Visit the national COVID-19 Online Resource and News Portal at www.sacoronavirus.co.za or see SARS COVID-19 news items and tax relief measures here.

IT3 Data Submission

What’s new?

24 June 2021 – ALERT: Interruption to SARS Third Party Data production platforms 25 June 2021 

Please note that the Production platforms for both Secure File Gateway and Connect:Direct will be temporarily offline for planned maintenance between 12:00 and 20:00 on Friday 25 June 2021. Please do not submit any files in the Production environment during this time, as they will not be processed.

1 June 2021 – Third Party Data Annual Submissions: 01 April 2020 – 31 May 2021: CLOSED

This is a notification to advise you that the SARS Third Party Data Annual Submissions process for the period 1 March 2020 – 28 February 2021 opened on 1 April 2021 and closed on 31 May 2021. Your submissions are late, and should be submitted without any further delay as you may be liable for penalties

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

FINAL Reminder – Today (31 May 2021) is the deadline to submit annual Third Party Data Returns

31 May 2021 – Third Party Data Returns are due today (31 May 2021) that includes the associated data files and correlating declarations [IT3(b), IT3(c), IT3(s), MED, INS, FTI].

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 98% of the required Third Party Data submissions have been receipted as at 08:00 this morning.

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]).

Reminder – 31 May is the deadline to submit annual Third Party Data Returns 

Third Party Data Providers have until Monday, 31 May 2021 to submit their annual Third Party Data Returns that includes the associated data files and declarations [IT3(b), IT3(c), IT3(s), MED, INS, FTI].

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 of crucial importance that data submissions are first time around complete and accurate as this data is direct inputs into the SARS processes that include pre-population and auto-assessments of tax returns. These data submissions are enabling our ability  to offer a seamless service and experience to taxpayers (your clients) in line with our objective to make it easy for taxpayers to comply with their obligations.

It is encouraging to convey that 90% of the required Third Party Data submissions have been receipted as at 16:00 on Thursday, 27 May, and 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]).

26 April 2021 – Financial Declaration (IT3-02) form converted from Adobe to HTML

The Financial Declaration (IT3-02) form was converted from Adobe to HTML. For more information, see the Guide on how to activate, submit and declare the IT3 via eFiling.

1 March 2021 – THIRD PARTY DATA ANNUAL SUBMISSIONS: 01 April 2021 – 31 May 2021: OPEN

The SARS Third Party Data Annual Submissions process for the period 1 March 2020 – 28 February 2021 opens on 01 April 2021 and will close on 31 May 2021. Submissions in respect of data files and declarations of the various reportable data types as detailed per Table 1 are now due.

This applies only to the data types listed in the table below. If you only submit Dividends Tax data, you may ignore this mail.

Table 1: Submissions 2021: 

Data Type Applicable Business Requirement Specification (BRS):

IT3 (b, c, e, s)​ ​

SARS_External BRS_2014_IT3s_v2 0 3-27
Clarification Document IT3
​Medical ​​SARS_External BRS – Medical Scheme Contributions (MSC)_v1.0.3
​Insurance​ SARS_External BRS – Insurance Payments (INS)_v1.0.3
​Automatic Exchange of Information (FATCA & CRS) SARS External BRS 2016 Automatic Exchange of Information v2_0_0-25

Please note:
The TEST and LIVE platforms are OPEN, you may begin testing and submitting your final, correct files as soon as you are ready. The below are suggested timelines to aid your process:

  • 1 March to 31 March – Gather and verify data quality, construct files – CLOSED NOW
  • 1 April to 15 April – Submit files in the TEST environment – CLOSED NOW
  • 16 April to 31 May – Submit files in the LIVE environment and complete declaration on eFiling – CLOSED NOW



19 January 2021 – ALERT! SARS IT3 BRS (SARS_External BRS_2020_IT3s_v3.0.0-32) [FOR IMPLEMENTATION – Reporting Due Date 31 October 2021]

Dear Third Party Data Provider,

Compliments of the season!
We trust you are well and safe.
Herewith the updated SARS IT3 BRS (v3.0.0-32) for implementation from the bi-annual submission period (1 March 2021 to 31 August 2021) with the reporting due 31 October 2021.
It is imperative to note, that this updated version of the IT3 BRS (v3.0.0-32) is applicable only later in this year.
For the upcoming annual submissions period with reporting due date 31 May 2021 the current version of the BRS is applicable (v2.0.3-27).

We would like to thank you for your participation and valued inputs in the BRS review process as well as participation in the industry review workshop.

If you have any questions or comments feel free to engage us via email: [email protected].   Kind regards,
SARS Third Party Data Support

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.

What must be done next?

Institutions planning to submit IT3(b), (c), (e), (s), Medical scheme contributions and Insurance payments data must:

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.

 

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