Do you want to know how to get your South African Revenue Service (SARS) statement? It takes time to figure out where to start. However, this blog post will give you the details you need to understand a SARS statement and how to obtain one online hassle-free. We’ll also answer frequently asked SARS statements questions, such as what a SARS statement of account is and how to process a provisional tax statement of account. Therefore, you’ll be well-informed and ready to take the necessary steps to obtain your SARS statement by the end of this post.
How do I get my SARS statement?
Generally, it’s hassle-free to your SARS statement of account if you follow the following options:
You can receive a SARS statement of account by calling the SARS Contact Centre and requesting one. This Contact Centre Agent will need your tax reference number for authentication or your ID number or business registration number if you don’t have one.
You can also use eFiling to request an account statement. Moreover, you can ask for an account statement via the SARS MobiApp. Also, you can ask for the Personal Income Tax balance statement or a statement of account by using the digit 47277 to send an SMS to SARS. Remember, you can rely on this service with or without data/airtime.
How can I get my tax statement online?
Getting your SARS statement of account online is simple and takes only a few steps. To begin, sign in to your SARS e-filing account. After logging in, click ‘SARS Correspondence’ on the left-hand side of the page. Next, you’ll see a dropdown menu from which you should choose ‘Request Historic IT notice.’
You’ll then see the option of asking for a Statement of Account. If you want to receive a statement for a period longer than six months, choose ‘6 months to date’ or ‘User-defined date range.’ Now click the ‘Request’ button after you’ve selected the appropriate option. A link will appear, allowing you to view your statement. Finally, click the ‘Click here to view statement’ link to retrieve your Statement of Account.
Contact the helpdesk if you need help understanding your statement or filing returns that you never submitted through the SARS e-filing site.
What is a statement of account at SARS?
An ITSA (Statement of Account) summarises your tax details for a specific year. It includes a breakdown of all tax transactions, such as payments, valid penalties and interest, and assessments. This statement also provides an overview of your current tax account balance.
The refund charges and payment timeline will appear on your statement if you owe SARS any amount. Therefore, ITSA is a critical document allowing taxpayers to track their SARS financial dealings to ensure they pay the correct taxes. You can also use this statement to determine whether SARS has issued refunds.
How do I get a provisional tax statement of account?
It is simple to receive the South African Revenue Service Provisional Tax Statement of Account. Taxpayers can request their statements through one of the following channels:
- eFiling
eFiling is a hassle-free way to access your PROVSOA because everything occurs online. All you need to do is log into your eFiling account, click ‘My Documents,’ and then select ‘Provisional Tax Statement of Account.’ After this step, you will view or print your statement.
- Call
If you don’t have an e-Filer account, you can call 7277 or 0800 00 SARS and ask to speak with the contact centre. They will take your information and provide the forms and information you need to complete the PROVSOA request.
- Visit a SARS branch or Taxpayer Service Centre.
Alternatively, you can visit one of the taxpayer service centres or SARS branches in person. Remember to carry your ID, address proof, and other relevant documents, such as an Income Tax number. These branches’ friendly staff can assist you and give you all the necessary forms and information.
After you request your PROVSOA, it should be available for viewing within a few working days. Remember to keep this file safe because it contains explicit content about your provisional tax contributions and obligations. Moreover, you can use this statement to ensure that you receive any refunds in full and on time.
What does the SARS statement of account mean?
The SARS statement of account is a government document that gives an overview of the taxes paid by an individual. This statement shows the amount of taxes contributed and any refund or deficit balance the government owes you. Critical information on this statement includes tax credits claimed, taxable income received, and deductions claimed.
It is critical to obtain this statement to properly manage your finances and ensure you pay the correct taxes. You can use the account statement to ensure that you pay the right SARS amount and that SARS processes your deductions correctly. It is a helpful file for those who want to take advantage of all available tax breaks.
