How to use SARS eFiling to File Income Tax Returns

1. STEP 1: Get started by logging in.
2. STEP 2: Generate your ITR12 tax return.
3. STEP 3: Start work on your income tax return.
4. STEP 4: Using the Wizard to setup the sections of your return.
5. STEP 5: Complete your return in eFiling.
6. STEP 6: Submit and you’re done!

Can a tax preparer sign my tax return?

The law REQUIRES paid tax preparers to sign your tax return by first and last name. No exceptions. Always verify they signed the “TAX PREPARER SIGNATURE” line on your state and federal tax returns.

What documents are needed for SARS tax returns?

Documentation required to complete your return

• IRP5/IT3(a) Employees Tax Certificate (if applicable)
• Certificates received for local interest income, foreign interest income and foreign dividend income.
• Documents relating to medical expenditure such as:

Are there different ways to prepare a tax return?

There may be as many ways to prepare tax returns as there are tax return preparers. 1 There is no universally accepted standard as to the steps that preparers must take when preparing a return.

Who is considered to be a tax preparer?

IRC § 7701 (1) (36) (A) defines a “preparer” as “any person who prepares for compensation, or who employs one or more persons to prepare for compensation, any return of tax imposed . . . or any claim of refund.” Thus, a preparer does not include someone who did a tax return without receiving compensation.

When is a tax preparer not required to e-file?

If a preparer prepares less than ten returns, they are not required to e-file. If they have filed more than ten returns in a given year, they are required to e-file every single return they prepare. While there are some exceptions, they are rare. What is an Electronic Filing Identification Number (EFIN)?

Do you need a PTIN to prepare a tax return?

REMINDER: Everyone described above must have an IRS issued preparer tax identification number (PTIN) in order to legally prepare your tax return for compensation. Make certain your preparer has one and enters it on your return filed with the IRS. (They are not required to enter it on the copy they provide you.)