How to Add a New Taxpayer Profile to eFiling

By Tevait Feanle •  Updated: 02/24/24 •  7 min read

While most individuals will only ever need one taxpayer profile on eFiling, even if they use different tax types, there are cases where you will need to add the profiles of multiple taxpayers to one account. Think organizations and tax practitioners who handle multiple clients’ accounts from a central profile. Today we walk you through everything to know about manipulating profiles on eFIling, creating portfolios, and more. 

How do I add a New Taxpayer Profile to eFiling?

Here’s how to add a new taxpayer profile to your eFiling profile:

To run multiple profiles concurrently on eFiling, you typically have to have a profile set up to handle them. For most individuals, you will need to merge profiles if you have to change them for any reason, although new changes to the SARS system have made this much easier to do. If you are a tax practitioner taking over an existing account, you may have to apply to merge profiles, rather than recreating the client’s profile from scratch, which could cause issues.

How do I add a Portfolio to eFiling?

Instead of running a new profile, you also have the option to add a portfolio to better manage your profiles and tax types. This allows you to create different roles for added convenience.

Follow the same steps as for a profile- go to the eFiling site and log in to your account. Now do the following:

Once you have submitted the portfolio, you will be able to view it in the “Portfolios” tab, where you can manage the taxpayers included in the portfolio and submit tax returns for the portfolio as a whole.

How do I Create an eFiling Profile?

As you can see, having your SARS portfolio correctly set up is essential, especially if you are handling multiple profiles and portfolios. You can only have one primary Username to access eFiling, so if you are creating profiles for clients and so on, do not try to recreate the overall profile. Rather add and link them to the primary username, as detailed above. Here’s the easy steps to create your first eFiling profile:

Once you have logged in to your new eFiling account, you can add taxpayer profiles, manage portfolios, and submit tax returns easily and digitally. It’s important to keep your personal information up to date in your eFiling profile to ensure that you receive important communications from SARS and are able to submit returns and access services without any issues. It is good practice to check your profile details (especially email, bank, and phone options) at least annually to ensure you are up to date.

How do I Manage Users on eFiling?

Organization profiles, in particular, will often allow for multiple users to log in to the same eFiling profile. Over time, you may need to alter what a specific user can access, or even remove them from the account. Here’s what to do:

It’s important to regularly review the list of users associated with your eFiling account to ensure that only authorized individuals have access to your tax information. You can revoke access or update the level of access granted to any user at any time.

How do I Change my Primary account on eFiling?

Your primary account is the account that is used as the default for accessing and managing your tax information on eFiling. By changing your primary account, you can easily switch between different portfolios or taxpayer profiles without having to log out of your eFiling account and log in again. Make sure you choose the username and default profile you want to log in to directly. 

How Can I Reset My eFiling Profile?

You cannot truly ‘reset’ an eFiling profile. Remember, this is a digital system linked to your tax number, with your tax history associated with it. If for any reason you need to change tax numbers, or create a new eFiling profile due to errors with the old, you will be better off chatting to a SARS consultant to merge the old profile or help create and correctly link the new one. However, if you cannot remember your eFiling access details, you can do the following from the eFiling website:

If you are having trouble resetting your password or accessing your eFiling account, you can also contact the eFiling Call Centre at 0800 00 7277 for assistance. They will be able to assist you in resetting your account and help you regain access to your eFiling profile.

And there you have it! It is important to correctly set up and manage your primary profile, users associated with it. The profiles and portfolios you add to it, so make sure to regularly check that everything is correct on your eFiling profile as a matter of habit. 

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