EFiling
eFiling Clinic: How to Work Around System Issues - October 2026
Duration: 1 hour
Price: R0.00
Title / Topic
eFiling Clinic: How to Work Around System Issues - October 2026
Presenters : Welile Nhlapo
Overview
Part 1 of this video focuses on SARS’s simplified process for registering additional tax products (VAT, PAYE, GMT and tax exemption) and activating the Tax Directive function.
Part 2 offers solutions to the common problems practitioners experience:
- Duplicate tax reference numbers
- Tax types missing from “Manage Tax Types”
- Registered Representatives who have not been activated
- Entity details that do not match SARS records
- Failed tax type transfers
- Practitioners being unable to submit returns for individual clients
Video 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.
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