STEP 1: REGISTRATION FOR eFILING

1HOW TO FILE YOUR TAX RETURN (ITR12)

ITR12 QUICK GUIDE

STEP 1: REGISTRATION FOR eFILING

1. NEW USERS

• YouwillneedtoregisterasaneFilerbeforeyoucanfileyourincometaxreturnelectronically.

• Toregister,gotowww.sarsefiling.co.za

• ClickRegister

• Select:

• For Individuals;or

• For Tax Practitioners.

HOW TO FILE YOUR INCOME TAX RETURN (ITR12)

HELPING YOU MAKE SOUTH AFRICA GREAT!

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2 HOW TO FILE YOUR TAX RETURN (ITR12)

ITR12 QUICK GUIDE

• OnceyouhavereadthroughandacceptedtheeFilingTermsandConditions,checktheI AcceptboxandthenclickContinueto

proceedwithyourregistration.

• ForanindividualyouwillneedtoenterallyourpersonalinformationinordertoregisterasaneFiler.Ensurethatallcaptured

informationiscorrect.Youwillneed:

• Personaldetails

• IDnumber

• TaxReferencenumber

• Select,yes,ifyouareregisteredforProvisionalTax

• Selectwhetheryouaremarried

o “Out of community of property/not married”

o “In community of property”

• Preferredmethodofcontact

• Addressdetails

• Bankingdetails

• Practitioner’sdetails,ifapplicable.

• FortaxpractitioneryouwillneedtoselectTax Practitioner

• Completeyourpersonaldetails

• Organisationinformation.

• Completeyour registrationbychoosingyourLoginNameandPasswordandenteringthespecial securityPIN.Clickonthe I

informationbuttonforfurtherinformationaboutyourloginandpasswordrules.


ITR12 QUICK GUIDE

• ClickRegisterandyouwillautomaticallyreceiveyouruniqueloginname–whichistheloginyouchoosealongwithfourdigits.

2. REGISTERED USERS

• SimplylogintoeFilingusingyourexistingLogin NameandPassword.

• IfyouhaveforgottenyourLoginNameand/orPassword,clickonthequestion mark icon.


ITR12 QUICK GUIDE

STEP 2: GETTING STARTED

Remember: Do not submit supporting documentation to SARS, you must retain the documents for a period of five years should SARS require them in the future.

1. THE INCOME TAX WORK PAGE

• TheIncomeTaxWorkpageisdisplayedwhenyoulogintoeFiling.Itiswithinthispagethatyourequest,complete,saveandfile

yourITR12returntoSARS.

• AmessagewillappearinformingyouthatyourITR12returnhasbeengeneratedandcontainsthelatestinformationSARS

hasonrecordforyou.PleasereadthisandselectOK.

• IfyourITR12returnhasbeenissuedtoyou,itwillappearwithintheIncomeTaxWorkPage,displayedwithinthegrid.

Note: For Tax Season 2010, you will benefit from SARS’s faster, improved version of eFiling. The enhancements are set to deliver a more pleasant and productive eFiling experience for all users. While the new forms introduced this tax season can be accessed using version 9 and later versions of Adobe Flash Player, you are advised to download Adobe Flash Player 10.1 for increased security. You will be prompted to download this version of Adobe Flash Player when opening your ITR12 return. Follow the instructions to successfully install this programme.


ITR12 QUICK GUIDE

• OpenyourincometaxreturnbyclickingonITR12.

• IfyourITR12returnhasnotbeenissued,thismeansthatyourregistrationinformationcouldnotbeverifiedagainstSARS’s

systems.PleasecalltheSARSContactCentreon080000SARS(7277)toresolvetheproblem.

• TheIncomeTaxWorkPagealsoprovidesyouwiththeabilitytoobtainapreliminarycalculationofyourtaxliability once you

have completed your ITR12 return.

• ClickonTax Calculatortogainthepreliminaryindicationofyourlikelyassessment

• UsetheTax CalculatorbuttononlyafteryouhavecompletedyourITR12return.

• ClickRefresh IRP5 DatatoensureyourpopulatedITR12returncontainsthemostupdateddata,assuppliedtoSARSbyyour

employer/pensionfund.BeforeopeningyourITR12return,clicktheRefresh IRP5 Data button.

• IfyouhavealreadysubmittedyourITR12returntoSARSviaoneofthealternativechannels,youcanupdateyoureFilingprofile

toreflectyoursubmission.

• ClickManually submittedtochangethestatusofyourITR12returntoFiled

• Youwillbepromptedtoconfirmthesubmissionofyourreturn,viaanyotherchannelexcepteFiling,asyouwillnotbeable

tofileafterclickingManually submitted.

• ClickRequest Historic DocumentswhichenablesyoutorequestaStatementofAccountoraHistoricAssessmentnotice.

• SelectI want to request a historic Notice of Assessment

• Selecttheyear,from1999–2010

• SelectNextor

• SelectI want to request a Statement of Account

• Selecttheperiod,forwhichyouwouldliketoreceiveyourStatementofAccount,eithersixmonthstodateoruser

defineddaterangeandenterthedatesasrequired

• SelectRequest.

STEP 3: INCOME TAX RETURN (ITR12)• OpenyourincometaxreturnbyclickingonITR12,aquestionnaireisdisplayedasthefirstpageofyourITR12return.Thisisa

wizardwhichwillhelpyoutocreateacustomisedITR12return.However,youonlyneedtoupdatetheinformationifyourtax

affairshavechangedoverthepastyear,asyourITR12returnwillbecustomisedwiththesamefieldsthatyourequestedlastyear.

ToaddextraincomeanddeductionssectionstoyourITR12return,selecttherelevantoptionsonthewizard.Oncecompleted

clickCreate Form.


ITR12 QUICK GUIDE

Note 1: If you are using Flash Player to complete you ITR12 return, the following toolbar will appear:

• Tonavigatefrompagetopage,eithermakeuseofthearrowkeysonthekeyboardortheblue arrowkeysasindicated

above.

• IfyouareusingADOBE ReadertocompleteyouITR12return,thefollowingtoolbarwillappear,asperlastyear’sreturn:

• Thefollowing pageofyourITR12returnisdisplayedcontainingyourpersonalinformation.Youwillnoticethatyourresidential

addressinformationisblank.Aspartofastandardisationprocessandforverificationpurposes,youneedtoenteryouraddress.

Note 1: The personal information must be that of the taxpayer and not those of the tax practitioner completing the return on behalf of a client.

Note 2: Mandatory fields are shown in red around the required fields.

• Ensurealltheinformationonthefirstpageiscorrectandup-to-date.

• NewfieldshavebeenaddedtotheITR12.IfyouselectMarried in community of property,thefollowingfieldsbecome

mandatory:

• Spouseinitials

• SpouseIDNo.or

• SpousePassportNo;and

• PassportCountry.

• Ifthepopulatedinformationisincorrect,enterthecorrectinformationinthefieldsprovided.


ITR12 QUICK GUIDE

Note 3: If you would like to remove the left hand menu to make the screen bigger, click on the double arrow in the top right hand corner. Also, if you click on the zoom percentage arrow and click on Fit Width it will enlarge the screen.

• CompareyourIRP5/IT3(a)certificate(s)receivedtothepopulatedinformationprovidedonyourITR12return.

• Where your employer/pension fund has not submitted your IRP5/IT3(a) information to SARS, your ITR12 return will not be

populated.Youhavetwooptions:

• ClickonSave Returnandtryagainlater;or

• Entertheinformationyourselfinthefieldsprovided.

• Totryagainlater,saveyourpartiallycompletedITR12returnandloginatalaterstagetocheckifyourIRP5/IT3(a)informationhas

beenupdated.YoudothisbyclickingRefresh IRP5 datatoensureyourITR12returncontainsthemostup-to-dateinformation

providedtoSARS.

• IfyouchoosetofileyourITR12returnwhenallyourIRP5/IT3(a)informationhasnotbeensubmittedbyyouremployer/pension

fund(s),yourassessmentmaybedelayedandyoumayberequiredtosubmitsupportingdocumentation.

STEP 4: COMPLETING THE REMAINING PARTS OF THE INCOME TAX RETURN (ITR12)

• Dependingonwhichofthewizardoptionswereselected,sectionsonadditionalincomeanddeductionsmustbecompleted,

wereapplicable.

Remember: Medical deductions in respect of a person with a disability – as a result of a change in legislation an ITR-DD - Confirmation of Diagnosis of Disability Form for an Individual Taxpayer, which is available on the SARS website www.sars.gov.za, has been designed and contains the criteria for the diagnosis of disability. These legislative changes are effective from 1 March 2009 and are applicable for the 2010 year of assessment.

• Forfurtherassistance,pleaserefertotheSARSwebsitewww.sars.gov.zawhereguidesonHow to complete your ITR12are

available.


ITR12 QUICK GUIDE

STEP 5: USING THE TAX CALCULATOR TO CHECK FOR ACCURACY

• BeforefilingyourITR12returntoSARS,werecommendthatyoucheckyourreturnforaccuracyusingthetaxcalculatorfunction

whichwillprovideyouwithanindicationofyourexpectedassessment.Iftheresultissignificantlydifferentfromwhatyouare

expecting,youmayhavemadeanerrorincompletingyourreturn.Tousethetaxcalculator,saveyourreturn(Save Return)and

clickonTax Calculator.

• Dependingonthecomplexityofyourreturn,eitherastandardorcomplexcalculationwillbeperformed.Picturedisanexample

ofastandardcalculation.Ifthecomplexcalculationisperformed,theresultsmayonlybeavailablewithin72hours.

• This versionwillbe savedas isavailableon theworkpageunderCalculation results. If youmakechangesonyour return

subsequenttothis,amessagewillappeargivingyoutheoptiontore-calculate.


ITR12 QUICK GUIDE

STEP 6: FILE YOUR INCOME TAX RETURN (ITR12)

• At any stage you can save your ITR12 return before filing by clicking on Save Return. Once you have captured all the

informationonyourITR12returnandarereadytosubmittoSARS,simplyclickFile Return.

• When you click File Return, your ITR12 return will be submitted to SARS. eFiling will check the correctness of specific

information.Whereinformationis incorrectand/or incomplete,eFilingwillpromptyoutocorrectthecapturedinformation

beforeyourITR12returncanbesubmitted.

• YourwillreceiveconfirmationwhenyourITR12returnhasbeenfiled.

• OnceyouclickContinue,abuttonwillappearontheIncomeTaxWorkPage,enablingyoutoquerythestatusofyourITR12

return.

Note: If you would like to change any information on your return after you have filed, click on Request Correction on the Income Tax Work Page. Your return will appear and you can make the necessary changes and resubmit.


ITR12 QUICK GUIDE

• Thisisanexampleofastatusreport:

STEP 7: VIEW YOUR ASSESSMENTS (ITA34) AND STATEMENT OF ACCOUNT (ITSA)

• OnceyourITR12returnhasbeenassessedbySARS,theITA34willappearunderNoticeofAssessment.ClickonITA34toview

theassessment.

• IfyouwishtoviewyourhistoryoftransactionswithSARS,youmustrequestaStatementofAccount.

ClickRequest Statement of AccountandrefertoStep2above.

STEP 8: OBJECTING TO YOUR ASSESSMENT

• IfyouobjecttothecalculatedassessmentreceivedfromSARS,clickDispute.

• Select

• I would like to file aNotice of Objection;or

• I would like to file aNotice of Appeal.


ITR12 QUICK GUIDE

• Youwillbeasked“Areyousureyouwanttocreateanewdispute”,andselectOK.

• TheNOO1-Noticeofobjectionform,orNOA1-NoticeofAppealwillopen.

• NOO1-NoticeofObjectionform

• NOA1-NoticeofAppeal

Note:Mandatoryfieldsareshownwitharedringaroundtherequiredfields

• CompletetheformandselectFile


ITR12 QUICK GUIDE

STEP 9: OBTAINING HELP

• Shouldyourequireanyfurtherassistance,youcan:

• CalltheSARSContactCentreon0800 00 SARS (7277).Helpdeskoperatinghours:08:00-17:00(excludingweekendsand

publicholidays);or

• Email your queries to [email protected], which could take up to 24 hours (excluding weekends and public

holidays)foraresponse;or

• VisityourlocalSARSbranch.

STEP 1: REGISTRATION FOR eFILING

Documents

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