SARS eFiling is a secure online platform provided by the South African Revenue Service (SARS). It allows taxpayers to file their returns and manage their tax affairs conveniently from anywhere. By harnessing this tool, individuals and businesses can save valuable time and effort that would otherwise be spent on manual submissions and dealing with paperwork.
This platform offers a range of features designed to simplify the tax process. These include the ability to submit returns, make payments, and access various tax-related documents and services. Taxpayers can benefit from tools like Help-You-eFile and the IT Statement of Account, enhancing the overall efficiency and transparency of the tax process.
For anyone looking to manage their tax responsibilities with ease, understanding and utilising SARS eFiling is crucial. By engaging with this user-friendly platform, taxpayers can ensure they meet their obligations accurately and on time, within a secure online environment.
Registering on SARS eFiling
Registering on SARS eFiling allows individuals, businesses, and tax practitioners to manage tax affairs online. It involves setting up a profile, providing personal details, and securing access with a username and password.
Individual Taxpayer Registration
To register as an individual taxpayer, visit the SARS eFiling website. Click on the REGISTER button. If you do not have a personal income tax number, SARS will automatically issue one.
Create your username and password. Fill in your personal details such as your name, ID number, and contact information. E-filing also provides access to your tax profile to manage payments and compliance certificates efficiently.
Business and Trust Registration
Businesses and trusts must register on SARS eFiling to manage tax types, including Pay-As-You-Earn (PAYE).
Navigate to the SARS eFiling website and select the option to register as a business or trust. You need information like registration numbers and contact details. Once registered, business owners can link their tax types to manage VAT, Corporate Income Tax, and others. Create and secure your profile with a username and password for future logins.
Tax Practitioner and Agent Engagement
Tax practitioners and agents play an important role in managing tax matters for clients.
To register, go to the SARS eFiling website and select the option for tax practitioners or agents. You will need to provide your professional details, including registration with a recognised controlling body.
Create a secure profile with a username and password. This registration allows them to access client profiles, submit returns, and manage compliance efficiently from their eFiling dashboard.
Navigating the eFiling System
To use SARS eFiling efficiently, it is important to understand its main components. This section covers how to navigate the dashboard, update personal and banking details, and use secure messaging and notifications effectively.
Dashboard Overview
The dashboard is the central hub where users manage their eFiling activities. When a user logs in with their username and password, they are greeted with a summary of their profile. Key sections include recent submissions, pending actions, and important notifications.
Users can access various forms, such as Income Tax Returns (ITR12) and VAT returns, from their dashboard. The interface is user-friendly, allowing users to quickly locate and submit electronic forms. Comprehensive tutorial videos are available to help guide users through these processes if needed.
The dashboard also displays payment due dates and any correspondence from SARS. Alerts for emails and SMS notifications can be set up to ensure that users never miss important deadlines.
Updating Personal and Banking Details
Keeping personal and banking details updated is crucial for smooth transactions. Within the Profile section on the dashboard, users can update their personal information, including phone numbers and email addresses, to receive notifications and alerts.
Users must ensure that their banking details are correct to facilitate refunds from SARS. This involves entering the bank account number, branch, and other relevant banking information accurately. Incorrect information can lead to delays in processing refunds.
SARS uses a secure system that requires OTP (One-Time Password) verification when making changes to sensitive details. This adds an extra layer of security, ensuring that user data remains protected.
Secure Messaging and Notifications
The secure messaging feature allows users to communicate directly with SARS. This is useful for addressing queries or providing additional documentation when requested. Messages sent through this system are encrypted, maintaining the confidentiality and security of all communications.
Notifications are pivotal for keeping on top of eFiling obligations. Users can opt to receive reminders via email or SMS regarding submission deadlines, payment due dates, and other important updates from SARS. Setting up these notifications ensures that users are always aware of their tax obligations and can act promptly to avoid penalties.
Additionally, SARS provides support for users needing assistance. The Help-You-eFile service, for example, offers guided help through the eFiling process. This can include real-time assistance via chat or phone, making it easier for users to complete their tasks effectively.
Tax Submission Process
The process for submitting taxes via SARS eFiling involves various steps and categories based on the type of tax being addressed. It includes submitting income tax returns, VAT declarations and payments, and handling PAYE and provisional tax. Each subtopic focuses on specific procedures to help taxpayers comply with their obligations.
Filing Income Tax Returns
Income tax returns can be submitted through SARS eFiling, a secure, online platform. Taxpayers must first register on the SARS eFiling website. Once registered, they can begin the process of filing their income tax return (ITR12) by logging in and selecting the appropriate option.
Steps to file income tax returns:
- Login to SARS eFiling
- Select the “Returns” tab
- Complete the ITR12 form with required financial details
- Submit the form for review
The system allows for easy tracking of the return status and provides an option to save drafts. It is essential to have all financial records handy to ensure accuracy. External help or the SARS MobiApp can be utilised for additional support during the filing process.
VAT Declarations and Payments
VAT (Value Added Tax) returns and payments can also be processed through SARS eFiling. VAT-registered entities must submit periodic declarations for the VAT they have collected and the VAT they have paid on purchases.
Steps for VAT declarations and payments:
- Login to SARS eFiling
- Navigate to the VAT section
- Complete the VAT201 form with sales and purchase details
- Submit the declaration
- Make payment if VAT is due
Timely submission and payment are crucial to avoid penalties. The system provides a record of both submissions and payments, ensuring taxpayers remain compliant.
PAYE and Provisional Tax
PAYE (Pay-As-You-Earn) and provisional tax are other key components of the tax submission process. PAYE is usually deducted from employees’ salaries and must be submitted by employers. Provisional tax involves periodic payments of estimated tax liability by individuals and businesses.
PAYE submission steps:
- Login to SARS eFiling
- Access the EMP201 form for PAYE declaration
- Enter payroll details
- Submit the declaration and make payments
Provisional tax process:
- Login to SARS eFiling
- Select the appropriate provisional tax option
- Complete the IRP6 form
- Submit the form and payment
These processes help ensure that taxes are paid in advance and reduce the likelihood of owing a large amount at the end of the financial year. Accurate record-keeping and timely submissions are critical for maintaining compliance using SARS eFiling.
Assistance and Support
For users dealing with SARS eFiling, accessing the right help and support can ensure a smooth process for tax submissions. Here we break down the key ways to get assistance and resolve any technical issues that may arise.
Getting Help with eFiling
SARS offers a variety of support options to assist users with eFiling. One major service they provide is Help-You-eFile, allowing taxpayers to share their eFiling screen with a SARS agent. This enables the agent to guide the user through the process, making it easier to complete tax returns correctly.
Users can also access help through the SARS Contact Centre. By calling the centre at 0800 00 SARS (7277), users can speak with a representative between 08:00 and 17:00 on weekdays. For those outside South Africa, the international number is +27 11 602 2093. This direct line provides real-time assistance without needing to visit a branch.
Additionally, the SARS eFiling website offers resources like FAQs and step-by-step guides to support and assist users. These resources can help users understand how to navigate the system and submit necessary documents.
Resolving Technical Issues
Technical difficulties can sometimes hinder the eFiling process. To address this, SARS has established several methods for troubleshooting and support. Users encountering issues can contact the SARS Contact Centre for immediate help.
Email support is also available for non-urgent technical issues. Users can send detailed descriptions of the problem they are facing to the designated support email. This method ensures that technical queries are addressed comprehensively.
Furthermore, the SARS eFiling website provides specific instructions on uploading supporting documents, either through the eFiling system, MobiApp, or SOQS (SARS Online Query System). These guides ensure users can securely upload all required documents without technical hiccups.
Security is a top priority for SARS. The system uses encryption and security protocols to protect user data during online interactions. This protects the integrity of the tax filing process and assures users that their information is secure.
Managing Your eFiling Profile
Managing your eFiling profile involves ensuring the security of your account and accessing your account through mobile platforms. This helps you stay connected and maintain control over your tax information efficiently.
Security and Account Management
For security, choose a strong username and password. Your password should be a mix of letters, numbers, and symbols. Never share your password with anyone.
Always update your personal details. This includes your contact information and address. If you change your email or phone number, promptly update this on eFiling.
If you have a registered representative managing your taxes, ensure they are linked to your profile correctly. This person will need specific access to view and handle your eFiling transactions securely.
Mobile Access Through the MobiApp
You can manage your profile using the MobiApp, offering flexibility and convenience. The app allows you to update details, submit returns, and check your tax status on the go.
Ensure your mobile app’s security by using strong passwords or biometric authentication. The MobiApp also features secure login options to protect your data.
Keep the application updated to benefit from the latest security features and improvements. This ensures you have the latest tools to manage your tax profile efficiently.
Frequently Asked Questions
SARS eFiling makes it easier for taxpayers to manage their tax affairs online. Below, you’ll find answers to common questions about using this platform.
How can I register for an eFiling account?
To register, visit the SARS eFiling website and click on the “Register” button. Follow the prompts to enter your personal information, including your tax reference number. After completing the registration form, you’ll receive a confirmation email. Use the link in the email to activate your account.
What is the process for submitting a tax return through eFiling?
First, log in to your eFiling account. Select “Returns” from the main menu and choose the type of return you need to submit. Complete the return by filling in the required fields. Once finished, click “Submit” to send your return to SARS. You can also save a draft if you need more time to complete it.
How can I retrieve my forgotten eFiling username or password?
Go to the eFiling login page and click on the “Forgot Username” or “Forgot Password” link. Enter your email address associated with your account. SARS will send an email with instructions on how to recover your username or reset your password. Follow the steps provided in the email to regain access to your account.
What are the deadlines for submitting personal income tax returns via eFiling?
The deadline for submitting personal income tax returns via eFiling typically falls on 31 October each year for non-provisional taxpayers. Provisional taxpayers usually have until 31 January of the following year. Check the SARS website for any updates on these dates as they may vary.
How can I obtain a tax clearance certificate through eFiling?
Log in to your eFiling account and select “Tax Clearance” from the main menu. Follow the prompts to apply for a tax clearance certificate. You’ll need to provide your tax reference number and other required details. Once your application is processed, you can download the certificate from the eFiling portal.
Is there a mobile application available for SARS eFiling, and how does it function?
Yes, SARS offers a mobile app called SARS eFiling. The app allows users to manage their tax affairs on the go. You can download it from the Apple App Store or Google Play Store. The app offers features such as submitting returns, tracking refund status, and keeping up to date with tax notices.