HomeHome SearchSearch MenuMenu Our productsOur products
Tags: sars, efiling

Here are the five documents you'll need to complete the activation process when merging all your taxes under a single eFile profile

by , 10 November 2014
Last week, we reported that on the 1st of this month, SARS introduced a new merging function on eFiling.

The purpose of this function is to help individual taxpayers, registered representatives of entities and tax practitioners to easily merge all types of taxes - for example, income tax, employees' tax, as well as customs and excise taxes into one single profile for each client or entity.

Following your positive response, we're now going to give you the five documents you'll need (depending on the nature of the entity) to complete the activation process when merging all your taxes under a single eFile profile.

Read on to find out what these are so you can merge all your taxes with ease using eFiling.


*********** Recommended Product ************
 
The Digital Practical Accountancy Guide has:

  • Instant updates
  • Quick and easy search functions
  • Useful printable templates, checklists and source documents

Click here for your special launch price of R1 597. That's a 20% saving!

**************************************************
 

You first need to activate the merging before actually doing it

 
If you're a registered representative or tax practitioner, you'll need to activate the eFiling merge function for each client or entity profile before you can use it. Individual taxpayers will be automatically activated.
 
Here's the activation process for registered representatives
 
Step 1: Log on to eFiling and go to the organisation's profile and click on 'Activate Registered Representative' under 'SARS Registered Details'.
 
Step 2: The representative declaration will appear. After reading it, select 'I agree' and click 'Continue'.
 
Step 3: Fill in your tax reference number under eFiling 'User Details' and click 'Activate Registered Representative'.
 
Here's the activation process for tax practitioners
 
Step 1: Log on to eFiling and go to 'Services', click on 'My TP Configuration' and then 'Practitioner Activation'.
 
Step 2: The 'Tax Practitioner Declaration' will appear. After reading it, select 'I agree' and click 'Continue'.


To complete the activation process, you'll need to send the following supporting documents depending on the nature of the entity:

 
1. Nature of Entity:
Individual
 
Supporting document (relevant material) for appointment: Identity Document (e.g. ID, Passport).
 
2. Nature of Entity: Company
 
Supporting document (relevant material) for appointment:
 
  • Representative Appointment; and
  • Notice of Incorporation.
 
3. Nature of Entity: Trust
 
Supporting document (relevant material) for appointment:
 
  • Letter of Authority; and
  • Trust Deed.
 
4. Nature of Entity: Association not for gain or Welfare Organisation
 
Supporting document (relevant material) for appointment: Representative Appointment.
 
5. Nature of Entity: Partnership Body of Persons
 
Supporting document (relevant material) for appointment:
 
  • Representative Appointment; and
  • Partnership Agreement.
 
It can take up to 21 business days for SARS to review the documents. It will then decide to reject or approve the activation.
 
If it rejects the request, visit a SARS branch to have yourself confirmed as the registered representative.
 
Once the activation has been approved:
 
  • You'll automatically be recorded as the only registered representative on the SARS system for the client or entity; and
 
  • You'll have to go on eFiling to select 'Merge Entities' under 'SARS Registered Details'. You'll be directed through a five step process to make sure all the types of tax are linked to the correct client or entity.
 
Knowing about the documents you need to complete the activation process will help you merge all your taxes with ease on eFiling.
 
PS: If you need help to merge all your taxes under a single eFile profile, ask our tax experts at the Accounting & Tax Club.


Related articles




Related articles



Related Products



Comments
0 comments


Recommended for You 

  Quick Tax Solutions for Busy Taxpayers – 35 tax answers at a glance



Here are all the most interesting, thought-provoking and common tax questions
asked by our subscribers over the last tax year – everything from A to Z!

To download Quick Tax Solutions for Busy Taxpayers – 35 tax answers at a glance click here now >>>
  Employees always sick? How to stop it today



Make sure you develop a leave policy to regulate sick leave in your company.

BONUS! You'll find an example of the leave policy and procedure in this report.

To download Employees always sick? How to stop it today click here now >>>
  Absenteeism: Little known ways to reduce absenteeism



This FREE e-report will tell you how you can reduce absenteeism in your workplace while avoiding the CCMA and without infringing your employees' labour rights.

To download Absenteeism: Little known ways to reduce absenteeism click here now >>>
  7 Health & safety strategies to save you thousands



Don't let a health and safety incident cost you one more cent. Implement these seven
strategies in your company today.

To download 7 Health & safety strategies to save you thousands click here now >>>