FAQ: How do I prepare a file and name the file?
Follow these easy steps: Download the Business requirement specification (BRS) for the data type you intend to submit; Follow the guideline provided in the BRS to prepare a pipe “|” delimited file; Name the file according to the prescribed requirements on the BRS. Standard Format: DataType_LayoutVersion_TaxRefNumber_DateTimestamp.txt/psv/zip
FAQ: What are the possible error messages?
When a taxpayer has not submitted the data via C:D or HTTPS the below message will be displayed when the taxpayer tries to request the declaration. Example on FTI02:
FAQ: Which details need to match the SARS registered details when activating a tax type?
The following fields need to match the SARS registered details (RAV01): Name and Surname Identification number Banking Details Email address Address
FAQ: How do I activate a tax type on eFiling?
Follow these easy steps: Logon to eFiling Select the correct tax payer from the “Taxpayer List” Navigate to the “Organisations” tab Open the “Organisation” menu Select “Organisation” Select “Tax Types’ on the sub menu Select “Manage Tax Types” Tax types are then presented in a list for you to ‘activate’ or ‘deactivate’:
FAQ: How do I assign a company representative?
Step 1: User select the taxpayer they intend to represent from the taxpayer list. User navigates to “Organisations” tab >> “SARS Registered Details” menu >>”Activate Registered Representative”. User then selects the “Activate Registered Representative” button. Step 2: Representative reads, verifies details on the declaration, and selects “I agree” option to continue to the next page. […]
FAQ: What are the different naming conventions?
Acronym Description AEOI Automatic Exchange Of Information is the name of the menu item on eFiling DWT Dividends Tax FATCA Foreign Accounts Tax Compliance Act is the USA’s compliance act FTI Foreign Tax Information is the tax type name for the pre-populated FATCA declaration on eFiling INS Insurance Payment MSC Medical Scheme Contributions WTI Withholding […]
FAQ: What are the pre-requisites to request a declaration?
• Data should have been successfully submitted. • Register an eFiling profile or use an existing profile. • Register tax type. A tax reference number can start with 0, 1, 2, 3, 7 or 9. • Allocate the user the correct access rights.
FAQ: What is a 3rd Party Data declaration?
A 3rd Party Data declaration is a form used by a responsible entity to authorise data submitted via 3rd party data channels (C: D or HTTPS).
FAQ: What is the process of submitting 3rd Party Data via Secure web (HTTPS) or Connect Direct (C: D)?
Follow these easy five steps: Step 1: Enrolment and activation – The Business Administrator (BA) must enrol the Organisation and Technical Administrator (TA); – The TA must enrol the Technical User (TU) and request a certificate; and – The TU must submit a file and review the response file. – The TU is able to view the submission dashboard […]
FAQ: We are experiencing problems on e@syFile™ when capturing more than one IRP5 certificate for an employee in a submission period.
If you MANUALLY capture IRP5 certificates you need to calculate the total ETI values for all IRP5 certificates and capture it against the last IRP5 certificate. Or if you IMPORT files into e@syFile you need to ensure that all IRP5 certificates are imported; calculate the total ETI values for all IRP5 certificates and follow the […]
