See our comprehensive guidelines for everything eFiling registration related. Feel free to jump to any section that interest you.
What documents do you need to register for SARS eFiling?
- Proof of Identity:
You will need to provide one of the following when registering for eFiling: Certified copies of your valid identification document, either the smart identification card or the green identification book. In the event that you have a temporary identification document, you can provide your driver’s license, passport or asylum seeker’s permit with your original identification document.
- Proof of Adress:
When you are providing to required documents, please note that the taxpayer’s name is clearly visible on the proof of business or physical address. The following documents are viable for acceptance to SARS:
| Document Description | Effectiveness Period | |
| 1 | General Accounts | |
| 1.1 | Utility Account (Rates and Taxes, Water or Electricity account) | Less than 3 months |
| 1.2 | Medical aid Statement | Less than 3 months |
| 1.3 | Telephone Account (Includes all networks) | Less than 3 months |
| 1.4 | e-Toll Account | Less than 3 months |
| 1.5 | Education Institution Account | Less than 3 months |
| 1.6 | Mortgage Statement for Mortgage Lender | Less than 3 months |
| 1.7 | Co-op Statements (for farmers) | Less than 3 months |
| 1.8 | Retail Accounts (Edgars, Mr Price etc) | Less than 3 months |
| 1.9 | SABC Television licence | Less than 1 year |
| 2 | Government Issued Documents | |
| 2.1 | Document regarding UIF or pension pay-out | Less than 3 months |
| 2.2 | Court order | Less than 3 months |
| 2.3 | Traffic fine | Less than 3 months |
| 2.4 | Subpoena | Less than 3 months |
| 2.5 | Motor vehicle licence document | Less than 1 year |
| 3 | Insurance and Investment documents | |
| 3.1 | Short-term Insurance document | Less than 1 year |
| 3.2 | Health Insurance document | Less than 1 year |
| 3.3 | Life assurance document | Less than 1 year |
| 3.4 | Funeral Policy document | Less than 1 year |
| 3.5 | Investment Statement from share, portfolio or trust | Less than 1 year |
| 4 | Franchise/Lease Agreement | |
| 4.1 | A current and valid agreement |
- Proof of Bank details:
The final document you must provide is your bank details. The following should be shown clearly when provided: Your legal name, the account type and number, branch code and the date when the account was opened, the above information should not be older than 30 days. If you would use an original bank statement, the statement should not be more than 3 months old.
How to register a company for eFiling.
Before registering your company for eFiling you should have the following information with you when registering on SARS efiling:
Name of the company
SARS Tax number
Address and contact number
Registration number
Company banking details
Year-end of the company
Step 1- Start with logging in
You can click here where you can enter your unique username and password. If you have not yet registered yourself for eFiling you can jump to our easy to follow guide on How to register for eFiling.
Step 2- The Setup
When you are on this landing page, click on the options icon (the 3 dots) next to “individual” then afterwards on Portfolio Management
Step 3- Portfolio Management
Click on add portfolio on the right-hand side of the landing page
Step 4- Add a new profile
On the add portfolio pop-up provide the portfolio name and the type of portfolio you wish to create.
Step 5- Go to the Portfolio
Click on the “Go to Portfolio” button next to the new portfolio that you created
Step 6- Click “Organisation”
Click on the “Organisations” tab at the top of the page
Step 7- Register new
Click on the “Register New” button on the left-hand side of the screen
Fill in the required information about the new company. When completed click on the “Register” button
Click on the default box and then continue.
Step 8- Final Checks
On the left side of the screen select “Organisation Tax Types”. There are 3 boxes you need to tick to make sure everything is in place:
1. Provision Tax (IRP6)
2. Organisation Income Tax (ITR14)
3. IT Admin Penalty
If you have more tax types please enable them here
After this is completed scroll to the bottom of the page and submit the information to SARS. You have completed how to register a company for efiling.
How to register for eFiling.
Click on the link sarsefiling.co.za and follow these easy steps
Step 1- Register now
Click on the “Register Now” option on the right side of the screen
Step 2- New Account Setup
Fill in your personal information on the screen and click on the “next” button at the bottom of the screen
Fill in your contact details and type the login details that you would like to use and the bottom section of the page.
Step 3- Personal Information
Fill in your personal information in the space provided in order for SARS to register you for a tax number and on eFiling.
Step 4- Communication channel and OTP
Select your desired communication channel and you will receive a one time pin (OTP).
After clicking on continue, a new page will pop up. Enter your OTP to log into your account.
Step 5- Login
If done correctly the Login page should pop up and you will be able to log in with the username and password that was created. After you logged in with the correct credentials, click on the login button.
Step 6- Terms and Conditions
The terms and conditions should pop up. Read through the T&C’s and click on the “Continue” button at the bottom of the page.
Step 7- Submit
Your details will appear on the left-hand side of the screen. At the bottom of the screen to submit your return type to SARS
*Please note all the above information is best to be discussed with one of our qualified accountants to verify all information is accurate, correct and up to date.