FAQ: Once I am successfully registered on eFiling, will I have to send anything to SARS to activate eFiling?
No you will not be required to do anything further.
FAQ: I don’t have a South African ID number. Can I register on eFiling?
You can use your passport number if you don’t have a South African ID number.
FAQ: How will VAT, PAYE or IT tax types located on different profiles be managed with the new default Primary User?
If a client’s tax types are located on different portfolios, which belong to the same identity number, then all tax type will be accessible using the Primary user in the different portfolios. Or else, if the tax types are linked to different identity number with their own default Primary user, then each user will still […]
FAQ: What is Portfolio Management?
The Portfolio Management feature provides eFilers with the flexibility of a single login, while being able to transact between their existing usernames which will be called Portfolios. Once verified and linked to the Primary User, you will be able to access, transact and manage your various portfolios without being required to log out and change […]
FAQ: What will happen when I try to login with any of my other usernames once I have created a default Primary User?
Any other username associated with your identity number will be restricted from logging in and you will be directed to login using the Primary User. All other associated usernames, once verified with the linked password, can be managed via Portfolio Management.
FAQ: If I remove rights or delete user(s) from my portfolio as a Practitioner or Organisation, will the user still have access to my clients?
No. If the rights to clients are removed from the user on eFiling, the user will not be able to see the client’s records nor see the client as part of their client list. If the user is completely removed or deleted, they will also not be able to view any of the client’s records. […]
FAQ: Where will correspondence relating to various clients linked to the primary user portfolio be sent?
All taxpayers registered on a users eFiling portfolio have a contact person listed as part of their registration details. The contact person’s details are used to send any correspondence. Thus, if the primary user is listed as the contact for any individual and/or organisation portfolio, they will receive the correspondence as per normal.
FAQ: Can I change my portfolio type?
Yes, users may change their portfolio type by using the “Portfolio Management” function listed under “My Profile” on the left menu pane Detailed steps can be accessed in EXTERNAL GUIDE – HOW TO REGISTER FOR EFILING AND MANAGE YOUR USER PROFILE from 1 July 2019
FAQ: Can I change my portfolio name?
Yes, users may change their portfolio name by using the “Portfolio Management” function listed under “My Profile” on the left menu pane. Detailed steps can be accessed in EXTERNAL GUIDE – HOW TO REGISTER FOR EFILING AND MANAGE YOUR USER PROFILE from 1 July 2019
FAQ: What is a portfolio and what are the different types?
A registered eFiler can act in different “roles” on eFiling (e.g. tax administrator). These “roles” are referred to as Portfolio Types. For example: Individual – a person acting as himself/herself to administer his/her own individual taxes. Tax Practitioner – a person registered with SARS and a Recognised Controlling Body (RCB) and has a signed power […]
