Deceased Estate Registration Process on eFiling - FISA · Agenda eFiling Profile types Post-Death...
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Deceased Estate Registration Process on eFiling
Transcript of Deceased Estate Registration Process on eFiling - FISA · Agenda eFiling Profile types Post-Death...
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 payment process
Saving Banking details
Creating payment
Profile Types The functionality exists under both
Organisation and Tax Practitioner profiles
Individual profiles can be converted to
Organisation profiles for existing eFiling
users.
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
Deceased Estate Registration
Scenarios
Scenario 1: The tax payer has an
existing eFiling registration
Individual Profile Tax Types (Existing)
Click on 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 tax 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 tax payer 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
New Deceased Estate Registration
Select Individual/ Sole proprietor
Registering the Deceased
Do not capture any
numbers
Click on Register
Declaration to eFile Form
Click on Provided link
Deceased Estate Number Activation
click continue
Capture new tax number
Deceased Estate Number Activation
1234567890 Status: Awaiting
Registration Validation
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
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
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 option not available.
Saving Banking Details
Click on banking
details link
Additional Payment process
Capture New Income
Tax number
Click on the
Returns
Tab, then
select
Additional
Payments
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 [email protected] mailbox.
Thank You
www.sarsefiling.co.za
Any Questions ?
