The road to real-timetax integration

2003

The Journey

Launch ofelectronic

submissions

Personalised& Pre-populated

Income Tax Return

2006 2007 20080

200,000

400,000

600,000

800,000

1,000,000

1,200,000

1,400,000

1,600,000

1,800,000

2,000,000

35,000

1,300,000

1,750,000

2001

2004

2005

2006

2007

2008

SARSConsolidates

eFiling

CreditPush Payment

Integration

eStampsTransfer Duty

ElectronicAnnual

Returns,Advanced

Tax Rulings

IntroducedPDF

eFiling - Not just income tax

Services on eFiling include:• VAT• EMP• PTax• ATR• eStamps• Transfer Duty• Tax Clearance Certificates• Directives• Reportable Arrangements• Tax Practitioner Registration

• Secondary Taxes on Companies (IT56)• Securities Transfer Tax• Customs Payments• Income Tax Returns

ITR12 IT12TR IT14 IT12EI

SARS Strategy 2008

1. PAYE (Employer) submissions and reconciliation• Pre-populated returns

2. Customised annual returns – simplify tax process

3. Quicker turn-around times on submissions

eFiling Objectives: Filing season 2008

1. Refine the Technology base - Use of PDF documents2. Split out the Site Personalities3. Drive to real-time processing

• Quicker turn around times• Better feedback on status• Electronic request for correction & notice of objection

4. Self service• Password reset• Taxpayer transfer• Uploading supporting docs

5. Drive toward end-to-end electronic processing for 2009

eFiling Integration: gateway to SARS

Benefits of integration

• Tax practitioner’s life made easier

• Single point of engagement

• Capture information once, through source application

• Transfer electronically between systems

• Status feedback - IT34 statement of account- Electronic request for info

The process

EMP501AnnualReturn

Pre-populated

IndividualEmployer

Complete & Submit

IT34

Refund

RfC

NoO

End-to-end processing

ISV Interface

eFiling

eFilingWeb

Portal

Questions