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Tax Directives software update for the Two Pot Retirement system

Tax Directives software update for the Two Pot Retirement system

17 July 2024 – To facilitate the upcoming two-pot retirement system changes, SARS will be making enhancements to the Tax Directives process. The changes are detailed in IBIR-006 Tax Directives Interim Specification Version 6.704. Trade testing commenced on 1 July 2024 and will run till 16 August 2024. Please follow these steps to submit test files:

    • Step 1: Before testing can commence, you will need to email 10 taxpayer reference numbers to [email protected] to ensure the numbers are active. In the email subject line, use “Tax reference numbers for Trade Testing”. A maximum of 10 taxpayer reference numbers will be allowed.
    • Step 2: You will be notified via the same email address to confirm when testing may commence.

For trade testing queries please email [email protected].