How to Check SARS Tax Clearance Certificate

By Dave Nyam •  Updated: 10/03/24 •  5 min read

It is vitally important for a taxpayer in South Africa to ensure that all of their tax affairs are in proper order. A certificate of tax clearance from SARS is evidence that you have satisfied all of your financial obligations to the South African Revenue Service (SARS) related to taxes (SARS).

If you want to apply for a loan, submit a bid for government work, or if you’ve been living abroad and want to move back to South Africa, you need this certificate. In this piece, we will walk you through the steps required to check your SARS tax clearance certificate and explain the steps you need to take to get one.

Let’s get started!

How do I check my SARS tax clearance certificate?

Checking your SARS tax clearance certificate is a hassle-free and straightforward process you can do from the comfort of your home. You need a registered eFiling profile and the TCS (Tax Compliance Status) service activated. The TCS service must only be activated once and remain indefinitely open and active.

Log into your eFiling profile and navigate the “My Compliance Profile” section. Your compliance profile will be displayed if you are registered for at least one tax type, such as income tax. This profile is color-coded, with green indicating compliance and red indicating an issue. If there are any areas of non-compliance, you will need to remedy or challenge them before moving forward.

Once you have viewed your profile, select the “Tax Compliance Status Request” option for the relevant tax type and complete the request. Then, send the request to SARS.

It’s that simple! Generally, you can easily check your tax clearance certificate and ensure that you are in good standing with the South African Revenue Service.

How do I download my tax certificate from SARS?

Do you need your SARS tax clearance certificate for a job application, tender, or just for proof of good standing? The good news is that you can easily obtain and download it from home.

First, you must ensure you have a registered eFiling profile. If you still need to become an e-Filer, go to www.sarsefiling.co.za and register. Once you have logged in to your eFiling account, the next step is to activate your Tax Compliance Status (TCS) service. This step is a one-time activation and will remain active indefinitely.

Next, you will need to access your “My Compliance Profile” section. This section of your eFiling profile will show you your current tax compliance status, with green indicating compliance and red showing non-compliance. Don’t worry. You can expand each section for more details and remedy or challenge any non-compliant areas.

Lastly, to download your tax clearance certificate, simply select the “tax compliance status request” option for the relevant tax type, complete the request, and send it to SARS. And that’s it! It’s that simple to get your SARS tax clearance certificate from the comfort of your own home. But before you can download your certificate, you need to request a PIN on eFiling. And with that, you’ll be well on obtaining your much-needed tax certificate.

Does SARS issue tax clearance certificates?

Ah, the days of actual tax clearance certificates in physical form are long gone. SARS has improved the procedure’s convenience and effectiveness by providing a PIN today. That’s right, the businesses requiring tax clearance from you only need your PIN instead of waiting for a physical certificate to be delivered.

The businesses can then enter that PIN on the SARS eFiling platform to check tax compliance status. So, if you last saw a physical certificate a while ago, don’t worry; the PIN is the updated method of demonstrating your tax compliance.

How do I get my SARS tax certificate?

Getting your SARS tax certificate is hassle-free and straightforward. First, log on to the SARS eFiling website by visiting www.sarsefiling.co.za and registering if you still need to become an eFiler. Then, activate your Tax Compliance Status (TCS) service, which you only need to do once and will remain active.

Finally, view your “My Compliance Profile” to see your current tax compliance status, and request a PIN on eFiling if needed. With just a few clicks, you can easily access and share your important tax information with others.

What documents are needed for the SARS tax clearance certificate?

Are you gearing up to apply for your SARS tax clearance certificate? Before you leap, ensure you have all the necessary documents. Besides the basics, like your ID and proof of address, you’ll also need to provide some financial information to help SARS understand your current financial standing.

These docs include details on the source of capital you plan to invest offshore, your assets, and liabilities over the last three tax years. If someone else is helping you apply, you’ll also need a Power of Attorney declaration. Having these documents ready will make the process much smoother and stress-free, so take some time to gather everything before you begin!

Conclusion

In conclusion, obtaining a SARS tax clearance certificate is an important step for any individual or business in South Africa. It proves that you’re up-to-date with your tax obligations and opens up new opportunities to do business or get a loan. By knowing what documents you’ll need on hand and following the steps outlined above, you can make getting your SARS tax clearance certificate as seamless and stress-free as possible. So don’t wait any longer. Gather your documents and start your application today!

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