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 […]
FAQ: Which supporting documents must the taxpayer attach when lodging the objection for excess fund contributions?
Any supporting documents to support the excess fund contributions e.g. Notice of assessment (ITA34) or in the case of a provident fund a letter from the fund indicating the members own contributions from commencement date.
FAQ: Is Withholding Tax on Interest (WTI) due on death benefits which may have incurred interest due to late payments?
Yes.
FAQ: Many companies pay interest quarterly. What amount of WTI must be withheld, 15% of the full amount paid in Mar for interest due in Jan, Feb and Mar or 15% of the Mar interest amount due, as WTI only became effective 1 March 2015?
WTI is triggered on the earlier of the date the interest is paid, or becomes due and payable. “Due and payable” is considered to be when there is a right to claim payment of the interest. Where it is contractually agreed that interest accrues on a quarterly basis and is paid at the end of […]
