eFiling Clinic: How to Work Around System Issues - August 2026
Duration: 1 hour
Price: R0.00
eFiling Clinic: How to Work Around System Issues - August 2026
Presenters : Ayanda Takela
Overview
This video addresses SARS eFiling registration, authentication and user management. 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.
Video 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 video 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.