Maintain personal details on eFiling vs Branch

Keep your details up to date with SARS

Maintaining accurate and up-to-date contact details with the SARS is crucial for every taxpayer. It not only ensures smooth communication but also strengthens the security and management of your tax affairs. Here’s why this simple step is so important:

• Stay Informed and In Control
• Effortless Access with One-Time Pins (OTP)
• Enhanced Account Security

Which registered details can be changed via eFiling?

If you are an eFiler, you can change selected sensitive detail changes such as bank details and name / surname or registered name, in the cases of companies and trusts, on eFiling. If the validation of your banking details is unsuccessful on eFiling, you will be requested to visit a SARS branch to validate your banking details in person. Registration number/ID number will be locked and updates to these fields can only be done at a SARS branch.  Remember to make an appointment​.

• Selected identity information (Name, surname)
• Bank Account details
• Address details
• Contact details
• Add trading names
• Add a new tax product subscription
• Non-representative relationships

How to Update Your Information

To Update Your Security Contact Details (Required to receive OTPs)

1. Log in to eFiling (sarsefiling.co.za).
2. Click on “My Profile” in the menu on the left-hand side of the screen.
3. Select “Profile and Preference Setup” and scroll to the “Security Contact Details” section. Here, you can update your email address or cell phone number.
4. Verify with OTP: choose your preferred method of communication (email or SMS) to receive an OTP. Enter the OTP to confirm the changes.
5. Save changes: once the OTP is verified, your updated contact details will be saved.

To update your security contact details from the eFiling Login page

This function allows you to update your security contact details from the eFiling login page without having to log in.

• On the eFiling login screen click on Update Contact Details
• Complete your personal details (first name, surname and South African identity number) and click next.
• Read the biometrics notice and click next.
• Follow the biometric on screen instructions.
• Once you pass the biometric verification a confirmation message will display.  Click on Continue.
• Capture your updated contact details (cell number and email address), select a preferred contact method and click on Submit.
• Insert the OTP that has been sent to the new cell number or email address and click on submit.
• A pop up message will display to confirm that your contact details have been successfully updated.

Please note the following:

• This function is only available to registered eFilers who are South African citizens.
• You must pass the biometric verification step before you can update your security contact details
• If you have forgotten your security contact details and you are not a South African citizen, or you have failed the biometric verification, please either call the SARS Contact Centre or book an appointment (via the SARS website) for a SARS official to assist you. 

To Update Your Banking Details Quickly

1. Log in to eFiling.
2. Click the express-access option: “Update My Personal Income Tax Bank Account”.
3. The Banking Details Update screen will be displayed.
4. Click “Maintain SARS Registered Details”.
5. Click the drop-down menu to select the bank name.
6. Fill in the branch code/branch name, account number, account type and account-holder name.
7. Click “Update Banking Details”.
8. Confirm the banking-details change with the OTP sent to your preferred method of communication.

Which registered details can only be changed at a SARS branch?

• The Nature of the Entity or taxpayer type (e.g. Company, Trust etc.)
• Identity number/ Passport number/ Enterprise registration number (e.g. ID number, CIPC number or Trust number etc.)
• Bank details – only under the following conditions:
  • When a 3rd party bank detail is involved
  • When the legal entity (taxpayer) that makes the change is a Trust
  • When the legal entity (taxpayer) that makes the change is coded as Deceased Estate, Liquidation or Insolvency