Third Party Data Submission Platform

What’s new?

  • 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:

Data Type:

Trade Testing Submission Period:

Production Submission Period:

Applicable Business Requirement Specification (BRS):

IT3 (b, c, e, s)

1 – 15 Sep 2022

16 Sep 2022 – 31 Oct 2022

 

SARS External BRS_2020_IT3s_v3.0.0-32 (Nb. New Version!)

Medical

SARS External BRS Medical Scheme Contributions (MSC) v1.0.3

Insurance

SARS External BRS – Insurance Payments (INS) v1.0.3

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 3rd Party Data.

What is it?

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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