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Override Function for transfer of taxpayer profiles

04 September 2014   (8 Comments)
Posted by: Author: SAIT Technical
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Author: SAIT Technical

The override function has been disabled by SARS as a temporary measure while SARS updates the system. The initial disabling and subsequent suspension of this service has created much frustration for many of our members in some way or form. The question is how do we minimise the inconvenience as much as possible for everyone concerned.

A lot of the frustrations can be solved by a bit of simple housekeeping by all the members  on their eFiling profiles. If all SAIT members who do have taxpayer profiles, logged into eFiling on a weekly basis and approved all the Request Tax Types that may be lurking on their profile, it should take a few steps in the right direction in alleviating some of the frustrations. 

How do I do this?

  1. Login to eFling with the main administrator Login and password;
  2. Click on "Organisations”;
  3. Click on "Request Tax Types” on the left hand side in the sub-directory;
  4. A list will appear with headings starting with "Name”. Click on "Request Type”;
  5. Ensure that it contains all the "Received Tax types”;
  6. Click on "View” and open the types that has a Status of Requested and click on "Approve”.

Something to Remember

It is unlawful to prevent a taxpayer from submitting their Income Tax return to SARS and may equally constitute misconduct by the tax practitioner concerned. The taxpayers right to access the profile within a reasonable time period to submit his or her tax return remains. Therefore even if the taxpayer has outstanding fees, you are obliged to approve the Request. 


Heila Nicolin (Helberg) says...
Posted 27 September 2014
This is extremely frustrating. I have been trying for 3 weeks to get a new client onto my profile. Sars told me to register her in her own capacity, which I did, but did not get the option to "cancel practitioner access"....I was told to cancel the registration and start over again, which I now cant do, due to the pending move request (which I have since cancelled to no avail)...whereto from here?
Johanna G. van Wyngaard (Young) says...
Posted 26 September 2014
how can I over ride a request that I did and they did not authorise my request
Johannes P. Kruger says...
Posted 05 September 2014
Ex practitioner that are required to release make a joke out of this. We had declined requests with a comment of "no or sorry or no ways". This people should be identified and locked up.
Andries W. Basson says...
Posted 05 September 2014
Gilbeys W. Baleti says...
Posted 04 September 2014
How do we assist taxpayers whose former Tax Practitioner died? Certainly SARS need to review this withdrawal of the "Override" function.
Kevin S. Meissenheimer Mr says...
Posted 04 September 2014
I have experienced many cases where the taxpayer has engaged me to submit a tax return and does not know his own log-in details. For the taxpayer to obtain his log-in details from SARS can be problematic because they do not record their security questions and their cell numbers change very often. Many of my clients do not have e-mail addresses. The override function was very useful in these cases. Currently, my credibility as a tax practitioner is at stake. We are providing an important service to taxpayers AND SARS, but SARS is making our lives difficult.
John A. Green says...
Posted 04 September 2014
The now "defunct" tax practitioners who does not belong to a controlling body will just ignore the request
Johann J. Jordaan says...
Posted 04 September 2014
This is all well in theory, but people are not releasing the clients in practice


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.


The Act requires that a minimum academic and practical requirments be set to register with a controlling body. Click here for the minimum requirements of SAIT.

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