ALL FAQs

What is a default Primary User?
A Primary User is a default username that is selected by the user to access eFiling.

Why do I need a default Primary User?
The purpose of a default Primary User is to enable users to utilise a single username when accessing eFiling. This is mainly for users with multiple profiles linked to their identity number.

How do I create a default Primary User?
Upon first login as of 1st July 2019, a user with multiple usernames will be prompted to select their default Primary username from a list of existing usernames, linked to their identity number.

How will I access my other profiles, once I have created a default Primary User?
All existing profiles, associated with a user’s identity number, will still be accessible when the user logs in with their primary username.

Can I choose not to select a default Primary user?
No. All users will have to select a default primary user in order to use eFiling, Otherwise, they will not be able to access eFiling functionality.

Will I be able to change my default Primary User?
Yes, upon successful logon into eFiling a user may change their primary user to a preferred username by using the “Profile and Preference Setup” function listed under “My Profile” on the left menu pane.

Will selecting a primary user affect my shared access with my clients?
No, all clients on users portfolios with whom shared access is activated will not be affected when users setup their primary user.

What is a portfolio and what are the different types?
A registered eFiler can act in different “roles” on eFiling (e.g. tax administrator). These “roles” are referred to as Portfolio Types.

Can I change my portfolio name?
Yes, users may change their portfolio name by using the “Portfolio Management” function listed under “My Profile” on the left menu pane.

Can I change my portfolio type?
Yes, users may change their portfolio type by using the “Portfolio Management” function listed under “My Profile” on the left menu pane.

Where will correspondence relating to various clients linked to the primary user portfolio be sent?
All taxpayers registered on a users eFiling portfolio have a contact person listed as part of their registration details. The contact person’s details are used to send any correspondence.

If I remove rights or delete user(s) from my portfolio as a Practitioner or Organisation, will the user still have access to my clients?
No. If the rights to clients are removed from the user on eFiling, the user will not be able to see the client’s records nor see the client as part of their client list.

What will happen when I try to login with any of my other usernames once I have created a default Primary User?
Any other username associated with your identity number will be restricted from logging in and you will be directed to login using the Primary User.

What is Portfolio Management?
The Portfolio Management feature provides eFilers with the flexibility of a single login, while being able to transact between their existing usernames which will be called Portfolios.

How will VAT, PAYE or IT tax types located on different profiles be managed with the new default Primary User?
If a client’s tax types are located on different portfolios, which belong to the same identity number, then all tax type will be accessible using the Primary user in the different portfolios.

Why am I being routed to the old SARS eFiling site?
Users identified to have multiple eFiling usernames associated their ID numbers, are routed to the old eFiling site to ensure they are able to transact without delays.