How to Add A Taxpayer On SARS eFiling

By Dave Nyam •  Updated: 02/23/24 •  6 min read

Do you need help to add a taxpayer on SARS eFiling? Look no further! SARS eFiling is a powerful tool that allows taxpayers to file and manage their tax returns online. Adding a taxpayer to your eFiling account can be tricky when facing the process for the first time. But fear not because we’re here to guide you through the process step by step. This guide will show you how to add a taxpayer on eFiling, activate the taxpayer, and even register for individual eFiling. So sit back, relax, and let’s get started!

How do I add a taxpayer on SARS eFiling?

Adding a taxpayer to SARS eFiling can seem daunting, but it doesn’t have to be. There are two options available to you: Option A and Option B. Let’s explore these options in more detail.

Option A

Go to the “Organisation” tab and click “Upload Individuals.” Then, right-click “Click here for spreadsheet” and save the spreadsheet to your computer. The spreadsheet allows up to 252 taxpayers to be added at a time, so if you need to add more, create separate spreadsheets. Fill in each taxpayer’s details and save the sheet as a CSV file on your PC.

Go back to “Organisations,” “Bulk Registration,” and “Upload Individuals.” Click “Browse” to find the correct file on your PC, then click “Upload.”

You will receive a message that reads, “File successfully uploaded. Please check the status for each taxpayer from the status menu item.”

Click “File Status” on the left-hand side of the screen under Bulk Registration. Click on “View uploads” to view the status of the entries on your sheet under the “Status” column.

Option B

Step 1

Extract taxpayer information from your administration system or accounting software into CSV files for bulk upload to the SARS eFiling facility. The required format for a CSV file to be loaded is as follows:

Step 2

Ensure that the required record structure and data rules are adhered to, then save the file and upload it to the SARS eFiling facility.

Now that you’ve added the taxpayers, you will need to activate them on eFiling, which we will discuss next.

How do I activate my taxpayer on eFiling?

It’s a simple process to activate your taxpayer for electronic filing. To get started, just adhere to the procedures listed below.

Once you’ve finished, SARS will activate your taxpayer’s eFiling account. After that, you will have access to eFiling’s features and capabilities for the applicable tax type for which you have registered.

You may always get help from the SARS call centre if you have any issues or questions. They’ll be able to walk you through it and assist you with any problems you run across.

How do I register for individual eFiling?

If you are an individual seeking to register for SARS eFiling, the registration process is basic and may be performed online. By registering for eFiling, you may quickly and conveniently manage your tax affairs from the comfort of your home.

Visit the SARS eFiling website and click “Register” to get started. Next, pick the option to register as a taxpayer filing alone. Next, you will be required to give your personal information, including your full name, contact information, and active email address. Moreover, to guarantee a successful registration procedure, it is vital to give accurate information.

After submitting your information, you will be prompted to select a username and password for use when login into the eFiling system. Ensure that you select a secure, difficult-to-guess password and remember your login details for future use.

SARS will send an email to the supplied address to confirm your registration. Follow the email’s instructions to finish the verification procedure. Depending on the sort of taxpayer you are, you may be required to give additional information and paperwork, such as your identification or proof of residency.

After completing registration, you can log in to the SARS eFiling system and handle your tax issues online. You may file tax returns, make payments, and access a range of additional services and resources using this user-friendly system.

How do I register with SARS online?

SARS eFiling is hassle-free. Visit the SARS website and click “Register” to start. After that, you’ll face a new page where you must choose the option that pertains to you – individual taxpayer, tax practitioner, or organization.

After choosing an option, read and accept the terms and conditions before creating your user ID and password. SARS will add four characters to your user ID for account security. Before selecting “Register,” give your ID and cell phone number.

To verify your claim, you must supply your personal and organizational information. Provide your employer’s information if you’re employed.

Next, you must choose your tax kinds and register with your tax reference numbers. And SARS will verify your profile within 48 hours of registration.

You must register for eFiling within 60 days of your first income. So, you can file tax returns, make payments, and use other eFiling system features and capabilities.

However, if you need support, call the SARS eFiling service at 0800 00 7277. 

Conclusion

In conclusion, taking control of your tax obligations is now hassle-free with the SARS eFiling system. Whether you are an individual taxpayer or represent an organization, the registration process is straightforward and user-friendly. By registering for eFiling, you gain access to a range of useful tools and features that enable you to manage your tax affairs from the comfort of your home or office. So why wait? Register for eFiling today and experience the convenience, flexibility, and peace of mind that comes with having your tax obligations under control.

Keep Reading

Can You Claim Tax Returns For Previous Years?

Can You Claim Tax Returns For Previous Years?

This article provides a comprehensive guide on how to claim tax returns for previous years

What Expenses Are Tax Deductible In South Africa?

What Expenses Are Tax Deductible In South Africa?

What expenses are tax deductible in South Afric. Read on to learn the expenses that are tax deductible in South Africa.   

What is a Portfolio on SARS eFiling?

What is a Portfolio on SARS eFiling?

The Portfolio Management feature on eFiling allows eFilers the ability to use a single login to transact between their existing Portfolios

How to Check If SARS Owes You Money

How to Check If SARS Owes You Money

If you believe that the South African Revenue Service (SARS) owes you money, there are a few steps you can take to check

How Can I Avoid Paying Tax in South Africa?

How Can I Avoid Paying Tax in South Africa?

How Can I Avoid Paying Tax in South Africa? Today we look at this thorny issue in more detail.

How to Request IRP5 from SARS

How to Request IRP5 from SARS

How to Request IRP5 from SARS. Your employer is legally obliged to provide you with this return annually when they file it with SARS

Difference Between Tax Rebate and Tax Threshold?

Difference Between Tax Rebate and Tax Threshold?

Difference Between Tax Rebate and Tax Threshold? This article explains different concepts you should know about filing tax returns. 

How to Avoid Paying Dividend Tax in South Africa

How to Avoid Paying Dividend Tax in South Africa

In this guide, we'll delve into the art of sidestepping dividend taxes, probe into whether dividends enjoy a tax-free ride in South Africa

How Does Tax On Bonuses Work in South Africa?

How Does Tax On Bonuses Work in South Africa?

How Does Tax On Bonuses Work in South Africa? We are here with this helpful guide to taxation and bonuses in South Africa.

How To Register To Pay SDL

How To Register To Pay SDL

Learn how to register for SDL in South Africa. Meet your legal obligation and contribute to the growth of the country's workforce by understanding the requirements and making payments. Get expert guidance here.

How to Unlock SARS eFiling portal

How to Unlock SARS eFiling portal

This comprehensive guide will teach you how to unlock SARS efiling, reset, and activate your SARS eFiling profile

How the SARS Income TAX Brackets Work

How the SARS Income TAX Brackets Work

This guide is meant to give you the information you need to understand and navigate the tax brackets set by SARS in South Africa easily

How to Transfer a Profile on Efiling

How to Transfer a Profile on Efiling

In this post, we explain everything you want to know about how you can transfer a profile on eFiling.  

What Can I Use as Proof of Address for SARS?

What Can I Use as Proof of Address for SARS?

What Can I Use as Proof of Address for SARS?. Read on to learn what you can use as proof of address for SARS.

How to Pay SARS eFiling On Absa

How to Pay SARS eFiling On Absa

How to Pay Sars eFiling On Absa. We will cover the SARS payment options and other related matters dealing with SARS payments.