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Excise eAccount on eFiling Guide

1. out a Taxpayer List 21296909 Excise fan e gt Msioy ts Chent Name 21296909 Excise Account Rights Frading AS cone E Account Mantenance at deena te 21295909 Request intenm Statement of account I want to request an interim Ad Hoc Statement of Account Request Back lo Dashboard Monthly Statement of Account issue Date Month ount Payable Due ESAMoomy 2013 1003 October R2 135 275 55 You Al To e October 20131003 2071018 201310718 Excise eAccount on eFiling User Manual Revision 1 Page 24 of 41 External FIN AM 03 Effective 19 October 2013 o If you have not already requested an Interim Statement of Account you will receive a message Your request has been scheduled for processing Your interim Statement of Account should be available against your profile within 24 hours p Click on the applicable statement to open it SoS SOTO a SSS N r S SARS ILING ia FOR ORGANISATIONS as SETAE 9 sa ad hime o venue EZE aant amis Taxpayer List 21297352 Ad Valorem R CE neen or account bsuedSaved Reiums IONIN EI ei Chent Name 21297352 Ad Vakoem Trading As 21297352 Ad Valorem Account Rights 2070092 eta e Request inter Statement of account want to request an interim Ad Hoc Statement of Account Reques Back lo Dashboard Imerm Statement of Account issue Date Month From Date To Date Amount Payabie Oue CSAsmerim 2013410 117 September 2014096 20
2. Reterence Date Doc No Amount Reference Date Doc No Amount Cash Top Up Payment R 04 087 113 34 8130000238CF0000074 20120926 002200950484 R 1 000 00 TotatR 94 087 113 34 Total R 3 000 00 l g You can remove the Assigned Bills and Payments by clicking on the Remove Selected Items button h View the message that is displayed on the Allocation Confirmation screen and click on the Continue button Excise eAccount on eFiling User Manual Revision 1 Page 39 of 41 External FIN AM 03 Effective 19 October 2013 VW SARS Func BB oroansanoss Exucrse Levies A ALLOCATION CONFIRMATION RequestReten issuedSavec Rems CLT Cent Name 212969009 Excise Atcount Rights Trading As 21295909 Excise AccourtMantenance REgSiration Number 201012365407 1 Chent Reference 21206009 posa Sanus Your ceering instructions above have been successfully completed i After an open credit or allocation was successfully performed the result will be processed immediately Excise eAccount on eFiling User Manual Revision 1 External Page 40 of 41 FIN AM 03 Effective 19 October 2013 Please Note The Account Balance Summary can be refreshed to display the effect of the allocations which were performed Disclaimer This document is not meant to delve into the precise technical and legal detail that is associated with Excise It should therefore not be used as a legal reference Should you require additional information re
3. Taxpayer List 21296008 Excise y ORGANISATIONS ES N STATEMENT OF ACCOUNT Cent Name 21296909 Erse Trading As 21296909 E Registration Number 2010712365407 Chent Reference Actounl Number 212796000 6120000235 Request interim Statement of account i want to request an interiny Ad Hoc Statement of Account Request Back to Dashboard Monthly Statement of Account ESAMoriny issue Date Month Amount Payable Due 2013 1003 October R2 191 27553 Pay Selected tem al terim Statement of Account ESA inter Yen Issue Date a 2013410718 October To Date Amount Payabie Due 20131003 2014 10 18 oO Nr j Click on Pay Now Note that the full Statement of Account must be paid and any unallocated payments need to be allocated in order to ensure full settlement Y SARS Fung awe atizana Ore vo EEEE o o rapera Fi ie PAYMENT SUMMARY T ORGANISATIONS 7 ES A Client Details Crent Name 21296009 Estee Trading As 21296609 Euse Registration Number 201042365407 Chent Reference 21295909 A toum Number 8130000238 Monthly Statement of Account Issue Date Month Amount ESA Montnty 2012 1003 October R2 131 275 53 Carino ine Payment Back m k Confirm that payment can proceed by clicking on OK WY SARS riunc aot wed OA ee OS ee Liew Taxpayer List 21296909 Excise 5 T ORGANISATIONS 2 R 21296909 Excoe Trading As Registration Number Ctent Reference
4. Antoun Number 21295909 8130000238 Monthly Statement of Account issue Date Month Amount ESA Mootny 20131003 October R2 131 275 53 Pay Now Save Payment Back Tota Meniage hom webpage Proceed to maka tha pryrent tow peas The standard eFiling payment process needs to be completed Please note that the bank account selected has to be set up as a Credit Push account for any Excise payments to be effected and that only final approval on the banking solution constitutes the actual payment Excise eAccount on eFiling User Manual External Revision 1 FIN AM 03 Page 23 of 41 Effective 19 October 2013 Y SARS Fung y ORGANISATIONS ap oe Dwa I ah hae Dus ioue oumes asewes r A hae tax List 21296808 Excite Payment Details Tip You can submit payments any time wih an cfiectve date of the payment due date The payment wil only be processed on the effectve date Note ASSA Direct payments can oniy be made and authorised on Ihe sam Gay Please be aware Thal A you don authorise your payment loday A wil be removed from Ihe ABSA Direct system by tomorrow Accounl Name Setect bank account Payment Request Date 2013 1018 heoa Meare use De torme pyyn oa EEAS R 2131275 53 Comments Pease make sure Tal you Complete the payment process and receve a payment referer e number as peoof of payment Feliaton Pay Now Cancel Se ee SS SS SS a Nare Tax Reference Number Due Date Tax Amou
5. awn t marae wn Taxpayer List 21296008 Excise 2 Excise Financial Account Access Rights Setup New Group Access to Maintain Actes to Payments O Click on Delete Group and the Accounts Rights groups will be updated 7 SARS riunc BG ooann BAe CNmAeeeetice Smiuae Duato pues aseves ama t maz sotu Taxpayer List 21236809 Excise A ey Eucme Levies A UPDATE GROUP DETAILS Growp Name Western Cape Region Access ToView Access ToMamten 7 Access To Payments F pam Delete Geoup Click Manage Payers to display all the accounts linked to the Excise client number This will enable you to view the selection you have made co 7 SARS Fung Ei ORGANISATIONS BAe Omasana auaa Cueto punes aseves bavos DAA Pew Taxpayer List 21296909 Excise 2 s Escme Levies A Excise Financial Account Access Rights Setup Maw Group Group Name Access to View Assess to Maintain Access to Payments Select the specific financial account which needs to be linked to the group The Financial Account Selection screen will be displayed representing the Excise account there is only one national financial account for each Excise client code The account number will be a new SARS generated account number which is currently the first ten 10 digits of your Payment Reference Number PRN VY SARS Fung By oom ONS 4 TI EENAA RE E E Gxniee N Link Taxpayer Accounts to Group Taspeye
6. E A ey EXCISE ACCOUNT BALANCE DETAILS RequestRetn Hsued Saved Returns Hastoy E Ctent Name 217296909 Dose Account Rights z Tradin 3 AS 1296909 Eirce Account Maintenance Registration Numi 2070 E5407 Ctent Reference 21296000 Account Number 8130000238 eFiling Account Balance Summary Section as at 2073 10 18 16H15 Prior Periods Current Month Total Balances Unpad Cash Bance ROO R O4 104 665 84 R Q4 104 665 84 IABO ates Payments R 37 105 00 ROOO R 37 105 00 Unaliocaied Credits R00 R000 R000 Total Unpaid Balance R 37 105 00 R 94 104 665 84 R 4 067 560 84 Refresh Balam es 3 2 4 Excise Statement of Account ESA a This will allow you to view statements issued and request specific statements b There are two types of statements I The historic statement is a monthly Statement of Account issued by SARS at the end of the accounting period Each financial account will have its own statement Because this is a request for payment settlement this statement includes a PRN specific to the payable statement balance The user may select the monthly statement and make payment All unallocated payments have to be allocated for full payment of the Statement of Account to ensure that the full account is settled and all declarations paid ii The interim Statement of Account which includes all transactions subsequent to the last monthly statement is generated only on request by the client This statement does not have a PRN and cannot be select
7. Excise eAccount on eFiling Guide Y SARS South African Revenue Service DISCLAIMER The information contained in this guide is intended as guidance only and is not considered to be a legal reference nor is it a binding ruling The information does not take the place of legislation and readers who are in doubt regarding any aspect of the information displayed in the guide should refer to the relevant legislation or seek a formal opinion from a suitably qualified individual For more information about the contents of this publication you may e Visit the SARS website at www sars gov za Visit your nearest SARS branch Contact your own tax advisor tax practitioner If calling from within South Africa contact the SARS Contact Centre on 0800 00 SARS 7277 If calling trom outside South Africa contact the SARS Contact Centre on 27 11 602 2093 only between 8am and 4pm South African time TABLE OF CONTENTS 1 SCOPE 2 eACCOUNT 2 1 Introduction 2 2 Overview 3 Excise 3 1 Getting started 3 1 1 Step 1 Register as an eFiler 3 1 2 Step 2 Update your eFiling profile to an Organisation 3 1 3 Step 3 Activate your Excise client number on eFiling 3 1 4 STEP 4 Assign Create an Admin User 3 1 5 STEP 5 Create users for each financial account 3 2 Account overview and statements 3 3 3 2 1 How to view the eAccount Management Dashboard 3 2 2 To access the dashboard follow the steps below 3 2 3 Detailed account balan
8. 665 24 CED Heroe sea m f The standard eFiling payment process will then be followed as explained above 3 4 Account Maintenance a Clients will use this functionality to resolve unallocated payments or credits that are highlighted in the Balance Summary section of the dashboard b As part of the payment function from the dashboard the client can allocate unallocated payments and credits to specific declarations or against the Cash top up option c The selection options to identify declarations or the Cash top up option are the same as for when payments are made Please refer to the explanation of the options under the Payments section d The client cannot undo allocations and therefore needs to make sure that selections and allocations are done accurately Similarly the selected unallocated payment has to be carefully selected in order to ensure that the payment date precedes the due date of the declarations selected to reduce any possible penalties or interest e The Account Maintenance screen will display the requested declaration s or top up option under the Uncleared Bills section and the available unallocated payments and credits will display under the Unallocated Payments section f An allocation can only be performed by selecting a single unallocated payment at a time but multiple unpaid declarations may be selected under the Uncleared Bills If the trader decides that no allocation should be
9. Access to Payments a samc semen a Cmte wane OEF Excise Sutmasons Yes Qpen Manage Pays Taxpayers Manage g The Add Taxpayers to Group screen will be displayed Select the relevant Excise client number s to be linked to the group Excise eAccount on eFiling User Manual Revision 1 Page 8 of 41 External FIN AM 03 Effective 19 October 2013 SARS FILING mad FOR ORGANISATIONS j gu ey Organisation Add Taxpayers to Group ROUP INFORMATION Group Namea As otnaboo evel Paynestn Created System Oetaut Sums ors Yes 2013072 AXPAYERS Name Registrapon Mummer te Group 21200834 Goedpedacm 201071597507 21296917 Eise 201081 2365407 A 21297050 Wine 2010 1245507 21297190 Fuel 20101235607 21297204 spints 2010 1245607 21297352 Ad Varem 2010 1245507 J 271797350 Wie OF B VER 201012345607 7 21297379 Spiris 20101 2M7 21297357 Fuel 201071245507 J 21297727 Non 2010 12116607 7 21297867 go ive 200011 24424 07 21297875 go ve 2000M 244607 7 21297913 Reg date before POTN ZAASEOT 7 21297921 Reg date aner 2010 2M5607 Asbetioul Trust 20107125507 t 20102745607 Save Back Check Ab Uncheck Ab h Click on Manage Users SARS riunc FOR ORGANISATIONS E AENEA S ey Group Details Employee Registration Setup New Coup Aumnonsaton Level Access to Payments Taxpayers I Select the relevant users who require access to the Excise client number and group Click on the Save
10. As 21296909 Erce Transter Duty Registration Number 2010712365407 n Unas Chent Reference 212796909 Account Number 8130000238 Select Reference Posting Date Doc No Due Date Amourt PTAVS 0099020100331C 2013 1002 006100766006 20100423 R000 PTAVS 0094820 100331C 201141002 006 10076 7006 20100423 amp 612 00000 Pay Now Save Payment Back Total Mestage hom webpage Proceed to mate the payroent sow Cam g The standard eFiling payment process can then be followed 3 3 4 Top up payment options a If you would like to make a top up payment in order to make a payment towards the oldest unpaid declaration you should make a Cash top up payment select the I would like to make a Cash top up payment option and select the Proceed to make Payment button b The amount is pre populated with the total unpaid balance for the specific selection This total value is only to help you to understand the maximum value that can be paid If no amount is unpaid no top up payment can be performed for the selection WY SARS riunc B ORGANISATIONS T3 VTT SPa iat teana ounen aseves annv 4 rere 7 Taxpayer List 21236908 Excise y 7 KR Eacme Levies A Duties Request Retan EXCISE PAYMENT OPTIONS tssued Saved Returns Hy 21296909 Excse Account Rights 1296909 Excise Account Maintenance 201012365407 21296000 Transter Duty 8120000238 Ipen Links a6 at 2002 10 18 16H39 Current Month Total Balances R000 R 94 104 665
11. Revision 1 Page 25 of 41 External FIN AM 03 Effective 19 October 2013 online service Any payment made via eFiling is only finalised at the point of approval by the bank and allocation to the declarations paid will follow thereafter d The selection options for payment and account maintenance are the same in order to identify the declarations and grouping of declarations but a monthly Statement of Account can only be paid in full and any unallocated payment must be allocated in order for related declarations to be paid e The selection options are as follows I Individual declarations under I would like to make a payment by A Declaration reference Request a specific declaration reference ERN and only pay or perform account maintenance on this declaration Only the specific ERN will be displayed if unpaid or a part thereof that is unpaid B Due Date Request a list of declarations by due date This option will return a list of all declarations and the trader may select specific declarations from the list for payment or to perform account maintenance As above only the ERN s will be displayed if unpaid or a part thereof that is unpaid ii Transaction grouping selection options A I would like to make a Cash Top up payment This option will use the Unpaid Cash Balance as an indication of the total value which can be paid or against which account maintenance will be performed Excise declarations payable are
12. Top up option Y SARS riunc FOR ORGANISATIONS 4 1 omiamancie anne ste SIE sans es rey a Request Retan EXCISE PAYMENT OPTIONS Bsued Saved Retums Chent Details Hy 3 Chent Name 21206909 Excse Account Rights Trading As 21296909 Ext ac Account Mantenanxe Registration Number 2010412355407 Chent Reference 21295000 as at 2002 10 18 16H45 Prior Periods Current Month otal Balances Unpad Cash Baunce R000 RSs 087 113 34 R 94 087 113 44 ated R 19 552 50 R000 R 19 552 50 Unaiocated Credits R000 R000 R000 Total Unpaid Balance R 19 552 50 R 94 087 113 34 R 94 067 560 84 Refresh Balances Iae wouk Bike fo make a payment Oy Deciarabon Reference Due Date as O the fo make a Cash top up payment Amourt Proceed to Account Mamenance Proceed to make Payment Back to Dashboard c You can view the top up option selected in the Uncleared bills section while unallocated payments display under the Unallocated Payments section The top up option and the relevant unallocated payment need to be selected in order to assign the selection d Select the relevant Uncleared Bill and Unallocated Payment and click on the Assign selected values button Excise eAccount on eFiling User Manual Revision 1 Page 38 of 41 External FIN AM 03 Effective 19 October 2013 WY SARS riunc ayo ons 4 Ti IERE Cae tian aua Ey Coates asoc Taxpayer List 21296909 Excise R EXCISE ACCOUNT MAINTENANCE Client Detail
13. change your profile back from an Organisation to an Individual the Change Website Profile tab can be found under the User tab e Once you are set up as an Organisation the top right hand side will indicate that you are now an Organisation VY SARS riunc ORGANISATIONS Ea ret Se A cee Se meruna Cute Aana ites Siu De soe Taxpayer List 21296908 Excise X s _ s User Name Excise E Trading As Name 21206000 Excise N en eaan Login Name Tester057279 Regstraton Number 2010142365407 Levies and Duties Date Regsiered 201307726 Oate Registered 201307726 Third Party Osta Payments ASCH E Payments INCOME TAX QUICK SEARCH SARS Please enter your income Tax Reference Number Corresponuen gt Otspaites Bult Payments Vowrnary Oiechosure PAVE Maivienance Speci Links ISSUING OF 2013 IRP51T3 a UNTIL FURTHER NOTICE Employers are advised Mal where an Emgtoyee income Tax Cerfificale RPSITa needs to be issued for Ihe 2013 transaction year peor lo August 2012 submission fo SARS mese IRPStIT a certificates wil have to be issued from Ihe employer s payroll sysiem or where no payroll sysiem i used manual ceriftate Manual cerificales can be requested from ary SARS branch of Ihe SARS Contact Contee on 0600 09 SARS 7277 Excise eAccount on eFiling User Manual Revision 1 Page 6 of 41 External FIN AM 03 Effective 19 October 2013 3 1 3 Step 3 Activate your Excise client number on eFiling a Select the Organisations tab and
14. has been enhanced to alow Tax Practiioness and Orjansabon representatives to manage thew laxpayers and tax users in a more efficent and user Inematy manner 2 The enhanced tunctonaity i accessibie to emsting tax practitioners and organisational representatives as well as lo users registering for the first time 5S The new furxtionality inchedes Ine fofowing features o The creation of groups and assigning of Lacpayers and users to Ihese groups o New tar users and laxpayers Can easily be adoed to the groups The nots wl automatically be to he users based on the authorsation level of hese Managing tax users autnhonzation levets and wer roles wnn specific groups Anew represemative organizaton that Anis af users and taxpayers o User mendy interface o Ab ity to atag and Gop Ihe tax users across groups wih Offerent authorization levers d Review details of the administrator VY SARS riunc D Ei ORGANISATIONS user CA eee See or ieee Dus tons IRES Levene Svo t Metan t welt User List E Excise G Required Dotas Tite rehas First Name Sumame E Emise identification Type Passpon ID Nummer 21835354 D you wish bo receme SMS NotStatons for Mhe fofowing events Yes No After activation as an eFier e Aler Sty payment Cet Number E mail Address Oubruyn sars gow za Telephone Number on 12365477 Thee usor is Tax Consutet Tax Practition Organisation Representative peck se strlen apm a he taxpayer informed
15. is created he she can be linked to an Excise group b This process must be achieved in two steps I Firstly create all the users by following steps c to g and ii Secondly assign these users or user to a group and a financial account steps h to x C Select Register New and complete the details Please remember that the user name and first time password needs to be given to the user to gain access to eFiling The number of users will depend on the business requirements of the eFiler and this process i e c to g can be repeated to create a number of users Excise eAccount on eFiling User Manual Revision 1 Page 11 of 41 External FIN AM 03 Effective 19 October 2013 WSARS Fung ew iam truss mestieee haves atA Register new User T ORGANISATIONS User List E Excise e 62 Required Detads T THe relat first Name Surname iti M U User Ber eUser Adeministrsiors Unlock Account Reset gernticabon Type Passport Password Passport Number Ox 12345 Do you wish to receive SMS notifications for the folowing events Yes No e Afef activation as an ef wer e Aller any payment Cet Number E mnaa Address Excse ex coz Telephone Number 011 12343678 loge Accoen Inormatos Logn Ewseuser Password RRO i Confirm Passworg LEETETEEEEEES The user you are adding mil De required to Change ins password an frst joge Ths user is a Ta Consutan Tax Practitioner Organsaton Representative AS part
16. made and the Uncleared Bills should rather be paid select NONE SELECTED under Unallocated Payments and the Make Payment option will appear g On selection the items will move to the Assigned section Thereafter an allocation or payment can be made Excise eAccount on eFiling User Manual Revision 1 Page 34 of 41 External FIN AM 03 Effective 19 October 2013 h Select the Make a Payment button in order to gain access to the Account Maintenance option Y SARS riunc FOR ORGANISATIONS e 8 Sae ae me wees punes asewes pane s pase aaa Taxpayer List 21296008 Excise eACCOUNT MANAGEMENT DASHBOARD eFiling Status Information Section as at 2019 10 18 Chent Name 21296609 Erse ef nng Status Acto Galances Updated Trading As 21296909 Excise SARS Notif shoes Number of jetiers 0 Registration Number 2010712365407 Chent Reference 21 Actcunl Number 8130000235 SARS Branch CASH ACCOUNT eFiling Account Batance Summa as at 2013 10 38 Prior Periods Current Month Total Balances Unao ated Payments R 37 105 00 0 00 R 37 105 00 Tota Unpaid Balance R 37 105 00 RO4 104 665 84 R 94 067 560 64 Refresh Balexes View Detated Baiances Statement of Account issue Date Month Amount Payable Due ESA Moniy 20131003 October R2 431 275 453 wiew AJ Request ronm Recent Pa ots Pa mt Reference Number Amount Payment Status Account Payment 8130000238EF 0000416 R 1 355 590 53 Aveaiing Authorsabon Accoun Payment 8130000236EF 000
17. or Back to Dashboard button at the bottom of the page 3 3 2 Payment by declaration reference a If you make a payment for a single ERN by declaration reference type in the ERN number and select Proceed to make Payment Excise eAccount on eFiling User Manual Revision 1 External Page 27 of 41 FIN AM 03 Effective 19 October 2013 VY SARS Func y eS oy ia T ORGANISATIONS Taxpayer List 21296909 Excise KR Eacme Levies amp Request Retan EXCISE PAYMENT OPTIONS bsued Saved Retums My o e Chent Name 21296909 Entis Account Rights Trading As 21296909 Excise Account Mantenance Registration Number 2010112365407 Chent Reference 21206000 bei aid Account Number 8130000238 Ipeca Lines as at 2012 10 18 16H29 Prior Periods Curent Month Total Balances Unpad Cash Balance R000 R 94 104 665 84 R 94 104 665 64 Unax fed Payments R 37 105 00 R000 R 37 105 00 Unaikx ateo Crecits R000 R000 R000 Total Unpaid Balance R 37 105 00 R 54 104 665 84 R 4 067 560 84 Refresh Balances woukl ike fo make a payment Oy Declaration Reference PTAOS 02454201001 310 Due Daie wouid Ske fo make 3 Cash top up payment ASANA Proceed to Account Maimenance Proceed to make Payment Back to Dashboard If a payment is made by declaration reference the ERN number can be obtained from the declaration c Select an amount and click on the Pay Now button B ORGANISATIONS R VW SARS Grins es e a Taxpayer List 21296909 Exc
18. profile you may request a transfer of the tar type from the applicable tax user by selecting he Request Tax Types menu option Your current profile refiects an individual Website Personality which limits your eFiling tunctionalty as well as the Retum types that you are allowed to be registered for If you may need to submit a further retum type or would like to add a TarPayer or Tax User to your profile you wil need to switch to an Organisation or Tax Practitioner Personality This manu option wil allow you to request atranstertoa aferent profile Selecting the Change Own Password option allows you to change your eFiling password awd update both your password hint and security question In the unfortunate event that you forget any of your login information these details will assist us in identifying you prior to us either resetting your password or sending you the desired information C Select Organisation under the New Personality option and click on Submit The new profile will immediately change the background colours and additional options will be available Ys RS Fune FOR INDIVIDUALS RETURNS SERVICES CONTACT LOGOUT Usertist J Doe Change Details Change User Personality togin Name User123 Requests FirstName Jane ce Website Sumame Doe Change Own Password ID Number 1234567891011 Current Personality indvidual Organisaion Tax Practitioner C gt d If you need to
19. rote aboes users access to the SV activation screen Perform Bulk and Adaitional Payments This role foes amp user without ful Samin nights fo perform buk and addtional payments Note 1f po groups or roles are assigned to a user the user will have Eenited access once logged into efiing Comtnue Back g Review the user summary and click Continue Y SARS Fung E FOR oncanisations patinu amaa OMe saitei ee se ma usar Lier Eiaa 7 A USER SUMMARY BASIC DETAILS Login Name Testerds7279 Name Mis E Eise Emad Qubruymeisars gov za Telepmrone heamber 084 12365477 GROUPS SELECTED System Oetaull Excise Can create and change users and assign them to groups Can cresie and change laspeyers and asaagn Mem lo groups Can create and change groups 290 assig users 200d payers to groups This rote allows users fo maintain al financial getal agans an Excise Accourm Please make a note of the login name and give it only to the user for whom It Is intended Back Prnt Summary 3 1 5 STEP 5 Create users for each financial account a The client is provided with administrative tools to allow users different levels of access For example the eFiling administrator at the clients head office can give access to each of the trader s branch managers to use the eAccount functions per licensee account The users will each receive a specific logon username and first time password which need to be changed on initial login Once the user
20. the registration process A user regardless of permission levels is allowed to change his her personai mdormation A user with the appropriate nghts may aiso update changes against any Gnked user profes This menu option also afiows an administrator to change the access nghts of all inked users via selection of the Update Details bullon wiin the Change Details page 5 Seeding he Change Own Password option allows you to change your ef ling password and update both your password hini and Securty question in ihe alortursate event mal you forge any of your logn information these detats wil assist us in identifying you prior to us ether resetting your password or sending you the desired information 4S The Change Weisse Profie menu option wil alow you lo Swich your Gatsiing wesie promi to Oferent ote An Indnidual may swath to ether of the Tax Practboner of Orgarusaton peottes whee Swath fo an Individual promiie 5 Only possible if he user 5 the taxpayer aod There are no other users and taxpayers on De profiie 5 For tax peactioners and ceganisabon representatives wih Admenistration nghts agains ther eFaing proties tunchonatity extsts via ine Delete User menu option to Geiete any unwanted Users 6 The My Acrmmesiraiors menu provides a is Of af administrative users linked to Ihe representative organsation A user may Comat an Sdeenstratve user via Ihe emal aadress provided Understanding the new Access Rights Setup 1 The ef ang System
21. to create a single user to manage all accounts to suit a centralised structure or create separate users for each account to suit a decentralised or branch structure One also has the ability to set up multiple user groups in order to allow different users access to the Excise eAccount functionality A The group access will determine what actions each user linked to the group will be able to perform e g view only maintain user groups make payments and refund requests B A listing of all accounts will be available for selection The group will only have access to the specific selected accounts b The full set up process for Organisations is not covered in this manual as it is an existing function on eFiling General guides are available on the eFiling site However this manual is aimed at providing Excise users with an understanding of the additional functions necessary to effectively use the Excise eAccount 3 1 1 Step 1 Register as an eFiler a Go to the SARS eFiling website www sarsefiling co za If you are already registered on eFiling type your Login and Password and click on the Login button Otherwise click the Register button and follow the registration steps This step may already have been performed as part of the registration of the Excise client code for filing purposes Excise eAccount on eFiling User Manual Revision 1 Page 4 of 41 External FIN AM 03 Effective 19 October 2013 amp WY SARS Pr
22. transaction or grouping for payment therefore multiple declarations can be selected as single payments These payments are all saved to the list of items which will be paid and a final single payment instruction for all items can be made The final payment is only effected after approval on the bank s online solution g All recent payments and their applicable status will reflect on the dashboard h Click on the Make a Payment button on the eAccount Management Dashboard screen under Recent Payments Excise eAccount on eFiling User Manual Revision 1 Page 26 of 41 External FIN AM 03 Effective 19 October 2013 a WSARS Qriuns Br oroamsanons Pa et Se A ce OD ee Suaa Cus tone ETE am ih G woer Tax Uist 21296009 Excise Es Ecne Levees A aan uai E eACCOUNT MANAGEMENT DASHBOARD sued Saved Retums eFiling Status information Section as at 2013 10 18 ya Chent Name 21296909 Excise eFiing Status ACCOM Account Rights Trading As 21296509 Puise SARS Notifications Nunes of letiers 0 Account Maintenance Registration Number 2010912365407 Chent Reference 21296909 Transter Duty Actounl umber 8130000238 Urad SARS Branch CASH ACCOUNT eFiling Account Balance Summa as at 2013 10 18 Prior Periods Current Month Total Balances Unaza ated Payments R 37 105 00 R000 R 37 10500 Total Unpaid Balance R 37 105 00 R 04 104 665 84 R 94 057 560 84 Relresh Balac es View Detated Batinces Statement of Account Issue
23. 0365 R600 84 Arafna Authorsation cAccounl Payment B130000238EF 0000200 R 20 250 00 Amang Auhosaton om xr If you want to allocate a payment to specific declarations capture the ERN or the Due date and click on the Proceed to Account Maintenance button Only the selection for an ERN is explained here as selection by Due date will be similar T ORGANISATIONS a animan feseteen punes Aceves mocni omaes er Taxpayer List 21296008 Excise R fequestReten EXCISE PAYMENT OPTIONS bsued Saved Retums Hey Chent Name 21206506 Etse Account Rights Trading As 21296909 Cuse Account Maintenance Registration Number 2010712355407 Caent Reference 21295909 Transtwr Duty Account Number 8120000238 Special Links Lo nce Summa ul as at 2052 10 18 16H42 Prior Periods Current Month Total Balances Unpaid Cash Balance R000 R 94 1046565 84 R 94 104 665 84 Payments R 37 106 00 R000 R 37 105 00 Unaiicc ated Credits R000 R000 R000 Total Unpaid Balance R 37 105 00 R 94 104 665 84 R 94 067 560 84 wouk he fo make a payment iy Declaration Reference PTAOS 02454201001310 ry Due Gane I wouid She fo make a Cash lop up payment Amount Proceed to Account Mammenance Proceed io make Payment Back to Dashboard The requested ERN s will display under Uncleared Bills and one 1 or more declarations can be selected In order to identify the declarations due date and details click on the Doc No of the declaration Excise eA
24. 13170717 R000 Your request has been scheduled for processing Your interin SoA shoukl be avaible against your proffe within 24 hours q The Interim Ad Hoc Statement of Account will be displayed Enquines should be addressed to SARS Contact Centre Branch CASH ACCOUNT 21296909 TEST EXCISE WAREHOUSE ACCO Fannia Account Number 190000239 UNTS Referance number 21296909 Mays Quote tes reference umber Date 2013 10 18 ae Statement penod 2013 10 03 io 2013 10 18 213177553 205784 31 121819 00 94067560 24 Account Details Opening Sanca ives PMN PTAVMPOD1 5 12010013900 CASH DECLARATION Aye TAON PTAS 158201002730 CASH DECLARATION yoe Patt f PTAVS OOMRAD IOS 14 AS DCCLARATION er r _ r Please note The ESA will only display transactions up until the date of request Payment cannot be made on the interim statement 3 3 Payments 3 3 1 How to pay my account a There are a number of different options to make payment Once payment is made it will result in automated allocation of payments b If you have any unallocated payments or credits this section will also give you access to the Account Maintenance option where the allocation of unallocated payments can be made C Excise payments can only be made if the selected bank account linked to eFiling is set up for a Credit Push payment This means you need to approve every payment made on eFiling on your bank s Excise eAccount on eFiling User Manual
25. 5 84 R 94 057 560 04 J Statement of Account Pssue Date Month Amount Payable Due ESA Montpey 2014 1003 October R2 131 275 53 View Ad Request nsonm Recent Payments P m Reterence Number Amount nt Status cAccount Payment B130000238E FO000365 R600 84 Amang Authorsaton eAccoun Payment 130000236 F 0000290 R 20 250 00 Awang Authors aton YoAJ Make 4 Payment 3 2 3 Detailed account balances a The detailed account balances section provides a summary of transactions per processing date groupings as well as a total balance Transactions processed before the current month will display under Previous Periods while transactions processed in the current month will display under Current Month The unpaid balances are split between each different declaration and transaction type grouping This allows complete transparency on the make up of all unpaid or unallocated transactions on the account b You will be able to identify possible overdue declarations and payments requiring allocation at a glance c The account balances will highlight the following I Unpaid balances which require to be paid by the respective due dates and li Unallocated payments or credits which need to be allocated in order to utilise the payment against declarations d On the eAccount Management Dashboard screen select the View Detailed Balances button from the eFiling Account Balance Summary section SARS Fung FOR ORGANISATIONS e 3 s eACCOUNT MANAGE
26. 7 SARS riunc a ORGANISATIONS amp we th SA ee TID ar tua Dus tone ounen seven an t E LLE wii f List 21296909 Erose m R actie Levies A Duties Payment Initiation Result Summary of payment transaction detalis Your payment request has succes stu y teen sutmeted to FNE CAMS Onine Banting temet Basking Pesse bgn and aetonse the payment The bolmang message was fetutned Payeren qasi was succetetely suberiied fo INIL Meanage Irom bank SUCCI SSILELYRICINIDOTING Account Name 71790008 Payment Amount R1355500 59 Payment Reference SARSEFLNG 0024524196 ED 5 To view click on eAccount Payments O On the eAccount Management Dashboard screen under the Recent Payments section the payments made will be displayed VY SARS FILING a ORGANISATIONS P BAe COMemetion 9 anua Cuaron gunes aseves Amie t eor we Taxpayer List 21296909 Excise gt 2 Ecne Levies A eACCOUNT MANAGEMENT DASHBOARD est eFiling Status information Section as at 2013 10 18 Status Accoum Balances Updated Chent Name 21296909 Excise eing Trading As 1296909 Cuse SARS Notifications Number otietiers 0 Regsiraton Number 201012365407 Chent Reference 21295909 ActQunl Number 8130000238 SARS Branch ACCOUNT eFiling Account Balance Summa as at 2019 10 18 Price Periods Current Month T Una ocated Payments R 37 105 00 Row R 37 105 00 Total Unpaid Balance R 37 105 00 R 94 1041565 84 R 94 057 560 84 _ Refresh Balances View Deta
27. 84 R 94 104 665 64 R 37 105 00 R000 R 37 105 R000 R000 R000 R 37 105 00 R 94 104 665 84 R 94 067 560 84 Refresh Balances i wouid Bite t make a payment Oy Decterabon Referente Due Date GC the fo make a Cash top up payment Amourt Proceed to Account Maintenance Proceed to make Payment Sp Back to Dashboard Excise eAccount on eFiling User Manual Revision 1 External FIN AM 03 Page 33 of 41 Effective 19 October 2013 C The Payment Summary screen will now be displayed Y SARS Fung FOR ORGANISATIONS q mia 7 pin outas kakvim Taxpayer List 21296909 Excise E R Request Retan PAYMENT SUMMARY sued Sied Returns Hestory lt x ne n Account Rights Cent Name 21296909 Emse Account Maintenance Trading As 21296809 Brose Transfer Duty Registration Number 2010712355407 gt 21295 Spockal Links Cent Reference 2969000 Accounl Number 8130000238 d The total amount that will actually be paid can be changed to the value that you want to pay towards the top up option You can then continue to the next screen or click on the Pay Now button e Change the amount if applicable and click on the Pay Now button S H eS Orns a FOR ORGANISATIONS d ee Taxpayer List 21296008 Excise d 3 Cent Name 21296909 Emse Trading As 21296009 Emse Registration Number 2070942365407 Cheni Reference 21296909 Actounl Number 8120000235 Select Reference Posting Date Doc No Due Date Amount ad Cash Top Up Payment R 94 104
28. 96909 Excise Traang As 21296909 Ense Regetration Number 2010112365407 Chet Reference 21296900 Account Number 8130000238 Oaa ae a _ SS Posting DateERN DescripvonDue Date Transaction Valuer cnaps 2011002 PTAVS 00930201003310 R00 20111002 PTAVS 0093020100331C 2010 04 23 R 90 00 e Select the specific declarations for payment and click on the Pay Now button Excise eAccount on eFiling User Manual Revision 1 Page 32 of 41 External FIN AM 03 Effective 19 October 2013 VY SARS FILING ia p ORGANISATIONS j wee fi ed OA eee Fee OP hee Ouse iona ounes aseves annv t wetan wi Taxpayer List 21296909 Excise a 2 R Eacise Levies amp P Request Retan PAYMENT SUMMARY _ Account Rigs Cent Name 21296909 Exe Account Maintenance Trading As 21296909 Excise Transter Duty Registration Number 2010712365407 Specs Lines Cent Reference 21296909 Account Homber 8130000238 Select Reference Posting Date Doc No Due Date Amount PTAVS 0093020 100331C 2013 1002 006100166006 2070 04 23 R 90 00 PTAVS 0094820100331C 20111002 006100167006 20100423 R612 00000 Cree Jore tomes Back Tota f Click on the OK button to proceed with payment WY SARS FILING ia p ORGANISATIONS sh DuA ee t II OP eee Dut tone punes arenes amv t TE T 1 List 21296909 Excise Eacise Levies A Duties seems PAYMENT SUMMARY bsued Saved Retums Maley 8 Account Rights Ctent Name 21296009 Excise Account Maintenance Trading
29. Account Maintenance A The Excise account applies auto allocation rules to prevent manual account maintenance actions Manual intervention is however required where an incorrect Payment Reference Number PRN has been used or an overpayment has been made B The Account Maintenance function will allow the client to request specific declarations or a grouping of declarations to be allocated to an available credit Excise eAccount on eFiling User Manual Revision 1 Page 3 of 41 External FIN AM 03 Effective 19 October 2013 3 Excise 3 1 Getting started a A number of things need to be in place before a clientcan access your Excise eAccount If Excise licensees and registrants have already activated their Excise client number on eFiling you may continue below from Step 4 onwards An Excise eAccount needs to be set up per separate Excise client number and a single financial account is created for each client code Detailed screen shots and accompanying explanations are included below I STEP 1 Register as an eFiler Tthe client must be a registered eFiling user to access the Excise eAccount This will not be necessary if you are already registered on eFiling for Excise filing of accounts or other taxes such as VAT PAYE and or Income Tax In that case you can proceed directly to STEP 2 ii STEP 2 Update your eFiling Profile to an Organisation This will only be necessary if you are currently registered as an Individual Changin
30. Date Month Amount Payable Ovue ESA Monthy 20131003 October R2 131 27553 view AJl Request meen Recent Payments Payment Reference Number Amount P ent Status eAccount Payment TI000OZISLF 0000365 R600 64 Awatng Account Payment 8130000238EF 0000290 R 20 250 00 Awanng Autnonsation Yew Al Nr You can also make payment on the monthly Statement of Account by clicking on the Pay Selected Item button on the respective functionality screens t N The Excise Payment Options screen is now displayed WSARS Fung nae et ee E errs a T ORGANISATIONS Taxpayer List 21296008 Excise Regos Retan EXCISE PAYMENT OPTIONS ssued Saved Retums Client Details OMY tr ae bent Name 21296506 Earse Trading As 21296909 Erse Registration Number 2010712365407 Transfer Duty Account nae 296909 8130000238 Unes Acte as at 2053 10 18 16H29 Prior Periods Current Month Total Balances Unp d Cash Balance R000 R 94 104 665 84 R 94 104 665 84 Unao ateg Payments R 37 106 00 R000 R 37 105 00 Unrate ated Credits R000 R000 R000 Total Unpaid Balance R 37 105 00 R 94 104 665 84 R 94 067 560 84 Refresh Balances woukl tke fo make a e Payne try Declaration Reference Due Date I wouid She fo make a Cash lop up payment Amount Proceed to Account Mamenance Proceed to make Payment Back to Dashboard k You have the option to choose different types of payments and then select the Proceed to Account Maintenance or Proceed to Make Payment
31. EF 0000290 R 20 250 00 Awanng Auinonsaton e The latest Statement of Account issued to you will be displayed on the dashboard Click on the Statement of Account on the dashboard in order to view the statement In order to view all previously issued Statements of Account click on View All The View All hyperlink will take you to the Excise Statement of Account Home Page where you will be able to view all ESAs sent to eFiling or request interim ESAs for the current month Excise eAccount on eFiling User Manual Revision 1 Page 21 of 41 External FIN AM 03 Effective 19 October 2013 f The Statement of Account request screen will be displayed Interim Statements of Account can be requested or viewed on this screen and Monthly Statements of Account can be viewed or paid Y SARS el IUNG g ORGANISATIONS T waaa FOS ee T btia inet trae ETE Ame I wha Taxpayer List 21296308 Erose v KR Eny il STATEMENT OF ACCOUNT Request Rete bsuedSarod Retums Client Details a Chent Name 21296909 Excise a Trading As 21296909 Puse Iii Regstraton Number 2010712355407 Chent Reference 21296909 Transter Dury Account Number 8130000238 Spec Unes Request iIntenm Statement of account I want to request an interim Ad Hoc Statement of Account Reques Back lo Dashboard Monthly Statement of Account issue Date Month Amount Pa ESAMonmty 2013 10 03 October R2 131 275 53 Vou Al Pay Selected lem interim Statement of Accoun issue Date Month From Date
32. MENT DASHBOARD eFiling Status information Section as at 2013 10 18 Cent Name 21296909 Excise eFang Status Account Balances Updated Trading As 21296909 Este SARS Notificatioss Number of ietiers 0 Regsiration Number 2010112365407 Cent Reference 1296900 Account Number 8130000238 SARS Branch CASH ACOOUN eFiling Account Balance Summa as at 2013 10 8 Prior Periods Currem Montn Total Balances Unasi ateg Payments R 37 105 00 R000 R 37 105 00 Tota Unpad Galante R 37 105 09 R 04 104 665 54 R 94 057 560 04 Refresh Balances Statement of Account bssue Date Month Amount Payable Due ESA Morty 20141003 October R2 931 275 53 Yew Ad Request Gorm Recent Payments P nt Reference Number Amount P nt Status eAccount Payment B130000238E FOO00365 R600 84 Amang Authorsaton Account Payment 130000238 F 0000290 R 20 250 00 Awaeng Authorsaton Yaw AJ Make a Payment e This function will allow you to view all detailed balance information from SARS f The Excise Account Balance Details screen will be displayed This function will allow you to view all detailed balance information from SARS g You can use this view to see a summary of accounts Excise eAccount on eFiling User Manual Revision 1 Page 20 of 41 External FIN AM 03 Effective 19 October 2013 h Select the Back to Dashboard button to go back to the eAccount Management Dashboard screen Y SARS FILING FOR ORGANISATIONS eh punan Dunes sieves a 1 Taxpayer List 21296909 Excise
33. O Taxpayer List 21296008 Excise R at EXCISE ACCOUNT MAINTENANCE Uncteared Bats U Unallocated Payments Select Select Reference Cate Doc No Amount SELECT NONE 8120000238EAD000012 201307716 002701000017 R 17 5250 8120000 238CF 0000074 20120026 OO3800950484 R 1 000 00 8130000238CF0000086 20130026 QOZZ0004018 R 1 000 00 Total R 19 562 50 Astogned Bills Assigned Payments Reterence Date Doc No Amount Reference Date Doc No Amount PTAOS 02454201001310 20121001 006100160048 R 1 355 500 53 8130000238EA0000012 20130778 0036011279058 R 17 552 50 TAAR 1 355 590 53 Totar R 17 55250 _ Remove Seiested Hems n A success message will display on completion and the account balances will be updated with the allocation Excise eAccount on eFiling User Manual Revision 1 Page 37 of 41 External FIN AM 03 Effective 19 October 2013 j FY SARS Func 7 ORGANISATIONS bA oaeanion acie oe IEEE rcs coe ee a Gaudet ena ALLOCATION CONFIRMATION ssued Savec Retums HWslory E a E 21250000 z rang 296909 Excise re aee Regisiration Number 201012365407 Ctent Reference 21206009 Your dearing instructions above have been successfully completed Copanue 3 4 1 Cash Top up selection option a The Cash top up option with a positive balance will be available for selection to perform an allocation of unallocated payments towards the payable balance b Go to the Account Maintenance screen and select the Cash
34. SV activation screen Perform Bulk and Adaitional Payments Ths role foes a user without ful Samin nights to perform buk and addtional payments Note If mo groups or roles are assigned to a user the user wil have mited access once logged into efiing Continue Back f On the other hand to create auser who should be able to edit and adjust the access rights of Excise account groups and users select the role of Manage Excise Financial Account This is only provided to users who should be able to edit and adjust the access rights of Excise account groups and users Excise eAccount on eFiling User Manual Revision 1 External FIN AM 03 Page 12 of 41 Effective 19 October 2013 VSARS Fins BB oromnomons s OWCA tinna amua CunfOMe aaae ict nani oee O User List U Exciseuser E s SER RIGHTS 2 For more information on groups and rotes please click here USER GROUPS L Select User Groups System Oetaut Excise Select User Roles SARS Regrstrabon Can r gisier taxpayers wih SARS to get tax reference numbers Manage Users Can create amp change users and assign them to groups L1 Manage Tarpayers Can create 4 Change taxpayers and assign them to groups Manage Groups Can create 4 change groups and users and payers to groups Excise Financial Account This role aloes users to maidan af nancial detal agansi an Excise Account Manage Defermera ISV Actreation This roie aloes users acce
35. To Date EsAinterm Amour 201310718 October 20131003 207410018 ROG g Only monthly Statements issued after registration on eFiling will be available on eFiling If the Statement of Account requested relates to a period before you were registered for eFiling the previously issued Statement of Account will only be available from an Excise office h Select the Monthly Statement of Account for display The Statement of Account can be paid by selecting the Make Payment option above ESA YSARS zs Statement Of Account Enquines should be addressed to SARS Contact Centre Branch CASH ACCOUNT 21296909 TEST EXCISE WAREHOUSE ACCO Francal Account Number 8130000238 UNTS TEST TEST Tel 0800 00 7277 Website WWW Sars Gov Za GOWA nS ee O Relerencr numba 21296909 f quote thes selves Dale 2013 10 03 q when contacting SARS Statement penod 2013 09 16 io 2013 10 03 Summary Information Excise Account Opening Balance 34105 00 Dedas 2168480 53 Payments 3100 00 Glasing Balance 213127553 Account Details f pas 813000073CF0000055 Mu 81200007 J5EF0000084 a Ware I The monthly Statement of Account can also be paid by selecting the specific Monthly Statement of Account and clicking on Pay Selected Item Excise eAccount on eFiling User Manual Revision 1 Page 22 of 41 External FIN AM 03 gt i CE Effective 19 October 2013 VY SARS riunc bow ate punes asewes niang
36. ank account name for use within the sysiem You may add as many bank accounts as you wish This will aflow you to pay SARS for VAT fram ome account and PAYE trom a diferent bank account if needed What can do in HIERARCHY o Hierarchy wil be released shortly Thes wil alow you to view all outstanaing tax retums cemstancing Leh Sutmeited returns payments mace a5 eti as values of multiple returns at group division or company level What is WORKFLOW and NOTIFICATION This service assists wih Conporate governance and reduces risk of lale retums and penalties WORK LOW ang NOTIFICATION Slows Ihe user 10 Sef me flow of Lax return Completion using a simpie ready for payment to be made to SARS Once payment is made an emai can be seri to another user to Sase hem Nat payment was effected Where a retan has nol been submitted Oy specified dale ferenders Can be sc atsted fo a Nominated user For example NODMC a50n Could De set up to Advise a user Of af fetus of Payments Nol Completed by 4 Speciic dale Say two Gays price lo Gue Gate b Tick the Excise Agent tick box for all Excise clients type in the Excise client number in the Reference Number field scroll down and click the Register button 7 SARS FILING FOR ORGANISATIONS s lt k ETTE GP uUa s4 t Ome ata ijui tt wy wP a Taxpayer List 21296009 Erose R Regsiet New IT Admin Penalty Relerence Number Change Detais ies Banking Detaits Please note hat you will aulocuinc amy be ac
37. aot be reversed k Click on the OK button VY SARS riunc ee Oaa FOS ee ar Ue Cunt tow cunes asewes Amie t eer ow t List 21296908 Excite ay R Confirm Payment initiation Summary of payment transaction detalis m isued Saved Retra Payment tor 1 item re ee Payment Request Date 2013 10 18 Spec Unes Account Name 21296909 Bank Name FNB CAMS Online Banking internet Banking Arri R 1366690 3 peace mt heads EAO Ea a button below a payment instruction wil be crested and sent to your bank which requires authorisation in order for the payment to be finalised Kindiy logon te your banking product to authorise this payment in order to release the required funds to SARS Please De awere that once a purprment is subsumed thes instrecton Canaot be reversed Meciage thom webpage Vou wil pay SARS R1ISS990 3 From account 2 On 2018 90 18 Paeame be aware thet Once a payment d subretied thn etitructen cannot Pemet l Payment transactions that are initiated on the eFiling site are sent electronically to the bank as a payment request Only after the user has logged into the banking product and authorised the payment request is the payment actually made to SARS Credit Push transactions are assumed to be irrevocable Excise eAccount on eFiling User Manual Revision 1 Page 30 of 41 External FIN AM 03 Effective 19 October 2013 m On the Payment Initiation Results screen click on the Continue button
38. ated Balances Statement of Account bssue Date Month Amount Payabte Due i 20131003 October R2 131 275 53 View AJ Request en CACC Cunt Payment B130000235E FO000365 R600 84 5 Account Payment 130000238 F 0000290 R 20 250 00 AwaBNG Authors aton Yox AJ Make 4 Payment If you want to check your most recent account balances click Refresh Balance under the eFiling Account Balance Summary section Please note The Refresh Balances button will allow you to refresh the screen to see the most recent balances from SARS which will be displayed immediately If real time information is not available an error message will be displayed Excise eAccount on eFiling User Manual Revision 1 Page 19 of 41 External FIN AM 03 Effective 19 October 2013 SARS Funge FOR ORGANISATIONS aen EET mrss cone Capayertst 95609 Ex R J Ta T eACCOUNT MANAGEMENT DASHBOARD ssued Saved Retums eFiling Status information Section as at 2013 10 18 History Ba Cent Name 21296909 Excise eF ling Status Account Balances Updated Atcount Rights gt Trading As 21296909 Excise SARS Notific aticers Number of iefters 0 a Regsiraton Number 2010712355407 Caent Reference 21296009 Transter Duty Account Number 8130000238 pms SARS nh SH ACOOUNT Special Linke wee is CU Account Balance Summa as at 2013 10 18 Prior Periods Currem Montn Total Balances Unai ated Payments R 37 105 00 R000 R 37 105 00 Tota Unpad Balance R 37 105 09 R 94 104 656
39. ber 2010112365407 Ctent Reference 212096009 Account Number 8130000238 SE a Posting OateERN DescriptionDue Date Transaction Values pane 20141001 PTAOS 02454201001310 i R 1 355 500 53 20141001 PTAOS 02454201001310 2010 02 26 R 1 355 590 53 l Once the correct declaration s and unallocated payment are selected click on Assign selected values Excise eAccount on eFiling User Manual Revision 1 Page 36 of 41 External FIN AM 03 Effective 19 October 2013 VY SARS Func gt v E ip ovcansanons Astegnes Bilis Reference Date Doc No Amount Reterence Date Doc No Amount ee Em coment ete Taxpayer List 21296908 Excise gt E3 Unsteared Gas Unallocated Payments uw Select Reterence Date Doc No Amount Select Reference Date Doc No Amount Z PTAOS 02454201001310 20141001 206100166945 R 1 355 590 59 SELECT NONE Total R 1 355 500 53 el 8130000238EA0000012 20130778 009601127955 R 17 55250 c 8120000238EA00000 12 20140778 002701006017 R 17 55250 a 8130000238CF0000074 20120026 003800050454 R 1000 00 8120000238CF 0000086 201096 QOz2no90s010 R 1 000 00 5 Total R 37 105 00 Assigned Payments is m The selection will then be displayed in the Assigned section This is the final review section and therefore care must be taken that the allocation is correct If the allocation is correct click on Submit Allocation VW SARS Fune B ip oreansanons MAE Omaa tian ay Le _ I O
40. button WY SARS FILING mad FOR ORGANISATIONS a Qrgansanon Add Users to Group Smki to Ongan Drop View Employee Registration ROUP INFORMATION Group Name AuRonsabon Level Poyreets Created Aamin Reparts System Octaut Samemes sie Yes 20 207 26 Rights Groups age Groups F hare Number Logn Mame ia Group Organsston Selu E Face 21035354 Teserasr279 7 G Test 123456789 Gemarnd4467 7 e eeee 35567 taaks1225 afsott346457 steft2241597 O Check AB Uexheck AB 3 1 4 STEP 4 Assign Create an Admin User a Once the Excise client number has been successfully activated you need to give a user the required administrator rights b An overall administrator the person who initially registered the Excise client number will be able to add users and give specific access rights to each user or group of users This user profile is normally owned by a company s financial department Other SARS taxes such as Value added Tax VAT and Pay As You Earn PAYE are already administered on eFiling and Excise will be an additional tax type on the organisation s overall profile The users who can be set up to access the Excise accounts may include operational staff that are responsible for submission of declarations and or making payments to SARS Excise for declarations The main Organisation s administrator needs to set up users who will be given access to the Excise accounts within the current eFiling Organisation s Add User f
41. ccount on eFiling User Manual Revision 1 Page 35 of 41 External FIN AM 03 Effective 19 October 2013 VW SARS Func W E ip oncmnsons ume ggio ane u Tm Taxpayer List 21296909 Excise ex EXCISE ACCOUNT MAINTENANCE Cent Name 21296909 Exe Trading As 21296909 Excise Regisiration Number 2010712355407 Cent Reference 21296909 Actounl Number 8120000238 Picase select a 88 and or Paymert and press Assign selected values to continue Unatiocated Payments li Select Reterence Date Doc No Amount Select Reference Date Doc No Amount PTAOS 02454201001310 20191001 gt R 1 355 590 53 SELECT NONE Tta R 1 355 590 53 81300002385EA0000012 20130778 003601127055 R 17 52 0 6130000238EA00000 12 21oTns 092701006017 Rar 8130000238CF000007 4 20130076 00350005048 R 1 000 00 8130000238CF0900086 201200026 R 1 000 00 y Tatai R 37 105 00 L Asai seteciod values rererere Amount Once you have completed your allocaton please click on the Subeet Allocation bufon in order for SARS to afiocale these payments k The details of the selected declaration and due date will assist the user to select the correct declarations and the specific unallocated payment which should be allocated against the declaration SARS riunc pe Y Bg roe IMAR OUMAMAATIONA aril Custom eeaweces ComMtacrt LOGOUT Taxpayer List 21236908 Excise KR TRANSACTION LISTING DETAIL Trading As 21296000 Excise Registration Num
42. ces 3 2 4 Excise Statement of Account ESA Payments 3 3 1 How to pay my account 3 3 2 Payment by declaration reference 3 3 3 Payment by due date 3 3 4 Top up payment options 3 4 Account Maintenance 3 4 1 Top up selection options o quau uu BWW W aAA PAWUWUWUYUNNNNN gt Ja OWANNANAANNN U Effective 19 October 2013 1 SCOPE This guide will explain account management functionality and show you how to perform the various functions of an eAccount eAccounts have been created by SARS for you to manage your own financial account The guide does not cater for Air passenger Tax APT clients at this stage 2 eACCOUNT 2 1 Introduction a As part of the Customs and Excise modernisation journey a number of system and process changes have been introduced to facilitate trade in South Africa At the end of 2012 the first phase of a new Account Management system was introduced to modernise Customs and Excise payment systems and methods b Clients have now been given full account management functions online on eFiling The Excise eAccount will provide users with access to their accounts administered at Customs or Excise offices Clients will be able to register their Excise client numbers in order to gain access to this management tool The eFiling eAccount allows full account management functionality per account for the client and reduces the necessity to interact over the counter at the Excise office c Clients must be a
43. click Organisation Tax Types in order to register your Excise client number This step may already have been performed as part of the registration of the Excise client code for filing purposes TTF TF T a G Ma Y SARS Fung P ORGANISATIONS 6 CEEA ar Uae some LL Ae STT Dt te we Taxpayer List 21296008 Erose s Company Agora Pty Lid Description Compan C ChOrgansation Instructons on how to use thes section do i register a new organisation Cikk on Register New Complete the required detais Who receives the notification that the returns have been issued e Witten REGISTER NEW and CHANGE DETAILS there is an OPTIONAL DETAILS area The CONTACT PERSON listed here is the indridual who w receive the retums notification The contact detas are ae Compicted win he dctats of the user who ts logged in however this may be changed Oy ihe mew getats and c ckieg on comfnue How do register an organisation for PAYE SOL VAT and IRP6 Choose Ihe company you wish to register tax returns for trom the drop down Dos labeted Taxpayer Lst which is s uatod on the ng hand side of Ihe menu Ovions above CRE On ORGANSATION TAX TYPES and compiete Ihe relevant tax return type reference mumier These wit be verified wih SARS and your retumis wil be sued winmm 48 hours How do enter additional bank accounts to use for paying SARS CORK On BANKING DETAILS and compiete Ihe bantong deiis Each Dank account enlered wil be shored under the D
44. ctionality Then click on Open to edit the access for the group SARS riunc Bo ORGANISATIONS a eae ORGANSATIONS ar usa OvT tOME UULA foe FOCA f Hany Di Taxpayer List 21296909 Excise HK ai Access to Payments e Select Excise Agent and click on Update which will give this group access to the Excise eAccount SARS Fung BG ooeanenon ge bh CEEA ON tte Cust Ome ee T n t Aer oie Taxpayer List 21296908 Excise fay E gt sg Orgamsation UPDATE GROUP DETAILS Grovp Name AGmIn Reports Asthoenatoe ovet Submissions Rights Groups Access To Peymests Taz Typet 7 Provisional Tas RPS 7 VAT20 Organsation income Tax TTRt4ANTI2ZEMT12TR T indvidual income Tax 7TR12 Emgioyee s Tax EMP201 SITS Secondary Tax On Companies STC 2 ENPS01 Sutewssion 7 PAYE Admin Penalty IT Admn Penatty Traeafer Duty L AASB Agent Appoeiiment Ranks Dividends Withhokiing Tax DWT F AASB Agent Appomiment Emptoyers T AABB Agent Appowiimert Other 7 iT3 Medical Scheme Contnbuton di insurance Payment Do pou want fo import taxpayers from an exising group Yes No Mipcate Dette Group Back Check Al Uncheck Al f Click on Manage Payers VY SARS riunc BG oreererrions NS ny oy Pe Taxpayer List 21296908 Excite fay os 8 Organtsation G Detait Empicyee Registranen Setup New Group AGmin Reports Rights Groups Group Name Auithonsatron Level
45. e the User Menu offers you a variety of options to Profile manage all your personal eFiling detalls Some of the tunctionality offered Is explained below Change Own Password Pending Registration The Change Details page splays your personal and demographic miormation as captured during the registration process Should any of ths informabon change you may select the Change Details option and update the necessary changes to your eF ing profie The Banking Detalis page stores a record of the banking account that you have elected as the choice of account for eFiling payments You may access thes menu tem to view your details add a new account delete an account or make changes to the information against your existing account Asan havidual TaxPayer your proffe only allows you to be registered tor one of Personal income Tax Provisional Tax or a Combination of both Personal Income Tax and Provisional Tax The Tax Types menu option allows you to view the reference numbers of your registered tax types and the status of the retums for each of these You may aso activate or deactivate one or both of these tax types To activate a tax type sect the checkbox of the required tax type inser the tax reference number select a tar office and then click on Register To deactivate a tax type de select the checkbox confirm the request and then click on Register Ifany of your tax types were previously registered and are existing against a d
46. ed for payment Payment against transactions included in this statement must be made using the payment process in paragraph 4 3 c In order to understand the detail contained in the Statement of Account please refer to the Customs and Excise Statement of Account CSA ESA Guide on the SARS website d To view a monthly Statement of Account select the latest ESA from the Statement of Account section on the eAccount Management Dashboard screen or select View All to select from previous ESAs 7 SARS riunc 5 FOR ORGANISATIONS y a aunes sneven Taxpayer List 21296909 Excite N isi eACCOUNT MANAGEMENT DASHBOARD bsuedSaves Rems NN Hator Cent Name 21296909 Emise eFiing Status Accoun Balances Updated Account Rights Trading As 21296909 Cuse SARS Notificatiors Mumie of letiers 0 AC COUN Maintenance Registration Number 201012365407 Chent Reference 21206909 Actounl Number 81200090238 SARS Branch CASH ACCOUNT eFfiling Account Balance Summa as at 2015 10 18 Priore Periods Current Month Total Balances Unano ated Payments R 37 105 00 ROO R 37 10500 Total Unpaid Balance R 37 105 00 R 041 1041655 84 R 94 057 560 84 Refresh Balant es View Detased Batinces Statement of Account Pssue Date Month Amount Payable Ove ESA Mooiny 20131003 October R 2 131 275 53 View AJ Request meen Recen Payment Reference Number ount P eA count Payment 8130000238E F0000365 R600 64 Awam Authorsaton GAccOunt Payment 8130000238
47. es A Groep Mame ne mccountRegnts a Account Maintenance ess ToView AccessToMantam Access ToPayments Transfer Duty pente Grove Sok l Select the group which needs to be set up and click on Open to set up the group s access rights VW SARS Fung erer 4 vas mOAWEATION AIDA CULTOVA DUTIES a Leves awii G OWL 7001 Taxpayer Ust 21296809 Excise rs R Excise Financial Account Access Rights tssued Saved anans E Group Name Access to View Assess to Maintain Assess to Payments Open Accounts Users Tranater Duty m ves Yes Manage Payers Manage Users Westem Cape Region Yes Yes Yes Open Manage Payers Manage Users m Select the specific access which the group needs to be able to perform a specific function and click on Update to save the access rights Please ensure that the access rights are aligned to the correct persons group Once you have made your selection click on Update 7 SARS riunc gy creeesrions wae fi Sas OA ee Tat oP Uae cium tone runes aceves Serie E tact cou Taxpayer List 21296908 Excise m R Eacise Levies A ns UPDATE GROUP DETAILS Gtowp Name Wester Cape Region CSARS hy e S OON E ecm To Meah M Acree eum i sr Say Cm Transter Duty j Speco Links n If you want to delete a Group Name you need to click on Open Excise eAccount on eFiling User Manual Revision 1 Page 14 of 41 External FIN AM 03 Effective 19 October 2013 y BG orsersriens mAr DuiAMAAtins aua Dutos punes asewes
48. g your profile to Organsiation allows certain added features including access to the Excise eAccount If you are already registered as an Organisation proceed directly to STEP 3 lil STEP 3 Activate your Excise client number on eFiling if not already activated for Excise filing of accounts This allows SARS to activate your Excise profile on SARS eFiling using your Excise client number iv STEP 4 Assign Create an Admin User This is the person within your organisation that will have overall responsibility to assign users and amend user access rights for the Excise eAccount what is referred to as the role Manage Excise Financial Account You also have the ability to restrict this depending on your requirements This will determine which user can perform STEP 5 If you are already an existing eFiler with an Admin User you have the ability to also assign this person as the Excise Admin User Alternatively you have the ability to assign a completely different person to manage these Excise functions v STEP 5 Create users for the Financial Account This is the most important step in the process as it allows one to set up user profiles aligned to your organisational structure An organisation that operates licensed premises across different branch offices will have been assigned a separate financial account for each registered licensee each separate Excise client number will have a separate financial account In this step one is able
49. garding Customs payments visit a Excise branch call the SARS Contact Centre on 0800 00 SARS 7277 visit SARS online at www sars gov za and or contact your own advisors Excise eAccount on eFiling User Manual Revision 1 Page 41 of 41 External FIN AM 03
50. grouped within the Cash Top up balance B The allocation of the payment or unallocated payment for this option will be allocated to any unpaid declaration on account and should only be used if you do not specify which declaration needs to be paid C If any Top up grouping option is selected the amount displayed as the payable value can be edited on the next screen if payment needs to be made However in the event of account maintenance the allocation will be done against the full value It will be done from the oldest unpaid declaration to the most recent and no editing is available lil When making payment or allocating a credit please note the following rules A Each PRN is linked to a specific declaration or grouping of declarations The first ten 10 digits of the PRN represent your financial account number B Any excess payment that remains after clearing all declarations that relate to the PRN will remain on the account as an unallocated credit C Where there is an underpayment the payment will first allocate to all cash declarations that are linked to the PRN The payment will allocate to the oldest unpaid declaration first Remaining declarations will remain on the account as unpaid D If a Top up payment is selected payment will be allocated to the oldest transaction in the group E When paying a Top up the client may edit the payment value f The standard eFiling payment process is used after selecting the
51. gstradon Number 201012365407 Date Regetered 20130726 Ome Registered 20140726 INCOME TAX QUICK SEARCH Prease enter your income Tax Reference Number SEARCH South African Revenue Service VY SAR ISSUING OF 2013 IRPSATHa UNTIL FURTHER NOTICE Employers ar advised Mal where an Empioyee income Tax Cerificate IRPSITa needs 10 be issued for he 2013 transaction year poor 10 August 2012 submission fo SARS mese IRPSAT 3a certific ales wil have 10 be issued from the employer s payroll system or where no payroll system is used a manual certificate Manual certificates can be requesied from any SARS branch or the SARS Contact Centre on 0800 00 SARS 7277 i Click on Account Rights Excise eAccount on eFiling User Manual Revision 1 Page 13 of 41 External FIN AM 03 Effective 19 October 2013 SARS ri ING a pj er ee III as or th gaan sao ne Qa Lace Ineca Account Access Rights who New Grou j Select Setup New Group and name the group to easily identify the specific use branches staff members or access rights SARS r ILING Be ORGANISATIONS wae Sere ION OF ee Dus tona punes aseves IMa et Sac socu Taxpayer List 21296909 Excise m R Access To View Access To Maston Access To Payments Agd Detete Group Back k Capture the required group name and click on Add VY SARS pein FILING D Be ORGANISATIONS HONA SPU Cu tona IMa t taz TT T List 21296909 Excise X Eucme Levi
52. hen be followed VY SARS riunc D B ORGANISATIONS eg ae TIDS Aa LAA EZE annv 4 ear ans Taxpayer List 21236908 Excise C Eacme Levies A Duties Payment Details Tip You can submit payments ary time wth an effective dale of the payment due date The payment wil only be processed on Ihe effectwe date Note ASSA Direct payments can only be mace and authorised on the same Gay Please be aware Mal you don t authorise your payment today f wil be removed from Ihe ABSA Direct system by tomorrow Account Name Seleti bank account Payment Request Date 201 vores Ph 0c 2013 Pease use Te torre yyy meres Payment Amount R 1355590 53 Comments Picase make sure thal you complete the payment process and receive a payment reference number as proof of payment autiamom Pay Now Cancel Payment Summary 3 Tax Reference Number Due Date Tax Amount Penalty Amount interest Amount Amount Due 21296009 1355500 53 co o g The bank details should be set up when registering on eFiling Remember that only credit push payments will be allowed for payment of Excise declarations and a reminder message is displayed in red gt y In the Payment Details section select the bank account that was set up as a credit push payment type V SARS Fung Bi eranen 4 g Se a FOS ar ue Cum tome cumesaaewes IMM t IA e Taxpayer List 21296909 Excise fay E gt ay s v iav si Retan bsued Smed Retums Tip You can submit payment
53. ifferent Tax User e g a Tax Praciitioner and you would like fo have mese tax types registered under your own protte you may request a transfer of the tax type from the appticable tar user by selecting Ine Request Tax Types menu opton Your current profile reflects an Individua Website Personality which limits your eFiling functiomatty as well as the Retum types that you are allowed to be registered for If you may need to submi a further retum type or would like to add a TaxPayer or Tax User to your profile you wil need to swtch to an Organsabon or Tax Practitioner Personality This menu option wil allow you to request a transfer to a diferent profile Selecting the Change Own Password option allows you to change your eFiling password and update both your password hint and secunty question In the unfortunate event that you forget any of yow login information these details will assist us In identifying you pror to us ether resetting your password or sending you the desired information b Select Change Website Profile Excise eAccount on eFiling User Manual Revision 1 Page 5 of 41 External FIN AM 03 Effective 19 October 2013 S Fiuinc Lal FOR INDIVIDUALS RETURNG GEAVICES CONTACT LogourT user tist J Doe User Jane Doe Login Name User123 Instructions on how to use this section How do I use the User menu As the only User against your Individual TaPayer profile Ihe User Menu offers you a variety of options to manage a
54. ise PAYMENT SUMMARY 21296909 Emise 21296909 Excise 2010712365407 21296909 8130000238 Select Reference Posting Date Doc No Due Date Amount PTAOS 02454201001310 20131001 006100166045 20700226 FR 1 355 590 53 Carton Dane Pare Back Tota You cannot edit the value for declarations and the full declaration will be paid See Payment by Due date below if the declaration has different due dates and only a part of the declaration which is due must be paid You can save payments by clicking on the Save Payment button if payment will only be done later A message will be displayed to show that the payment has been saved e Click on the OK button to proceed with payment WY SARS Func rae silvt tes aP HA Gug i Nui Dum s a Levies Ta ual ocmi Be ORGANISATIONS i R Taxpayer Lisi 21296909 Excise PAYMENT SUMMARY Client Details Cent Name 21206909 Excuse Trading As 21296909 Erose Transter Duty Registration Number 2010012365407 Special Links Chent Reference 21296000 Actounl Humber 6120000238 Select Reference Posting Date Doc No Due Date Amount PTAOS 02454201001310 20141001 006 100166945 201002726 R 1 355 560 53 Pay Now Save Payment Back Tota o Proceed to make Mri peyrmert now gt Excise eAccount on eFiling User Manual Revision 1 Page 28 of 41 External FIN AM 03 Effective 19 October 2013 f The Payment Details screen will be displayed and the standard eFiling payment process can t
55. ith all unpaid declarations due on the requested date 7 SARS Fung aii BAe Cwmeneneticne amua Metia punes Aceves savo t MaA Taxpayer List 21296909 Excise 2 PAYMENT SUMMARY Client Details Cent Name 21296909 Erose Trading As 21296009 Euse Registratos Humber 2070012365407 Chent Reference 21295909 Actounl Number 8130000238 Select Reference Posting Date Doc No Due Date Amount PTAVS 0003020700331C 2013 1002 006100766906 20100423 R2000 PTAVS 0004820100331C 20131002 006100167006 20100423 R 812 000 00 Pay Now Save Payment Back Tot c To view the details of a specific declaration click on the Doc No SARS Fung BG cosine MAR CMNAReRA Tie amuna ee Onan cures asevies gQeawces casi OO taxpayer List 21296908 Excise gt 2 PAYMENT SUMMARY Client Details Chent Name 21296609 Etse Trading As 21296009 Excise Transfer Duty Registration Number 2070012365407 ST Pe Chent Reference 21296909 Actounl Number 8130000238 Select Reference Posting Date PTAVS 000302010033 1C amao QD 20100423 R90 PTAVS 0004820100331C 20131002 uS 20100423 R512 000 00 _Pay Now Save Payment Back Tot d The Excise Transaction Listing Detail screen displays the details of any declaration selected SARS Fung By crsesricws 4 ven Cena tice writen eta punesasewes sN STET mea 1 Lst 21296008 Excise AN gt a Wily ee aa Account Rights Account Maintenance masadco usr Dat cette 212
56. iuinc y Sel Please provide your login details This is your genersted login name lie jonndSS87 Login malan3269 amp Password eesseseeees For a reminder of your username or to reset your password click here Your Password is now Case Sensitive Please note that for security reasons this system has been implemented with a timed session expiry lf you do not use the system for a prolonged period of time you will receive a Session Expired notice and you will automatically be logged out This time period has been set for 20 minutes If you expect to be away from your desk please ensure that you save your current work You should however once you have logged in not leave this system unattended Internet fay 100 3 1 2 Step 2 Update your eFiling profile to an Organisation a In order to allow an Excise client number to be activated you need to set up eFiling as an Organisation If you are a registered individual on eFiling go to the Home page on your profile refer to screenshot below in order to change your eFiling profile This step may already have been performed as part of the registration of the Excise client code for filing purposes y SARS PFiunc led FOR INDIVIDUALS Ce E Login Name User123 Banking Details instructions on how to use this section Tax Types Transfer Requests How do I use the User menu Change Website As the only User against your Individual Tax ayer profil
57. ll your personal eFiling details Some of the functionality offered is explained below The Change Details page dsplays your personal and demographic information as captured during the registration process Should any of this information change you may s ect the Change Details option and update the necessary changes to your eF ling protie The Banking Details page stores a record of the banking account that you Nave elected as the choice of account for Filing payments You may access tis menu item to view your detais add a new account delete an account or make changes to the information against your existing account AS an meavidual TaxPayer your profie only allows you to be registered for one of Personal income Tax Provisional Tax OF a Combination of botn Personal income Tax and Provisional Tax The Tax Types menu Ophor allows you to view Ine reference numbers of your registered tay types and the status of the retums for cach of these You may aso activate or deactivate one or both of these tax types To acbvate a tax type select the checkbox of the required tax type insert the tax reference number select a ta office and then click on Register To deacbvate a tax type de select the checkbox confirm the request and then click on Register if any of your tax types were previously registered and are existing against a different Tax User eg a Tax Practitioner and you would like to have these tax types registered under your own
58. nce Summar os ot 2013 10 17 Prior Periosds Current Month Total Balances Unallocated Payments R 37 105 00 R000 R 37 105 00 Total Unpaid Balance R 37 105 00 R 94 034 600 84 R 93 997 495 84 Retesh Balances View Detaled Balances Statement of Account issue Date Month 2013 10 03 October Amount Payable Due R 2 131 275 53 View All Request menm Recent Payments ayment Reference Number y Amount Payment Status 81300002I9EF 0000290 R 20 250 00 Awaiting Authonsation View AJ Make a Payment d The eAccount Management Dashboard screen for the selected financial account will now be displayed Please note The Dashboard screen displays the client details status related information and a summary of the account balance You will also be able to select a Statement of Account view transactions and make or view payments history V SARS Func i ORGANISATIONS a EASA A z 63 eACCOUNT MANAGEMENT DASHBOARD eFiling Status information Section as at 2013 10 18 Cent Name 21296909 Exe eFang Status Accoam Balances Updated Trading As 21296909 Excise SARS Notifications Number of iefiers 0 Regsiraton Number 2010712355407 Caent Reference 21296009 Account Humber 8130000238 SARS Branch CASH ACOOUNT eFiling Account Balance Summa as at 2013 10 8 Prior Periods Currem Montn Total Balances Una ates Payments R 37 105 00 R000 R 37 105 00 Total Unpad Balance R 37 105 09 R 94 104 6565 84 R 94 067 560 64 Refresh balances View Det
59. nder In Group 7 SARS Fung BG comers s ome amp ee wales aru u touna punes a seves Lh t DAA P Taxpayer List 21296309 Excise R Add Users to Group ROUP INFORMATION Group Hameo ew Manius Pay Created Western Cape Region ves ves Yes 20141018 hare 1D Rumter Logn Ware in Growp Transtwr Duty E Excise 21835354 Tester957279 Special Links G Test 123456789 Gethard4467 e ccce s55567 taaks1225 aa ateatr4e457 45412341507 U ExciseUser Exc 12345 ExciseUser5245 CD Save Back Check AR Uncheck AR Excise eAccount on eFiling User Manual Revision 1 Page 16 of 41 External FIN AM 03 Effective 19 October 2013 v Click Save and OK if the selection is correct YW SARS Fung a Bc as Ba Ey SE Add Users to Group FOR ORGANISATIONS 7 a ROUP INFORMATION s Group Name View Manise Pay Created Western Cape Regon yes ves yes 2013 1018 Name ID Number Logn Name i Groep E Otse 21835354 Tesier957279 G Test 123456789 Gethard4467 4 cee 555567 tawks12775 aa atedttoe4s7 9112341507 U Ew speliser Eur 127345 ExcheUserS245 7 save J k Check Al uncheck Al w The message Group successfully updated will indicate that the changes or selection was saved xX The administrator may now inform each of the newly created users of their username and initial password The individual users may then log on to eFiling using the username and password provided eFiling will immediately require a new password and the user
60. nt Pena Amount interest Amount Amount Ove 21206909 Excise 21298000 2131275 53 0 00 000 213127553 Total R 2131275 53 Select the want to request an Interim Ad Hoc Statement of Account option and click on the Request button The Interim Statement of Account will only be available after 24 hours ie SARS Fung BG creano me comsmmaticnn anum Gorn R iai comment iene taxpayer Lst 1206000 excese N STATEMENT OF ACCOUNT Chent Name 21296609 Erse Trading As 21296909 Excise Registration Number 2010712365407 1 Chent Reference 212796000 L Actounl Number 8130000238 Lines Request interim Statement of account i want to request an interiny Ad Hoc Statement of Account Back to Dashboard Monthly Statement of Account issue Date Month Amount Payabee Due ESAMoraniy 2013 1003 October R211 275 53 Ven Aa Pay Selected tem Interim Statement of Account Issue Date Month From Oste To Date Amount Payabie Due ESA mtenm 201310718 October 20131003 20141018 ROO Should you have already requested an Interim Statement of Account and it already displays on your eAccount you will receive a message Review requests made information was already supplied For instances where you have already requested an Interim Statement of Account on a specific day and you request it again you will receive a message Duplicate request and the Interim statement will still be available the next day VY SARS riunc a ORGANISATIONS
61. of our ongoing efforts to keep you ihe taxpayer informed we send out penodi ommaunications efther via email or SUS Piease indicate whether you would the to be included in these communcatong Yes tio ee belies Ms igiene joes Pret you mey wer le dapive Register Reset Optonal Detais Fax Number Designation Postal Address d A user may be created with no role e To create a user who should NOT have the Manage Excise Financial Account user role you do not need to select any user role No user role should therefore be selected for a user who will not be able to edit and adjust the access rights of Excise account groups and users WSARS Fung uu CAAA IONA atia stows mataa iici s wane Change Detass 2 For more information on groups and rotes please click here user onours R Dacci SelectUser Groups TI Sysiem DOefsun My Administrators J Excise rooms Select User Roles SARS fepnaton Can register taxpayers wih SARS to get tax reference mummbers FOR ORGANISATIONS User Lit U ExciseUser Manage Users Can create amp change users and assign them to groups Manage fT arpayers Can create 4 Change laxpeyers and asap Dean to groups Manage Groups Can create 4 change groups and assign users and payers to groups Manage Excise Financial Account This role aloes users fo maidan al tnancel detal agensi an Excise Account Manage Deferment Acc curt ISV Actnraton This rote aloes users access to the
62. played In the event that you have limited access to selected user groups as explained in paragraph 4 1 5 STEP 5 only those financial accounts linked to the user group will be displayed WY SARS Fung Eg oroameanone Request Rew eAccount Financial Account Selection Client Namo Account Rights nii 21296909 Excise Aom Maintenance Tranaior Diery Specie Links 21296909 Excise 2010 123654 07 Client Reference 21296909 i CE SELECT ACCOUNT NUMBER SARS BRANCH STATUS 8130000238 CASH ACCOUNT ACTIVE View Dashboard Refresh Accourt List Excise eAccount on eFiling User Manual Revision 1 Page 18 of 41 External FIN AM 03 Effective 19 October 2013 C Select the applicable account number and click View Dashboard Refresh Account List The requested account is made available for the specific user to work on according to access rights granted by the administrator 7 SARS riunc ORGANISATIONS Zz USERA OFRGANIG4TIDNG RETURNS STONE SERVICES CONTAC Oot Taxpayer List 21796909 Excise r A Excise Lovins B Diuitins Request Retum eACCOUNT MANAGEMENT DASHBOARD Client Details pr Status Information Section as at 2013 10 17 Account Rights cn Name 12969 pares ofr Accoum Balances Updated Account MainEMaNC Fegsiramon Number mwas e ee Tranaiae Diety C nt Reference Account Number 8130000238 ms a mie SARS Branch CASH ACCOUNT eFiling Account Bala
63. r Kame Customs Code Account Number Name Account Nummer SARS Branch 21209009 Lacspe 6133000234 TASH ACCOUNT Save Dack Chek Al Uncheck all r Click on Save and OK if the selected account is correct Excise eAccount on eFiling User Manual Revision 1 Page 15 of 41 External FIN AM 03 Effective 19 October 2013 VSARS Fune E ip oncnusarons z mth ONteekatice au Duero cunes asewes Amerie t mear aa Taxpayer List 21296909 Excise x R Link Taxpayer Accounts to Group Customs Code Search Account Nummer SARS Branch 5132000738 CASH ACCOUNT 7 Memege Som webpage e Are you uee you want to contmue S The message Group successfully updated will indicate that the changes were saved and then Click on Back 4 has GAMEATIOM tliat cGueToMe ures Aceves mrc oaz me Taxpayer List 21296909 Excise v R Link Taxpayer Accounts to Group Taspeyer hame Customs Code Cseh Account Hummer SARS Branch t Click the Manage Users button to select the users who need to perform the specific actions on the selected accounts WY SARS riunc Mij oroaneanons g g See ee E er ee Dus tona punes aseves SWV A AA EALS Taxpayer List 21296909 Erose gt R Excise Financial Account Access Rights Group Name Access to View Assess to Maintain Access to Payments Transfer Duty Special Links u Select each user who needs to perform specific tasks relating to the group by clicking the tick box u
64. rrect PRN being specified which prevents the system from automatically allocating the payment These unallocated payments need to be allocated by you Payment allocation serves to receipt the payment against declarations thus marking them off as paid settled d Monthly Statement of Accounts will be made available for each calendar month The latest issued Statement of Account will be displayed on the dashboard for ease of use 3 2 2 To access the dashboard follow the steps below a Select Duties and Taxes and choose Account Maintenance SARS riunc g ORGANISATIONS eG ee a A 1 ern ero wa Taxpayer List 21296909 Erose m R USER DETAILS User Name Eise E Tradng As Name 21206009 Excise Login Name Tesnergs7279 Regstrason Number 201012365407 Date Regstered 2013 07 26 Date Registered 2012007 26 INCOME TAX QUICK SEARCH Pease enter your Income Tar Reference Number SEARCH YF SARS Revenue Service ISSUING OF 2013 IRP5 ITMa UNTIL FURTHER NOTICE Employers are advised hal where an Empioyee Income Tax Certificate IRPSITS3 needs to be issued for Ihe 2013 transaction year poor lo August 2012 submission fo SARS nese IRPSIT a Cerfificales wii have to be issued frost Ihe employer s payrol system or where no payrol sysiem s used a manual ceriicate Marius cerfificales Can be requested form avy SARS Danch of Ine SARS Contact Centre on 0600 00 SARS 7277 b The eAccount Financial Account Selection screen will be dis
65. s i l i Trading As 21296909 Excise Regsiraton Number 201012365407 Chent Reference 21296909 Account Humber 8130000238 Pease select a Bl and or Paymert and press Assign selected values lo continue Uncteared Bais Unallocated Payments u Select Reference Date Dot No Amount Select Reterence Date Doc No Amount C J Cash Top Up Payment R 94 087 113 34 C SELECT NONE Total R 94 087 113 34 A 8130000238EA0000012 201307 6 002701006017 R 17 55250 8120000238CF090007 4 2013096 OOOO R 1 000 00 8130000238CF0900086 2013096 QO220004018 R 1 000 00 Total R 19 552 50 Say seiecied waives Astogned Bills Reference Date Boc No Amount Reference Date Doc No Amount e You have the option to select multiple declarations but top up options will only display the selected top up option The selected uncleared bills can be allocated against a single unallocated payment f Once the Assigned Bills and the Assigned Payments are displayed click on the Submit Allocation button SARS riunc ayo ons y Ti ERE OWUhAshatias ane ay cote ance Taxpayer List 21296909 Excise v R EXCISE ACCOUNT MAINTENANCE Client Details f te Unallocated Payments Reterence Cate Doc No Amount Select Reterence Date Doc No Amount SELECT NOWE 8130000238EA0000012 2013407 186 002701006017 R 17 54250 B120000238CF 0000086 20120026 002200004019 R 1 000 00 l Total R 18 55250 Assigned Bills
66. s any ime win an cfiectve date of the payment due date The payment wil only be processed on the effective cate Niy a Note ASSA Direct payments can oniy be made and auihonsed on Ihe same Gay Please be aware Thal f you don authorise your payment loday A wil be removed Irom Ihe ABSA Direct system by lomorrow Account Maintenance 3 Transfer Duty Special Lines Accounl Hame 27296909 Bank FNS CAMS Online Banking internet Banking Accounl Number 62001642356 Req crn 20141016 Bre oct 2015 lees Pre terre yyyy m a Payment Amount Comments Pase make sure tat you complete the payment process and receve a payment reference number as proof of payment mliation Pay Now Cancer Payment Summary x Tax Reference Number Oue Date Tax Amount Penalty Amount interest Amount Amount Due 0 00 Name 21296909 Exrise 21296909 1355590 53 i Click on the Pay Now button Excise eAccount on eFiling User Manual Revision 1 Page 29 of 41 External FIN AM 03 Effective 19 October 2013 VY SARS Func ae ORGANISATIONS me Tm aAA T ae anang Daug lat oumes seves bho i NACT ANC Taxpayer List 21296905 Excise w R TITTET SL Payment Details Tip You can submit payments any time win an efiectve date of the payment due Gate The payment wil only be processed on the effective date tssueq Saved Returns wy E o Note ABSA Direct payments can oniy be made and authorised on the same Gay Peaa
67. se be Sware Mat you Goni authorise your paymanmi Account Rights foday A wil be removed from Ihe ABSA Drect system by tomorrow Account Maintenance Transfer Duty Special Links A tounl Name 21796009 Bank FNB CAMS Online Banking internet Banking Account Number 62001642356 Pay 20141018 Be oct 2013 Piec me he terme yro e ad Payment Amount R 1355590 53 Comments Pease make sure Bhat you Complete fe payment process and receve 4 payman relerence number as pene OF partner Panabo Cancel Payment Summary Tax Reference Number Due Date Tax Amount Pena Amount interest 7 aki alas ss 21295909 1355590 53 oo Total R 1365500 53 j Confirm payment initiation by clicking on the Confirm button SARS riunc BG eramen Ae Omtata emda Guaros punes Aceves Iaat Commer oe Taxpayer List 21296908 Excise C Confirm Payment initiation Summary of payment transaction detals Payment for 1 item Amont R 1355590 53 Payment Reques Date 2013 10 18 Account Name 21296909 Bank Name FNB CAMS Online Banking internet Banking Please note that by clicking on the Confirm button below a payment instruction will be created and sent to your bank which requires authorisation in order for the payment to be finalised logon to your banking product to authorise thes payment in order to release the required tunds to SARS Cancel Please be aware that once a payment is subented thes instrecbom Can
68. ss to the ISV actwaton screen Perom Bulk and Additonal Payments This role aftoes amp user without ful Samin nights fo perform buk and acdtlional payments Note If po groups or roles are assigned to a user the user wil have ienited access once logged into efiing Continue Back Review the user summary and click Continue Q SARS riunc WCAmeeticne hither CurlOme ter eee hwch aD 8 CoMtes ee User List U ExciseUser a USER SUMMARY BASIC DETAILS Login Name ExciseUsers245 Mr User ExciseUser Emai EwsegEx coza Telephone Humber 0t1 12345678 a GROUPS SELECTED Excise ROLES SELECTED This role aliows users fo maintain all fnancial detall against an Excise Account Piease make a mote of the login name and give it only to the user for whom it is intended _Comanue Back Pring Summary _ a gt To manage Account Rights click on Duties and Levies To set up Groups and link these financial accounts click Account Rights under the tab Excise Levies amp Duties This will allow the administrator to set up groups select the accounts linked to a group and link the users Note that users can only be set up by the administrator of the Organisation s eFiling profile and needs to be done prior to maintaining groups WY SARS riunc W Mi roenan De oe Arae CD oat a Taxpayer List 21296909 Excise v HK utes USER DETAILS User Name Excise E Trading As Name 21206000 Excise Login Name Tester957279 Re
69. ssigned their own unique financial account before being able to use and benefit from the eAccount d Excise licensees registrants will automatically receive their own unique financial account This financial account is treated as a national account and will be used for all declarations processed at the various Customs or Excise offices e The eAccount does not cater for declaration processing but only deals with aspects relating to managing accounts with SARS 2 2 Overview a The following functionality is available on eFiling for the client I Administration A Register the client s Excise client number s and set up access rights for other users ii View my account balance A This provides clients with an overview of their financial account s as processed in the current or previous accounting periods B Unallocated payments and credits are also visible iii Statement of Account A Will allow the client to view previously issued progressive Statements of Account as well as to request a Statement of Account from the current month including all transactions up until the date of request B The information displayed on the Statement of Account is summarised and does not reflect detailed information For more information on the Customs Statement of Account please refer to the guide on the SARS website iv Payments A Will allow the client to request specific or a grouping of declarations and make payment against these items v
70. ted Batinces ESA Monthey 20131003 October R2 131 275 53 View Al Pa mt Reterence Number Payme 4 813000023HEF 0000416 R1355 590 53 Awaing Authorsaton 81 30000228EF 0000365 R 600 84 Awanng Auihorsaton 81300002E 0000290 R 20 250 00 Awwaiing Authonsaton Make a Payment 3 3 3 Payment by due date a If you want to make a payment by a due date select and enter the Due Date and click on Proceed to Make Payment This option will be used where a single declaration has multiple payment due dates and a payment must be made per due date WY SARS riunc a ORGANISATIONS e van eee ee atiae punea asewes amat AeA we Tax List 21296909 Excise gt R Eacme Levies Duties acne Fel EXCISE PAYMENT OPTIONS bsued Saved Retums Client Details Ny or bent Name 21206500 Earese Account Rights Trading As 21296909 Etse Account Maintenance Registration Number 2010712365407 Cient 21296909 Transfer Duty Account Number 8120000238 2 Vines as at 2071018 16H34 Prior Current Month Unpaid Cash Balance R0 00 R 94 104 665 84 R 94 104 665 84 Unaik ateg R 37 105 00 R000 R 37 105 00 Uraikx ated Credits R000 ROOD R000 Total Unpaid Balance R 37 105 00 R 94 104 665 84 R 94 067 560 84 Refresh Balames woukl tke fo make a payment try Declaration Reference Due Date POTO0W25 w Excise eAccount on eFiling User Manual Revision 1 Page 31 of 41 External FIN AM 03 Effective 19 October 2013 b The Payment Summary screen will be displayed w
71. tivated to recenwe SARS nottes for Eus tax type onine re a Request Tax TYPES Dividends Withholding Tax DWT S Reference Number WAT Vendor Search Tax Ofke Please note that you wi aulomaic ally De activated to mceive SARS notices for es tax type ontne Customs Agent Referee Number Status Saxcessfuly Actwated IT3 Reference Number Tax Office Pinate nole Meal you wil aulomaicaly be activated to recent SARS notices for Pus tan type onine Medical Scheme Contribution Reference Number Tax Offee Pease note hal you wi sulomaic aly be activated recerve SARS hottes for pus tax type onine Insurance Payment Relerence Number Tax Office Please note et you wl sutomaic aly be actrwated fo recewe SARS notes for Ors tax type onine Regster Reset C The system will check if you are an active user If you are not registered an error message will be displayed You must then register on eFiling or contact the SARS Contact Centre on 0800 007277 The status will be updated once the Excise client number is verified and activated This process may take 24 hours Excise eAccount on eFiling User Manual Revision 1 Page 7 of 41 External FIN AM 03 Effective 19 October 2013 d After registration of your Excise client number you have to add Excise to the Organisation tax types to allow eAccount functionality Select Manage Groups under Rights Groups and select the required group which will be using the eAccount fun
72. unction C If you are an existing eFiler and you would like to extend your current Administrator s rights to Excise select the User tab and select Change Details to extend the current administrator s role to also include the required administrator Excise functionalities If a new person is to be assigned select Register New Excise eAccount on eFiling User Manual Revision 1 Page 9 of 41 External FIN AM 03 Effective 19 October 2013 VY SARS Qriunc BBG crererrions az OP 1 Lbtiee Cutie mwita a LAUS Barents wea ve User List E Excise m E User Ur Jacques Boshof i Name Arora3 768 Instructions On how to use thes section How do I use the User menu The User meny offers a vanety of options to manage a personal eF ling profile as eed as to manage the details of other inked users where applicable Depending on the authorisaion lewt applied to a user some or al of the menu options wil be av labie The tunctionatty offered is exqptained below 1 Selecting he Regs New menu option allows a user to add a new user to the proie As part of Mis process De user may be granted access to tax types and may be allocated to a particular level of authorsation access On compietion a new user wil be Creafed and an associated login name and password wil be prowkded Ths user wil be prompled 10 change Ihe password on first login 10 eF ing te The Change Details page Gapuys a users personal and Gemograpte meformaten as captured during
73. we send oul penoa communications ether via email or SUS Piease indicate whether you would the fo be included in these communications Yes to See beine tu pte deem Pet pa nej worl L apiece e upase Detass _ Reset Fax Number Designation Postal Address e Select Update Details to move to the next screen f Then select Manage Excise Financial Account in order to allow the administrator access to the Excise accounts and click on Continue The User Role Manage Excise Financial Account should only be given to the administrator who will manage the roles relating to the Excise financial account s Excise eAccount on eFiling User Manual Revision 1 Page 10 of 41 External FIN AM 03 Effective 19 October 2013 _ A ae Mo M a es SE a Oat gt SARS Fung FOR oncanisarions O O A Change Ostas 2 For more information on groups and rotes please click here Dasti SelectUser Groups F System Detsun My Admnistraiors J Fucise USER ROLES T Co select UserRoles E sans registration Can r gisier taxpayers with SARS to get tax reference mummbers Manage Users Can create amp change users and asagn them to groups Manage Taxpayers Can create S change laxpeyers and asagn Dean to groups 7 Manage Groups Can cr ase 4 change groups and assign users and payers to groups ae inanca Octal agains an Excise Account Manage Deferment Account SV Actneaton This
74. will thereafter have access according to the group access rights and accounts to which they were linked y The administrator can at any time remove users from groups edit access rights and add or remove accounts The client is responsible to maintain all access rights groups and roles at all times Y SARS Fung ache Levies amp Duties Retums ROUP INFORMATION FOR ORGANISATIONS ae gt R Mstoy Group Name vew Hartus Pay Created Account Rights Western Cape Regon Yes ves Yes 2001018 OE SSSE SSSSEIaErL ESS Name ID Mamer Logan Narre i Gosp E Etse 21835354 Tester957279 G Test 122456789 Gethargss6 4 d t 555567 laks 1775 aa ateatrl4e4s7 38112341597 U ExcseUser Eet12345 ExtiseUsers24s 4 Save Back Check an Uexheck AB Excise eAccount on eFiling User Manual Revision 1 Page 17 of 41 External FIN AM 03 Effective 19 October 2013 3 2 Account overview and statements 3 2 1 How to view the eAccount Management Dashboard a The dashboard is an overview for a specific account which gives you all the information necessary to manage the account effectively The dashboard also acts as the central point from which all account management functions can be selected b The Account Balance Summary highlights the total account balance and any unallocated payments C The total balance on account may consist of both unpaid declarations and also unallocated payments These unallocated payments arise due to an inco

Excise eAccount on eFiling Guide

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