eFiling features

What’s new?

1 June 2023 – Prepopulation of ITR12 Third Party Data in preparation for the opening of Filing Season 2023

Please be advised that in preparation for the opening of the Personal Income Tax Filing Season in July 2023, between the period of 2 June 2023 until the opening of Filing Season, there is a possibility that the prepopulated data reflecting within your Personal Income Tax or Provisional Tax returns requested via eFiling, the SARS Mobi application or via a SARS Branch Office during this period, will pre-populate but may not be comprehensive until Filing Season is officially opened to the public.

20 March 2023 – The new SARS USSD service was launched.

What is eFiling?

SARS eFiling is an online platform for the submission of returns and declarations and other related services. This service allows taxpayers, tax practitioners, traders and businesses to register and submit returns and declarations, make payments and perform a number of other interactions with SARS in a secure online environment.

Taxpayers registered for eFiling can engage with SARS online for the submission of returns and declarations and payments in respect of taxes, duties, levies and contributions.

Service offerings available – No need to go to a Branch office: 

• Enquire on debt outstanding, make a payment and cancellation of payments
• Enquire on returns outstanding
• Tax Compliance Status
• Notice of Registration (IT150)
• VAT, CIT, PAYE and Trust Notice of Registration
• Filing your Income Tax Return
• Update personal details (including Bank Details)
• Request Statement of Account
• Register for Income Tax 
• Submission of Supporting Documents for an audit case
• Lodge a Dispute
• Tax Product Registration (incl. Tax Number Registration)
• Tax Directive Management
• Lodge a complaint
• Refund status
• Audit status
• Username Retrieval and Password Reset

If you are not an eFiler, click here to register.

Need help?

If you need help view our helpful tutorial videos on YouTube:

• How to retrieve username and password on SARS eFiling.
• How to update your SARS registered details on eFiling.
• How to add a new portfolio on SARS eFiling.
• How to add a company to your existing eFiling profile and to request the transfer of the Company tax types.
• Register for eFiling.

Two Factor and Passwordless Authentication

• • Two Factor and Passwordless authentication is an additional security features which allow an eFiling user to access their eFiling profile using push notification technology to a smart device:

• • Two Factor Authentication: Allows the user to access their eFiling profile by making use of their username, password and a push notification sent to the SARS Mobile Application, on their smart device.
  • Passwordless Authentication: Allows the user access to their eFiling profile by making use of their username and a push notification sent to the SARS Mobile Application, on their smart device.

Please note, to make use of this security feature ensure that:

• • The SARS Mobile Application is installed on your smart device and
    Your smart device is be enrolled as the primary device on your eFiling profile.

Tax Type Transfer Process for Personal Income Tax 

The Tax Type Transfer process for Personal Income Tax and Provisional Tax has been enhanced to enable ease of transfer of tax types between taxpayers, tax practitioners and registered representatives on eFiling.

With this enhancement the approval lies directly with the Taxpayer (owner of the PIT) or the Registered Representative of the PIT, to transfer the tax type to the requestor.

The taxpayer/registered representative for that tax type will receive a sms/ email and must approve the transfer request by:

• • Visit the homepage of this website, www.sars.gov.za
  • Select ‘Manage Tax Type Transfer’ in the SARS eFiling space
  • Complete the online form by capturing ID/ Passport number and tax reference number
  • An OTP will be sent to the taxpayer to capture
  • An online POA will be presented to the taxpayer to ‘Accept’ or ‘Decline’ the transfer request.

A notification will be sent to the requestor once the taxpayer has ‘Accepted’ or ‘Declined’ the transfer request.

Please note:

• • Transfers for PIT are no longer dependent on the holding user releasing
  • Transfers will be immediately cancelled if we are not able to verify the identity of the requested taxpayer.

A tax type transfer will be disallowed if the requestor is not a registered tax practitioner or the registered representative for the requesting taxpayer.

Also see the FAQ on How do I initiate a tax type transfer on eFiling.

Taxpayers can obtain a VAT, PAYE, CIT and Trust Notice of Registration on eFiling if they are registered on SARS eFiling

Follow these easy steps:4