IT3 Data Submission

Third Party Data Annual Submissions

See the latest news and the submission table on the Third Party submission landing page.

Please note the above dates and ensure that all your submissions are done within the specified period to ensure a smooth submission process:

• The Test Platform is, and will remain, open throughout the submission period to ensure that all your data files submitted conform to the specified BRS prior to being submitted to Production. Testing support is available to ensure that any issues picked up during testing receive the necessary attention and priority.
• The Production Platform is also open, and we encourage you to submit your 3^rd Party data for the 2024 tax year as soon as you are ready on or before 31 May 2024. The final two weeks of the submission 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 these 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 Test Platform, request access from Third Party Data Support
• Step 4: Submit the data on the 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 Test Platform prior to making your production submissions to ensure that your data submissions are validated. The functionality which previously allowed submissions of Test files in the Production 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.
• Please make every effort to ensure complete, correct, and timeous submissions the first time around to minimise the number of revisions submitted. This is significant because of our continuous expansion of the auto assessment population and to reduce the potential of mismatches occurring relating to your data and impacting your client’s ability to fulfil their tax obligations.
• In the event you are required to amend your submissions, please alert us of such by emailing the SARS Third Party Data Support as soon as possible.
• 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]). Please follow our webpage to be kept up to date on changes and communication in relation to SARS 3^rd Party Data.

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.