IT3 Data Submission

Third Party Data Annual Submissions

8 April 2025 – SARSQA Connect Direct Public Certificate has changed

Dear Stakeholder, kindly note that our SARSQA Connect Direct Public Certificate has changed. For those who have not updated it yet, please urgently contact the 3rd Party Data Support ([email protected]) to get the latest SARSQA Connect Direct Public Certificate to update it on your side.

13 March 2025 – The Third Party Data Annual Submissions period is opening soon

The SARS Third Party Data Annual Submissions process for the period 1 March 2024 – 28 February 2025 opens on 1 April 2025 and will close on 31 May 2025.

Important notice

• Please make every effort to timeously submit complete and accurate information the first time around, to minimise the need for subsequent revisions. Multiple revisions significantly compromise the reliability of the data, our ability to expand the auto assessment population, ensuring a high degree of matching accuracy and ultimately impacting your client’s ability to fulfil their tax obligations.
• You are urged to always use the SARS Test Platform that is and will remain open *throughout the submission period. Doing so ensures that all your data files submitted, are adequately tested for conformity with the External BRS requirements prior to being submitted to the SARS Live Platform. Testing Support is available during this period to ensure that any issues picked up during testing are urgently attended to and resolved.
• The SARS Live Platform will remain open throughout the submission period.
• Please pay close attention to the Submission Files Response Codes sent during both the Test and Live Any Response Code other than “003 – Successfully Uploaded: All records accepted and processed”, must be attended to and investigated.
• You are urged to submit your data files for the 2025 tax year as soon as you are ready and do not delay or leave your submissions till the last minute. The final two weeks of the submission period is always busy, and if you delay your submissions, you will experience delays in the processing of the submitted data.
• In the event you need to amend your submissions, please alert us of such, prior to making revisions and make the necessary corrections timeously.

Submissions in respect of data files and declarations of the various reportable data types are detailed in the table below.

Submission periods and deadlines

Making your submission

Please follow the following five steps to prepare your submission file, submit to SARS, and declare your data before the submission due date:

• Step 1: Prepare a data file as per specified BRS.
• Step 2: If you have not already done so, you will need to enrol for Third Party Data Submission on SARS eFiling. You may use either:
  • eFiling (via a data submission form with a limited volume)
  • Connect: Direct® (Unlimited)
  • Secured File Gateway [HTTPS] (for files smaller than 10MB)
• Step 3: To test your data file on the SARS Test Platform, request access from Third Party Data Support
• Step 4: Submit the data on the SARS Production Platform using your preferred channel as per step 2 above.
• Step 5: Declare a summary of your data submissions by submitting the specified declaration form via eFiling.

Data submission and correction of submitted data

A maximum of 20 IT3(b), IT3(c), IT3(e), IT3(s) certificates can now be submitted on the IT3-01 form using eFiling.   Should you need to make a correction, data submissions can be revised on the channel initially used.  

Top Tip: Please remember when revising your data submitted on the IT3-01 form; ensure that the record status field is selected as either “Correction” or “Deletion” across the sections of the form.

What are data submissions?

Institutions can submit IT3(b), IT3(c), IT3(e),IT3(s), Medical Scheme Contributions and Insurance Payments data types. These certificates are submitted for:   The File Transfer Protocol (FTP) is currently used to submit this data according to the file layout requirements specified. The file layout will be submitted on the Direct Data Flow channel which is available on the Modernised 3rd Party Data Platform page.

Need more help?

Should you need more help, please send an email to 3rd Party Data Support [email protected].

For a list of archived documents, click here.