Overview

SARS eFiling has become the primary digital platform through which taxpayers, businesses, and tax practitioners interact with SARS. This practical webinar provides a comprehensive walkthrough of the SARS eFiling environment, covering registration, authentication, portfolio management, taxpayer administration, tax type activation, practitioner configuration, and common troubleshooting scenarios. Attendees will gain a clear understanding of how to effectively navigate eFiling, maintain compliant taxpayer profiles, manage multiple tax products, and resolve common system challenges encountered in practice.

Webinar Content

• Introduction to SARS eFiling and its key functions
• Benefits and requirements for eFiling registration
• Registration process, login procedures, and profile setup
• Password, security, OTP, biometric authentication, and two-factor authentication requirements
• Portfolio management and user access administration
• Managing taxpayers, groups, and authorisation levels
• Tax type activation, transfers, and management of multiple tax numbers
• Practitioner configuration and practitioner activation requirements
• Registration of additional tax products, including VAT, PAYE, GMT, and Tax Exemption
• Managing SARS correspondence and notifications through eFiling
• Understanding and using SARS digital support tools, including the Lwazi Chatbot and MobiApp
• Troubleshooting common eFiling challenges and system errors
• Resolving issues relating to duplicate tax reference numbers
• Managing missing or inactive tax products
• Registered Representative activation processes
• Tax Directive access and configuration requirements
• Tax type transfer authorisation and approval procedures
• Practical guidance on maintaining accurate taxpayer records and profile information

Competencies Developed

By attending this webinar, participants will be able to:

• Navigate the SARS eFiling platform confidently and efficiently
• Register and manage eFiling profiles securely
• Implement authentication and security requirements correctly
• Manage taxpayer portfolios, user roles, and access permissions
• Activate, transfer, and administer various tax types on eFiling
• Configure and maintain tax practitioner profiles and permissions
• Register additional tax products through eFiling
• Access and manage SARS correspondence electronically
• Identify and resolve common eFiling errors and administrative challenges
• Apply best practices for taxpayer profile maintenance and compliance management
• Improve operational efficiency when interacting with SARS digital services
• Support clients and organisations more effectively through the use of SARS eFiling tools and functionality.

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.