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Deceased Estate Registration Process on eFiling Agenda eFiling - - PowerPoint PPT Presentation
Deceased Estate Registration Process on eFiling Agenda eFiling - - PowerPoint PPT Presentation
Deceased Estate Registration Process on eFiling Agenda eFiling Profile types Post- Death Registration Scenarios Converting an existing individual profile Creating a new profile Process to a successful Registration Additional Estate Duty
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Profile Types
The functionality exists under both Organisation and Tax Practitioner profiles Individual profiles can be converted to Organisation profiles for existing eFiling users.
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Deceased Estate Registration Scenarios
Scenario 1: The tax payer has an existing eFiling registration Scenario 2: The tax payer does not have an existing eFiling profile
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Deceased Estate Registration Scenarios
Scenario 1: The tax payer has an existing eFiling registration
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Individual Profile Tax Types (Existing)
Click on Change Website Profile
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Converting the Website Profile (Existing)
Select Organisation as New Personality
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Deceased Estate Number Activation
Click on Provided link
1234567890
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Deceased Income Tax Activation
Tick Box & Capture new tax number Click on Continue to begin activation process
923456780
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Deceased Estate Number Activation
Status: Awaiting Registration Validation
923456780 1234567890
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Deceased Estate Number Activation
Scenario 2: The tax payer was never registered on eFiling
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Deceased Estate Number Activation
www.sarsefiling.co.za
Click on “Register”
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Deceased Estate Number Activation
www.sarsefiling.co.za
Click the below icon
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New Deceased Estate Registration
Select Individual/ Sole proprietor
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Registering the Deceased
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Do not capture any numbers Click on Register
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Declaration to eFile Form
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Click on Provided link
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Deceased Estate Number Activation
click continue Capture new tax number
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Deceased Estate Number Activation
1234567890
Status: Awaiting Registration Validation
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Deceased Estate Number Activation
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
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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
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Tax Return Work Page
Click on Return Type link
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Additional Estate Duty Payments
User must be linked to an online banking profile (Credit Push). Debit option not available.
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Saving Banking Details
Click on banking details link
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Additional Payment process
Capture New Income Tax number Click on the Returns Tab, then select Additional Payments
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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
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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
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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.
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