IT3 Data Submission

Third Party Data Annual Submissions

Data Type:

Trade Test Platform Go-Live:

Production Submission Period:

Applicable Business Requirement Specification (BRS):

IT3 (b, c, e, s)

OPEN

15 August 2023 – 31 October 2023

SARS External BRS_2020_IT3s_v3.0.0-32 

Medical

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

Insurance

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

IT3(t)

14 August – 08 September 2023

Early adopters of IT3(t) may submit data to SARS from 18 September 2023.

All IT3(t) submissions are due 30 September 2024 (see note below the table)

SARS External BRS 2022 IT3s v40.0T-9

IT3(d)

14 August – 08 September 2023

Early adopters of S18A (IT3(d)) data may submit to SARS from 18 September 2023

All IT3(d) submissions are due 31 May 2024

SARS External BRS IT3d 4.0.0D-10

Note: It was originally indicated that the IT3(t) would follow an end-September submission date. However, the final public notice (GN 3631 GG 48867 of 30 June 2023), provided that the first IT3(t) submissions for the period 1 March 2023 to 29 February 2024 would be due by 31 May 2024. Following further public representations, an amending public notice  (GN 4051 GG 49646 of 10 November 2023) extended the due date for IT3(t) submissions to 30 September 2024.

Please note that the above dates are guidelines to ensure a smooth submissions process:

  • The Test environment is, and will remain, open throughout the submissions period, but during the trade testing window, we have allocated additional resources and support to ensure that testing that takes place during this window receives priority attention
  • The Production environment is also open, and we encourage you to submit your 3rd Party Data for the 2023 tax year as soon as you are ready. The final two weeks of the submissions period are always busy, and if you delay your submissions, you will experience delays in the processing of the submitted data.

Making your submission

Please follow the following five easy 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, 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 Trade 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. 

Important to note – procedural requirements

  • You are urged to make use of the SARS Trade Test Platform prior to making your production submissions to ensure that your data submissions are validated. The functionality which previously allowed submission of Test files in the Live environment has been removed
  • In respect of FATCA and the CRS Regulation, if you have no financial accounts to report, you are required to submit a NIL file and a declaration form as proof that you have done the required due diligence and that you declare that you have no financial accounts. This can now be done on eFiling via the FTI-01 form.
  • We place great emphasis on receiving complete, correct and quality data submissions the first time around.
  • In the event you are required to amend your submissions, please alert us of such as soon as possible and make the necessary corrections timeously
  • Please make timely submissions as late or non-submissions may be liable for penalties.

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

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.

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