How to add clients to your Tax Practitioner Portfolio
To become a Tax Practitioner, you must first complete registration with a Recognised Controlling Body (RCB) and subsequently with SARS. Registration with SARS may only take place following a successful registration with an approved RCB (Click here to view the list of Approved RCBs).
Once registered as a Tax Practitioner with your chosen RCB, the RCB will notify SARS of your registration status. You will then be required to initiate your registration with SARS via the SARS eFiling platform. The information provided on this webpage is intended to guide Tax Practitioners through the SARS Tax Practitioner eFiling registration process.
Register for the use of the SARS eFiling plasform
The SARS eFiling platform enables individuals, organisations, and Tax Practitioners to manage their tax administration process in an online environment. This platform also provides Tax Practitioners with the ability to transact, monitor, and track the tax queries of their clients.
To use SARS eFiling, Tax Practitioners must be registered for the service. After registering successfully, users receive an individual eFiling profile, which can be used to submit their personal tax returns and resolve any other personal tax related queries.
|
To register for eFiling, refer to How to Register for eFiling and Manage Your User Profile – External Guide. |
Create a Tax Practitioner portfolio on eFiling
Tax Practitioners are required to create a Tax Practitioner portfolio as part of their portfolio management within their eFiling profile. This section details how to add the portfolio.
|
Please note the following advantages of establishing a Tax Practitioner portfolio within your eFiling profile:
|
To add a Tax Practitioner portfolio on eFiling, proceed as follows:
- Login.
- Go to My Profile.
- Choose Portfolio Management.
The Portfolio Management page will appear.
- Select Add Portfolio.
A pop-up will appear.
On the Add Portfolio screen:
- Enter the name you wish to name your Tax Practitioner portfolio.
- Select Tax Practitioner from the drop-down list.
- Click Add Portfolio to proceed.
After Add Portfolio is clicked, the following pop-up message will appear.
Your new Tax Practitioner portfolio will be displayed. To access it, click on Go to Portfolio.
Please refer to the following video for more information: How to add a Tax Practitioner portfolio to your eFiling profile.
Register as a Tax Practitioner on eFiling
After a Tax Practitioner portfolio has been added to your eFiling profile, the following steps must be completed:
- Step 1: On the RAV01 form, submit the Recognised Controlling Body (RCB) with which you are registered and obtain your Tax Practitioner PR number.
- Step 2: Activate your Tax Practitioner Status on eFiling.
Step 1 Select your registered RCB
- Login
- Select your Tax Practitioner.
- Click on My Profile.
- Select Portfolio Management.
On your Tax Practitioner Portfolio type click on Go to Portfolio.
The Landing page of your Tax Practitioner portfolio will be displayed.
Navigate to the RAV01 form:
- Select Organisations on the Main Menu.
- Select SARS Registered Details.
- Select Maintain SARS Registered Details.
- Select I Agree and continue.
- On the RAV01 click on Edit.
- On My Menu:
- Select My Tax Practitioner Details.
- Select My Tax Practitioner Details.
- On the RAV01 form select
- Select your Recognised Controlling Body (RCB) from the Controlling Body dropdown list.
On the RAV01 form click on Done to close the Tax Practitioner Details container.
Click on Submit form.
Click on Continue.
|
This step will allow you to be linked to your Recognised Controlling Body (RCB). Do note that you are required to log off from your eFiling profile and to login again. This is to allow the system to process your registration. |
Obtain your Tax Practitioner number (PR number)
- Login.
- On your Tax Practitioner portfolio
- Navigate to the RAV01
- Select SARS Registered Details.
- Select Maintain SARS Registered Details.
- Click on the Hyperlink of the Legal Entity Name.
On the RAV01 navigate to My Menu
Select
Retrieve your Tax Practitioner registration number (PR Number)on the RAV01 form.
- Select the Tax Practitioner Details.
- Your PR number will be displayed on the Registration No field.
|
Take note and keep your PR number safe as it will be used when engaging with SARS. |
Step 2: Activate your Tax Practitioner Status
- Login
- Select your Tax Practitioner portfolio
- Navigate to Activate your Tax Practitioner Status as follows:
- Select Services from the Main Menu.
- Select My TP Configuration.
- Select Practitioner Activation
The Activate Tax Practitioner page will be displayed.
- Enter your Tax Practitioner Number (PR Number)
- Click on “Confirm My Practitioner Status”
Take note of the message and once in agreement:
- Select, I Agree and continue.
|
Once the activation of the Tax Practitioner status is successful, you will be recognised as a registered Tax Practitioner with SARS. |
How to de-register as a Tax Practitioner on eFiling
Tax practitioners who choose to discontinue their practice or stop using SARS service channels may undertake a formal de-registration process.
Notify your relevant Recognised Controlling Body (RCB) of your intention to de-register. Once you have received confirmation of your intent to de-register, inform your clients so they can remove you as their Tax Practitioner from their eFiling profiles. After your clients have completed this step, you are then required to remove them from your own Tax Practitioner portfolio. The final step is to deactivate your Tax Practitioner status on eFiling, as outlined in detail on this webpage.
|
For information on how clients can remove a Tax Practitioner, and how a Tax Practitioner can remove clients from their portfolio, please refer to the following link. |
De-Activate Tax Practitioner Status
- Login
- Select your Tax Practitioner portfolio
- Navigate to the RAV01
- Select Services on the Main Menu
- Select SARS Registered Details.
- Select Maintain SARS Registered Details.
- Click on Edit.
- Click on My Practitioner Details.
- Click on Deactivate Registration.
A warning message will be displayed to ensure that you want to deactivate the registration.
Take note of the message and when in agreement click on YES.
You will receive a Deregistration notice, that you can view on your “Tax Practitioner Notices”.
|
Do note that if you select to deactivate your registration, you will cease to be a Tax Practitioner. |
Top Tip: Need more help on transferring a client from another Tax Practitioner?
Need more help?
- Call the SARS Contact Centre on 0800 00 SARS (7277)
- Visit your nearest SARS branch.
