How do I transfer a taxpayer (client) on eFiling?

 
To transfer a taxpayer (client), follow these steps:
  • Login on eFiling:



 

  • Select
    • Organisation
    • Register New

  • Complete the information needed and click “Continue” at the bottom:



  • Tick the tax type box, fill in the tax number and click “Register”
  • A message will be shown, advising the taxpayer is already registered.
  • Click “Request Tax Types” on the left hand menu.

  • Scroll to the bottom and click “Create New”:

 

  • Select 'I agree' or 'I do not agree' under Declaration:

  •  Fill in the reference number next to the tax type and click “Request”:



  • This will send an automatic request to the holding user to advise that you are asking for the transfer of the taxpayer (client).


Please note:


Where the request isn’t accepted within five days

  • Requests will automatically transfer from a tax preparer to a:
    • Tax Practitioner
    • Taxpayer (client).

  • Requests will automatically be cancelled from a tax preparer to a:
    • Tax Practitioner

Alternatively, the taxpayer (client) may:

Top Tip: The new Tax Practitioner/tax preparer must send the transfer request to the taxpayer (client).

  • Accept the request sent.

Should you need more help, please call the SARS Contact Centre on 0800 00 SARS (7277).

Last Updated: 01/06/2016 3:35 PM     print this page
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