sars.gov.za Tax Practitioners Online eFiling Registration Process : South African Revenue Service

Name of the Organization : South African Revenue Service
Type of Facility : Tax Practitioners Online Efiling Process
Head Office : Pretoria

Website : http://www.sars.gov.za/
Guideline : https://www.southafricain.com/uploads/1939-Tax-Practitionersefill.pdf

Online eFiling Registration Process :

Purpose :
** The purpose of this document is to assist tax practitioners with different functionality on eFiling, including eFiling registration, adding new eFiling users under the tax practitioner profile, adding new taxpayers, assigning rights to users, tax practitioner registration and configuration.

Related : South African Revenue Service Register as a Taxpayer : www.southafricain.com/1504.html

Efiling Registration Process :
** In order to successfully register as a tax practitioner, you will need:
** An active eFiling profile in your personal capacity
** Belong to a registered controlling body in order to verify your membership.
** Navigate to .sarsefiling.co.za and click on the “Register” button.
** Click on the arrow in the tax practitioner section as indicated below
** The registration terms and conditions page will be displayed.

** Ensure that you read the terms and conditions. Click on the “I Accept” tick box and the “Continue” button.
** Select “Tax Practitioner
** Complete all the relevant fields in the login details page and click “Register” to continue.
** Ensure that you keep the answers to the security questions safe as this will assist you in the future to reset your password.

** Complete the registration details and click “Continue” to proceed.
** The optional details may be completed if you wish to. Click “Continue” to proceed.
** In the Organisation Information section, ensure that you select the correct type of taxpayer.
** The Financial Year End, Please tell us how you heard about SARS eFiling and the “Are you a Tax Practitioner?” fields will be populated for all type of taxpayer options.

If you select the type of taxpayer as Individual/Sole Proprietor, the following fields will be populated to be completed :
** Individual Name
** Trading Name
** Identification Type
** ID Number

If you select the type of taxpayer as Partnership, the following fields will be populated to be completed:
** Organisation Name
** Trading Name
** Identification Type
** ID Number

** Complete all fields below and click “Continue” to proceed with the registration.
** Select the relevant return(s) you wish to register for, complete the reference number and click “Register” to complete the registration process.
** It is not mandatory to complete a reference number.

** Click “Register” to continue.
** The reference numbers entered here are that of the tax practitioner and NOT of the clients.
** A summary page will be displayed. Print the summary and fax the form to SARS in order to complete the eFiling profile registration.
** Your login name will be presented to you upon successful registration.

** A message will be displayed to indicate the amount of days in which the registration must be verified.
** Print and sign the summary of registration and fax to the numbers provided in order to complete the eFiling registration verification.
** Navigate to .sarsefiling.co.za and click on the “Login” button.
** Login with your Login name and Password after your eFiling profile has successfully been activated.

Tax Practitioner User Functionality :
** This functionality offers a variety of options to manage personal eFiling profiles as well as to manage the details of the other linked users where applicable.
** Depending on the authorisation level applied to the user, some or all of the menu options will be available.

Additional Generic Procedure

Here are the steps on how to register for Tax Practitioners Online eFiling (TPOE) with the South African Revenue Service (SARS):
1. Go to the SARS eFiling website at https://www.sars.gov.za/efiling/.
2. Click on the “Log in” button.
3. Click on the “Register as a Tax Practitioner” link.
4. Enter your personal details, including your name, ID number, contact details, and email address.
5. Enter your banking details.
6. Create a password.
7. Click on the “Register” button.

You will receive an email confirmation with a link to activate your account. Once you have activated your account, you will be able to log in to the TPOE portal.

Here are some additional things to keep in mind when registering for TPOE:
* You must be a registered tax practitioner with SARS.
* You must have a valid email address and a mobile phone number.
* You must create a strong password that you will remember.

Once you have registered for TPOE, you will be able to access the following features:
* File tax returns for your clients.
* Receive tax payments from your clients.
* View your client’s tax records.
* Communicate with SARS on behalf of your clients.

I hope this helps! Let me know if you have any other questions.

Here are the documents you need to register for TPOE:
* A copy of your valid tax practitioner’s certificate.
* A copy of your valid ID or passport.
* A copy of your valid professional indemnity insurance certificate.

You can also register for TPOE by post by sending the required documents to the following address:
South African Revenue Service
Tax Practitioners Online Registration
Private Bag X9230
Pretoria
0001