Welcome to the Tax Practitioners webpage

SARS places great value on a healthy professional relationship with Tax Practitioners who are key in providing a service to our clients the taxpayers.

SARS is therefore committed to:

• Engaging with practitioners continuously and constructively
• Providing access and channels to practitioners
• Specific Service offerings to registered practitioners
• Providing specific communications for Practitioners

Here you will find the latest information and updates from SARS to assist you in serving your clients and in broadening the culture of tax compliance.  

What’s New:

• 15 December 2020 – Tax Practitioner Connect Issue 2020
  
• 30 November 2020 – Corporate Income Tax (CIT) Filing season important changes for 2020/21
  
  SARS is in the process of updating the systems, forms and processes pertaining to the filing of Income Tax returns for companies. These changes will be implemented in a phased approach throughout the 2020 /21 period, read more.
• 26 November 2020 – Use of Adobe Flash
  
  We have received some questions through various channels regarding the ongoing maintenance of Adobe Flash in the eFiling Service Offering by SARS, read more.
• 6 November 2020 – Tax Practitioner Connect Issue 19 (6 November 2020)
  
• 7 May 2020 – Enhancement to Tax Type Transfer Process
  
  The Tax Type Transfer process for Personal Income Tax and Provisional Tax has been enhanced to enable ease of transfer of tax types between taxpayers, tax practitioners and registered representatives on eFiling.
  With this enhancement the approval lies directly with the Taxpayer (owner of the PIT) or the Registered Representative of the PIT, to transfer the tax type to the requestor.

The taxpayer/registered representative for that tax type will receive a sms/ email and must approve the transfer request by:

• Visit www.sars.gov.za
• Select ‘Manage Tax Type Transfer’ in the SARS eFiling space
• Complete the online form by capturing ID/ Passport number and tax reference number
• An OTP will be sent to the taxpayer to capture
• An online POA will be presented to the taxpayer to ‘Accept’ or ‘Decline’ the transfer request.

A notification will be sent to the requestor once the taxpayer has ‘Accepted’ or ‘Declined’ the transfer request.

Please note:

• Transfers for PIT are no longer dependent on the holding user releasing
• Transfers will be immediately cancelled if we are not able to verify the identity of the requested taxpayer.
• In the case of a Deceased estate, the Registered Representative (usually the Executor) becomes responsible for any notices and approvals.

A tax type transfer will be disallowed if the requestor is not a registered tax practitioner or the registered representative for the requesting taxpayer.

Also see the FAQ on How do I initiate a tax type transfer on eFiling.

• 6 April 2020 – Tax Practitioner Connect newsletter Issue 18
  

Useful links:

• Legal and Policy matters
• Contact the SARS Tax Practitioner’s unit.