IntroductionAyanda Takela

(SARS eFiling and e@syFile specialist)

Agenda

eFiling Profile types

Post-Death Registration Scenarios

Process to a successful Registration

Acquiring a new number

Additional Estate Duty payment process

Saving Banking details

Creating payment

Profile Types

The functionality exists under Individual

Organisation and Tax Practitioner profiles

Individual profiles can be converted to

Organisation profiles for existing eFiling

users.

Deceased Estate Registration

Scenarios

Scenario 1: The taxpayer has an existing

individual eFiling registration

Scenario 2: The taxpayer does not have

an existing eFiling profile

Scenario 3: The taxpayer exists under a

Tax Practitioner Profile

Deceased Estate Registration

Scenarios

Scenario 1: The taxpayer has an existing

eFiling registration

Deceased Estate Registration

ScenariosNote: The deceased person’s tax reference number must simply be

coded as a Deceased Estate on the SARS system before a DE can

be registered.

Applicable only to deaths on or after 1 March 2016 where the

deceased estate requires registration at SARS. The assessment of

income applies only to the new number that is issued by SARS.

eFiling Login

Enter Login credentials

of the profile where the

deceased income tax is

registered

eFiling Landing Page

Click on home Tab

Select SARS Registered Details

Maintain SARS Registered Details

SARS Registered Details

RAV01

Select 1

Select 2

Select 3

Estate Coding done on IT12

Select 1

Select 2

Select 3

New product option is now

available

Deactivate Tax Number & Set Year of Liability (FILE)

Notice Of Registration

Notice Of Registration

• The New number will then be issued

•We will now touch on how to Register the New

number in the following segment.

Individual Profile Tax Types (Existing)

Click on Home Tab

Select User

Select Change Website

Profile

Converting the Website Profile (Existing)

Select

Organisation as

New Personality

Deceased Estate Number Activation

Click on Provided link

1234567890

Deceased Income Tax Activation

Tick Box &

Capture new number

Click on Continue to

begin activation process

923456780

Deceased Estate Number Activation

Status: Awaiting

Registration Validation

923456780

1234567890

Deceased Estate Number Activation

Scenario 2: The taxpayer was never

registered on eFiling

Deceased Estate Number Activation

www.sarsefiling.co.za

Click on “Register”

Deceased Estate Number Activation

www.sarsefiling.co.za

Click the below icon

Select the Individuals option

Profile Registration

Profile Registration

Profile Registration

Profile Registration

Declaration To eFile Form

New Deceased Estate Registration

Select Individual/ Sole proprietor

Registering The Deceased

Do not capture any

numbers

Click on Register

Deceased Registration

Click on Provided link

Deceased Estate Number Activation

click continue

Capture new number

Deceased Estate Number Activation

1234567890 Status: Awaiting

Registration Validation

Deceased Estate Number Activation

Scenario 3: The taxpayer already exists

under a Tax Practitioner profile

Outstanding Returns Required

(income tax)

Deceased Estate Number Activation

Outstanding Returns (income tax) –

Before Death

Requesting tax type (income tax) –

Process to be followed for half registered

entity (having no tax type linked)

Tax Payer Has an Active Profile

1. Select Organisations

3. Click Create New

2. Click Request Tax Types

Capture Income Tax Number

Capture the income tax number in the

relevant fields and click submit.

Requesting Tax Types

A request will go to the holding profile and send a message to

the registered holder via email to attend to the request

In the event that there is no response an override code will be

issued to the Registered Representative via sms to their mobile

phone

Once the override is issued the requesting tax payer can enter it

and move the required tax types to their profile

NB: Override codes are issued after 5 working days from

date of request.

Submitting Outstanding Returns

The status will change from “Awaiting Validation”

to “Successfully Activated” once the validation

process has occurred. This may take between

24 to 72 hours.

The executor will now have the option to submit

tax returns and make additional estate duty

payments

1.Click on Returns

2.Select Returns Issued

3.Select Tax Year and Click Request Return

4.Click open to open return

Tax Return Work Page

Click on Return Type link

Additional Estate Duty Payments

User must be linked to an online banking

profile (Credit Push).

Debit Pull option not available.

Saving Banking Details

Click on banking

details link

Saving Banking Details

Select the relevant bank

Additional Payment process

Capture New Income

Tax number

Click on the

Returns

Tab, then

select

Additional

Payments

Additional Payment process

Select the tax type from

drop down menu

Estate Duty Additional Payment

Capture New Income

Tax number

Tax Type: Select

Estate Duty (ESD)

from drop down

menu and complete

the required fields

Type of Payment:

Estate Duty Normal

Payment

Estate Duty Additional Payment

Capture New Income

Tax number

Please note that

the income tax

number must be

captured for

payment.

Select “Make

Payment” for

Instruction to leave

eFiling

Estate Duty Additional Payment

After clicking on ‘Make Payment’ the payment

instruction will be sent to the clients online

banking account to be released.

Please also confirm the payment with the

bank.

After you have made the payment you can

forward the proof of payment to

the estateduty@sars.gov.za mailbox.

Thank You

www.sarsefiling.co.za

Any Questions ?