Overview

This webinar addresses SARS eFiling registration, authentication and user management, presented by Akhona Tengwa with support from Clinecia Baugaard. It traces the full eFiling lifecycle, from initial registration and first-time login through profile, portfolio and tax-type management, to practitioner configuration and additional tax product registration, and closes with a review of common eFiling queries and the correct SARS channels for resolving them.

Participants gain a working understanding of eFiling's security controls, portfolio and tax-type management functions, and the escalation routes for common registration and access errors.

Webinar Content

• eFiling registration, first-time login, biometric authentication and One-Time Pin verification
• Profile and security setup, including password rules, contact details and two-factor authentication
• Portfolio types and portfolio management for individuals, organisations and tax practitioners
• Manage Taxpayer and Manage Groups functions, including access-rights administration
• Managing taxpayers and tax types, including cases with multiple tax numbers (e.g. estate, VAT, PAYE)
• Practitioner configuration and registration for additional tax products (VAT/PAYE, GMT, tax exemption)
• Document submission requirements and SARS Correspondence
• Q&A: common eFiling registration and tax-type errors, and the correct SARS escalation channels

Competencies Development

Participants who complete this webinar should be able to:

• Register and maintain taxpayer profiles, portfolios and tax types on SARS eFiling accurately.
• Apply eFiling's security requirements - password policy, two-factor authentication, biometric verification and OTP - to protect taxpayer information.
• Administer portfolio, group and access-rights settings for individual, organisation and tax practitioner profiles.
• Use SARS digital channels, including the Lwazi chatbot, to resolve routine account queries.
• Identify common eFiling registration and tax-type errors and select the correct SARS channel to resolve them.

Presenter

Ayanda Takela SARS

Ayanda Takela is the National Consultant Manager at Interfront, a SARS subsidiary, with over a decade of experience in SARS eFiling and e@syFile support. Starting her career at SARS in 2007, Ayanda has developed deep expertise through her work with SAIPA and SAICA, helping practitioners and taxpayers stay compliant. Passionate about education, technology, and service, she now leads a national support team, hosts webinars, and collaborates with SARS to enhance user experience.

CPD

Attending this webinar and the successful completion of the online assessment will secure a certificate of completion for 1 hours of Tax CPD.

Event Investment

Complimentary access.