A GUIDE TO USING eFILING TO REGISTER AN …...2 GUIDE TO USING eFILING TO REGISTER AN...

11
A GUIDE TO USING eFILING TO REGISTER AN EMPLOYEE

Transcript of A GUIDE TO USING eFILING TO REGISTER AN …...2 GUIDE TO USING eFILING TO REGISTER AN...

AUGUST 2012 1

A GUIDE TO USING eFILING TO REGISTER AN EMPLOYEE

AUGUST 2012 1

CONTENTS

1. USING eFILING TO REGISTER AN EMPLOYEE ...............................2

2. ASSIGNING THE SARS REGISTRATION ROLE ................................2

2.1 EXISTING USERS .......................................................................2

2.2 NEW USERS ...............................................................................4

3. ACCESSING THE EMPLOYEE REGISTRATION MENU ....................5

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1. USING eFILING TO REGISTER AN EMPLOYEESARS eFiling now offers the SARS Registration function which allows employers to submit employee registrations to SARS.

eFiling administrators must use the Access Rights function to assign the new registration role to themselves as well as to other users

within the organisation. This will allow users access to the new Employee Registration menu.

Users, including administrators, who have not been assigned the SARS Registration role will not have access to the Employee

Registration menu.

2. ASSIGNING THE SARS REGISTRATION ROLE

2.1 EXISTING USERS

Step 1Select the applicable user.

Step 2Navigate to the main menu.

Step 3Click on Change Details.

A Taxpayer

A TaxpayerA Taxpayer 1234

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Step 4The user will view the following screen:

Step 5Click on Update Details.

Step 6Tick the SARS Registration checkbox.

Step 7Click on Continue to save the changes.

PO BOX 1

SOME PLACE

Any TaxpayerAMr

1234567890123

0752222222

222 2222

222 2222

[email protected]

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2.2 NEW USERS

Step 1Navigate to the main menu.

Step 2Click on Register New.

Step 3Complete the details for the new user.

Step 4Click on Register.

Step 5If necessary, assign the user to the relevant group.

Step 6Tick the SARS Registration checkbox.

Step 7Click on Continue to save the changes.

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Note: Although the SARS Registration role is available for selection within the tax practitioner profile, practitioners will not have

access to the new Employee Registration menu.

3. ACCESSING THE EMPLOYEE REGISTRATION MENU

Step 1Once the role is assigned it will reflect against the user’s profile summary.

Step 2To access the Employee Registration menu, navigate to the Organisations main menu.

A Company CC

A Taxpayer

Mr Any Taxpayer

[email protected] 222 2222

[email protected]

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Step 3The following sub-menu options are available within the Employee Registration menu:

• New Application: Allows a user to capture an employee’s details, and then save the changes on eFiling or submit the

application to SARS.

• Saved Applications: Allows a user to view saved applications, complete or edit and submit applications.

• Pending Applications: An application will remain in this menu if has been submitted to SARS and has not yet been allocated

a reference number. The user can use this menu to monitor the status of an application.

• History: Contains all the applications that have been submitted to and received by SARS.

Step 4The New Application menu consists of the following sections:

• Taxpayer information – Personal Details

• Bank Account Details

• Employer Reference Number.

Step 5

If the user selects No next to the question Do you have a South African Bank Account the following message appears:

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Step 6If the user clicks on OK, then the bank details section defaults to No and the bank details container is locked.

Step 7If the user clicks on Cancel, the bank details section defaults to yes and the user is then required to complete the bank details section.

Step 8Once a user clicks on Save to store an application within eFiling, the following message appears:

Note: SARS will not have a record of the application until it has been submitted.

Step 9Click on Continue to view the grid within the Saved Applications menu.

Bank

Bank

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Step 10Prior to submitting an application, the user must complete the organisation’s PAYE reference number and accept the disclaimer

which declares that the information contained in the application is true and correct.

Step 11Click on Submit to send the application to SARS. The following message will be displayed:

Step 12Click on Continue. Depending on the status of the application, you will either be directed to the grid within Pending Applications sub-menu or the History sub-menu.

[email protected]

075 222 2222

PO Box 1

1 Street road

SOME ROAD

SOME PLACE

0000

Bank

0000

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Step 13Under Pending Applications, the status of an application will read Submitted to SARS.Under History the status of a completed application will read All aspects of the registration are complete.

Note: All application forms will be available for viewing purposes only after submission, and the status of application field

will be updated.

Step 14• If an application is still pending, the text within the view-only form will read Your registration request for this employee

is still in pending.• If an application is declined because a reference already exists at SARS, the text within the view-only form will read Your

registration request for this employee has been denied. The employee is currently registered for Income Tax with SARS.

• If an application is declined because multiple reference numbers already exist at SARS, the text within the view-only form

will read Your registration request for this employee has been denied because this employee is already registered for Income Tax with SARS. Please contact our help desk on 0800 00 SARS (7277) as multiple tax reference numbers exist for the employee.

0000 00000000

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Lehae la SARS • 299 Bronkhorst Street • Nieuw Muckleneuk • 0181

Private Bag X923 • Pretoria • 0001

www.sars.gov.za