eFiling Clinic: How to Work Around System Issues - October 2026

Date: Oct 15, 2026

CPD hours: 1 Hour

Time: 15:00 - 16:00

Event Type: Webinar

Presenter: Welile Nhlapo

The session provided practical guidance on using SARS eFiling, covering registration, biometric and two-factor authentication, password requirements and profile setup. Practitioners were taken through portfolio types, user invitations, rights groups and the management of taxpayers and tax types, including those with multiple tax numbers. The activation of tax directives and the simplified registra...

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Overview

Part 1 of the session focused on SARS’s simplified process for registering additional tax products (VAT, PAYE, GMT and tax exemption) and activating the Tax Directive function.

Part 2 offered solutions to the common problems practitioners experienced:

Duplicate tax reference numbers
Tax types missing from “Manage Tax Types”
Registered Representatives who had not been activated
Entity details that did not match SARS records
Failed tax type transfers
Practitioners being unable to submit returns for individual clients

Webinar Content

eFiling service offerings, and the three portfolio types: individual, organisation and tax practitioner
Registering for eFiling: documents, OTP verification, password rules and biometric (facial recognition) authentication
First-time login, setting up the profile and preferences, and two-factor authentication through OTP or the SARS MobiApp
Configuring the practitioner profile: confirming registration status and validating the PR number
Portfolio management, inviting users, and access-rights groups with View, Complete and Submit authorisation levels
Adding taxpayers, and activating, transferring and managing tax types, including taxpayers with several tax numbers (estate, VAT and PAYE)
Activating the Tax Directive function and applying for fixed percentage directives
Registering additional tax products (VAT, PAYE, GMT and tax exemption) under SARS’s simplified process
SARS Correspondence, the Lwazi chatbot and SARS support channels
Questions and answers: duplicate registrations, merging entity details, Registered Representative appointments, mismatched details and tax type transfers

Competencies Developed

Registering and securing eFiling profiles, including biometric authentication and two-factor authentication.
Configuring a tax practitioner portfolio, with users, groups and access rights set at the correct authorisation levels.
Adding taxpayers and activating, transferring and managing tax types across individuals, companies and trusts.
Activating the Tax Directive function and registering additional tax products through eFiling.
Diagnosing and resolving common eFiling errors, including mismatched entity details, missing tax types and failed transfers.
Choosing the right SARS channel for each type of eFiling problem.

Presenter

Welile Nhlapo

Welile is an experienced eFiling and e@syFile consultant with over six years of hands-on experience. He specialises in user support, technical troubleshooting, and improving the overall user experience across SARS digital platforms.