third party DATA SUBMISSION to sars

What's new?

23 October 2020 - THIRD PARTY DATA BI-ANNUAL SUBMISSIONS: 01 SEPTEMBER 2020 – 31 OCTOBER 2020: ONLY 9 DAYS TO DUE DATE

This serves as a reminder that the due date for the SARS Third Party Data Bi-Annual Submissions process for the period 1 March 2020 – 31 August 2020 opened on 1 September 2020 and will close on 31 October 2020.
 
Submissions in respect of data files and declarations of the various reportable data types, as detailed per Table 1, are now due.

Table 1: Third Party Data Submission Dates – Bi-Annual: 

Data Type:​ Production Submissions:​ Applicable Business Requirement Specification (BRS):
​IT3 (b, c, e, s) DUE DATE
31 October 2020
​ ​ ​
BRS_2014_IT3_v2.0.3-27 | Clarification Document IT3
​Medical BRS: SARS External BRS - Medical Scheme Contribution (MSC) v1.0.3
​Insurance BRS: SARS External BRS - Insurance Payments (INS) v1.0.3

Thank you to those submitting entities that have submitted their submissions to date. As of this morning, we have received 66% of the expected submissions.
You are encouraged to make your submissions ahead of the due date to avoid last minute challenges and potential delays.

Should you require assistance or experience any challenges while making your submissions, you are welcome to contact us by emailing SARS Third Party Data Support ([email protected]).

What is it?

Third Parties (banks, medical schemes, fund administrators etc.) are required by law to send information or data to SARS via a return. This means that a bank, for example, must provide information to SARS pertaining to the interest paid on savings in taxpayer’s accounts. Medical Schemes are also required to send information on the total contributions made by individuals, expenses not covered by the Medical Aid as well as the number of dependants.

Who must submit data to SARS?

The following is a list of persons (third parties) that need to send information to SARS.  It includes but is not limited to:


What must be submitted?

The following data types are submitted by third parties: 

For an overview of the data types to be submitted, click here.

 

When & how must it be submitted?

 

Why must it be submitted?

Third party data is required by SARS for various purposes in the administration of the tax Act, such as but no limited to:
  • Confirm whether a person has filed or submitted the correct information in his/her tax returns.
  • Ensure that the information or documents are compliant with the provisions of a relevant tax Act.
  • Determine a person's tax liability.
     

Need help?

Let us know if you need any help.

Send your email query to [email protected].
 
Important: Insert only the data type in the subject line e.g. IT3, Dividends Tax, Withholding Tax on Interest, etc.
 
An example of the email structure:
 
Subject: Dividends Tax
 
Body of the email:
  • Tax Reference number: XXXXXXXXXX
  • Platform: Test or Live
  • Submission channel: (HTTPS or Connect:Direct or eFiling)
  • Detailed explanation of the query: If the query relates to system error then what is the event being executed, what are the steps completed, what is the expected system response and what is the actual system response. If the query relates to process enquiry then state the published document that outlines the process, the section and page number.
  • Screen print of the error (where applicable)

To see the documents for each data type, visit the relevant data type webpage.

For a list of archived documents, click here.

Last Updated: 23/10/2020 10:39 AM     print this page
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 Top FAQs

What is the process of submitting 3rd Party Data via Secure web (HTTPS) or Connect Direct (C: D)?
Follow these easy five steps: Step 1: Enrolment and activation - The Business Administrator (BA) must enrol the Organisation and Technical Administrator (TA); - The TA must enrol the Technical User (TU) and request a certificate; and

What is a 3rd Party Data declaration?
A 3rd Party Data declaration is a form used by a responsible entity to authorise data submitted via 3rd party data channels (C: D or HTTPS).

What are the pre-requisites to request a declaration?
• Data should have been successfully submitted. • Register an eFiling profile or use an existing profile. • Register tax type. A tax reference number can start with 0, 1, 2, 3, 7 or 9. • Allocate the user the correct access rights.

What are the different naming conventions?
​AEOI: ​Automatic Exchange Of Information is the name of the menu item on eFiling ​ DWT: ​Dividends Tax ​FATCA: ​Foreign Accounts Tax Compliance Act is the USA’s compliance act

How do I assign a company representative?
Step 1: User select the taxpayer they intend to represent from the taxpayer list. User navigates to “Organisations” tab >> “SARS Registered Details” menu