South Africa Tribune

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”
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:
Recognised Controlling Body (RCB) – accredited Tax Practitioner
Taxpayer (client).Requests will automatically be cancelled from a tax preparer to a:
RCB – accredited Tax PractitionerAlternatively, the taxpayer (client) may:
Top Tip: The new Tax Practitioner/tax preparer must send the transfer request to the taxpayer (client).
Accept the request sent.Should you need more help, please call the SARS Contact Centre on 0800 00 SARS (7277).