Taxpayers are required to be registered for Income Tax OR can register for Income Tax and apply for Exempt Institutions status simultaneously. Taxpayers are advised to download the required documents from the website, complete the forms, and book an online appointment at a Branch Office nearest to them to submit the application (New applications to apply for exemption from income tax can unfortunately not be submitted via email at this time). Once the appointment has been made, a case reference number will be issued which must be used to upload the application forms and supporting documents on the SARS Online Query System (SOQS). SARS will be in contact with the applicant to confirm the type of appointment and confirm if all the required documents have been uploaded. When the documents have been uploaded, the case number may be sent to the following email address for follow-ups: [email protected] Helpful resources:
Related Documents
EI1 – Application for Exemption from Income Tax – External Form
EI2 – Public Benefit Organisation Written Undertaking – External Form
EI2A – Public Benefit Organisation Written Undertaking Associations – External Form
EI2B – Foreign Branch Approved as a Public Benefit Organisation – External Form
EI2C – Income Tax Exemption Recreational Clubs – External Form
IRP30A – Application for and Exemption Certificate iro Employee Tax – External Form
LAPD-IT-G16 – Basic Guide to Income Tax for Public Benefit Organisations
LAPD-IT-G17 – Basic Guide to Section 18A Approval
LAPD-IT-G26 – Tax Exemption Guide for Public Benefit Organisations in South Africa
Frequently Asked Questions
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