Navigating the South African Revenue Service (SARS) eFiling system can seem daunting, but with this step-by-step guide, you’ll find it straightforward and manageable. Whether you’re filing your personal or business taxes, this guide will help you through the process efficiently.
1. Register for SARS eFiling
Step 1: Visit the SARS eFiling website.
Step 2: Click on the “Register” button if you don’t have an account. If you already have an account, proceed to log in.
Step 3: Follow the prompts to complete the registration form. You will need your ID number, tax number, and contact details.
Step 4: Once registered, you’ll receive a confirmation email. Click the link in the email to activate your account.
2. Log in to Your SARS eFiling Account
Step 1: Visit the SARS eFiling website.
Step 2: Enter your username and password.
Step 3: Click “Login” to access your account dashboard.
3. Update Your Personal Details
Step 1: Navigate to the “My Profile” section.
Step 2: Ensure that all your personal details are correct and up to date.
Step 3: Make any necessary changes and save your updated information.
4. Generate Your Tax Return
Step 1: On the dashboard, select “Returns” and then “Returns Issued.”
Step 2: Choose the tax year for which you need to file a return.
Step 3: Click on “Request Return” to generate your tax return form.
5. Complete Your Tax Return
Step 1: Open the tax return form from the “Returns Issued” section.
Step 2: Carefully fill in all the required fields. Ensure you have all necessary documents, such as your IRP5/IT3(a) certificates, medical aid certificates, and any other relevant documents.
Step 3: Use the wizard to help you navigate through each section of the return.
6. Submit Supporting Documents
Step 1: Once you’ve completed your return, you may be prompted to submit supporting documents.
Step 2: Scan and upload the required documents directly to your SARS eFiling profile.
Step 3: Ensure all documents are clear and legible.
7. Review and Submit Your Tax Return
Step 1: Review all the information entered in your tax return thoroughly.
Step 2: Check for any errors or omissions.
Step 3: Once you’re satisfied, click “Submit Return.”
Step 4: You will receive an immediate confirmation of submission. Save this confirmation for your records.
8. Monitor Your eFiling Status
Step 1: After submission, you can track the status of your tax return by logging into your SARS eFiling account.
Step 2: Navigate to “Returns History” to check the progress of your submission.
Step 3: If any additional information or documentation is required, SARS will notify you through your eFiling profile.
9. Respond to SARS Queries
Step 1: If SARS requests additional information or clarification, respond promptly to avoid penalties or delays.
Step 2: Use the “SARS Correspondence” feature in your eFiling account to communicate with SARS directly.
Step 3: Ensure you keep copies of all correspondence for your records.
10. Final Steps
Step 1: Once SARS has processed your return, you will receive a Notice of Assessment (ITA34).
Step 2: Review the assessment carefully to ensure all information is accurate.
Step 3: If you owe money to SARS, make the payment through your eFiling profile or at a designated payment channel.
Step 4: If you are due a refund, ensure your bank details are correct in your eFiling profile to receive the payment.
By following these steps, you can efficiently manage your SARS eFiling for 2024. Stay organised, keep track of deadlines, and ensure all information is accurate to make the process as smooth as possible.
