Shared Access

Shared Access

• 12 October 2023
• Tax Administration
• SARS

Shared access is a function available on eFiling, which makes sure that an individual has full control/knowledge of their tax affairs, regardless of whether a Tax Practitioner completes and/or submits tax returns on their behalf.

It is important for Tax Practitioners to share eFiling access with the taxpayer to ensure that the responsibility for tax obligations remains with the taxpayer. If at any time, the taxpayer ceases to be a client of the tax practitioner, then the access can be amended accordingly without the taxpayer losing access to their own eFiling profile and related tax history.

The different functionalities available on eFiling as are follows:

• Obtain Full Shared Access means that the taxpayer, as well as the Tax Practitioner, will have full and equal access to all the information relating to the associated tax type(s). Once this type of access is asked for, immediate authorisation is given to both parties and the taxpayer and the Tax Practitioner will be able to view, fill in and send SARS tax return(s), update personal details, etc.
• Remove My Access means that the taxpayer won’t be able to manage or view their tax returns, and full access will be given to the Tax Practitioner with whom the taxpayer shared their last “Shared Access”.
• To do No Action means that the taxpayer will not be able to manage or view their tax returns and full access will stay with the Tax Practitioner with whom the profile exists. This option can only be used with the quick registration process. Should a taxpayer, during the quick registration, select this option and then have a change of heart, the taxpayer can login and change the function setup.

Read more: Shared Access | South African Revenue Service (sars.gov.za)

Source: SARS

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