Third Party Data Submission Platform

What’s new?

• 28 November 2022 – IT3(t): Call for testers

Pursuant to the various engagements during recent months, kindly see the  finalised BRS in relation to the Trust data requirements – SARS External BRS 2022 IT3s v40.0T-9.

As per the discussions, you will be aware that it was indicated that the IT3(t) will follow an end-September submission date. This information will still be gazetted in due course.

Considering that the implementation and production of these changes are already scheduled for April 2023, we are calling for volunteers to assist with SARS during the testing phase, which is planned for March to April 2023.

• 10 November 2022 – ALERT: Interruption to SARS Third Party Data production platforms on 11 November 2022
  
  Please note that the Production platforms for both Secure File Gateway and Connect:Direct will be temporarily offline for planned maintenance from 18:00, Secure File Gateway – 16 hours and Connect Direct – 2 hours on Friday 11 November 2022. Please do not submit any files in the Production environment during this time, as they will not be processed.

   

• 28 October 2022 – FINAL Reminder – Monday (31 October 2022) is the deadline to submit annual Third Party Data Returns

  Third Party Data Returns are due on Monday, 31 October 2022, that includes the associated data files and correlating declarations [Data Types: IT3(b), IT3(c), IT3(s), MED, INS].

  Important to note, submissions are not complete until declarations are submitted via eFiling that ensures your data files are reconciled via the respective Third Party Data Returns.

  Third Party Data Providers are urged to make timely submissions, as incomplete, late or non-submissions may be liable for penalties and would impact your respective clients.

  It is encouraging to convey that 88% of the required Third Party Data submissions have been receipted.  

  We would like to thank those Third Party Data Providers that made their submissions well in advance of the due date.

  Should you experience any challenges while making your submissions, you are welcome to contact us by emailing SARS Third Party Data Support ([email protected]).

•  7 October 2022 – ALERT: Interruption to SARS Third Party Data production platforms 08 October 2022

Please note that the Production platforms for both Secure File Gateway and Connect:Direct will be temporarily offline for planned maintenance between 03:00 and 05:00 on Saturday 08 October 2022. Please do not submit any files in the Production environment during this time, as they will not be processed.

• 22 September 2022 – ALERT: Interruption to SARS Third Party Data production platforms 24 September 2022
  

Please note that the Production platforms for both Secure File Gateway and Connect:Direct will be temporarily offline for planned maintenance between 03:00 and 07:00 on Saturday 24 September 2022. Please do not submit any files in the Production environment during this time, as they will not be processed.

• 31 August 2022 – THIRD PARTY DATA Bi-ANNUAL SUBMISSIONS 2023: 01 March 2022 – 31 August 2022:

The SARS Third Party Data Bi-Annual Submissions process for the period 1 March 2022 – 31 August 2022 opens on 01 September 2022 and will close on 31 October 2022.

Submissions in respect of data files and declarations of the various reportable data types as detailed per Table 1.

We highly recommend the use of the trade testing window to appropriately validated and check you file structures comply to the required standards. 

Table 1: Bi-Annual Submissions Timelines 2023:

Should you experience any challenges while making your submissions, you are welcome to contact us by emailing SARS Third Party Data Support ([email protected]).

Please follow the SARS Third Party Data Submissions Platform webpage to be kept up to date on changes and communication in relation to SARS 3^rd Party Data.

What is it?

Who must submit data to SARS?

• Attorneys
• Banks (including Mutual banks)
• Companies listed on the JSE that issue bonds, debentures or financial products
• Co-operatives as well as any other person who purchases livestock, produce, timber, ore, mineral or precious stones from a primary producer other than for retail purposes.
• Co-operative Banks
• Estate agents
• Financial Institutions (such as Long-term insurers, Pension funds and Collective investment schemes)
• Medical Schemes
• Organs of state that issue bonds, debentures or financial products
• Postbank
• State-owned companies that issue bonds, debentures or financial products
• Any person who pays an amount of interest to or for the benefit of a foreign person (to the extent that it is regarded as being from a source in SA)
• SA resident companies, foreign resident companies whose shares are listed on the JSE, and regulated intermediaries paying dividends/foreign dividends
• Reporting institutions as described in the FACTA agreement.

What must be submitted?

• Withholding Tax on Interest
• Automatic Exchange of Information (FATCA AND CRS)
• Dividends Tax
• IT3 data submissions:
  • IT3(b)
  • IT3(c)
  • IT3(e)
  • IT3(s)
  • Medical scheme contributions
  • Insurance payments

For an overview of the data types to be submitted, click here.

When & how must it be submitted?

Why must it be submitted?

• 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?

• 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.