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?

  • 22 October 2021 – ALERT: INTERRUPTION TO SARS PRODUCTION PLATFORMS

    Please note that the Production platforms for both Secure File Gateway and Connect:Direct will be temporarily offline for planned maintenance between 16:00 and 19:00 on Friday 22 October 2021.

    Please do not submit any files in the Production environment 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.

  • 19 October 2021 –ALERT: INTERRUPTION TO SARS PRE-PRODUCTION (TRADE TEST) PLATFORMS

    Please note that the Pre-Production (Trade Test) platforms for both Secure File Gateway and Connect:Direct will be temporarily offline for planned maintenance between 17:00 on Tuesday 19 October and 07:00 on Wednesday 20 October 2021.

    Please do not submit any files in the Pre-Production (Trade Test) environment 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

  • 11 October 2021 – REMINDER! Third Party Data Bi-Annual Submissions: 1 September 2021 – 31 October 2021: Production Submissions ONLY 14 DAYS to the DUE DATE.
    You are encouraged to make your submissions ahead of the due date to avoid last minute challenges and potential delays.

    In this submissions period, we are implementing the updated IT3 business requirement specification (version 3.0.0-32) that is effective for reporting due 31 October 2021 onward. Should you experience any challenges while making your submissions, you are welcome to contact us by emailing SARS Third Party Data Support ([email protected])

  • 01 SEPTEMBER 2021 – THIRD PARTY DATA BI-ANNUAL SUBMISSIONS 2021: 01 SEPTEMBER 2021 – 31 OCTOBER 2021: NOW OPEN!

    The SARS Third Party Data Bi-Annual Submissions process for the period 1 March 2021 – 31 August 2021 opens on 01 September 2021 and will close on 31 October 2021.

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

    In this submissions period, we are implementing the updated IT3 business requirement specification (version 3.0.0-32) that is effective for reporting due 31 October 2021 onwards.

    Our trade testing platform is now open, you may begin testing your files. 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 2021:

    Data Type:​

    Trade Testing Submission Period:

    Production Submission Period:

    ​Applicable Business Requirement Specification (BRS):

    ​IT3 (b, c, e, s)

    1 – 17 September 2021

     

    (NOW OPEN!)

    20 September 2021 – 31 October 2021

     

     

    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.

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
 

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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