How to File and Use eFiling for SARS: A Comprehensive Step-by-Step Guide for South Africans

Johannesburg – Filing taxes in South Africa has become much simpler thanks to the South African Revenue Service (SARS) eFiling platform. This online system lets individuals and businesses submit returns, make payments, and manage tax affairs from anywhere with internet access. Whether you are a first-time filer or a seasoned taxpayer, eFiling saves time, reduces errors, and ensures compliance with tax laws. In this guide, we break down the importance of using eFiling, how to register, and a detailed process for filing your returns, drawing from official SARS resources and recent updates for 2025.

With over 20 million registered users, eFiling has transformed tax administration in the country, making it faster and more secure. However, many still face challenges like registration hurdles or understanding features. This article provides clear, practical advice to help you navigate the system effectively.
The Importance of Using SARS eFiling
eFiling is not just convenient; it is essential for efficient tax management. Here are key benefits:

• Speed and Convenience: Submit returns anytime, anywhere, without visiting a SARS branch. Most processes are paperless, with instant confirmations.
• Accuracy and Pre-Population: SARS pre-fills much of your return with data from employers, banks, and medical aids, reducing mistakes and saving time.
• Secure Payments and Refunds: Make payments via eFiling and track refunds directly. In 2024/25, SARS processed millions of refunds faster through this system.
• Compliance and Records: It helps meet deadlines, avoiding penalties (up to 10% of tax due plus interest). You can access past returns and compliance status easily.
• Additional Features: Request tax certificates, update details, or apply for directives. For businesses, it streamlines VAT and PAYE submissions.
• Cost Savings: Free for individuals; no need for postal fees or travel. It also supports auto-assessments for simple returns, where SARS files for you if eligible.
  Non-compliance can lead to fines, audits, or legal issues. With SARS cracking down on evasion, using eFiling ensures you stay on the right side of the law while accessing benefits like tax rebates.
  How to Register for SARS eFiling
  Registration is the first step and is free. You need a tax reference number to start. If you do not have one, SARS can issue it during registration.
  Requirements for Registration
• Valid South African ID, passport, or asylum seeker permit.
• Tax reference number (if you have one; otherwise, SARS assigns it).
• Contact details: Email and cellphone number.
• Banking details for refunds (optional but recommended).
• For businesses: Company registration details and authorised representative info.
  Step-by-Step Registration Process

1. Visit the SARS eFiling Website: Go to the official SARS eFiling portal. Click on “Register” for new users.
2. Enter Personal Details: Provide your ID number or passport details. SARS will verify your info against their records.
3. Create a Profile: Set up a username, password, and security questions. Use a strong password and enable two-factor authentication for safety.
4. Verify Your Identity: Enter an OTP sent to your cellphone or email. If you are new to SARS, they may ask for more proof like a bank statement.
5. Complete Tax Number Registration (If Needed): If unregistered, SARS will create a tax number automatically. Confirm your details and submit.
6. Activate Your Account: Log in with your new credentials. Update any missing info, like banking details.
   The process takes 10-20 minutes. Once registered, you can access your tax profile, view obligations, and start filing. For joint filers (e.g., spouses), each needs their own account.
   If registering as a tax practitioner or business, additional steps include linking clients or providing CIPC details.
   Step-by-Step Guide to Filing Your Tax Return Using eFiling
   Once registered, filing is straightforward. Focus on the ITR12 for individuals; businesses use ITR14 or other forms.
   Preparation Before Filing

• Gather Documents: IRP5/IT3 certificates from employers, medical aid statements, RAF receipts, donation certificates, and investment details.
• Check Deadlines: For 2025, non-provisional taxpayers file from July 1 to October 21; provisional from July 1 to January 20.
• Use TaxTim or Similar Tools: Free calculators help estimate your return.
  Filing Process

1. Log In to eFiling: Use your username and password. Go to the “Returns” section and select “Income Tax”.
2. Request Your Return: Click “Request Return” for ITR12. SARS pre-populates it with third-party data (e.g., salary info).
3. Complete the Form: Review pre-filled sections. Add income (e.g., freelance), deductions (e.g., medical expenses up to limits), and exemptions. Answer questions on travel, home office, etc.
4. Include Supporting Info: Upload or enter details for claims like retirement annuities or disabilities.
5. Calculate and Review: The system auto-calculates your tax. Check for errors; fix any red flags.
6. Submit the Return: Confirm and submit. Get a confirmation with your assessment.
7. Make Payment or Claim Refund: If owing, pay via eFiling (e.g., debit order). For refunds, ensure banking details are correct – processed in 21 days on average.
   Auto-assessment: If eligible (simple income), SARS may file for you. Check your profile from mid-July; dispute if needed within 40 days.
   Key Features and Tools in SARS eFiling

• Dashboard: View tax status, due dates, and notices.
• Tax Calculator: Estimate liabilities.
• Payment Options: EFT, credit card, or at banks.
• Compliance Certificate: Request TCS for tenders or emigration.
• Dispute Resolution: File objections or appeals online.
• Mobile App: Access eFiling on the go for quick checks.
  For businesses: Submit VAT201, PAYE, and corporate returns; manage employee taxes.
  Common Issues and Tips for Success
• Forgot Password?: Use “Forgot Password” with ID and email.
• Errors in Pre-Pop Data: Dispute via eFiling or contact SARS.
• Late Filing: Penalties apply; request waiver if reasonable.
• Tips: File early to avoid rush; keep records for 5 years; use secure Wi-Fi; update details promptly.
  If stuck, call SARS at 0800 00 7277 or visit a branch. Professional help from tax pros can ease complex returns.
  eFiling has made taxes less daunting, but staying informed is key. With these steps, you can handle your SARS obligations smoothly and focus on what matters. For the latest, check the official SARS site.

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