FAQ: Can I change my portfolio type?
Yes, users may change their portfolio type by using the “Portfolio Management” function listed under “My Profile” on the left menu pane Detailed steps can
Yes, users may change their portfolio type by using the “Portfolio Management” function listed under “My Profile” on the left menu pane Detailed steps can
No. All users will have to select a default primary user in order to use eFiling, Otherwise, they will not be able to access eFiling
Yes, you can claim for more than one retirement annuity. Add the contribution made together and claimed under code 4006.
A person who earns remuneration income (which is not derived mainly from commission) cannot claim professional subscription fees against the income received. This deduction is
Check your IRP5 and verify if all the information is correct before attempting to submit the return. If you notice any errors which might need
Yes, an instalment payment arrangement agreement can be entered into for a full outstanding tax debt. This would be subject to certain qualifying criteria (e.g.
No, posted originals or copies of documents relating to banking details won’t be processed and the documents will be returned.
No, you can’t register for all tax types on eFiling. Customs and Excise is not available. Registration for Customs and Excise must take place at
Yes, a contact centre staff can assist you to obtain login details.
Yes, you can see both on eFiling. The refund amount (if any) and refund payment date can be seen on the ‘Income Tax Statement of
Yes, you will be able to submit for previous years on eFiling.
Yes, the address can be updated on an income tax return.
Yes, taxpayers can update the address on the ITR12 return.
No, the service data charges will apply for updates.
The technical administrator and the technical user will be able to view the summary of the data file submissions on the “Submission Dashboard”. The dashboard
No, it is the employer’s prerogative to nominate an employee for CSK purposes and for a specific client type.
No – this is specifically prohibited by paragraph 20(2)(a) of the Eighth Schedule. However, paragraph 20(1)(g) allows one-third of the interest incurred in acquiring listed
SARS cannot amend or delete any information captured by the person who issued the tax certificate.
Yes you can be assisted at a SARS branch.
Yes. Where SARS requires further information to decide on the objection case, additional information will be requested from the taxpayer.
No, the Administrative Penalties section of the NOO form must not be used to submit an objection against in other type of penalty/interest. If a
The following Company Representative/Public Officer details can be updated: Surname; First name; Initials; Date of appointment; ID/Passport number.
Yes,the Company Representative/Public Officer can request a change for the following bank details: Account number; Branch number: Account type: Branch name Account Holder Name (Account
No, the Company representative/Public Officer cannot verify and update the legal entity details via the ITR14 return.
Yes, the Company representative/Public Officer will be able to view previous years’ submitted returns in the old IT14SD format via eFiling. In the SARS branch
Yes, the Company representative/Public Officer will be able to view previous years’ submitted returns in the old IT14 format via eFiling. In the SARS branch
No, The IT14SD cannot be requested via the SARS Contact Centre, as there will be no posting or email option for request of the IT14SD.
No, the applicable information must first be updated at the SARS branch or on eFiling.
No, the SARS Contact Centre will not be posting the ITR14 returns. Companies will be required to register on eFiling to request and submit ITR14.
No, the ITR14 form cannot be used to update the legal entity information of a company. These changes can only be effected through the completion
The Pay-As-You-Earn (PAYE) on the EMP201 may not result in a negative amount. Where the calculated Employment Tax Incentive (ETI) is more than the PAYE
Yes, if the ITR14 has been successfully submitted and processed in the branch, the Branch agent will provide the Company representative/Public Officer with the option
No, the sale of property will be subject to either VAT or Transfer Duty. VAT takes preference over Transfer Duty. If the seller is a
Yes, if different bookings were made for multiple client types. An employee cannot, however, write different tests for different client types in one session.
You do not have to apply to SARS for a directive or any confirmation. You only need to submit the required declaration and undertaking form
A person or partner in partnership (partner) must be registered for income tax purposes. Where the person or partner is not registered for income tax
You only need to declare your exempt status per the declaration and undertaking form once (per company / withholding agent) and it will remain valid
No. You don’t have to log out. You do need to save all your information before you start your Help-You-eFile session.
You don’t have to log out. You do need to save all your information before you start your Help-You-eFile session.
No, one SARS POA must be completed however all the tax types must be listed.
No, non-resident tax practitioners are however required to belong to a Recognised Controlling Body.
If your device has biometrics capabilities, you may select to enable biometrics. If your device has no biometric capabilities you will select the option ‘no
Yes. A minimum royalty rate of 0.5% must be paid even if you are making a loss.
No, SARS does not require the daily odometer readings for opening and closing kilometres. You do need to record the opening and closing kilometres for
No, you don’t have to register as an importer if you meet certain conditions. Personal goods can be cleared with Customs under the generic code
If the amount received is in excess of the prescribed exemption amount you must submit an income tax form.
Yes, you need a log book to support your claim for expenses related to an employer-provided vehicle. However, you do not need to submit the
Supporting documents must only be submitted to SARS when requested to do so.
The ETI field is only mandatory when you have claimed ETI for the specific employee. The following pop-up message will be shown, when manually capturing
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