HOW-TO

How to Register for SARS eFiling

This guide provides a detailed walkthrough of the SARS eFiling registration process, including OTP verification and tax number issuance.

Step by step

1. Open the official SARS siteGo to www.sars.gov.za or www.sarsefiling.co.za. Look for the eFiling options at the top right of the home page and select Register Now. You can also register on the SARS MobiApp with the same steps.
2. Enter your personal detailsCapture your name, surname, whether you are a South African citizen, your identification number and date of birth, then continue. Type carefully so details match Home Affairs records.
3. Add contact and login detailsProvide your own cell number and email address, then choose a username and a strong password you have not used elsewhere. Confirm the password before proceeding.
4. Let SARS verify youSARS checks the information you captured against its records. The outcome shows on the eFiling registration verification page or is emailed to you. This can be instant or take a little longer.
5. Confirm the OTPIf verification succeeds, SARS sends a One-Time PIN to your preferred channel. Enter it to finish. Never read your OTP out to anyone who phones you claiming to be from SARS.
6. Note your tax numberIf you did not have a tax reference number, SARS usually registers you for Income Tax and issues one. You can view it later under SARS Registered Details.
7. If it fails, use official helpIf verification or biometrics fail, use the SARS Online Query System (SOQS) or book an appointment via sars.gov.za. Do not hand your ID and login to any third-party 'registration' site.

Registering for SARS eFiling is a straightforward process that allows you to manage your tax affairs online efficiently. This guide will walk you through the steps of “How to Register for SARS eFiling,” ensuring you have all the information you need to complete the registration process smoothly.

Whether you are a first-time taxpayer or an existing taxpayer looking to switch to the online platform, this comprehensive guide will help you understand the requirements, the registration process, and how to verify your account using the One-Time PIN (OTP) system.

How do I start the SARS eFiling registration process?

How do I start the SARS eFiling registration process?

To begin the SARS eFiling registration process, visit the official SARS website at www.sars.gov.za or the dedicated eFiling site at www.sarsefiling.co.za. Once on the homepage, look for the “eFiling” options located at the top right corner and select “Register Now.” Alternatively, you can initiate the registration process using the SARS MobiApp, following the same steps outlined below.

When you click on “Register Now,” you will be prompted to enter your personal details. This includes your name, surname, citizenship status, identification number, and date of birth. You should type these details carefully to ensure they match the records held by the Department of Home Affairs. Incorrect information can lead to delays or rejection of your application.

After entering your personal details, you will need to provide your contact and login information. This includes:

• Your active cell phone number
• A valid email address
• A unique username
• A strong password that you have not used elsewhere

Ensure you confirm your password before proceeding to the next step. Once you have entered all the required information, SARS will verify the details you have provided against their records. This verification process can be instantaneous or may take a little longer. If the verification is successful, SARS will send a One-Time PIN (OTP) to your preferred contact channel, either your cellphone or email. Enter this OTP to complete the registration process.

If you do not have a tax reference number, SARS will usually register you for Income Tax and issue a tax number during the registration process. You can view this number later under “SARS Registered Details.”

If you encounter any issues during the verification or biometrics stage, use the SARS Online Query System (SOQS) or book an appointment via the SARS website. Avoid sharing your ID and login details with any third-party sites claiming to offer registration services.

What personal details are required for SARS eFiling registration?

What personal details are required for SARS eFiling registration?

Registering for SARS eFiling is a straightforward process that requires you to provide specific personal details to create your profile. To begin, you need to visit the official SARS website at www.sars.gov.za or www.sarsefiling.co.za and navigate to the eFiling registration page. Here, you will be prompted to enter a series of personal details to initiate the registration process.

Here are the key personal details you will need to provide:

• Name and Surname: Enter your full name as it appears on your official identification documents.
• Citizenship Status: Indicate whether you are a South African citizen.
• Identification Number: Provide your South African ID number. This is a crucial piece of information that SARS uses to verify your identity.
• Date of Birth: Enter your date of birth in the format specified on the registration page.
• Contact Information: You will need to provide a valid cellphone number and an email address. These will be used for communication and for sending the One-Time PIN (OTP) for verification.
• Login Details: Choose a unique username and a strong password. Ensure that your password is not used elsewhere and follows the security guidelines provided on the site.

It is important to type your details carefully to ensure they match the records held by the Department of Home Affairs. Discrepancies can lead to delays or rejection of your registration. Once you have entered these details, SARS will verify the information against its database. This verification process is usually instantaneous but can sometimes take a little longer.

If you do not have a tax number yet, SARS will typically issue one automatically during the registration process. After successful verification, you will receive an OTP via your preferred contact method. Enter this OTP to complete the registration. Remember, SARS will never ask for your OTP over the phone, so keep it confidential to prevent fraud.

If you encounter any issues during the registration process, such as verification or biometrics failure, you can use the SARS Online Query System (SOQS) or book an appointment through the SARS website for further assistance.

How do I provide contact and login details for SARS eFiling?

How do I provide contact and login details for SARS eFiling?

Once you have entered your personal details, the next step in registering for SARS eFiling is to provide your contact and login information. This is a crucial part of the process as it ensures that SARS can communicate with you securely and that you can access your eFiling profile easily. Start by entering your active cellphone number and a valid email address. These will be used by SARS to send you a One-Time PIN (OTP) for verification purposes. It is important to ensure that the details you provide are accurate and up-to-date, as any discrepancies could delay the registration process.

After entering your contact details, you will need to create a unique username and a strong password. Your username should be something memorable but not easily guessable. When choosing a password, make sure it is strong and unique. A strong password typically includes a mix of uppercase and lowercase letters, numbers, and special characters. Importantly, do not use a password that you have used for other accounts to enhance security. Confirm your password by entering it a second time to ensure there are no typos.

Here are the key pieces of information you will need to provide:

• Cellphone Number: Your active cellphone number where you can receive SMS messages.
• Email Address: A valid email address where you can receive emails from SARS.
• Username: A unique username for your SARS eFiling account.
• Password: A strong, unique password that you have not used elsewhere.
• Password Confirmation: Re-enter your password to confirm it.

After you have entered all the required information, you will be prompted to verify your details. SARS will send an OTP to your preferred contact method (cellphone or email). Enter this OTP to complete the verification process. If the verification is successful, your SARS eFiling profile will be created, and you will be issued a tax reference number if you did not have one already. You can view this number later under SARS Registered Details.

If you encounter any issues during the registration process, such as verification or biometrics failure, you can use the SARS Online Query System (SOQS) or book an appointment via the official SARS website.

What happens during the SARS eFiling verification process?

What happens during the SARS eFiling verification process?

After you enter your personal, contact, and login details on the SARS eFiling registration page, SARS initiates a verification process to confirm your identity and the information you provided. This step is crucial to ensure the security of your tax information and to prevent fraud. The verification process typically involves several checks against SARS’s internal records.

During the verification process, SARS will confirm that the details you entered, such as your name, surname, identification number, and date of birth, match their records. If you are a South African citizen, the system will also verify your citizenship status. This process is usually instantaneous, but it may take a little longer in some cases. Once the verification is complete, SARS will display the outcome on the eFiling registration verification page or send you an email with the results.

If the verification is successful, SARS will send a One-Time PIN (OTP) to your preferred contact method, either your cellphone or email address. This OTP is a critical security measure to confirm that you are the rightful owner of the contact details provided. Here’s what you need to do next:

• Check your cellphone or email for the OTP from SARS.
• Enter the OTP into the designated field on the SARS eFiling website or app.
• Click “Submit” to complete the verification process.

You should never share your OTP with anyone, even if they claim to be from SARS. This is a common phishing tactic used by scammers. If you encounter any issues during the verification process, such as a failure to receive the OTP or a mismatch in your details, you can use the SARS Online Query System (SOQS) or book an appointment via the official SARS website for further assistance.

If you do not have a tax reference number, SARS will usually register you for Income Tax and issue a tax number during the eFiling registration process. You can view this number later under the “SARS Registered Details” section of your eFiling profile.

How does the OTP verification work for SARS eFiling?

How does the OTP verification work for SARS eFiling?

Once you have entered your personal, contact, and login details on the SARS eFiling registration page, the next crucial step is the One-Time PIN (OTP) verification. This process ensures that your identity is confirmed and that your registration is secure. After submitting your details, SARS will send an OTP to the cellphone number or email address you provided during registration. This OTP is a unique code that you must enter into the designated field on the SARS eFiling website to verify your identity.

Here’s a step-by-step breakdown of how the OTP verification works:

• Receive the OTP: After submitting your registration details, SARS will send an OTP to your preferred contact method. This could be either your cellphone or your email address.
• Enter the OTP: Once you receive the OTP, enter it into the designated field on the SARS eFiling website. It is important to enter the OTP exactly as it appears, without any spaces or additional characters.
• Confirmation: Upon successful entry of the OTP, your registration will be confirmed. If the OTP is entered incorrectly, you may be prompted to request a new OTP.
• Security Note: SARS will never ask you to provide your OTP over the phone. If you receive a call requesting this information, it is likely a scam. Always keep your OTP confidential.

If you do not receive the OTP, ensure that your contact details are correct and check your spam or junk folders. In case of repeated issues, you may need to contact SARS for assistance.

Below is a summary of the key steps in the OTP verification process:

By following these steps, you can ensure a smooth and secure OTP verification process for your SARS eFiling registration.

What if I don’t have a tax number when registering for SARS eFiling?

What if I don’t have a tax number when registering for SARS eFiling?

Registering for SARS eFiling without a tax number is straightforward because SARS usually issues one during the registration process. When you begin your How to Register for SARS eFiling journey, you will be asked to enter your personal details, including your identification number and other relevant information. If you do not have a tax number yet, the system will automatically register you for Income Tax and issue a tax reference number.

Here’s what you need to know about the process:

• Automatic Issuance: During the eFiling registration, SARS will check your details against their records. If you do not have a tax number, the system will generate one for you.
• Viewing Your Tax Number: After successful registration, you can view your tax number by navigating to the “SARS Registered Details” section on the eFiling platform.
• Verification Process: SARS will verify your information, which may be instant or take a little longer. If there are any issues, you will be notified via email or on the registration verification page.

If you encounter any problems during the registration process, such as verification or biometrics failures, you should use the SARS Online Query System (SOQS) or book an appointment through the official SARS website. You should avoid third-party sites that claim to offer registration services, as they may not be legitimate.

Remember, your tax number is essential for managing your tax affairs, and having it readily available will make future interactions with SARS more efficient. If you have any doubts or need further assistance, always refer to the official SARS resources.

What should I do if my SARS eFiling registration fails?

What should I do if my SARS eFiling registration fails?

If your attempt to register for SARS eFiling is unsuccessful, don’t panic. There are several steps you can take to resolve the issue and successfully complete your registration.

First, it’s important to understand that the verification process can sometimes take longer than expected. If you receive a message stating that your registration is pending, wait for 24 to 48 hours before trying again. SARS may need additional time to verify your information against their records.

If the registration fails immediately or you receive an error message, consider the following steps:

• Check your details: Ensure that all the information you entered, such as your name, surname, identification number, and date of birth, matches exactly with the details on your official identification documents. Discrepancies can cause verification to fail.
• Verify your contact information: Make sure that your cellphone number and email address are correct. The One-Time PIN (OTP) is sent to these channels, and any errors here can prevent you from completing the registration.
• Try a different browser or device: Sometimes, technical issues with your browser or device can interfere with the registration process. Attempting to register using a different browser or device may help.
• Use the SARS Online Query System (SOQS): If the problem persists, use the SARS Online Query System to submit a query. You can access the SOQS through the SARS website at www.sars.gov.za. This system allows you to detail your issue and receive assistance.
• Book an appointment: If online support does not resolve your issue, consider booking an appointment at your nearest SARS branch. You can do this via the SARS website.

You should avoid third-party sites that claim to offer SARS eFiling registration services. Always use the official SARS channels to ensure the security of your personal information.

If you encounter issues related to biometrics or other advanced verification methods, the SARS branch appointment may be the best course of action.

Remember, if you do not have a tax reference number, SARS will usually issue one during the registration process. You can view this number later under SARS Registered Details.

What are the common requirements and documents needed for SARS eFiling registration?

What are the common requirements and documents needed for SARS eFiling registration?

Registering for SARS eFiling is a straightforward process that requires specific personal information and contact details. To ensure a smooth registration, gather the necessary details and documents beforehand. Here’s what you need to know about the common requirements and documents for SARS eFiling registration:

When you visit the official SARS website at www.sars.gov.za or the SARS eFiling site at www.sarsefiling.co.za, you will be prompted to enter several key pieces of information. Here are the common requirements:

• Personal Details: You will need to provide your full name, surname, and whether you are a South African citizen. Your identification number and date of birth are also required. You should ensure that these details match the records held by the Department of Home Affairs.
• Contact Information: A valid cellphone number and email address are essential. These will be used by SARS to send you a One-Time PIN (OTP) for verification purposes. Make sure these details are correct and up-to-date.
• Login Credentials: Choose a unique username and a strong password. Your password should be something you have not used elsewhere and should be a combination of letters, numbers, and special characters to ensure security.
• Tax Reference Number: If you already have a tax number, have it on hand. If not, SARS will usually issue one automatically during the registration process.

For a quick reference, here is a table summarizing the common requirements and documents needed for SARS eFiling registration:

Once you have gathered all the necessary information, proceed with the registration process. After entering your details, SARS will verify the information, and you will receive an OTP to confirm your registration. If you encounter any issues during verification, use the SARS Online Query System (SOQS) or book an appointment via the SARS website for further assistance.

Is there a fee or timeline for registering for SARS eFiling?

Is there a fee or timeline for registering for SARS eFiling?

Registering for SARS eFiling is completely free of charge. There are no fees associated with creating an eFiling profile, and the service is available to all taxpayers who need to manage their tax affairs online. The South African Revenue Service (SARS) does not charge for the registration process, making it accessible to everyone who needs to submit tax returns or manage their tax compliance.

When it comes to the timeline for registering, the process is designed to be quick and efficient. You can complete the registration online at your convenience, and it typically takes only a few minutes to enter your personal, contact, and login details. Once you submit your information, SARS will verify it against their records. This verification process is usually instant, but in some cases, it may take a little longer. If you do not have a tax number, SARS will typically issue one to you during the registration process.

Here are the key steps in the registration timeline:

• Step 1: Go to www.sars.gov.za or www.sarsefiling.co.za and click on the “Register” button.
• Step 2: Enter your personal details, including your name, surname, identification number, and date of birth.
• Step 3: Provide your contact details, such as your cell number and email address.
• Step 4: Choose a username and a strong password.
• Step 5: Wait for SARS to verify your information and send you an OTP.
• Step 6: Enter the OTP to confirm your registration.

If you encounter any issues during the verification process, such as a failure in biometrics, you can use the SARS Online Query System (SOQS) or book an appointment via the SARS website for further assistance. It is important to note that SARS will never ask for your ID and login details over the phone, so be cautious of any such requests.

By following these steps, you can successfully register for SARS eFiling and manage your tax affairs online with ease.

CluedUp is an independent guide and is not affiliated with any government agency. Fees, links and steps can change — always confirm on the official portal before you act. This is general information, not legal or financial advice.