Overview
SARS eFiling brings together registration, taxpayer administration, returns, payments, correspondence and compliance services. Effective use requires an understanding of the selected portfolio, the taxpayer concerned, the authority to act and the evidence that confirms an action has been completed.
This short course develops a structured approach to those tasks. Learners progress from registration and basic navigation to user permissions, organisational functions, return processing, specialist services and compliance monitoring. Throughout the course, the emphasis is on selecting the correct route, checking access and status, and retaining the information needed for follow-up.
Practical scenarios, embedded SARS screenshots and self-check questions connect the procedures to everyday work in a tax practice or finance function. Ten supporting SARS reference guides provide further procedural detail. The course focuses on eFiling administration; detailed tax calculations and specialist legal analysis require additional technical study.
Mode of Delivery
Study online at your own pace through The Tax Faculty’s learning Campus. The course comprises six interactive modules with explanatory notes, worked examples, practical activities, checklists and self-check questions with answer explanations.
Downloadable study notes support offline reading and revision. Internet access is required for the learning Campus and external references. The learning activities use fictional scenarios and do not require live taxpayer transactions.
Duration and Effort
This short course is available to learners to complete at their own time and pace.
- Study time: 10 hours.
- Format: Self-paced
Work through the modules in sequence, studying the procedures and screenshots, completing the practical activities and revisiting any uncertain self-check answers.
What you will Learn in this Course
The six modules cover:
Module 1: Introduction to eFiling
- Portfolio types
- Common tax types and forms
- Registration
- Identity verification
- Secure access.
Module 2: eFiling Layout and User Tab
- Navigation
- User invitations
- Roles, permissions, security preferences
- Portfolio management.
Module 3: Organisational Tab
- Adding taxpayers
- Requesting tax-type access
- Maintaining registered details
- Banking setup
- Rights groups
- Client handovers
Module 4: Effectively Processing Returns
- Correspondence
- Return preparation and submission
- Return history
- Statements of account
- Payments
- Procedural follow-up
Module 5: Customs Duties & Levies and Service Tab
- Customs registration
- Transfer Duty
- Securities Transfer Tax
- Tax directives
- Practitioner activation
- Delegated authority
Module 6: Tracking and Monitoring eFiling Status
- My Compliance Profile
- Tax Compliance Status requests and PINs
- Third-party verification
- Practical monitoring routine
Outcomes
On completion of the learning activities, learners should be able to:
- Distinguish login identity, portfolio, taxpayer and tax type, and select the appropriate working context.
- Explain registration, identity verification, account recovery and secure access requirements.
- Plan user invitations and allocate roles and permissions appropriate to the work required.
- Distinguish taxpayer registration, tax-type activation and tax-type transfer, and identify the relevant approval steps.
- Follow the workflow for a return and distinguish a saved form, submission, assessment and payment record.
- Identify payment references, authorisation steps and allocation checks, and retain the relevant evidence.
- Locate specialist services and identify the access and authority needed for the selected transaction.
- Interpret compliance indicators, manage Tax Compliance Status PINs and retain dated verification evidence.
- Maintain a follow-up record with the next action, responsible person, supporting evidence and deadline.
Admission Requirements
- Digital and numeracy literacy.
- A laptop or desktop computer with a current web browser and reliable internet access.
- Basic familiarity with South African tax terminology is recommended.
The course begins with the foundations of eFiling. Prior experience with the platform is helpful but is not assumed for the introductory module.
This Course is for
- Tax practitioners and employees who support client tax administration.
- Accountants, bookkeepers and payroll administrators.
- Finance and administrative staff responsible for an organisation’s tax affairs.
- Trainees and new eFiling users who need a structured introduction.
- Existing users who want to strengthen their navigation, access-management and monitoring practices.
Accreditation
The Tax Faculty holds accreditation as a skills development provider from the Quality Council for Trades and Occupations (QCTO) and as an ATSA training provider from the South African Institute of Chartered Accountants (SAICA).
Assessment and Award of Certificate
Practical activities and self-check questions are included throughout the course. Answer explanations and model responses help learners evaluate their understanding, identify gaps and revisit the relevant procedures.
Learners who complete the course receive a Certificate of Completion issued by The Tax Faculty.
This short course qualifies for 10 CPD hours.
Course Fee
Free for Practice subscribers.
Payments and Cancellations
The Tax Faculty’s applicable payment and cancellation provisions are set out in the terms and conditions.
Conditions
Enrolment, participation and access are subject to The Tax Faculty’s terms and conditions.
Associated Courses
For further study of the tax principles underlying eFiling transactions, explore the following courses in The Tax Faculty’s self-paced course range:
- Short Course in Personal Income Tax.
- Short Course in the Fundamentals of Corporate Income Tax.
- Short Course in Value-Added Tax.
- Short Course in Payroll Taxes and Processing.
