OBTAINING SHARED ACCESS WITH YOUR TAX PRACTITIONER ON eFILING

how do i view my tax return

Shared access is a function available on eFiling. which makes sure that an individual has full control/knowledge of their tax affairs, regardless of whether a Tax Practitioner completes and/or submits tax returns on their behalf.

FOR WHICH TAXES IS SHARED ACCESS CURRENTLY AVAILABLE?

  • Income Tax (ITR12)
  • Provisional Tax (IRP6)
  • Income Tax Administrative Penalties
  • Voluntary Disclosure Programme (VDP).

WHAT DO THE DIFFERENT SHARED ACCESS FUNCTIONS ENTAIL?

  • Obtain Full Shared Access means that you, as well as the Tax Practitioner, will have full and equal access to all the information relating to the associated tax type(s). Once this type of access is asked for, immediate authorisation is given to you. Both you and your Tax Practitioner will be able to view, fill in and send SARS your tax return(s), update you personal details, etc.
  • Remove My Access means that you

    won’t be able to manage or view your tax returns, and full access will be given to the Tax Practitioner with whom you shared your last “Shared Access”.

  • To do No Action means that you won’t be able to manage or view your tax returns and full access will stay with the Tax Practitioner with whom your profile exists. This option can only be used with the quick registration process. Should a taxpayer, during the quick registration, select this option and then have a change of heart, the taxpayer can login and change the function setup.
  • Top Tip: For more information or help, look for the”?” sign.

    WHAT WILL TAXPAYERS BE ABLE TO DO WITH THIS FUNCTION?

    • When registering for the first time a message will be shown during the quick registration, should your tax reference number be linked to a Tax Practitioner.

    Source: www.sars.gov.za

    Category: Taxes

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