Summary of Procedure
1. Create a Contact person under Masters
This is the individual within the Tax practice that will be contactable for any queries regarding the submission of the IT3-D file to SARS.
2. Create the Tax practice as a client under Masters
This will be the submitting entity.
3. Under Partner maintenance
Select the contact person and submitting entity for each partner
4. For each PBO that you want to submit the IT3-D
- Create the PBO as a client under Masters
- On the other info tab, enter the info relevant to the PBO
- On the portfolio tab, tick the IT3-D flag
5. Click on the IT3-D menu option under PBO
6. Click on the wheel icon and select generate period
For each PBO
7. Select the PBO on the left screen
8. On the right bottom screen, Certificate tab
9. Click on the Import icon, select donors
10. Click on the Import icon, select receipts
11. Click on the refresh/generate button in yellow
This will generate all certificates for valid donors and amounts. The successful ones will be listed
12. A popup window will appear as follows
Showing all donors with invalid / missing info or no donation amount
13. Correct any errors, from the donor tab, if needed or re-import correct information
14. Repeat step 11 – 13 if needed
15. Click on the submit button
- If there are any errors, a window will popup showing the errors
- If no errors, a window will popup to save the file
16. Logon to SARS 3rd party submission page and submit file created
8 May 2024
