We have checked a few provisional tax clients on e-Filing and SARS have uploaded the data, however users should check a few taxpayers across their whole profiles on e-Filing to ensure that the data is indeed there. Remember SARS does not load incomes greater than R1 million. You should make sure that your assessments have been downloaded before you start.
In the meantime you can start the preparation process.
It is imperative that you test email systems and the wording of letters to be sent out making sure the letters are to you requirements for all the conditions of provisional tax. Test with a few clients well before the time and before you send out in bulk.
The help screens have been updated with the latest information which you should read.
The filing of ITR12s and Trusts cannot be done until next week Tuesday. Even though the SARS e-Filing system goes live tonight at 8pm you should stay away! It is always a good idea to wait as long as possible until things settle. On Monday we will be doing our final tests so please be patient. We want to go live when we sure everything is in place.
AUTO ASESSMENTS
There is a process for auto-assessments which is explained on the link below. Please make sure you understand the process.
You are aware about the insertion of all the shareholders details in the tax return which are manual at this stage as it is part of a phased approach. We will be inserting the ability to update shareholder information from Sky Sec and insert a roll over from the previous year. We will advise when implemented.
IT3T
The loading of the IT3Ts has been delayed until May 2024.
