Practical Tips to Navigate Common eFiling Challenges in Practice
Duration: 1.5 hours
Price: R146.00
Practical Tips to Navigate Common eFiling Challenges in Practice
Presenters : Priscilla van Niekerk
Overview.
In today’s regulatory landscape—where accuracy, transparency, and digital competence are essential—this practical video equips tax professionals to approach the 2025 Filing Season with clarity and confidence.
The video provides key insights into SARS requirements for personal income tax, trust submissions, IT3(t) reporting, and provisional tax. It focuses on real-world application, including correcting IRP5 and directive mismatches, updating third-party data, and managing auto-assessments effectively.
Participants gain practical strategies for pre-submission readiness, such as updating registered particulars, verifying bank details, appointing registered representatives, and activating relevant tax types (including IT3) on eFiling.
The video also demystifies the trust reporting process, clarifying the roles of “Submitting Entity” versus “Reporting Entity” and offering detailed guidance on completing IT3-01 and IT3-02 return forms.
Additionally, it explores the SARS Online Query System (SOQS)—a strategic tool for handling administrative tasks beyond eFiling. From pre-filing preparation to data corrections and trust compliance, this is a comprehensive, practical video designed to optimise filing season performance.
Video Content
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Compliance Foundations: Getting it Right from the Start
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Update registered particulars, bank details, and representatives on eFiling or via SOQS
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Ensure taxpayer profiles align with correct tax type registrations
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Leveraging the SARS Online Query System (SOQS)
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Use SOQS for administrative functions not available on eFiling
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Personal Income Tax
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Manage auto-assessments and editing mechanisms
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Upload supporting documents and verify third-party data (IRP5s, medical aid, investments)
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Use the “Refresh Data” function to retrieve updated third-party records
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Fixing IRP5 / Tax Directive Errors
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Rectify IRP5 mismatches, missing directives, and formatting issues
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Access updates via employer e@syFile or directly liaise with issuing authorities
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Manage directive reissue and validation steps on eFiling
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Correcting Third-Party Data
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Resolve issues with banking, investment, or trust distribution data
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Track submissions on the Third-Party Data Platform and engage with providers
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Trust Filing Season
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Understand SARS’s trust transparency drive: resolutions, financials, ownership disclosures
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Clarify IT3(t) submissions, deadlines, channels, and troubleshooting
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Master IT3-01 and IT3-02 return forms
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Navigate ITR12T submissions, passive trust obligations, and rectification procedures
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Provisional Tax
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Calculate accurate estimates and manage multiple income sources and credits
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Address auto-assessments and guide proactive taxpayer communication
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Competencies Developed
By the end of this video, participants are able to:
- Enhance understanding of personal income tax, provisional tax, and trust filing requirements
- Develop practical skills in SARS eFiling navigation, including SOQS usage
- Identify and rectify data errors in IRP5, directives, and third-party information
- Improve confidence in handling trust compliance and IT3 reporting
- Gain strategic insights into preparing clients and taxpayers for auto-assessments and filing season updates