Types of Income tax returns

• Normal no additions. E.g. medical aid, retirement annuity
• Return with medical or retirement annuity
• Return for commission based employment. Commision must be above 50%. Keep all expenses relating to business. E.g. Petrol Slips, entertainment, gift for clients. Computers bought to do business
• Return with properties and other investments.

You will then be asked to complete the registration form with your personal details. Some helpful hints:

• you should only be registering for eFiling if you have a Tax Reference Number already or are in possession of an IT150 Blue Letter from SARS.
  See here for how to get a tax reference number.
• if you are unsure as to whether you need to register for provisional tax, click here to find out.
• if you are married, be sure to click the correct button for Married in Community of Property. “Married in community of property” is a legal term that means all your assets and income are split evenly between you and your spouse, this information would have been recorded in your marriage contract.
• if you have a tax practitioner then enter their details here. Your practitioner will have a practitioner registration number in the format of PR-xxxxxx which they should be able to give to you. This will help SARS identify who your practitioner is in case they need to be contacted.
• be sure to answer the security questions with answers that you will remember. These are used to get your password back if you forget it. When asked for a Helpful Hint question, it is important to make this something that is secure and that nobody else but you is likely to guess, also something that is easily remembered. You don’t want to have to phone SARS to reset this each time you forget.
• your password must have a number, letter and symbol as well as a capital letter – for example johnRob#1234.

Important: The last step is to download a summary of your registration form from SARS eFiling. Click on Home, then Summary, then Declaration to eFile. Complete and sign the form, include a copy of your ID and then either fax these documents to SARS on (011) 602 5312, or send by email to info@sarsefiling.co.za to finalise your eFiling registration.

You are done with registration! In 1 – 2 days time return to www.sarsefiling.co.za, login with the registration details you setup above and click the Returns tab where you will now be able to view your returns for submitting.

Then click Login.

1.1.1     STEP 2: Generate your ITR12 tax return

Make sure that your name appears at the top under Taxpayer List just in case you have logged onto someone else’s SARS eFile page!
If the title of the page is not INCOME TAX WORK PAGE then click the RETURNS button in the menu at the top of the page.
In the menu on the left Returns Issued will open, showing Personal Income Tax (ITR12) and Provisional Tax (IRP6) – click Personal Income Tax (ITR12).

The page title will now be Return Search and should show the ITR12 returns you are busy with.
If you have already created your income tax return for the relevant year (it should be listed), jump to STEP 3 below.
Otherwise, select a tax year from the drop down selector box on the right hand side of the page and click Request Return. This tells SARS you would like to complete a return for that year and they generate it for you.

You can apply for a replacement by:

• Completing Form BI-9 as well if you have not previously submitted your fingerprints
• Attaching additional documents as required (e.g. a marriage certificate if you are married)
• Paying the required fee for the re-issue

In the event you lose, damage or have your ID book stolen, you may request a Temporary Identification Certificate (TIC). This can be done at any office of the Department of Home Affairs and is subject to the verification of your fingerprints