To protect Taxpayers against fraud, new banking details or banking detail updates will be subject to an account verification process prior to accepting the changes. Any refunds due will only be processed when the banking details have been verified. Refunds due will only be paid if the banking details have been confirmed as valid.
How do I add or change banking details?
If you need to add or change banking details it can be done:
- By completing the Registration Amendments and Verification Form (RAV01) on eFiling (excluding Customs and Excise)
- On the SARS MobiApp by tapping on the Profile Management tab.
- When completing the following on eFiling:
- Via email for exceptional circumstances only
- In person at any SARS branch if you’re not registered on eFiling (this may require you to make an appointment).
Please note: Customs and Excise clients should visit their nearest SARS Customs branch for the registering and update of banking detail changes as these changes cannot be performed on eFiling. A completed DA 185 – Application form – Registration and licensing of Customs and Excise Clients – External Form and applicable supporting documents must be submitted at a branch. When requesting banking detail changes via email or by making an appointment at a SARS branch, we will:
- Confirm the person(s) requesting the changes is authorised to do so.
- Authenticate the relevant supporting documents needed for adding or changing banking details in order to reduce fraud.
Please note: Banking details will not be updated on the SARS systems if requested by:
Who can change banking details?
Only Taxpayers, Registered Representatives or Registered Tax Practitioners are allowed to change banking details.
The Registered Representative’s details must match those on the SARS system. For more information see ‘Single Registration’.
Tax Practitioners may request banking detail changes on behalf of Taxpayers in all instances, including exceptional circumstances. Please note, a Requestor with mandate is only allowed to do the changes in exceptional circumstances. For more details on the exceptional circumstances, you can refer to the Change of Banking Details – External Guide.
- The TPPOA form (Special Power of Attorney by Practitioners) hasn’t been updated yet to remove the exclusion of change of banking details. SARS will accept the form until this is updated.
- The “Authority on Special Power of Attorney by Tax Practitioner” presented to the staff member is NOT acceptable for updating banking details.
SARS will allow a once-off instruction to add or change banking details for an Entity other than the above mentioned group under unique circumstances. See the list of exceptions and the supporting documents (relevant material) needed.
What are valid bank accounts?
A valid bank account is:
- A cheque, savings or transmission account type
- With a valid branch number
- Held at a valid bank
- In the name of the Taxpayer(s)
- Not a credit card, bond or foreign bank account.
Joint Accounts (Shared Accounts)
Where a Taxpayer shares a bank account with his/her spouse, it is no longer necessary for both spouses to visit the SARS branch for verification purposes. It is only necessary for the spouse requesting the banking detail change to visit the SARS branch.
All the supporting documents (relevant material) must be provided, including a certified copy of the marriage certificate or an affidavit for life partners, whichever one is applicable.
What is needed to add or change banking details?
For a detailed list of the supporting documents required under each unique circumstance, please click here.
What additional documents will be needed?
The following additional documents may be needed for different scenarios:
(Top Tip: All letters must be in one of the official South African languages. If not, SARS will ask for a translation.)
Income Tax Refunds will only be issued in exceptional circumstances where a taxpayer has emigrated and therefor will no longer make use of a South African bank account.
The current process of issuing manual cheques for overseas refunds has been replaced with an EFT process.
Kindly email your request to [email protected] in English.
The following information should be included in / attached to the email:
- Request for Refund
- Income Tax Reference Number
- Residential Address of the Taxpayer
- Proof of Residential Address, 1 page only
- Certified copy of Taxpayers ID / Passport
- Bank country
- Bank Name
- Physical Address of the Bank
- Swift address / BIC Code
- Branch Town Name / Sorting Code
- Branch clearing code
- Account Number
- IBAN Number (for UAE, UK and European countries)
- Beneficiary account Currency
- Copy of Bank Statement, 1 page only
IMPORTANT – PLEASE NOTE THE FOLLOWING IS NOW REQUIRED FOR PAYMENT TO ALL ASIAN COUNTRIES: Letter of confirmation from the bank stating that payment will be accepted from the Republic of South Africa.
No additional supporting documents (relevant material) are needed.
- Copy of the Trust Deed together with the minutes of a meeting specifying who is authorised to act on behalf of the Trust.
- Letter of authority from the Master of the High Court, where the request is received from the representative.
- Resolution letter of appointment from the company, where the request is received from the representative.