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 […]
FAQ: Will selecting a primary user affect my shared access with my clients?
No, all clients on users portfolios with whom shared access is activated will not be affected when users setup their primary user. The function to obtain or remove shared access remains the same. Individuals that register their own eFiling profile will be given the option to immediately remove or grant shared access for their products.
FAQ: Will I be able to change my default Primary User?
Yes, upon successful logon into eFiling a user may change their primary user to a preferred username by using the “Profile and Preference Setup” 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 […]
FAQ: Can I choose not to select a default Primary user?
No. All users will have to select a default primary user in order to use eFiling, Otherwise, they will not be able to access eFiling functionality.
