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FAQ: How do I initiate a tax type transfer on eFiling?

To transfer a taxpayer (client), follow these steps:
  • Login to eFiling
  • Select:
    • Organisations
    • Organisation
    • Register New

  •  Complete the information required and click “Continue” at the bottom of the page:

 

 

  • Tick the tax type box, fill in the tax number and click “Register”
  • A message will be shown, advising the taxpayer is already registered.
  • Click “Request Tax Types” on the left hand menu.
  • Select “Create New”:

 

  • Select ‘I agree’ or ‘I do not agree’ under Declaration:

  • Fill in the reference number next to the tax type and click “Request”:

 

 

Type Transfer for Personal Income Tax and Provisional Tax:

  • This will send an automatic sms/ email notification to the Taxpayer (owner of the PIT) or the Registered Representative of the PIT, to transfer the tax type to the requestor.
  • The taxpayer/registered representative for that tax type will receive a sms/ email and must approve the transfer request by:

 

  • Complete the online form by capturing ID/ Passport number and tax reference number
  • An OTP will be sent to the taxpayer to capture
  • An online POA will be presented to the taxpayer to ‘Accept’ or ‘Decline’ the transfer request.

Please note: Where the request isn’t accepted or declined within five working days – a reminder is sent to the taxpayer and/or registered representative to action the request. A notification will be sent to the requestor once the taxpayer has ‘Accepted’ or ‘Declined’ the transfer request.

Tax Type Transfer for Company, Trusts or Other Entities:

  • This will send an automatic request to the holding user to advise that you are asking for the transfer of the taxpayer (client).
  • The holding user will have the option to ‘Accept’ or ‘Reject’ the request.

In the case of a Deceased estate, the Registered Representative (usually the Executor) becomes responsible for any notices and approvals.

Please note: Where the request isn’t accepted within five days:

Should you need more help, please call the SARS Contact Centre on 0800 00 SARS (7277).

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