Ayanda Takela SARS eFiling and e@syFile Specialist (Gauteng, Free State & Northern Cape Region) - SAIPA

Ayanda Takela
     SARS eFiling and e@syFile Specialist
(Gauteng, Free State & Northern Cape Region)

Topics to be discussed

•General errors experienced on SARS eFiling profiles
•General errors experienced on SARS e@syFile Employer software
•Good to Knows on e@syFile Employer software

Recommended Browsers for SARS
eFiling website:

Internet Explorer and Mozilla Firefox

Activation errors
•Delays in getting SDL and VAT activated on SARS eFiling
profile
•TCS Activation Error
•Registration rejected

SDL Section greyed out on EMP201 return

Error when attempting to submit EMP201 return

SDL Section greyed out on EMP201 return (manual intervention
required)

Solution

Manual intervention required
•Please contact SARS call centre to log a call to modernisation to activate
the SDL section on eFiling profile
•Visit SARS eFiling specialist at local branch to escalate this for you (Local
branch will advise when the specialist will be visiting next)

Registration Rejected Error

Verification of details registered on SARS eFiling
profile vs. Details on SARS core system

Where the status of the tax types is “Awaiting registration verification” OR
“Supporting documents to be uploaded” a case is created under “Pending
registration” to attach supporting documents through SARS eFiling profile

Pending Registration

eFiling error – Medical Expenditure

Income Tax ITR12 error appears for all individuals who do not have a
medical expense to declare. The system requires them to answer the
medical expense section of the returns
When answering the wizard questions, if they answer NO to receiving
an IRP5, the medical wizards questions are then closed.

On submission, the system prohibits them from submitting giving the
pop up error below. The only way they can proceed to submit is by
answering YES to receiving an IRP5, then adding 1 for the number of
IRP5s received, to then be proceed to answer the medical sections of
the form. The workaround is saying YES to receiving an IRP5 in order to
be able to answer the medical expenditure question.
The certificate field on the form is then submitted blank.

Error on medical expenditure

eFiling error – Trust Returns

Temporary Workaround

It may seem incorrect but you must mark with an X next to ALL the questions/sections under Details of Transactions
Applicable to the Person/Beneficiary.
You will then add zeros to areas not applicable. That will then allow you to submit the return as all mandatory section
will be completed.

eFiling error when adding tax types on eFiling-urgent CRQ logged and fix implemented on 27
July 2017

COMPLAINTS SYSTEM ON EFILING
As part of improved service delivery, the South African Revenue Service (SARS) has
introduced a new complaint management process that will facilitate how taxpayer
complaints are lodged, tracked and resolved through electronic channels.

The following complaint categories exist:
Taxpayers, Practitioners have the option of sending valid complaints to SARS on eFiling

▫ Legal/Policy (e.g. debit cards not accepted for payments)
▫ Employee behaviour/Competence (e.g. agent X was rude, or agent did not know how to
assist me)
▫ Channel experience/environment/technical issues (e.g. contact centre is very slow to
answer, or there is no parking at branch X)
▫ Quality and speed of service (e.g. incorrect resolution of request, or it took 6 months to
process my banking detail change)
▫ Unresolved service/operational matter (e.g. turn-around-time exceeded and my return
has not yet been processed)
▫ Missing or lost documentation (e.g. I have submitted my return, but SARS cannot find it).

The Complaints Management function is located under the “Services”
menu on your eFiling profile-Complaints-New Complaint.

SARS e@syFile™ Employer Software
             v6.7.5

Full resubmission of employer reconciliation required where there are employees
with code 4582 on their IRP5s

With the implementation of the Retirement Reform requirements, information code
4582 (remuneration portion of income included under income codes: 3701 Travel
Allowance, 3702 Re-imbursive Travel Allowance, 3802/3816 Use of Employer provided
Vehicle) and its value were omitted from the submission file created by e@syFile™
Employer.”

This resulted in IRP5/IT3(a) certificates containing codes 3701, 3702, 3802 and/or 3816
but omitting code 4582 and its value being received by SARS. As a result, code 4582
and its value were not pre-populated on employees’ Personal Income Tax Returns
(ITR12s). This omission may impact the calculation of the maximum allowable
deduction in respect of retirement fund contributions.

We then released e@syFile version 6.7.5 to specifically rectify the error. Please update
to this version and redo the submission of the IRP5s/IT3s with the reconciliation.

Always accept e@syFile updates-Latest version 6.7.5

Correct Procedure to resubmit SARS Employer Reconciliation

                  •Step 1-Re import/ re/save tax certificates
          •Step 2-Proceed to “Utilities-Full Resubmission Request
                       •Step 3-Select 2017/02 Tax year
           •Step 4-select “Revise option” and “Accept SARS Data”
•Step 5-verify figures on Recon (complete payments column) and File Recon
 •Step 6-Go to submission to submit recon electronically to SARS using the
                          relevant login credentials

Step 1-Re import/ re/save tax certificates

Import 2017 CSV payroll file

Make sure that the certificates are in a “Created” status

Manual Certificates-Re Save each certificate

Step 2-Proceed to “Utilities-Full Resubmission Request

Step 3-Select 2017/02 Tax year

Step 5-verify figures on Recon (complete payments column)
                        and File Recon

Step 6-Go to submission to submit recon electronically to SARS using the
                      relevant login credentials

SARS e@syFile™ Employer
Software “Good To Knows”

Java version to use-Java 7 64 or 32 bit (Windows 10), Java
8 (64 or 32 bit) Windows 8 (My Computer-right-click-
Properties)

Please note that on employee admin only
previously submitted recon years will appear
on drop-down

Declaration page-Only final year recons can be completed for
2016 and older years

Lost e@syfile password
•Type in “ADMIN” as username and use the “Secure reminder” and
            •“Forgot password option on login screen

Make use of PAYE dashboard option on e@syFile software

Make e@syFile Backups-System utilities-Backup DB Directory

Thank you
             Ayanda Takela
        SARS Support Specialist
           eFiling & e@syFile
(Gauteng, Free State and Northern Cape)