Third Party Data Submission Platform

What’s new?

26 October 2023 –ALERT: Maintenance on the SARS Third Party Data Submissions Platforms 27 October 2023

Please note that the submissions platforms for both Secure File Gateway and Connect:Direct will be temporarily offline for planned maintenance between 16:00 and 19:00 on Friday 27 October 2023.

Please do not submit any files in the Production or Test environments during this time, as they will not be received or processed. Files already in the system will be paused and will continue processing upon conclusion of the maintenance.

18 September 2023 – Inclusion of IT3(t) & IT3(d) to the IT3 Third-Party Data reporting

The third-party data reporting process needs Representative Taxpayers or their representatives to report the required ITR12T information via the IT3-01 and IT3-02 forms. Representative Taxpayers or their representatives can view and correct the data or certificates that was submitted to SARS on request.

SARS requests that Section 18A approved entities (e.g., Government, Government Institutions, Public Benefit Organizations (PBO), or United Nations Agencies) who received donations and issued tax deductible receipts to Donors are to report those receipts to SARS.  If a receipt was issued, then it should be reported to SARS.

The related documents pertaining to these processes have been updated. Additionally, a new guide on how to manage the submission of IT3 third party data has been developed:

23 August 2023 – Third Party Data Bi-Annual Submissions: 01 September 2023 – 31 October 2023

The SARS Third Party Data Bi-Annual Submissions process for the period 1 March 2023 – 31 August 2023 opens on 01 September 2023 and will close on 31 October 2023. Submissions in respect of data files and declarations of the various reportable data types are now due. For more information, please see the IT3 Data Submission webpage. 

What is Third Party Data submission?

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.

Frequently Asked Questions

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