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1HOW TO FILE YOUR TAX RETURN (ITR12)
ITR12 QUICK GUIDE
STEP 1: REGISTRATION FOR eFILING
1. NEW USERS
• YouwillneedtoregisterasaneFilerbeforeyoucanfileyourincometaxreturnelectronically.
• Toregister,gotowww.sarsefiling.co.za
• ClickRegister
• Select:
• For Individuals;or
• For Tax Practitioners.
HOW TO FILE YOUR INCOME TAX RETURN (ITR12)
HELPING YOU MAKE SOUTH AFRICA GREAT!
e
2 HOW TO FILE YOUR TAX RETURN (ITR12)
ITR12 QUICK GUIDE
• OnceyouhavereadthroughandacceptedtheeFilingTermsandConditions,checktheI AcceptboxandthenclickContinueto
proceedwithyourregistration.
• ForanindividualyouwillneedtoenterallyourpersonalinformationinordertoregisterasaneFiler.Ensurethatallcaptured
informationiscorrect.Youwillneed:
• Personaldetails
• IDnumber
• TaxReferencenumber
• Select,yes,ifyouareregisteredforProvisionalTax
• Selectwhetheryouaremarried
o “Out of community of property/not married”
o “In community of property”
• Preferredmethodofcontact
• Addressdetails
• Bankingdetails
• Practitioner’sdetails,ifapplicable.
• FortaxpractitioneryouwillneedtoselectTax Practitioner
• Completeyourpersonaldetails
• Organisationinformation.
• Completeyour registrationbychoosingyourLoginNameandPasswordandenteringthespecial securityPIN.Clickonthe I
informationbuttonforfurtherinformationaboutyourloginandpasswordrules.
3HOW TO FILE YOUR TAX RETURN (ITR12)
ITR12 QUICK GUIDE
• ClickRegisterandyouwillautomaticallyreceiveyouruniqueloginname–whichistheloginyouchoosealongwithfourdigits.
2. REGISTERED USERS
• SimplylogintoeFilingusingyourexistingLogin NameandPassword.
• IfyouhaveforgottenyourLoginNameand/orPassword,clickonthequestion mark icon.
4 HOW TO FILE YOUR TAX RETURN (ITR12)
ITR12 QUICK GUIDE
STEP 2: GETTING STARTED
Remember: Do not submit supporting documentation to SARS, you must retain the documents for a period of five years should SARS require them in the future.
1. THE INCOME TAX WORK PAGE
• TheIncomeTaxWorkpageisdisplayedwhenyoulogintoeFiling.Itiswithinthispagethatyourequest,complete,saveandfile
yourITR12returntoSARS.
• AmessagewillappearinformingyouthatyourITR12returnhasbeengeneratedandcontainsthelatestinformationSARS
hasonrecordforyou.PleasereadthisandselectOK.
• IfyourITR12returnhasbeenissuedtoyou,itwillappearwithintheIncomeTaxWorkPage,displayedwithinthegrid.
Note: For Tax Season 2010, you will benefit from SARS’s faster, improved version of eFiling. The enhancements are set to deliver a more pleasant and productive eFiling experience for all users. While the new forms introduced this tax season can be accessed using version 9 and later versions of Adobe Flash Player, you are advised to download Adobe Flash Player 10.1 for increased security. You will be prompted to download this version of Adobe Flash Player when opening your ITR12 return. Follow the instructions to successfully install this programme.
5HOW TO FILE YOUR TAX RETURN (ITR12)
ITR12 QUICK GUIDE
• OpenyourincometaxreturnbyclickingonITR12.
• IfyourITR12returnhasnotbeenissued,thismeansthatyourregistrationinformationcouldnotbeverifiedagainstSARS’s
systems.PleasecalltheSARSContactCentreon080000SARS(7277)toresolvetheproblem.
• TheIncomeTaxWorkPagealsoprovidesyouwiththeabilitytoobtainapreliminarycalculationofyourtaxliability once you
have completed your ITR12 return.
• ClickonTax Calculatortogainthepreliminaryindicationofyourlikelyassessment
• UsetheTax CalculatorbuttononlyafteryouhavecompletedyourITR12return.
• ClickRefresh IRP5 DatatoensureyourpopulatedITR12returncontainsthemostupdateddata,assuppliedtoSARSbyyour
employer/pensionfund.BeforeopeningyourITR12return,clicktheRefresh IRP5 Data button.
• IfyouhavealreadysubmittedyourITR12returntoSARSviaoneofthealternativechannels,youcanupdateyoureFilingprofile
toreflectyoursubmission.
• ClickManually submittedtochangethestatusofyourITR12returntoFiled
• Youwillbepromptedtoconfirmthesubmissionofyourreturn,viaanyotherchannelexcepteFiling,asyouwillnotbeable
tofileafterclickingManually submitted.
• ClickRequest Historic DocumentswhichenablesyoutorequestaStatementofAccountoraHistoricAssessmentnotice.
• SelectI want to request a historic Notice of Assessment
• Selecttheyear,from1999–2010
• SelectNextor
• SelectI want to request a Statement of Account
• Selecttheperiod,forwhichyouwouldliketoreceiveyourStatementofAccount,eithersixmonthstodateoruser
defineddaterangeandenterthedatesasrequired
• SelectRequest.
STEP 3: INCOME TAX RETURN (ITR12)• OpenyourincometaxreturnbyclickingonITR12,aquestionnaireisdisplayedasthefirstpageofyourITR12return.Thisisa
wizardwhichwillhelpyoutocreateacustomisedITR12return.However,youonlyneedtoupdatetheinformationifyourtax
affairshavechangedoverthepastyear,asyourITR12returnwillbecustomisedwiththesamefieldsthatyourequestedlastyear.
ToaddextraincomeanddeductionssectionstoyourITR12return,selecttherelevantoptionsonthewizard.Oncecompleted
clickCreate Form.
6 HOW TO FILE YOUR TAX RETURN (ITR12)
ITR12 QUICK GUIDE
Note 1: If you are using Flash Player to complete you ITR12 return, the following toolbar will appear:
• Tonavigatefrompagetopage,eithermakeuseofthearrowkeysonthekeyboardortheblue arrowkeysasindicated
above.
• IfyouareusingADOBE ReadertocompleteyouITR12return,thefollowingtoolbarwillappear,asperlastyear’sreturn:
• Thefollowing pageofyourITR12returnisdisplayedcontainingyourpersonalinformation.Youwillnoticethatyourresidential
addressinformationisblank.Aspartofastandardisationprocessandforverificationpurposes,youneedtoenteryouraddress.
Note 1: The personal information must be that of the taxpayer and not those of the tax practitioner completing the return on behalf of a client.
Note 2: Mandatory fields are shown in red around the required fields.
• Ensurealltheinformationonthefirstpageiscorrectandup-to-date.
• NewfieldshavebeenaddedtotheITR12.IfyouselectMarried in community of property,thefollowingfieldsbecome
mandatory:
• Spouseinitials
• SpouseIDNo.or
• SpousePassportNo;and
• PassportCountry.
• Ifthepopulatedinformationisincorrect,enterthecorrectinformationinthefieldsprovided.
7HOW TO FILE YOUR TAX RETURN (ITR12)
ITR12 QUICK GUIDE
Note 3: If you would like to remove the left hand menu to make the screen bigger, click on the double arrow in the top right hand corner. Also, if you click on the zoom percentage arrow and click on Fit Width it will enlarge the screen.
• CompareyourIRP5/IT3(a)certificate(s)receivedtothepopulatedinformationprovidedonyourITR12return.
• Where your employer/pension fund has not submitted your IRP5/IT3(a) information to SARS, your ITR12 return will not be
populated.Youhavetwooptions:
• ClickonSave Returnandtryagainlater;or
• Entertheinformationyourselfinthefieldsprovided.
• Totryagainlater,saveyourpartiallycompletedITR12returnandloginatalaterstagetocheckifyourIRP5/IT3(a)informationhas
beenupdated.YoudothisbyclickingRefresh IRP5 datatoensureyourITR12returncontainsthemostup-to-dateinformation
providedtoSARS.
• IfyouchoosetofileyourITR12returnwhenallyourIRP5/IT3(a)informationhasnotbeensubmittedbyyouremployer/pension
fund(s),yourassessmentmaybedelayedandyoumayberequiredtosubmitsupportingdocumentation.
STEP 4: COMPLETING THE REMAINING PARTS OF THE INCOME TAX RETURN (ITR12)
• Dependingonwhichofthewizardoptionswereselected,sectionsonadditionalincomeanddeductionsmustbecompleted,
wereapplicable.
Remember: Medical deductions in respect of a person with a disability – as a result of a change in legislation an ITR-DD - Confirmation of Diagnosis of Disability Form for an Individual Taxpayer, which is available on the SARS website www.sars.gov.za, has been designed and contains the criteria for the diagnosis of disability. These legislative changes are effective from 1 March 2009 and are applicable for the 2010 year of assessment.
• Forfurtherassistance,pleaserefertotheSARSwebsitewww.sars.gov.zawhereguidesonHow to complete your ITR12are
available.
8 HOW TO FILE YOUR TAX RETURN (ITR12)
ITR12 QUICK GUIDE
STEP 5: USING THE TAX CALCULATOR TO CHECK FOR ACCURACY
• BeforefilingyourITR12returntoSARS,werecommendthatyoucheckyourreturnforaccuracyusingthetaxcalculatorfunction
whichwillprovideyouwithanindicationofyourexpectedassessment.Iftheresultissignificantlydifferentfromwhatyouare
expecting,youmayhavemadeanerrorincompletingyourreturn.Tousethetaxcalculator,saveyourreturn(Save Return)and
clickonTax Calculator.
• Dependingonthecomplexityofyourreturn,eitherastandardorcomplexcalculationwillbeperformed.Picturedisanexample
ofastandardcalculation.Ifthecomplexcalculationisperformed,theresultsmayonlybeavailablewithin72hours.
• This versionwillbe savedas isavailableon theworkpageunderCalculation results. If youmakechangesonyour return
subsequenttothis,amessagewillappeargivingyoutheoptiontore-calculate.
9HOW TO FILE YOUR TAX RETURN (ITR12)
ITR12 QUICK GUIDE
STEP 6: FILE YOUR INCOME TAX RETURN (ITR12)
• At any stage you can save your ITR12 return before filing by clicking on Save Return. Once you have captured all the
informationonyourITR12returnandarereadytosubmittoSARS,simplyclickFile Return.
• When you click File Return, your ITR12 return will be submitted to SARS. eFiling will check the correctness of specific
information.Whereinformationis incorrectand/or incomplete,eFilingwillpromptyoutocorrectthecapturedinformation
beforeyourITR12returncanbesubmitted.
• YourwillreceiveconfirmationwhenyourITR12returnhasbeenfiled.
• OnceyouclickContinue,abuttonwillappearontheIncomeTaxWorkPage,enablingyoutoquerythestatusofyourITR12
return.
Note: If you would like to change any information on your return after you have filed, click on Request Correction on the Income Tax Work Page. Your return will appear and you can make the necessary changes and resubmit.
10 HOW TO FILE YOUR TAX RETURN (ITR12)
ITR12 QUICK GUIDE
• Thisisanexampleofastatusreport:
STEP 7: VIEW YOUR ASSESSMENTS (ITA34) AND STATEMENT OF ACCOUNT (ITSA)
• OnceyourITR12returnhasbeenassessedbySARS,theITA34willappearunderNoticeofAssessment.ClickonITA34toview
theassessment.
• IfyouwishtoviewyourhistoryoftransactionswithSARS,youmustrequestaStatementofAccount.
ClickRequest Statement of AccountandrefertoStep2above.
STEP 8: OBJECTING TO YOUR ASSESSMENT
• IfyouobjecttothecalculatedassessmentreceivedfromSARS,clickDispute.
• Select
• I would like to file aNotice of Objection;or
• I would like to file aNotice of Appeal.
11HOW TO FILE YOUR TAX RETURN (ITR12)
ITR12 QUICK GUIDE
• Youwillbeasked“Areyousureyouwanttocreateanewdispute”,andselectOK.
• TheNOO1-Noticeofobjectionform,orNOA1-NoticeofAppealwillopen.
• NOO1-NoticeofObjectionform
• NOA1-NoticeofAppeal
Note:Mandatoryfieldsareshownwitharedringaroundtherequiredfields
• CompletetheformandselectFile
12 HOW TO FILE YOUR TAX RETURN (ITR12)
ITR12 QUICK GUIDE
STEP 9: OBTAINING HELP
• Shouldyourequireanyfurtherassistance,youcan:
• CalltheSARSContactCentreon0800 00 SARS (7277).Helpdeskoperatinghours:08:00-17:00(excludingweekendsand
publicholidays);or
• Email your queries to [email protected], which could take up to 24 hours (excluding weekends and public
holidays)foraresponse;or
• VisityourlocalSARSbranch.