I WANT TO ADD OR CHANGE BANKING DETAILS

 
To protect taxpayers against fraud, new bank details or updates will first have to be confirmed before we can make the changes. Any refunds due will only be processed when the banking details have been verified.
 
Please note: See the info on eFiling profile verification.

How do I add or change banking details?

If you need to add or change banking details it can be done:

Please note: Customs and Excise clients’ needs to visit their nearest SARS Customs branch as registering or changing of banking details can’t be done on eFiling. A completed DA185 – Application form: Registration/Licensing of Customs and Excise and applicable supporting documents must be submitted at a branch.

Top Tip: To use eFiling you must be registered, and may be asked to visit a SARS branch to confirm the information given.
 
Visiting a SARS branch is the best channel and allows –
Please note: Banking details won’t be updated on the SARS systems if requested by:
  • Email
  • Fax
  • Post
  • Telephone.
Top Tip: Where no valid banking details are recorded on the SARS system, an SMS or email will be sent to the registered cellphone number or email address of the taxpayer/Register Representative.

Who can change banking details?

Only taxpayers, Registered Representatives or Registered Tax Practitioners are allowed to change banking details.
The registered representative’s details must match those on the SARS system. For more information see ‘Single Registration’.
 
Tax Practitioners are allowed to ask for a change in banking details for taxpayers in all instances and not only in exceptional circumstances. Please note, the requestor with mandate is only allowed to do the changes in exceptional circumstances. For more details on the exceptional circumstances, you can refer to the Change of Banking Details External Guide.
 
Top Tips:
  • The TPPOA form (Special Power of Attorney by Practitioners) hasn’t been updated yet to remove the exclusion of change of banking details. SARS will accept the form until this is updated.
  • The “Authority on Special Power of Attorney by Tax Practitioner” to the staff member is NOT acceptable for updating bank details.
In special situations SARS will allow a once-off instruction for someone other than the above mentioned people. See the list of exceptions and the supporting documents (relevant material) needed.

What is a valid bank account?

A valid bank account is:
  • A cheque, savings or transmission account
  • In the name of the taxpayer(s)
  • Not a credit card, bond or foreign bank account.

Spouse Accounts (Shared Accounts)

Where spouses share a bank account, both spouses are no longer needed to visit the SARS branch, only the spouse asking for the change to banking details.
 
All the supporting documents (relevant material) must be provided, including a certified copy of the marriage certificate or affidavit for life partners, whichever applicable.
 

What is needed to add or change banking details?

To add or change banking details the following supporting documents (relevant material) are needed:
 
  • The original and a copy of an Identity document (ID)/temporary ID/passport/driving licence/asylum seekers permit of the:
    • Account holder(s)
    • Registered Representative and/or the Registered Tax Practitioner.
 
Top Tip: Bring along certified copies to speed up the process. Only copies certified by authorised persons will be accepted (e.g. Attorneys, South African Post Office, South African Police Station, etc.). A “true copy” stamp must always accompany the Commissioner of Oaths stamp.
 
  • A signed Power of Attorney (POA), where applicable.

  • One of the following documents must be provided:
    • Original stamped letter from the bank (including an electronic letter) not older than three months confirming the account holder’s legal name; account number, account type and branch code; or
    • Original bank statement or ATM / Internet generated statement or eStamped statement not more than three months old that confirms the account holder's legal name, bank name, account number, account type and branch code; or
    • If the wife/husband does not have a bank account and chooses to use his/her spouse’s banking details, a certified copy of the marriage certificate is required. In instances of a Life Partner, an affidavit must be provided. (Only for Income Tax Registration); or
    • For Holding/Subsidiary company or Non-resident company (for VAT):
      • VAT119i form indemnity for banking details where third party’s bank details are used.
    • For Government Institutions
      • Letter from bank with bank stamp indicating the banking details of the institution.

Note: For second registration purposes for taxpayers who passed away on or after 1 March 2016, the bank details used in the first registration must be re–used in the second registration unless the Representative requires an update to it. If the update is required, the representative must provide all the relevant supporting documents. The bank account may not be the banking details of the deceased taxpayers but those of the estate.

Top Tip: See a list of documents that will be accepted as proof of residential or business address.

What additional documents will be needed?

The following additional documents will be needed:
  • Either a copy of:

     
    • Copy of Certificate of Incorporation in the case of a company
    • A Partnership/Joint Venture agreement
    • A trust deed together with the minutes of a meeting specifying who is authorised to act on behalf of a trust
    • A Foreign donor agreement between the applicable country and South Africa in the case of a foreign donor funded project
    • The founding documents for Body Corporates.

  • Letter of appointment where the request is received from the representative.
  • Resolution letter of appointment from the company where the request is received from the representative for the first time.
 

 

 
Top Tip: All letters must be in one of the official South African languages. Where this isn’t the case, SARS will ask for a translation.

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Last Updated: 05/06/2019 10:40 AM     print this page
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 Top FAQs

What are the three SARS POA forms provided?
The three SARS POA forms provided are:- TPPOA - Special Power of Attorney to Tax Practitioner :-ASPOA - Authority on Special Power of Attorney by Tax Practitioner

Can I appoint someone to change banking details on my behalf?
Yes you can appoint someone to change banking details on your behalf, provided that the supporting document (relevant material) is presented.

Will my banking details be captured when registering as a taxpayer or re-activation of my tax number?
No, banking details can only be updated when asking for the change of banking details: At a SARS branch Please note: Customs and Excise clients’ needs to visit their nearest SARS Customs branch

Which certified copies of ID/passports/driving licence/asylum seekers permit are accepted?
Only copies certified by authorised persons will be accepted (e.g. Attorneys, South African Post Office, South African Police Station, etc.). A “true copy” stamp must always accompany the Commissioner of Oaths stamp.

Can I post all my original banking details documents to SARS?
No, posted originals or copies of documents relating to banking details won’t be processed and the documents will be returned.