Maintain personal details on eFiling vs Branch

What’s new?

7 May 2025 – Keep your details up to date with SARS

SARS requires taxpayers to ensure that their banking details are correct and updated. This ensures efficient processing of any refund that may be due.

If you need to change your bank information, you must first check that your security contact details (email and cell phone number) and SARS eFiling log-in details are up to date.

Please note: There is no need to act or make any changes if your banking details and security contact details are up to date.

Why Keeping Your Details Updated Matters

• Stay informed: receive important updates about your tax affairs immediately.
• Receive One-Time Pins (OTP): SARS will use your contact details (email or cell phone number) to send you an OTP.
  • Your OTP is the key to your eFiling account and for updating your banking details.
  • If your contact details are outdated, your OTP will not reach you, making it difficult for you to update or change your bank details.
• Secure your account: keep your log-in details current and protect your information

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 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.

Note: if both your email address and cell phone number have changed and you cannot follow the steps above, you will need to call the SARS Contact Centre (0800 00 7277) or visit a SARS branch to verify your identity. To avoid long queues, remember to book an appointment.

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

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