FAQ: In what format must the Public Benefit Organisation reference number be submitted on the ITR12T?
The format of the Public Benefit Organisation reference number must be alphanumeric only, i.e. any forward slashes (“/”) or other special characters must be excluded.
FAQ: What “maturity date” and “repayment periods” do taxpayers enter for loans repayable on demand?
The maturity date can be left empty (it is an optional field) for a loan repayable on demand and the taxpayer can enter a zero for the repayment periods (indicating that repayment period is not applicable).
FAQ: What is the difference between a contribution/donation/distribution for the purpose of the Trust return?
Guidelines in respect of declaring contributions/donations/distributions in the Trust return: A contribution to a Trust is normally made by the donor/founder/settlor of the Trust (may be thought of as akin to a capital contribution to a company by a shareholder). A contribution can take the form of a donation, but not all donations are contributions. […]
FAQ: What supporting documents are required for the persons to whom donations/contributions/loans were made?
SARS will advise in the letter issued to the taxpayer which supporting documents are required for verification by SARS. As a guideline SARS will request documents that prove the validity of these transactions, but there is no specific prescribed format for these supporting documents defined in the Income Tax Act.
FAQ: Can I view submitted data files on eFiling?
The technical administrator and the technical user will be able to view the summary of the data file submissions on the “Submission Dashboard”. The dashboard may be accessed by following the below steps: “Services”>>”Enrol 3rd Party Data”>> “Submission Dashboard”
FAQ: How do I manage rights to enable a use to submit a 3rd party data declaration for a specific tax type?
The eFiling administrator should apply the following steps: Organisations >> Manage Groups >> Select correct group Ensure the authorisation level is changed to “Submissions” Ensure the access to payments has been ticked Ensure the necessary tax type has been ticked then update
FAQ: How to confirm that your file was validated successfully?
SARS generates and sends a response file to the Technical user via the same channel the file was received. It is important that the response file is reviewed to ensure that all records in the file were successfully uploaded to SARS. The relevant Business requirements specification provides details on how the response file is structured […]
FAQ: How do I open ports for the Secure web (HTTPS) channel?
For users utilising the Secure web (HTTPS) to submit their files, it is important for Technical users to ensure that their network allows for internet traffic from the following ports: 60600 to access the secure gateway login page; and 60666 to be able to request a password to be resend if it is forgotten. Your […]
FAQ: Does the system show when the certificate has expired?
The status of the certificate is displayed on eFiling under the “Request Certificate” menu option under the “Enrol 3rd Party Data” menu. Notifications are sent to the Technical user and/or Business administrator respectively prior to expiry date.
FAQ: How does SARS validate the file?
File Structure Validations will be done in the sequence provided in the table below. If the file fails file structure validations, then a File Response Reason will be provided in the response file header: No. Validation File Response Reason 1 Does the file have a header, body and trailer identifier Missing required section either header, […]
