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eFiling Profile types Post-Death Registration Scenarios Process to - - PowerPoint PPT Presentation
eFiling Profile types Post-Death Registration Scenarios Process to - - PowerPoint PPT Presentation
Agenda eFiling Profile types Post-Death Registration Scenarios Process to a successful Registration Acquiring a secondary tax number Additional Estate Duty payment process Saving Banking details Creating payment Profile Types The
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Profile Types
The functionality exists under Individual
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 individual eFiling registration Scenario 2: The tax payer does not have an existing eFiling profile Scenario 3: The tax payer exists under a Tax Practitioner Profile
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Deceased Estate Registration Scenarios
Scenario 1: The tax payer has an existing eFiling registration
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Deceased Estate Registration Scenarios
Note: 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.
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eFiling Login
Enter Login credentials
- f the profile where the
deceased income tax is registered
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eFiling Landing Page
Click on home Tab Select SARS Registered Details Maintain SARS Registered Details
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SARS Registered Details
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RAV 01
Select 1 Select 2 Select 3
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Estate Coding done on IT12
Select 1 Select 2 Select 3 New product option is now available
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Deactivate Tax Number & Set Year of Liability (FILE)
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Notice Of Registration
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Notice Of Registration
- The New number will than be issued
- We will now touch on how to Register the New
number in the following segment.
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Individual Profile Tax Types (Existing)
Click on Home Tab Select User Select 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 Select the Individuals option
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Profile Registration
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Profile Registration
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Profile Registration
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Profile Registration
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Declaration To eFile Form
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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
Deceased Registration
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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
Scenario 3: The taxpayer already exists under a Tax Practitioner profile Outstanding Returns Required (income tax)
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Deceased Estate Number Activation
Outstanding Returns (income tax) – Before Death Requesting tax type (income tax) – Process for half registered entity having no tax type linked
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Tax Payer Has an Active Profile
- 1. Select Organisations
- 3. Click Create New
- 2. Click Request Tax Types
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Capture Income Tax Number
Capture the income tax number in the relevant fields and click submit.
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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.
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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
1.Click on Returns 2.Select Returns Issued 3.Select Tax Year and Click Request Return 4.Click open to open return
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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 Pull option not available.
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Saving Banking Details
Click on banking details link
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Saving Banking Details
Select the relevant bank
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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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Additional Payment process
Select the tax type from drop down menu
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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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