tender or work on site without a valid LoGS. |
| Injury on duty reporting (W.Cl.2)Report a workplace injury or disease. | Event-driven | Within 7 days of the accident (14 days for occupational disease). |
| Employment Equity report (EEA2 and EEA4)Annual EE report and income differential statement for designated employers (50+ employees). | Annual | Online 1 September to 15 January; manual submissions by 1 October.Fines from R1.5m up to 10% of turnover; no EE compliance certificate for state contracts. |
| OHS annual compliance reviewReview OHS appointments, risk assessments, first-aiders and committee records. | Annual | Practice control: annual review. |
| Bargaining council monthly return and leviesMonthly returns to councils such as MIBCO, MEIBC, NBCRFLI. | Monthly | Typically by the 7th to 15th of the following month depending on council [verify].Interest and compliance orders. |
| Service | How often | How the due date is worked out |
|---|---|---|
| Workplace Skills Plan and Annual Training ReportSubmit WSP/ATR to claim the 20% mandatory grant. | Annual | 30 April each year.Mandatory grant forfeited. |
| SETA discretionary grant applicationApply for learnership, bursary or internship funding. | Event-driven | Per SETA funding window. |
Statutory rules are summarised for planning; always confirm against the regulator's current notice. You can add your own services to any client alongside these.
Every trial includes all the modules in the plan you pick. No card required.