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.
FAQ: How will I access my other profiles, once I have created a default Primary User?
All existing profiles, associated with a user’s identity number, will still be accessible when the user logs in with their primary username. For example: a user with an individual and organisation / tax practitioner profiles, will be given an option to link their other profiles into one profile, once logged in they can switch between […]
FAQ: How do I create a default Primary User?
Upon first login as of 1st July 2019, a user with multiple usernames will be prompted to select their default Primary username from a list of existing usernames, linked to their identity number.
FAQ: Why do I need a default Primary User?
The purpose of a default Primary User is to enable users to utilise a single username when accessing eFiling. This is mainly for users with multiple profiles linked to their identity number. For a user that has a single username linked to their identity number, their default Primary User will be their current username. All […]
FAQ: What is a default Primary User?
A Primary User is a default username that is selected by the user to access eFiling.
