E-filing for Tax Practitioners in South Africa

By | May 5, 2023

As technology continues to advance, more and more individuals are relying on digital platforms to complete various tasks. One of these tasks is filing taxes.

In South Africa, the South African Revenue Service (SARS) has implemented an e-filing system for tax practitioners, allowing them to file taxes on behalf of their clients with ease.

In this article, we will discuss the benefits of e-filing for tax practitioners in South Africa and provide a step-by-step guide on how to use the e-filing system.

How to Register for E-filing

Step 1: Obtain a Tax Practitioner Number

Before registering for e-filing, tax practitioners must obtain a tax practitioner number.

This can be done by registering with a professional body, such as the South African Institute of Tax Professionals (SAIT), or by applying directly to SARS.

Step 2: Register for eFiling

Once a tax practitioner number has been obtained, practitioners can register for e-filing on the SARS website.

Practitioners will be required to provide their personal information, as well as their tax practitioner number.

Step 3: Activate eFiling Profile

After registering for e-filing, practitioners must activate their e-filing profile by visiting a SARS branch and providing a copy of their identity document and tax practitioner number.

Once the profile has been activated, practitioners can start using the e-filing system.

How to Use the E-filing System

Step 1: Login to eFiling

To use the e-filing system, practitioners must log in to their e-filing account using their registered email address and password.

Once logged in, they will be taken to their dashboard, where they can view their clients’ tax returns and other related information.

Step 2: Select the Appropriate Tax Type

Practitioners should select the appropriate tax type from the list of available options on their dashboard. The tax type will depend on the nature of their clients’ income, such as income tax, value-added tax (VAT), and pay-as-you-earn (PAYE).

Step 3: Complete the Return

Practitioners should complete the return by entering the required information into the relevant fields.

The e-filing system automatically populates certain fields, such as the client’s personal information and tax tables, based on the information provided.

Step 4: Submit the Return

Once the return has been completed, practitioners should review it for accuracy and completeness.

The e-filing system performs validation checks to ensure that all required fields have been completed and that the return is accurate.

Once the practitioner is satisfied with the return, they can submit it to SARS using the e-filing system.

RELATED POST: E-filing for non-resident taxpayers in South Africa

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