efiling Technical Challenges
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1 efiling Technical Challenges 23 February 2015 Presented By: Anton Krynauw
2 Agenda Request Tax Types Error on efiling Override Functionality Registration of New Taxpayers on efiling Addressing Questions Received Q & A session
3 Request Tax Types Error An error occurred. Please contact the call centre. Mozilla and Firefox caused this issue Use Internet Explorer if this error occurs Use Internet Explorer in Compatibility mode for best results
4 Setting up Compatibility View
5 Setting up Compatibility View
6 Override Functionality Override Code issued after 5 working days Override Code is Mailed or SMS d Only issued if no activity on Request Tax Type
7 Override Functionality Issues Declined Illegal to refuse to transfer tax types. Numerous reasons for the cancellation of Request Tax types (RAV01 form, Practitioner Contact details, Contact Details under User must all match)
8 Registering New Taxpayers Taxpayers Address Taxpayers Address Taxpayers Bank Account Practitioner Contact details
9 Received Questions Created a new taxpayer under our group where it then says successfully updated but no returns appears whatsoever and now we have to submit everything manually. I have a few registrations that I did add the client on my profile. Example. When they reach the required amount for VAT registration and SDL registration I submit the registration at the SARS branch. When I receive the VAT number and the SDL number I load it and then it tells me awaiting authorisation.
10 Received Questions Can a registered tax practitioner change a client s bank details on efiling? When we want to register an existing client for Prov. Tax on E- filing (the client is on reg. on our Tax Practitioner profile) we get a message that the banking details must be verified Please can the SARS specialist show us how to register for a new vat number on e-filing. How does one fill out TPPOA electronically for Tax Practitioners to represent Close Corporations and Private companies?
11 Received Questions Will it be possible to submit applications on efiling to register individuals as provisional taxpayers? Should this facility be available, and then what will be the requirements and how soon would the tax numbers be available? (Quoted from SARS website: There is no formal registration or deregistration needed to be a provisional taxpayer. If a taxpayer is liable for provisional tax, he or she merely needs to request and submit an IRP6 return. ) Reconfirmation of PR number? I have a trust registered on efiling, however when I try and register the trust for provisional tax, it keeps telling me it does not match the entity registration number.
12 Received Questions How do I login again if my password and login name could not be matched? Time out on efiling How do I remove taxpayers that are no longer clients? What is the process to follow when the passport number changes (i.e. expired passports renewed reflecting a new passport number).
13 Received Questions..are you aware if in the future we will also be offered, via efiling the option to offset credits/unallocated/mismatched payments against liabilities owing for VAT? A taxpayer has given shared access to another tax practitioner, in the past the taxpayer could rescind the shared access and then authorised it to the new tax practitioner. How is this resolved now, especially when the other tax practitioner is in jail. I am given the following messages by efiling but nothing has happened for years: Activated, awaiting authorisation; Deactivated, awaiting authorisation; Return unsuccessfully activated;
14 Received Questions I have accidentally by way of TaxWare attempted to register a VAT number as a Provisional Tax number, efiling has accepted the number, but I am unable to deactivate it to delete the duplicate profile., I have a staff user on my profile, but she is unable to access the additional payments feature even after giving her access to it. DTR 01 and DTR 02 issues
15 Q & A
16 Contact Details SAIT members can log their calls with a SAIT consultant or via the SAIT web site. Non SAIT members: anton.krynauw@krycom.co.za
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