Season starts 1 July and for eFilers the process is even easier this year.
are a few tips that will help you complete and submit your return easily, honestly and on time:
Something new for eFilers! This
year we have created a personal inbox for you on your eFiling profile where you
will find all notices and letters relevant to you. The inbox is available on
the individual, organisation and tax practitioner profiles.
Be smart – eFile via your tablet or smartphone: As an
eFiler, you can choose to complete and submit your Income Tax Return (ITR12)
via your PC, laptop, or simply download the SARS eFiling App from your App
Store. Once you have done that, just log on to your eFiling profile via your
preferred device and you will be prompted to the next steps.
you have forgotten your
login name and password, simply click on the question mark icon
from the login page and you will be able to request your login name and reset
Don’t just save your return – submit it!
eFiling allows you to work on your return and then to save your work until you
are ready to submit. But be aware that your return has not been sent to SARS
until you hit the "Submit Return to SARS” button and your profile is updated to
show the return has been submitted. Remember to always check for correspondence
once you have submitted your return to SARS. Your return may have been stopped
for an audit requiring you to provide SARS with your supporting documents.
Still need help with eFiling? Just
click on the Help-You-eFile icon displayed on eFiling login page and follow the
prompts. It gives you access to our friendly Contact Centre agents while you’re
completing your return online with eFiling. With your permission our agent is
able to see exactly what you are doing on your screen and will help you every
step of the way. Rest assured – our agent cannot see any sensitive information
such as your banking details.
File your return early: Don’t wait for the last
minute to submit your tax return. The earlier you do it the better – and the
quicker you will receive any refund due to you. Non-provisional taxpayers who
submit their returns using eFiling have until Friday 21 November 2014.
Provisional taxpayers (those taxpayers who have additional income like rental
or business income) who submit their returns via eFiling have until Friday 30
Changing your banking details: If you
need to change your banking details you can do it on eFiling when you are
completing and submitting your ITR12. To protect you against fraud, any changes
that you make to your banking details will be verified by SARS before updating
your banking profile. Any refunds due to you (if applicable) will be processed
after your banking details have been verified. Please note that you will be
required to visit a SARS branch with the relevant supporting documents if SARS
fails to validate the banking details changed via eFiling.
change your banking details at a SARS branch please bring along the following
valid original or temporary ID, Passport or Driver’s Licence and a certified
copy of your ID, Passport or Driver’s Licence
statements with the original bank stamp not more than three months old
of residential address.
more information on changing your banking details with SARS visit the SARS
Do the right thing; make your payment to SARS: Did you
know that making full payment to SARS – when due – ensures that you don’t incur
any interest. It also shows your commitment to the positive growth of our
country’s economy which in turn benefits all South Africans. You can easily
make payment to SARS via eFiling.
you are unable to make payment in full to SARS, in certain circumstances SARS
can reach an agreement with you to defer your tax debt for later payment or for
payment by instalments. Please bear in mind that you will need to discuss your
financial position openly and honestly with SARS.
our SARS Contact Centre on 0800 00 SARS (7277) between 08:00 to 17:00 on
weekdays, except on Wednesdays when operating hours are from 09:00 to 17:00.
a SARS branch.
Beware of scams! SARS will never request your
banking details in any correspondence that you receive via post, email or SMS.
SARS will also not send you hyperlinks to other websites, even those of banks.
Please note that the SARS website does not have links to any banks. Should you
wish to verify the authenticity of correspondence from SARS, kindly call the
SARS Contact Centre on 0800 00 SARS (7277).
Do you use a tax practitioner? Please
remember that all Tax Practitioners are now required to be registered with a
recognised controlling body (RCB) as well as with SARS. You can ask your Tax
Practitioner for their SARS and Controlling Body registration details to verify
that you are working with a registered and reputable practitioner.
person who is not registered with a RCB and who prepares tax returns on your
behalf will now be regarded as a tax preparer. They may not charge you and they
may not submit the return on your behalf. In order to submit a return prepared
by a tax preparer:
can register for eFiling and complete and submit the return yourself or
can register for eFiling and obtain shared access from your Preparer and then
submit on eFiling the saved return completed by that Preparer or alternatively
can visit a SARS branch to file your return.
please take into consideration that even though a Tax Practitioner is
completing and submitting your ITR12 on your behalf, the responsibility still
rests with you as the taxpayer to make a true declaration and for any
outstanding returns, payments and penalties.
Will the RCB's be mounting a promotions campaign against SARS' one-sided comments on TP's, also on the subsidised competition of SARS in completing returns?
This last is especially detrimental, in that SARS is abusing taxpayers' money to provide a service that takes business from legitimate TP's, while at the same time subjecting TP's to costly regulation.
Also, are the staff dealing with returns subject to the same regulatory process and competence requirements?
Seems the playing field is not exactly very level.
On the face the TAA seems balanced, but the major drawback is the lack of competence at SARS, the lack of CONSISTENT application accross regions and the double standards enforced as a result of "chasing the money" processes.
The TAA can only work in an environment of competence and of reasonable application.
The questionaire should allow more comment, ie:
The SSMO generally resolves an issue, but only after an unnecessary delay due to escalation processes; in all my experience, the initial problem could have been resolved by competent lower level staff had they been interested in resolving the issue.
The tax ombud is a good idea on paper only: the limitation to administrative issues is a clear attempt at blocking effective dispute resolution.
The TAA, if it is truely fair, should impose reciprocal penalties on SARS, which should be given "teeth" by making it a refund, deductable from the salary of the SARS official who is in the wrong!
Supporting documents are still requested for straigt forward tax returns, only IRP5 and medical, which is not deductable??
Supporting documents are requested for tax returns with only IRP5 certificates?
Section 240A of the Tax Administration Act, 2011 (as amended) requires that all tax practitioners register with a recognized controlling body before 1 July 2013. It is a criminal offense to not register with both a recognized controlling body and SARS.