eFiling Discussion Forum: Troubleshooting & Enhancing Your eFiling Skills - March 2025


Duration: 2 Hours

Price: R195.00

Video Type: Single

Presenter: Anton Krynauw

EFiling

EFiling
...

eFiling Discussion Forum: Troubleshooting & Enhancing Your eFiling Skills - March 2025

Duration: 2 hours

Price: R195.00


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Title / Topic

eFiling Discussion Forum: Troubleshooting & Enhancing Your eFiling Skills - March 2025

Presenters : Anton Krynauw


The session focused on troubleshooting and improving users’ skills in SARS EasyFile and eFiling. The presenter provided step-by-step instructions on downloading, installing, and using the new EasyFile Thin Client while also discussing key troubleshooting issues and solutions.

Key Topics Covered:

1. EasyFile Thin Client Installation
  • Download EasyFile from www.sarsefiling.co.za or the SARS website under Business and Employers.
  • Keep the old EasyFile Flex version (7.4.5) for record-keeping.
  • System Requirements: At least 8GB RAM is needed.
  • Windows security prompts may block installation—select “More Info” > “Run Anyway”.
2. Using EasyFile
  • Importing Payroll Files: Payroll data can be imported to avoid manual certificate capture.
  • Retrieving Certificate History: Previous records can be pulled into the new version.
  • Restoring Databases: The Thin Client version cannot restore old Flex version databases.
  • User Management: Assign users to correct groups to ensure access rights for submissions.
3. eFiling Troubleshooting
  • Login Issues: Ensure the correct EasyFile login name matches eFiling records.
  • Submitting EMP501 Returns: Check user rights—users must be in a submissions group.
  • OTP Verification: Now mandatory for individual accounts; cannot be disabled.
  • Managing Groups & Rights: Taxpayers must be in the same group as the user handling submissions.
4. Common Technical Issues & Fixes
  • System Unavailable Error: Could be due to insufficient RAM or missing Windows components.
  • Moving Taxpayers Between Groups: Possible in bulk under Manage Groups in eFiling.
  • Deleting Users or Taxpayers: Some require manual deactivation before removal.
5. Q&A Highlights:
  • Manual Certificates: Still allowed in the new EasyFile version.
  • Trust Tax Returns: Some users faced errors due to missing beneficiary details.
  • Banking Details for Multiple Entities: SARS should allow the same bank for different entities.
  • Bulk Taxpayer Management: Taxpayers can be moved between groups in bulk but not between portfolios.

Conclusion:

The EasyFile Thin Client has a faster, more structured interface, but requires technical adjustments. Keeping both versions (Flex & Thin Client) ensures access to historical data. Common issues revolve around login mismatches, system requirements, and eFiling rights management.

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