By selecting the efiling tab the following screen will display and you can drive the whole eFiling process from this screen. Please note that an ITR14 cannot be filed unless the return has been retrieved from SARS.
Please note that the filing is a 2 step process:-
1. Submit the tax return and then the system will respond and say waiting for supporting documents if it is necessary to file supporting documents.
2. Add the supporting document in the top box which must be in a PDF format. Ensure the file name has .pdf at the end and there are only alpha numeric characters (no funny characters) with no spaces in the name. Do not make the name longer then 15 characters.
You may use filters in the left hand panel to only display a selected group of taxpayers. You may use Partner and Manager filters and you may select a group of clients based on the ledger status. You may also, If you are running a practice with multiple profiles make sure that you have got the correct profile against each taxpayer. If you are going to work in bulk, work with one SARS profile at a time.
In the event that you want to request a correction you can do it from the screen above as well by displaying the taxpayer you want to correct and by clicking on the Correction button. You can set a filter to only show one client at a time The best way to do this is by specifying ledger status e.g. you can set the wording to 2nd request.
It is a good idea that whenever you are interacting with the SARS system that you make use of the ledger status for control purposes.
This screen is also used for controlling the interaction with SARS and when the Upd Status/ Download Assessment is clickedletters and assessments will come down.
The above screen left hand panel indicates what has come down from SARS and to open the correspondence go to IT14 Correspondencetab.
