A GUIDE TO USING eFILING TO REGISTER AN EMPLOYEE

A GUIDE TO USING eFILING
TO REGISTER AN EMPLOYEE
7 SEPTEMBER 2010 1

CONTENTS
1. Using efiling to register an employee...........................................2
2. Assigning the SARS Registration role............................................2
2.1 EXISTING USERS.................................................................................2
2.2 NEW USERS........................................................................................4
3. Accessing the Employee Registration menu.................................5
7 SEPTEMBER 2010 1

1. Using efiling to register an employee
SARS eFiling now offers the SARS Registration functionality which allows employers to submit employee registrations to SARS.
eFiling administrators must use the Access Rights functionality to assign the new registration role to themselves as well as to other
users within the organisation. This will allow users access to the new Employee Registration menu.
Users, including administrators, who have not been assigned the SARS Registration role will not have access to the Employee
Registration menu.
2. Assigning the SARS Registration role
2.1 Existing users
Step 1
Select the applicable user.
Step 2
Navigate to the main menu.
Step 3
Click on Change Details.
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Guide TO USING eFILING TO REGISTER AN EMPLOYEE

Step 4
The user will view the following screen:
Step 5
Click on Update Details.
Step 6
Tick the SARS Registration checkbox.
Step 7
Click on Continue to save the changes.
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2.2 NEW users
Step 1
Navigate to the main menu.
Step 2
Click on Register New.
Step 3
Complete the details for the new user.
Step 4
Click on Register.
Step 5
If necessary, assign the user to the relevant group.
Step 6
Tick the SARS Registration checkbox.
Step 7
Click on Continue to save the changes.
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Guide TO USING eFILING TO REGISTER AN EMPLOYEE

Note: Although the SARS Registration role is available for selection within the tax practitioner profile, practitioners will not have
access to the new Employee Registration menu.
3. Accessing the Employee Registration menu
Step 1
Once the role is assigned it will reflect against the user’s profile summary.
Step 2
To access the Employee Registration menu, navigate to the Organisations main menu.
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Step 3
The following sub-menu options are available within the Employee Registration menu:
• New Application: Allows a user to capture an employee’s details, and then save the changes on eFiling or submit the
application to SARS.
• Saved Applications: Allows a user to view saved applications, complete or edit and submit applications.
• Pending Applications: An application will remain in this menu if has been submitted to SARS and has not yet been allocated
a reference number. The user can use this menu to monitor the status of an application.
• History: Contains all the applications that have been submitted to and received by SARS.
Step 4
The New Application menu consists of the following sections:
• Taxpayer information – Personal Details
• Bank Account Details
• Employer Reference Number.
Step 5
If the user selects No next to the question Do you have a South African Bank Account the following message appears:
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Guide TO USING eFILING TO REGISTER AN EMPLOYEE

Step 6
If the user clicks on OK, then the bank details section defaults to No and the bank details container is locked.
Step 7
If the user clicks on Cancel, the bank details section defaults to yes and the user is then required to complete the bank details
section.
Step 8
Once a user clicks on Save to store an application within eFiling, the following message appears:
Note: SARS will not have a record of the application until it has been submitted.
Step 9
Click on Continue to view the grid within the Saved Applications menu.
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Step 10
Prior to submitting an application, the user must complete the organisation’s PAYE reference number and accept the disclaimer
which declares that the information contained in the application is true and correct.
Step 11
Click on Submit to send the application to SARS. The following message will be displayed:
Step 12
Click on Continue. Depending on the status of the application, you will either be directed to the grid within Pending Applications
sub-menu or the History sub-menu.
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Guide TO USING eFILING TO REGISTER AN EMPLOYEE

Step 13
Under Pending Applications, the status of an application will read Submitted to SARS.
Under History the status of a completed application will read All aspects of the registration are complete.
Note: All application forms will be available for viewing purposes only after submission, and the status of application field
will be updated.
Step 14
• If an application is still pending, the text within the view-only form will read Your registration request for this employee
is still in pending.
• If an application is declined because a reference already exists at SARS, the text within the view-only form will read Your
registration request for this employee has been denied. The employee is currently registered for Income
Tax with SARS.
• If an application is declined because multiple reference numbers already exist at SARS, the text within the view-only form
will read Your registration request for this employee has been denied because this employee is already
registered for Income Tax with SARS. Please contact our help desk on 0800 00 SARS (7277) as multiple tax
reference numbers exist for the employee.
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Guide TO USING eFILING TO REGISTER AN EMPLOYEE
Lehae la SARS • 299 Bronkhorst Street • Nieuw Muckleneuk • 0181
Private Bag X923 • Pretoria • 0001
www.sars.gov.za