Issues and Other Matters Arising From New eFiling

Please take note of the following issues and other matters regarding SARS eFiling:

(1) Consolidated Profiles

SARS is consolidating profiles where payroll administrators or individuals have more than one profile on eFiling.

For payroll administrators, SARS is now authenticating all existing users and migrating them to one single profile.

Individuals with multiple profiles will be required to choose a primary login from a list after logging into eFiling with any one of the profiles. Once the primary login is chosen, the indivdual must link the other logins as “Portfolios” to his/her profile.

See the following resources for more information:

Manage your user profile (paragraph 7.2 onwards)

Guide to the Auto Merge Function

(2) SARS eFiling Portfolios

The role in which you act is referred to as the SARS eFiling Portfolio. Only Tax Practitioner and Organisation portfolios can have multiple tax entities loaded on SARS eFiling, while Individuals cannot. Therefore, if you are a SimplePay client that does payroll for multiple firms, you should use the Organisation portfolio.

The 3 types of Portfolios referred to above can be defined as:

• Individual: A person acting on his/her own behalf for his/her own taxes
• Tax Practitioner: A Tax Practitioner that is registered with a recognised controlling body, acting on behalf of another tax paying entity and authorised by a signed Power of Attorney.
• Organisation: A person acting as a representative of a tax paying entity, either as a representative taxpayer or as an appointed representative with a signed Power of Attorney.

(3) Tax Certificates not Pre-populating for Individuals

An error occurs on SARS eFiling under certain circumstances when an individual completes his or her ITR12 (Income Tax return):

• When completing an ITR12, the tax certificate information is pre-populated in the annual return. However, when the individual saves the return and then requests a calculation, the “Creation wizard” defaults the “Unemployment” questions as YES, and the tax certificate that was linked is unlinked and is no longer available.

SARS is working on this issue. The workaround to re-link the tax certificate is:

• The user must set all questions relating to unemployment as NO in the “Creation wizard”
• SAVE the return, and then
• REFRESH the DATA.

However, this will have the effect that the user must complete all the relevant information.

Team SimplePay