Introduction€¦ · Click the below icon Select the Individuals option. Profile Registration....
Transcript of Introduction€¦ · Click the below icon Select the Individuals option. Profile Registration....
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IntroductionAyanda Takela
(SARS eFiling and e@syFile specialist)
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Agenda
eFiling Profile types
Post-Death Registration Scenarios
Process to a successful Registration
Acquiring a new number
Additional Estate Duty payment process
Saving Banking details
Creating payment
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Profile Types
The functionality exists under Individual
Organisation and Tax Practitioner profiles
Individual profiles can be converted to
Organisation profiles for existing eFiling
users.
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Deceased Estate Registration
Scenarios
Scenario 1: The taxpayer has an existing
individual eFiling registration
Scenario 2: The taxpayer does not have
an existing eFiling profile
Scenario 3: The taxpayer exists under a
Tax Practitioner Profile
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Deceased Estate Registration
Scenarios
Scenario 1: The taxpayer has an existing
eFiling registration
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Deceased Estate Registration
ScenariosNote: The deceased person’s tax reference number must simply be
coded as a Deceased Estate on the SARS system before a DE can
be registered.
Applicable only to deaths on or after 1 March 2016 where the
deceased estate requires registration at SARS. The assessment of
income applies only to the new number that is issued by SARS.
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eFiling Login
Enter Login credentials
of the profile where the
deceased income tax is
registered
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eFiling Landing Page
Click on home Tab
Select SARS Registered Details
Maintain SARS Registered Details
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SARS Registered Details
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RAV01
Select 1
Select 2
Select 3
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Estate Coding done on IT12
Select 1
Select 2
Select 3
New product option is now
available
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Deactivate Tax Number & Set Year of Liability (FILE)
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Notice Of Registration
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Notice Of Registration
• The New number will then be issued
•We will now touch on how to Register the New
number in the following segment.
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Individual Profile Tax Types (Existing)
Click on Home Tab
Select User
Select Change Website
Profile
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Converting the Website Profile (Existing)
Select
Organisation as
New Personality
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Deceased Estate Number Activation
Click on Provided link
1234567890
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Deceased Income Tax Activation
Tick Box &
Capture new number
Click on Continue to
begin activation process
923456780
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Deceased Estate Number Activation
Status: Awaiting
Registration Validation
923456780
1234567890
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Deceased Estate Number Activation
Scenario 2: The taxpayer was never
registered on eFiling
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Deceased Estate Number Activation
www.sarsefiling.co.za
Click on “Register”
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Deceased Estate Number Activation
www.sarsefiling.co.za
Click the below icon
Select the Individuals option
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Profile Registration
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Profile Registration
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Profile Registration
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Profile Registration
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Declaration To eFile Form
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New Deceased Estate Registration
Select Individual/ Sole proprietor
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Registering The Deceased
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Do not capture any
numbers
Click on Register
Deceased Registration
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Click on Provided link
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Deceased Estate Number Activation
click continue
Capture new number
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Deceased Estate Number Activation
1234567890 Status: Awaiting
Registration Validation
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Deceased Estate Number Activation
Scenario 3: The taxpayer already exists
under a Tax Practitioner profile
Outstanding Returns Required
(income tax)
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Deceased Estate Number Activation
Outstanding Returns (income tax) –
Before Death
Requesting tax type (income tax) –
Process to be followed for half registered
entity (having no tax type linked)
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Tax Payer Has an Active Profile
1. Select Organisations
3. Click Create New
2. Click Request Tax Types
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Capture Income Tax Number
Capture the income tax number in the
relevant fields and click submit.
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Requesting Tax Types
A request will go to the holding profile and send a message to
the registered holder via email to attend to the request
In the event that there is no response an override code will be
issued to the Registered Representative via sms to their mobile
phone
Once the override is issued the requesting tax payer can enter it
and move the required tax types to their profile
NB: Override codes are issued after 5 working days from
date of request.
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Submitting Outstanding Returns
The status will change from “Awaiting Validation”
to “Successfully Activated” once the validation
process has occurred. This may take between
24 to 72 hours.
The executor will now have the option to submit
tax returns and make additional estate duty
payments
1.Click on Returns
2.Select Returns Issued
3.Select Tax Year and Click Request Return
4.Click open to open return
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Tax Return Work Page
Click on Return Type link
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Additional Estate Duty Payments
User must be linked to an online banking
profile (Credit Push).
Debit Pull option not available.
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Saving Banking Details
Click on banking
details link
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Saving Banking Details
Select the relevant bank
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Additional Payment process
Capture New Income
Tax number
Click on the
Returns
Tab, then
select
Additional
Payments
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Additional Payment process
Select the tax type from
drop down menu
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Estate Duty Additional Payment
Capture New Income
Tax number
Tax Type: Select
Estate Duty (ESD)
from drop down
menu and complete
the required fields
Type of Payment:
Estate Duty Normal
Payment
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Estate Duty Additional Payment
Capture New Income
Tax number
Please note that
the income tax
number must be
captured for
payment.
Select “Make
Payment” for
Instruction to leave
eFiling
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Estate Duty Additional Payment
After clicking on ‘Make Payment’ the payment
instruction will be sent to the clients online
banking account to be released.
Please also confirm the payment with the
bank.
After you have made the payment you can
forward the proof of payment to
the [email protected] mailbox.
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Thank You
www.sarsefiling.co.za
Any Questions ?