eFiling Clinic: How to Work Around System Issues - June 2026
Duration: 1 hour
Price: R0.00
eFiling Clinic: How to Work Around System Issues - June 2026
Presenters : Ayanda Takela
Overview
South African Revenue Service eFiling serves as the primary digital platform through which taxpayers, businesses, and tax practitioners interact with SARS. This practical video 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. Participants gain a clear understanding of how to navigate eFiling effectively, maintain compliant taxpayer profiles, manage multiple tax products, and resolve common system challenges encountered in practice.
Video 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 watching this video, 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.
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