SARS Helps you eFile

What is Help-You-eFile?

HelpYoueFile_ICON.jpgHelp-You-eFile on the SARS eFiling website allows you, the taxpayer, to ask a SARS agent to share your view of the eFiling screen on your personal computer.
 
This service will enable a SARS agent to view the same screen as you, to assist in identifying the problems you’re experiencing and to help you solve your problem. You benefit by being able to call on the support and advice of our staff without having to visit a SARS branch. You can even ask a SARS agent to call you back.

On which pages on eFiling is Help-You-eFile available?

While it is our goal to be of assistance to you throughout your eFiling experience, please note that for the moment, Help-You-eFile is only available for the following:
  • Individual Income Tax Return (ITR12) – only if you open your return with Flash Player on the Income Tax Workpage
  • Additional Payments
  • Additional Services.
  • Change own password
  • Disputes
  • Notice of Assessment (ITA34)
  • Other Services
  • Password reset
  • Payments
  • Returns History
  • Returns Issued
  • Returns Search
  • SARS Correspondence
  • Statement of Account (SOA)
  • Tax Calculator
  • User
  • Voluntary Disclosure Search
  • Registration
Currently, not all screens will be available to share; if they’re not available there will be a pop-up message on the page to let you know. This will be a phased process. As screens become available, the pop-up indicating restricted viewing will be removed.

Is my information secure?

The SARS agent will not be able to control your eFiling screen, edit any information or view sensitive information (e.g. login name, password, answers to security questions, banking details and payment reference numbers). Therefore, the Help-You-eFile session is completely secure and the confidentiality of your information is assured. Your desktop and files will also not be accessible to the SARS agent.

 

1. You can start a Help-You-eFile session by clicking on the Help-You-eFile icon, either on the SARS eFiling login page screen or once you have logged into your eFiling profile.




Top Tip: If you enter your login details incorrectly more than twice, a pop-up message will be shown:



If you select:
 
• No, <Back to eFiling>, you will be directed back to the page you were working on.
• Yes, <Help me eFile>, the Welcome page will appear to continue with the session.
 
2. Or after you’ve successfully logged on to eFiling.
 




 
Top Tip: The assist message will be shown when you have –
 
• Captured more than 3 fields on the form and then are inactive on eFiling for more than 2 minutes.
• Pressed the same button 3 times on a form.
• Pressed the calculate button 3 times on the form.
 


If you select:
 
• Don’t show this again, the message will be closed and not displayed again during your eFiling session.
• <No - Back to eFiling> you will be directed back to the page you were working on.
• <Yes - Help me eFile>, the Welcome page will appear to continue with the session.
 
A message will be displayed providing information on what Help-You-eFile is. You will either select:
 
• Don’t show this again, the message will be closed and not displayed again during your eFiling session.
• Back to eFiling – you will be directed back to eFiling and not to the Help-You-eFile.
• Launch Help-You-eFile – the Help-You-eFile function will appear.
• Continue with demo – images will be shown on how Help-You-eFile works and what is seen by you and the SARS agent.
 


Top Tip: If you have selected Launch Help-You-eFile, a pop-up message will be shown warning you to save all information before going any further.
 


Click:
 
• OK to continue.
• Cancel to save any information first, and then click the Help You eFile icon again when you are ready.

 

Last Updated: 29/06/2017 12:04 PM     print this page
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 Top FAQs

How do I benefit from using the Help-You-eFile?
You share your browser screen with your SARS Agent who will then talk you through the process, helping you sort out any difficulties you experience in completing the tax return.

For which eFiling profiles will Help-You-eFile be available?
The Help-You-eFile functionality will be available for Individuals, Tax Practitioners and Organisations. However, for Tax Practitioners and

Will SARS be able to contact me instead of me phoning to the contact centre?
Yes, SARS can contact you if you select the “Call Me” button after accepting the terms and conditions.You have to complete all the required fields in order for a SARS agent

Is the Agent allowed to see my eFiling screens?
Yes. Your SARS Agent can see your eFiling screens once you have started your Help-You-eFile session and your SARS Agent is connected. Some screens may not be available for sharing at this time,

Will the Call Back functionality be available to all taxpayers?
No, it will only be available for registered taxpayers.