Independent Software Vendors (ISV)

What's new?

 
  • 22 June 2020 - Tax Directives enhancements implemented

  • SARS introduced enhancements to the Tax Directives system on 19 June 2020, as per the  Interface Specification IBIR-006 Tax Directives version 6.005. The high level overview of the changes that have been introduced are in respect of the Foreign Tax Credit (IRP3q) - Par 10 of the 4th Schedule and Provision for Doubtful Debtors (IRP3f) - Section 11(j)I of the Income Tax Act.

These changes enable stakeholders to:

    • Submit applications electronically
    • Attach supporting documents electronically
    • Send an electronic directive to the applicant.
For any queries, you may email [email protected] or contact the SARS Call Centre on 0800 00 7277.
  • 12 June 2020 - ISV Platform:
    ISVs please note the changes stated in the IBR006 version 6.005 specification will go-live on 19 June 2020.   In preparation for the go-live the test environment will not be available from Monday, 15 June 2020 until Wednesday, 17 June 2020.  No Directive files should be submitted after 15:00 on 19 June 2020.

  • 12 June 2020 - eFiling Clients:
    All Clients to be informed that the changes stated in the Directives Business Specifications IBR006 version 6.005 will go-live on 19 June 2020. 

  • 15 May 2020 - Go-live date to be communicated

    Please note that SARS will communicate the go-live date for the changes stated in the IBR006 version 6.005 specification in early June 2020.  You are reminded and encouraged to participate in the Trade Testing from 18 May 2020 that you were invited to in the notification published on 2 April 2020.

  • 5 May 2020 - The updated Interface Specification IBIR-006 Tax Directives version 6.005 was published.

  • 22 April 2020 - To see information for taxpayers and Tax Practitioners on how to obtain a Tax Directive via eFiling, click here.

  • 2 April 2020 - Tax Directives: Trade testing and go-live date

  • 2 April 2020 - IBIR-006 Tax Directives Interface Specification Revision 6.004

  • 9 December 2019 - Guide to Complete, Submit and Cancel a Recognition of Transfer 
    To submit an IRP3c, supporting documents in respect of the IRP3c, A, B, C and E, as well as cancelling a request for a Tax Directive or a Recognition of Transfer (ROT) on SARS eFiling, click here to view the user guide.

  • 3 December 2019 - Tax Directives File submission cut-off time
    Due to the implementation of the Tax Directives enhancements on 6 December 2019, all submission of existing files should be done on or before Friday, 6 December 2019 by 15:00. Failure to do so will result in the directive application being rejected, which will have to be recaptured and resubmitted in the new format effective after the cut-off time.

  • 1 November 2019 - Directives under paragraph 10 of the Fourth Schedule
    Employees who render services outside of South Africa often find themselves in a predicament regarding their tax affairs. As tax residents they are subject to tax on their worldwide income and when they render services in the foreign country, the foreign country as the country of source may also have a right to tax the income. This results in double tax that places an employee in financial hardship.
     
    Employees who are often impacted by this are those who do not qualify for the foreign employment income exemption under section 10(1)(o)(ii) of the Income Tax Act, 1962. From 1 March 2020 the number of employees affected may increase as the exemption will be limited to R1 million. If an employee then does not qualify for the exemption or to the extent that an employee’s remuneration exceed R1 million, a double tax situation will arise. See more information here.

  • 1 November 2019 - Tax Directives: Trade Testing change of date
    SARS will introduce enhancements to the Tax Directives process.  Trade testing for ISV submissions will commence on 12 November 2019 and no longer on Monday 4 November 2019.  This exercise is necessary in preparation for the changes that will be implemented in the last quarter of the 2019/2020 financial year, see more detail here.

  • 26 August 2019 - Tax Directives: Trade Testing and Go-live date
    SARS will introduce enhancements to the Tax Directives process and trade testing for Independent Software Vendor (ISV) submissions by fund administrators to start on 4 November 2019. Trade testing is necessary to prepare for the go-live date of 6 December 2019 when system changes will be implemented. See more detail here.

  • 26 August 2019 - IBIR-006 Tax Directives Interface Specification Revision 5.904

  • 30 April 2019 - Tax Directives File submission cut-off time
    Due to the implementation of the Tax Directives enhancements on 3 May 2019, all submission of existing files should be done on or before Friday, 3 May 2019 by 15:00. Failure to do so will result in the directive application being rejected, which will have to be recaptured and resubmitted in the new format effective after the cut-off time.

  • 27 March 2019 - Updated IBIR-006 Tax Directives Interface Specification version 5.801

  • 4 March 2019 - Changes in User Rights
    SARS has introduced user rights on Tax Directives which will allow all users linked to the same eFiling profile to transact. The system will at a later stage be further enhanced with controls in place with regards to specific rights that need to be assigned to allocated users.

  • 1 March 2019 - Legislation change
    The definitions of ‘pension preservation fund’ and ‘provident preservation fund’ have been amended with effect from 1 Mach 2019 to make provision for the members of preservation funds to be entitled to withdraw their full lump sum benefit where the member has emigrated from South Africa and such emigration is recognised by the South African Reserve Bank for the purposes of exchange control or upon repatriation on expiry of a work visa.
    The directive reasons ‘Emigration withdrawal’ and ‘Withdrawal due to Visa Expiry’ were added to the list of reasons and the ‘Emigration Withdrawal’ and the ‘Expiry of Working Visa’ containers were added to the Form B tax directive application form that must be submitted manually.  The Guide to complete the tax directive application forms was also updated.

    The Form A&D was updated to make provision for the transfers to a preservation fund instead of retiring.   Manual Form A&D must be submitted until the electronic system is available.    

  • 20 February 2019 - Tax Directive Third Party Client migration to the new SFTP solution

  • 28 January 2019 - Tax Directives Enhancements
    A new tax directive reason ‘Transfer – Inactive Member with Insufficient Information’ has been introduced to Form B. This was incorporated into the form to help fund administrators to get a tax directive for section 14 transfers where there is insufficient information available for inactive members of the Funds.

    Two reminder notifications will be issued by SARS to the receiving fund if an ROT01 or ROT02 is not received where either a transfer of the benefit or the purchase of an annuity took place. A third and the final reminder notification will be issued directly to the taxpayer if the receiving fund does not submit the necessary ROT after receiving the reminder notifications.  This is all done to ensure that taxpayer’s tax return is correctly and accurately assessed.


  • 24 January 2019 - Tax Directives File submission cut-off time
    Due to the implementation of the Tax Directives enhancements on 25 January 2019, all submission of existing files should be done on or before Friday, 25 January 2019 by 15:00. Failure to do so will result in the directive application being rejected, which will have to be recaptured and resubmitted in the new format effective after the cut-off time. 

  • 22 January 2019 - Tax Directives: Go-Live Date
    The go-live date for Tax Directives is now scheduled for 28 January 2019. The Business Requirements Specification (BRS) is available for your perusal in the meantime.

What are ISV's or Interface agents?

The ISV’s software interfaces with SARS for the submission of various returns required by SARS.
The ISV service was initiated as an extension of the eFiling service. The software vendors approached SARS to integrate with the eFiling service that would reduce user effort and manage the process of completing tax returns.
 
The tax types serviced through the ISV service include:
  • Annual Returns :
    • ITR12
    • ITR14
    • IRP6
    • ITR12T
  • PAYE returns
  • Transfer Duty
  • Tax Directives (Tax Directive submissions have been allowed for a number of years via an interface that allows for the bulk request of directives)

See the letter on the ISV Tax Directives file submission migration to the new SFTP solution.

How does it work?

Secure access is enabled by a unique access key for the specific product and application. After user authentication is done, the interface interaction is allowed. The user is required to be an active user on eFiling with the appropriate rights.
 
Currently we have three categories of ISV’s:
  • Tax Returns Submissions
  • Transfer Duty
  • Directive Requests

Need Help?

You may forward the signed Terms and Conditions on email to [email protected]. It applies only to ISV’s requested authorisation for their systems to interface with SARS Systems.

For Tax Directives applications the existing process will continue whereby the interface specification and External Application for Access to SARS – Electronic Interface under “Form INF001” to register for access to SARS Interface are available in the Interface Specification IBIR-006 Tax Directives. Please note that the Terms and Conditions are also applicable to Tax Directive applications.

 

Documents​ ​
​New Independent Software Vendor(ISV) systems Interface Terms and Conditions
Last Updated: 22/06/2020 2:23 PM     print this page
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