FAQ: How do I complete and send the Monthly Employer Declaration (EMP201) on eFiling?
In order to complete and send you EMP201 on eFiling, you firstly need to be registered. Follow our simple steps to register if you aren’t.
FAQ: How do I complete my Income tax form on eFiling?
Open your income tax return by clicking on income tax return (ITR12) link on eFiling.
FAQ: How do I convert income measured in a foreign currency to Rands?
It can be converted by using either: The spot rate; or The average exchange rate for the relevant year of assessment.
FAQ: How do I correct an error on my receipt?
An amendment cannot be done on a receipt that has been issued. The conveyancer will have to cancel the incorrect application and apply for a
FAQ: How do I create a default Primary User?
Upon first login as of 1st July 2019, a user with multiple usernames will be prompted to select their default Primary username from a list
FAQ: How do I de-register from Turnover Tax?
You can deregister from Turnover Tax voluntarily by writing to the Commissioner expressing your wish to do so in a manner prescribed by the Commissioner.
FAQ: How do I declare investment income on my return if I am married in community of property?
The total amount of your investment income must be declared even if you are married in community of property, as SARS will do the necessary
FAQ: How do I do a top-up payment?
Go to your transaction and click on MAKE PAYMENT – the amount due will reflect and continue with the payment process as per normal process.
FAQ: How do I download the SARS eFiling App?
For Apple devices, the following steps must be followed to download the SARS eFiling App from the App Store: Open the APP store by tapping
FAQ: How do I download the SARS Smartphone App?
For Apple devices, the following steps must be followed to download the SARS Smartphone App from the App Store: Open the App store by tapping on
FAQ: How do I ensure that my reconciliation does not fail ETI balancing?
Add the value of code 4118 of all IRP5/IT3(a) certificates that you are submitting and compare the summed value to the sum of ETI calculated
FAQ: How do I fix my compliance status?
Click on the Non-Compliance indicator and follow the steps to rectify your status.
FAQ: How do I get to the Income Tax Work Page to see my Income Tax Return (ITR12)?
If your ITR12 return has been issued, it will appear on the Income Tax Work Page. Follow these five easy steps: Step 1: Log onto
FAQ: How do I have my disability re-confirmed in order to claim my deduction and how do I renew by disability status for tax purposes?
You must ensure than an ITR-DD – Confirmation of Diagnosis of Disability – External Form is completed (available online) and available in the event that
FAQ: How do I initiate a tax type transfer on eFiling?
To transfer a taxpayer (client), follow these steps: Login to eFiling Select: Organisations Organisation Register New Complete the information required and click “Continue” at the
FAQ: How do I know if my controlling body is recognised by SARS?
The statutory bodies that are Recognised Controlling Bodies are listed in s 240A(1) of TAAct. SARS has published a list of Recognised Controlling Bodies approved
FAQ: How do I know that I fall within the definition of a resident?
a) The definition of resident refers to a natural person who is ‘ordinarily resident’ in the Republic or if that person was ‘physically present’ in
FAQ: How do I link a newly registered client to my profile?
You can add a new client by registering the client in the Register New section under the Organisation on the Tax Practitioner eFiling profile. Login
FAQ: How do I make payment for MPRR?
MPRR payment can only be made via eFiling once you have registered for MPRR on eFiling by using the ad-hoc payment process – also referred
FAQ: How do I manage rights to enable a use to submit a 3rd party data declaration for a specific tax type?
The eFiling administrator should apply the following steps: Organisations >> Manage Groups >> Select correct group Ensure the authorisation level is changed to “Submissions” Ensure
FAQ: How do I open ports for the Secure web (HTTPS) channel?
For users utilising the Secure web (HTTPS) to submit their files, it is important for Technical users to ensure that their network allows for internet
FAQ: How do I prepare a file and name the file?
Follow these easy steps: Download the Business requirement specification (BRS) for the data type you intend to submit; Follow the guideline provided in the BRS
FAQ: How do I proceed after completion of the ‘Activation’ process, when I get the ‘Awaiting Registration Verification’ message?
The message is an indication that you have successfully activated for TCS and in order to proceed further, registration verification is required. To proceed with
FAQ: How do I register as a conveyancer?
You need an eFiling profile, then click on ‘Services’ then on ‘Conveyancer Registration’ and simply register by completing the RC-01 form.
FAQ: How do I register for turnover tax?
By submitting to SARS a completed TT01 form. The registration application should be submitted before the beginning of a year of assessment (a year of
FAQ: How do I register on the SARS app or SARS MobiApp?
Download our enhanced SARS MobiApp from the Google Play Store (Android) or App Store (Apple devices) and click the ‘Register’ button.
FAQ: How do I report a tax crime?
We want to make reporting a tax or customs crime easy for you. So we’ve even created an online form for you to complete. What
FAQ: How do I submit supporting document with my income tax form?
Supporting documents must not be submitted with an income tax return. Should SARS require supporting documents you will be informed.
FAQ: How do I upload supporting documents (relevant material) on eFiling?
To upload supporting documents (relevant material), follow these steps: Logon to eFiling Select: Returns Returns History The applicable type of tax (e.g. ITR12, Employees Tax,
FAQ: How do married couples submit the supporting documents?
If you are married in community of property, the certificates received by both you (the taxpayer) and your spouse are required If you are married
FAQ: How do Registered Controlling Bodies (RCB’s) submit new information to SARS regarding their members (tax practitioners) that are only coming forward now to verify their information?
RCB’s have two options that they can use to submit new information to SARS regarding new members or members that are only coming forward to
FAQ: How do we book a CSK test?
An employee needs to be nominated by his/ her Employer and registered on the CSK web application before he/ she can do a booking. Steps:
FAQ: How do we get more information about these client types, including ones which never existed before under the current Act?
Chapter 28 of the Customs Control Act governs the registration of the different client types. A comprehensive list is found in in the Rules (Rule
FAQ: How do we make payment on the VAT undertaking?
SARS is a pre-determined beneficiary at all banking institutions. You can make payment at any branch teller (ABSA; FNB, Nedbank; Standard Bank) by making use
FAQ: How do we record this number on our Registered Controlling Bodies (RCB) system – “TPRN PR-0005011” or just the “PR-number”?
Just the PR-number should be recorded, for example – PR-0005011, except for Interactive Voice Response (IVR) authentication where they do not use the prefix PR-.
FAQ: How does a user manage eFiling Right Groups?
The eFiling user has the ability to create groups and to give users different rights within the group depending on what the users are required
FAQ: How does ADR affect a taxpayer’s right to appeal to the Tax Board or the Tax Court?
This option is available in addition to a taxpayer’s right to appeal to the Tax Court or Board, and any delays caused through the ADR
FAQ: How does an employer determine the “monthly remuneration” of an employee who qualifies?
The “monthly remuneration” of an employee who qualifies is the amount paid or payable for that full month. Where an employee has only been employed
FAQ: How does an investor support the claim for a deduction?
On request from SARS, the investor must verify a claim for a deduction by providing a venture capital company investor share certificate that has been
FAQ: How does my odometer reading affect my claim for travel expenses?
You should always maintain an opening and closing odometer reading for the year for your travel claim to be considered and maintain a record of
FAQ: How does SARS account for an approved Suspension of Payment when calculating the debt on ‘My Compliance Profile’?
At the moment the compliance balance on the ‘My Compliance Profile’ does not factor in approved amounts under a Suspension of Payment. Suspended amounts will
FAQ: How does SARS treat insolvent taxpayers?
Please explain the different tax numbers used for an insolvency cases. “- Based on legislation a person (purely for personal income tax purposes) may be
FAQ: How does SARS validate the file?
File Structure Validations will be done in the sequence provided in the table below. If the file fails file structure validations, then a File Response
FAQ: How does the Controlling Body become recognised?
Controlling bodies wishing to apply for recognition can see how to on our webpage for controlling bodies and complete the RRC01 – Recognition as a
FAQ: How does the introduction of the payment form and PRN affect administrative penalty notices and payments?
Assessment notices, Statements of Account and other collection notices issued by SARS in respect of administrative penalties, contain the new PRN. This reference number must
FAQ: How does the roll-over of the Employment Tax Incentive (ETI) work?
An incentive amount may be rolled over – If the incentive amount available exceeds Employees’ Tax due in a month. The excess may be carried
FAQ: How is data authorisation done?
With every file that a vendor submits, either a VAT500 for summary level supporting data or a VAT501 for line item level supporting data is
FAQ: How is interest paid to a non-resident from a South African source taxed?
As from 1 March 2015 interest from a South African source paid to a non-resident will be taxed at a final withholding tax rate of
FAQ: How is the deduction recouped?
The deduction is recouped (under the general recoupment rules of section 8(4) of the Income Tax Act, 1962), if a taxpayer disposes of the venture
FAQ: How is the income of a Trust taxed?
A Trust is taxed at 45%. A Special ‘Type A Trust’ should apply at the SARS branch for classification as it qualifies for certain relief
FAQ: How is the income received by me treated if I am married in community of property to my spouse?
Income received by (or accrued to) a taxpayer (other than that from the carrying on of any trade, but including investment income and capital gain
