How do I transfer a taxpayer (client) on eFiling?

 

 

To transfer a taxpayer (client), follow these steps:

 

  • Login on eFiling:

 

 

    • Select

 

      • Organisation

 

    • Register New

 

 

  • Complete the information needed and click “Continue” at the bottom:

 

 

    • Tick the tax type box, fill in the tax number and click “Register”

 

    • A message will be shown, advising the taxpayer is already registered.

 

    • Click “Request Tax Types” on the left hand menu.

 

  • Scroll to the bottom and click “Create New”:

 

 
 

  • Select ‘I agree’ or ‘I do not agree’ under Declaration:

 

 

  •  Fill in the reference number next to the tax type and click “Request”:

 

 

  • This will send an automatic request to the holding user to advise that you are asking for the transfer of the taxpayer (client).

 
Please note:
 
Where the request isn’t accepted within five days
 

    • Requests will automatically transfer from a tax preparer to a:

 

      • Tax Practitioner

 

      • Taxpayer (client).

 

    • Requests will automatically be cancelled from a tax preparer to a:

 

    • Tax Practitioner

 
Alternatively, the taxpayer (client) may:
 

  • Remove the access of the holding user

 
Top Tip: The new Tax Practitioner/tax preparer must send the transfer request to the taxpayer (client).
 

Need Information or Confused about Something ?

Ask a Question
  • Accept the request sent.

 
Should you need more help, please call the SARS Contact Centre on 0800 00 SARS (7277).

Did You Know : Top 15 Free Online Learning Platforms

  1. Free Online Education Degrees : Coursera:

    Coursera partners with universities and organizations worldwide to offer a wide range of courses. While many courses are free, a fee is often required for certification.

  2. Free Online Education Degrees: edX:

    Founded by MIT and Harvard, edX offers high-quality courses from top universities and institutions around the world. Certificates are available for a fee.

  3. Free Online Education Degrees : Khan Academy:

    Khan Academy provides free educational content in various subjects, especially mathematics and science, using instructional videos and practice exercises.

  4. Free Online Education Degrees : Udacity:

    Udacity focuses on tech-related courses and nanodegree programs, offering free content as well as more in-depth paid programs.

  5. Free Online Education Degrees : MIT OpenCourseWare (OCW):

    MIT OCW provides a vast array of MIT's course content for free, covering a wide range of disciplines.

  6. Free Online Education Degrees : Harvard Extension School:

    Harvard Extension School offers a selection of free online courses. While some courses are free, others may require payment for a certificate.

  7. Free Online Education Degrees: Stanford Online:

    Stanford Online offers a variety of free courses in different disciplines, including computer science, engineering, and business.

  8. Best Free Online Courses : Carnegie Mellon Open Learning Initiative (OLI):

    OLI offers free online courses and resources designed to improve learning outcomes through research-based methodologies.

  9. Best Free Online Courses : FutureLearn:

    FutureLearn partners with universities and institutions to offer a diverse range of free online courses. Certificates are available for a fee.

  10. Best Free Online Courses: Alison:

    Alison offers a wide range of free online courses, including diploma and certificate programs, covering various subjects.

  11. Best Free Online Courses: Open Yale Courses:

    Yale University provides free access to a selection of introductory courses through Open Yale Courses.

  12. Best Free Online Courses : UC Berkeley Online:

    UC Berkeley offers free online courses on a variety of subjects, ranging from computer science to humanities.

  13. Best Free Online Courses : Google Digital Garage:

    Google Digital Garage provides free courses on digital skills, including online marketing, data analysis, and more.

  14. Best Free Online Courses : Codecademy:

    Codecademy offers free coding courses, interactive exercises, and coding projects to help individuals learn programming languages.

  15. Best Free Online Courses : LinkedIn Learning (formerly Lynda.com):

    LinkedIn Learning provides a variety of video courses on professional development, technology, and creative skills. It offers a free trial period.

Related Posts: