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CA-01-M01 - eAccount on eFiling

1. J Check Uncheck Menage from wabpege Pra vna tune er et v Click Save and then on OK if the selection is correct y OSS LC Lan V ORGANISATIONS i Irt GAGANLEAT IONE DUTIES LEWIES RE 2L LAT Taxpayer List AbsaAbsa Bank Lid IH GROUP INFORMA Whiri dai ri Lin Pan s Lm Tesi You Was Yas 2011 3002712 Name Legen Mare In D Kok 7508105015080 Usert44 14 J OR Grobbelaar 5509195135084 AbsaVvATB89D5 y Seathal 7703265179086 Rakesh 153 7 C Prins 5005175049085 3318 Bhagowat 8403185074050 Erzhrin 7 Ba y Save Back Check Uncheck w message Group successfully updated will indicate that the changes or selection was saved 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 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 Z The client is responsible to maintain all access rights groups and roles at all times eAccount on eFiling External User
2. BTZIUDIS 5CFUOGUS5S3 E 53 15 Paymanmi Successi eAccount Payments BizTODTOTECF ODODUS52 3 R 356 14 Payman Successi amp g ccount Payments B81270019T amp CF 0O000A4SER R 15 400 Payment Succasastul Bi27r0019T5CFDODUAS2 1 4291 35 Paymeeal h Select the Make a Payment button in order to gain access to the Account Maintenance option eAccount on eFiling External User Manual Revision 0 Page 41 of 50 01 1 Effective 12 October 2015 7 SARS By mene atti kL lie Hh 1 ET sias i n Lie tid 0197 kikai d Tecn Liri Abus ee Bank Lir 0 ert Page Furor Curent Mo rth Tod Balinceg Leere Cap ir teed Dialer R cc ET 00 18S Soo DO Foo A 182 850 05 inan Egopncog R 47 204 000 R aT DH Li arizcacec Faymann 74 440 501 m 2103920 mta 484 518 Linadcrauez CHEI Food mnm Tole Ealanca RH 73313 23 0520 T3 887 31 T VAT Dafarmar Condit Awmlabin 128 DO Daher Cade Lom eerie wr ee DD Dites Datarra t Crac Ava dabis He rtkETE D Dietas Daler recs Loma pneus R a DD Rein Bac amp bie LL LE 3 Dacianxson Setecence EEN Dus Cate 19 eg Dales Top Up Amcant If you want to allocate a payment to specific non deferment de
3. Fun amp Leisure Holdings Limited imis Trading Parker Craft Aagisiration Number 1358072439106 Chem Reference 00032716 Account Numbar 8120067 338 Dalarment Account Status Active oFiling Account Balance Summary Section at 20712705007 Prior Periods Current Month Total Balances Unpaid Dubas Deterred Balance R 0 00 131 374 33 R 131 374 39 Unpaid VAT Delened Balance R 0d R 122 626 00 R 122 626 00 Unpaid Cash Balance 0 00 R 0 00 R 0 00 Unallocated Payments 3415 56 R 9214 81 12 630 37 Unallocated Credits R 0 08 R 0 00 000 Total Unpaid Balance 3 415 56 R 244 785 58 R 241 370 02 VAT Deferment Creda Available 393 877 371 00 VAT Daferment Credit Limit Approved 999 999 999 00 Dues Deferment Credit Avallable 15 118 625 61 Dues Deferment Credit Limit Approved 19 250 000 00 I Select the Back to Dashboard button to go back to the eAccount Management Dashboard screen eAccount on eFiling External User Manual Revision 0 Page 20 of 50 CA 01 M01 Effective 12 October 2015 2 4 4 Customs Statement of Account CSA a This will allow you to view statements issued and request specific statements oO There are two 2 types of statements i The historic statement is a monthly SOA issued by SARS at the end of the deferment statement period Each financial account will have its own statement Because this is a request for payment settlement this statement includes a PRN specifi
4. List Hallmans Wordwide Logica Pry Lod k Select the access rights for the group and click on Add SOARS Grurc LEE n TODO AM customs DUTIES BLES Eri CONMTAC Taxpayer List Hellmann Ve orbderide ay ic PA Dub pee reel SP eae EP Ecc ienis mmi zai Ma Grou LERRA Don A d Om lt Customs Accounts Rights Groupes aia Hama Access io Wiow Aico po Paymams Oon ALC Ours Access to View Yas to my muiple ace es Ha J Arcaess to Maintain Yau Yas ho Quan Dianaga Pavers binaga Users Appas to Payments Wee Yeu You Open Aisnage Pavers Manage Users Access to Maintain multipla aco Yes Yas Coen Manage Pavers Wears Accems Multiples Accounts Wes Wee Yeu Open Manage Payer Users 1 Select the group that needs to be set up UBER GAGAMIGATIONS AETURNA EXT DUNES LEWES SERVICES CONTACT LOGOUT Taypayer List Hedimann Workhwide Ese aomi Customs Accounts Rights Groups Managere Satu Mew Group recia MI 9 Admin Group Yas Yas Yes Access to View Yes Access to view mukiple acc Yes Ha Access to Maintain Yves Yes Ha Access te Payments Yes Yes Access tn Maintain multiple acc he Access to Pay Multiple Accounts Y
5. Tax Reference Number De Date Tax Amount Penalty Amount Interest Anvount Amount Dus 10030004 3135 64 9 00 0 00 5135 54 Total R 8135 54 http sarseiling co ceEFDothet Generator Wiebke EusinessPr i j Click on the Pay Now button l 7 USER ORGANISATIONS RETURNS ieee DUTIES A LEVIES SERVICES CONTACT LOGOUT Taxpayer List AbsaAbsa Bank Ltd 77 eAccount Confirm Payment Initiation Management Manage Groups Payment for 1 item Special Links Amount R 8135 54 Payment Request Date 2013 02 15 Account Name eAccount FNB 62001642356 Bank Name FNB CAMS Online Banking Internet Banking Please note that this authorisation will result into the system forwarding the payment instruction to your bank You will need to login to affect the transaction The bank will than transfer the amount from the specified account to the relevant SARS account Cancel Please be aware that once a payment is submitted thes inxtraction cannot be reversed Confirm payment initiation by clicking on the Confirm button M 7 SEA RETURNE customs CUTIES amp LEVI S SERVICE DNTADT Taxpayer List AbsaAbsa Fank Ltd ig 7 eACCOUR Confirm Payment Initiation pe ae ee Summary ol Payment details Special Links Payment Request rt aT You will pay Rx R313554 Account Fram sccount eAccnunt FNE
6. a FOR ORGANISATIONS R n If the amount is changed to less than what is due a warning pop up message will be displayed YT SARS runc a USER ORGANISATIONS RETURNS DUTIES amp LEVIES SERVICES TAX STATUS CONTACT LOGOUT Taxpayer List RED CAR m PAYMENT SUMMARY fone nn Client Details pode Linie Client Name RED CAR Trading As RED CAR Registration Number 2015 748494 07 Client Reference 21385499 Account Number 8121402625 Deferment Account Status Active Monthly Statement of Account CSA Monthly 2015 10 02 October R 7 842 78 100 Your payment is less than the Deferment duty amp VAT payable reflected WEM your statement This may result an underpayment and therefore suspension of your facility Click OK to proceed with your payment V ORGANISATIONS If the amount entered is less than the total amount due a message will inform the client that the payment is less and this can result in an underpayment Click on the Cancel button if the amount tendered is incorrect q If the payment process must continue click on the OK button eAccount on eFiling External User Manual CA 01 M01 Revision 0 Page 25 of 50 Effective 12 October 2015 i Ep E LI E ES CRGAKIGATIONE BETA customs LEwiE amp SERVICES TAX BIATUS CoOMTADI Taxpayer Lipt RED CAR nJiceaunt 4 PAYMENT SUMMARY Clien
7. re BU id HE Jor Kp s ES vl pz mand Eee rg rmi inis Pene ruo enr bi pose ade d BD HEE ON ee IDEO CA ECC Dn a lini imt von peor ruin dtr Eo n Ks mu od Pon oed Aree Tar zi bet inc prse Tac id Por Tin Tra Tin Visi CECI Mic VOCE Pure FR A HEUTE por T CLARA ie gres e d Pm m RU RO e n mw poi Fen Ba Ti OESTE ERES EHN FEET HERE mor 01 a es Bos ee DE ce CT ER Tepe nd Pei Sh iei ere eAccount on eFiling External User Manual Revision 0 Page 5 of 50 CA 01 M01 Effective 12 October 2015 b Select Change Website Profile SARS runc ia FOR MOTI DALALS LOCOJT ikerin Feeder iet 3 Utar Pariona Murwe jer Dmi OIH Pamani dsc Prosar Expand the drop down list for the New Personality option and select Organisation Click on the Submit button The new profile will immediately change the background colours and additional options will be available d If you need to change your profile back from an Organisation to an Individual the Change
8. A This functionality will allow the client to request to refund an unallocated payment or credit The unallocated credit will only be refunded via Electronic Funds Transfer EFT and therefore banking details have to be authenticated prior to the request as per the prescribed process B The credit requested for a refund payment will remain available for Account Maintenance until the item is paid back and if it is allocated prior to actual payment the refund payment request will be deemed as cancelled Credits will be available on the account only upon the final acceptance of the amendment b Any reference made to deferment in this document applies to Customs clients only 2 3 Getting started a A number of things need to be in place before a client can access their Customs eAccount For ease of reference these have been set out below in the form of a number of steps Detailed screen shots and accompanying explanations are included below STEP 1 Register as eFiler The first thing is that the client must be a registered eFiling user to access the Customs eAccount This would not be necessary if you are already registered on eFiling for other taxes such as VAT PAYE and or Income Tax in which event you can proceed directly to STEP 2 ii STEP 2 Update your eFiling Profile to an Organisation This would only be necessary if you are currently registered as an Individual Changing your profile to Organisation allows certain add
9. HND customs mat ULT Taxpayer List AhlssAbsa Bank Ltd E ecco nt PAYMENT SUMMARY Manage Groups Client Details SS Nam Absa Bank Li Trading As Absa amp bsa Bank Lid Regestratian Number 198600479406 Reference 00030004 Accoum Number 8127001975 Re i in oc Due Dote recur i4 Deteiment Top Up Payment 210 260 88 Pay Now Save Payment Back Total 210260 C 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 d The Payment Summary screen will now be displayed ORGANISATIONS VW SARS cid PAYMENT SUMMARY acreditar ne aio GOUT Taxpayer List AbsaAbss Bank Ltd ups Client Details Chent Name Absa Bank Ltd Trading As Absa amp bsa Bank Lid Registration Number 1986 004794 06 Chant Reference 00030004 Account Humber B127001375 210 260 38 10000 0d The full Unpaid Duties Deferred will display as the Top Up Amount The total amount that will actually be paid can be changed to the value that you want to pay towards the Top Up option Continue to the next screen or click on the Pay Now button f Change the
10. T4 471 975 28 E Unallocated Credits 000 0 00 000 Total Unpaid Balance 73 966 087 38 R 31 393 78 R 73 997 421 16 VAT Deferment Cradit amp vatabla R 533 807 199 00 WAT Defernment Credit Limit Approved 999 999 999 00 Duties Defarment Credit Available R 9 718 818 09 Duties Credit Limit Approved 53 545 355 00 Refresh Balances Declaration Referance Due Date I would like to make a payment by culd ike ta make a Duties Deleremeni Amoun Top Up Payment j The Customs Payment Options screen is now displayed k You have the option to choose different types of payments and then select the Proceed to Account Maintenance or Proceed to Make Payment or Back to Dashboard button at the bottom of the page 2 5 2 Payment by declaration reference SARS eJ y ORGANISATIONS ab ee ee eee 4 OBGANLEATICNE RETURNE customs AUTE LEVU M TAI Taxpayer List AbsaAbsa Bank Lid o efr conn Managamarit Account Balance Summary Section as of 201304219 10H73 Unpaid Duties Deferrad B RO DO FR 227 173 00 HM p ties aianc AT 171 0 Unpasd Defemed Balance R 192 800 0g R 0 00 152 800 00 Spatial Links Unpasd Cash Balance 54 523 12 R 0 00 54523 12 Unaliacated Payments 74 440 581 50 31 39378 R 744T197528 Unallocated Credits R 000 8 00 R 0 0 Total Unpaid Balance 73 966 087 38 R
11. Trading As Absathsa Bank Ltd Registration Number 1366 004734 06 Chemi Reference 00030004 Account Number 6127001975 select Reference Posting Date Due Dote Amount _ Doc 000300042 20121019300004 2012009 201240726 R710402 0030004RAM20121019600002 2042 10 19 20121026 R 8 13554 Pay Now Save Payment Total 15233 5i C To view the details of a specific non deferment declaration click on the Doc No CPUS VAS G3rurc agr orem 1p ASE PIU eru EN EARO Taxpayer List AbsaAbes Bank Lid 1 d p LL mi CUSTOMS TRANSACTION LISTING DETAIL Client iris aga Trang As Number Customs Cami Coda Account Humber Eus os HN I us Ds i i Ce 2012 10 19 D0030004RAMZ20121019300004CASH DECLARATION Rr 04 02 20121019 G00030604R848M201210 19 300 0404VAT 2012 10 26 R 7 304 02 d The Customs Transaction Listing Detail screen displays the details of any non deferment declaration selected VW SARS Fung w LEER DRGANIEAT IONE RETLURNE ma LUTIEB amp LEVIES BERWILEE CONTACT LOGOUT Taxpayer List AbsaAbsa Bank Ltd 29 COGNI Managermeri us bees PAYMENT SUMMARY Client Details Chant Absa Bank Ltd Trading As AbsaAbsa Bank Ltd Registration Number 1986 004 794 06 Cent Refer
12. hem o groups Select the User Groups and User Roles tick boxes A normal user be created without a user role and no role can be selected for this purpose As mentioned in STEP 4 only the administrator must have the role Manage Deferment Account selected D a User 7 ZARS Registration Rolig an regiis troqrerpars em SARS 5 get members Manag Cal chari vog and from fo groupe Mand ce Taspag a Can cisata amp hanga and myo em In grou Manage Grouse jeer cme A Can creata amp chaege paups and map sears and pargees to groupe F Maniga Delorean F iS Acteation Thes role abrasa weer access in the 15V ecreen Palom Bulk sed Additional Payments Thea n e allows a user without E 3dmin rights to per ocm bark and addtional payerienis Mote I no groups nr rules are assigned RRS ell hoe limited access once leqged inti f Once completed click on Continue eAccount on eFiling External User Manual Revision 0 Page 10 of 50 01 1 Effective 12 October 2015 Y SARS i EA NETURMB TECER LOGCUT User Cusismsuser Ema aS Telaphone Mumbar AT ET pA n s Tem GROUPS SELECTEL System Deiat ROLES resister taupa
13. 62001642356 One 13 02 19 Please note that Please be aware that once a payrnent suberutted this instruction to your bank You will need to login to affect cannot be reversed count to the relevant SARS account iil Please be aware fat l Click on the OK button eAccount on eFiling External User Manual Revision 0 Page 34 of 50 01 1 Effective 12 October 2015 USER ORGANISATIONS 5 DUTIES amp LEVIES SERVICES CONTACT LOGOUT Mr W H Crichton eAccount Payment Initiation Result Account Selection Manage Groups RD ee Special Links Account Name e Account FNB 62001642356 Payment Amount R 41241 20 Payment Reference SARSEFLNG 0000000011 m 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 irrevocable n The Payment Initiation Result screen will inform the client that the payment was successful or not The screen on top informs the client that the payment was successful and the screen below informs the client that the payment was not successful a a 1 Ce ben Piante wart 30 end try anpain If oe Contin Docexpeesrienmoe Aficutes pease ow call cere HocognE Prae AcLOunt FNE Br pE
14. the payment will allocate to the oldest unpaid declaration with deferred duties E When paying a Top up the client may edit the payment value No partial statements need to be requested in the future if payments need to be made prior to the end of the statement period as a top up payment will have the same effect and reduce complexities around the selection of specific LRN s f The standard eFiling payment process is used after selecting the 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 C SARS FUNG 5 For oncanisations J Taxpayer Lint inn Blank Lid uu o Ache Miam apart 2013202719 Manage Groups Friern Fuerbnata Current Monch Total Balances Unallecated Payments R 7d 50 31393 78 R 74 171 975 28 P Mom Total Balenia R R 31 793 750 ef So 4851 T6 VAT DOeferment Credit R 259 007 199 00 utes Defermeni Available R 97128185 00 Balances Viow Balances SiqkorHent ol Requadt Hiateric Request interim Pay
15. 1 2 Dered Declarations in the Summary information secdon represents the value of duties and VAT that was deterred during this statement period All deferment declarations including any amendments and cancellations relating tm such entres fiat were processed in this statement period will be summaried processing date in The Account Details section Amended deferred declarations that relate to an onginal decaration fat was defemed in a previous statement period wil be lisled senaretely 1 3 All unallocaled payments at fe issue dale of this statement are refiecied under Unallocated Payments Induded in ihe Closing Balance Unallocated payments have mot been assigned 1o a Specific declarations such declarationis remain unpaid and release will nat be allowed until the allocation is performed Additionally hs may have resulted fom using an incomect payment reference number Please visit your SARS branch fo allocate payments or via Filing 14 Payment allocation and payment reference numbers The full setfiement of the monthly statement of account wil nat automaicaly allocate any unallacated payments incuded in the closing balance of the statement please ensure allocations are persoemed prior in statement date Payment allocations are based on allocation rules which are linked to the payment reserence number used These rules may be viewed on WEW Saro goza or an www sarmsesling za 15 Any amount representing a cr
16. 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 atO your banking product to authorise this payment in order to release the required funds to SARS Please be aware that once a payment is submitted this instruction cannot be reversed Click on the Confirm button 7 SARS runc n ORGANISATIONS uszEnm OM GANLSATIONG RETURNS GUTS LEVIES BSERWwIIGES AX DTATUG QN TA LOGOUT Taxpayer List REDCAR o o m Confirm Fayment Initiation Payment for 1 item Gr Links Ameunt R 100 00 Payment Request Date 2015 70 02 Accnunt Marrit RED CAR Bank Name FNE CAMS Online Banking Internet Banking Please note that by clicking on the pur bank which requires authorisation in order Message from webpage cs indiy 1 i ki j Kindiy logon to your banking product dE You will pay SARS R100 00 From account RED CAR On 2015 10 02 Pieas Es aware that once payment is Please be aware that once a payment is submitted this instruction cannot be reversed Se v A message will prompt you that once the payment was submitted it cannot be reversed Click on the OK button w standard eFiling payment process needs to be completed The bank account selected has to be set up as a Credit Push account for any Customs payments to be eff
17. would like ba make a Duties Deferement mouni Tap Up Payment I would like to make a Cash tap up payment Amount Procead to Account Maintenance Proceed to make Payment 8 Back 10 Dashboard a If you want to make a payment for non deferment declarations by a due date select and enter the Due Date and click on Proceed to Make Payment SARS a ORGANISATIONS j5ES ORGANISATIONE RETURNE ET DUTIES LEVIESE SERVICERB CONTACI DOR Taxpayer List AbsaA bsaAbsa Bank Ltd ue is S PAYMENT SUMMARY EMT Details Trading As Ahsa amp haa Bank Ltd Registration Number 1986 004794 05 Chani Reference 00930904 Account Number 8127001975 Select Reference Posting Date Due Date Amonmi E D0D30D04RAM20121019300004 2012 10 18 0065100003031 2012 10 36 Hr 10402 00030004RAM20121019620002 2012 1018 5100093041 2012 10 26 R813554 Pay how Sava Payment Back Tatal b The Payment Summary screen will be displayed with all unpaid non deferment declarations due on the requested date eAccount on eFiling External User Manual Revision 0 Page 37 of 50 01 1 Effective 12 October 2015 VW SARS FUNG y Bueno UBER OAGANMATIOND RETURNE E DUTIES A LEVIES SERVICED CONTACT LOGOUT Taxpayer List AbsaABsa Bank Lid 1 oe cAccoont PAYMENT SUMMARY Client Details Snacial Links Chant Name Absa Bank Ltd
18. 91 and 105 administered by SARS Customs and Excise Rules Rules 44 45 101 and 201 00 South African Revenue Service Act No 34 of 1997 Sections 3 4 9 22 and 31 Value Added Tax Act No 89 of 1991 Sections 27 and 28 Tax Administration Act No 28 of 2011 Sections 187 188 and 189 Other Legislation Bill of Exchange Act No 34 of 1964 Generally Accepted Accounting Practice GAAP Generally Recognised Accounting Practice GRAP All Interpretation Act No 33 of 1957 Sections 2 and 4 National Payment System Act No 78 of 1998 All Promotion of Administrative Justice Act No 3 of 2000 Sections 3 and 5 The Public Finance Management PFMA Act No 1 of 1999 Sections 51 and 55 Treasury Regulations issued in terms of Act No 1 of 1999 Paragraphs 7 1 1 7 2 1 15 4 2 15 11 and 17 2 3 South African Reserve Bank Act no 90 of 1989 Section 17 2 International International Financial Reporting Standards IFRS All Instruments Kyoto Convention General Annex Chapter 3 Clearance and other Customs Formalities Standards 3 8 3 12 3 41 and 3 43 Chapter 4 Duties and Taxes All Specific Annex J Chapter 1 Recommended Practise 15 eAccount on eFiling External User Manual Revision 0 Page 49 of 50 01 1 Effective 12 October 2015 4 2 Cross References BP 02 Payments External Standard QMS 01 Quality Management System Manual SC CC 24 Internal Administrative Appeal External Policy SC CC 26 Alternativ
19. C Select an amount and click on the Pay Now button d You cannot edit the value for non deferment declarations since full payment is required in order to result in a Proceed to Port Release CUSRES f you want to do the payment later the payment information can be saved Click on the Save Payment button 7 5 runc LERA ORGANLEATIONI ARTUR customs OUTER Liu LL DL ed ORGANISATIONS i Acooun Management PAYMENT SUMMARY e Groups Client Details Cioni Name Absa Bank Trading As baa Bank Ltd Registration Number O Meringa from webpage Chen Reference Account Number Proceed to make thes mraf Select Reference J 0030004R8AM201210 Due Date Amouni 2012 1086 AB 195 54 1 Now Save Payment Total e A message will be displayed to show that the payment has been saved f Click on the OK button to proceed with the payment eAccount on eFiling External User Manual Revision 0 Page 32 of 50 01 1 Effective 12 October 2015 T SARS eiuinc g ORGANISATION PREET Tete eee M WES Wears customs DUTIES A LEWIEI DESEE TA HST Taxpayer List Hank Lid Payment Details Tipe You can submit payments any time with an effective date of the payment due date The payment will only ba processed on the Manage Groups _ effective date Special Links Mote ABSA Direct payments c
20. Click on Customs and on eAccount Management Select the Account Selection option eAccount on eFiling External User Manual Revision 0 Page 16 of 50 01 1 Effective 12 October 2015 SARS G FILING M ORGANISATIONS uc LIME H DH BAT OME MEFLIMNS ET LEWIBI LEVICE E CONTACT LEGLU Taxpayer Lia Hellas Warlewide fey r e 8127000118 _ Dashboard Accoura Lint b The eAccount Financial Account Selection screen will be displayed A list of all your financial accounts will be displayed on this screen In the event that you have limited access to selected user groups as explained in paragraph 2 3 5 STEP 5 only those financial accounts linked to the user group will be displayed Only one 1 account can be selected at any time to work on OARS runc id o ORGANISATIONS USE M COHOGANIEATIONS KETURNS customs DUTIES ALVES SERVICES CONTACT LO amp OLIT Taxpayer Leet Hellmann Worldwide 80 eAccount Financial Account Selection 1972 013757 07 Friemen Huiri SELECT ACCOUNT NUMBER i 31290305609 ACTINE e 8127000118 ACTIVE i S g ACTIVE Dashboard Refresh Account List Select the applicable account number and click View Dashboard Multiple accounts may exist
21. Lead appe aspszPaeget eden LOAD AY r On the eAccount Dashboard screen under the Recent Payments section click on eAccount Payments S On the eAccount Management Dashboard screen under the Recent Payments section the payments made will be displayed eAccount on eFiling External User Manual Revision 0 Page 36 of 50 CA 01 M01 Effective 12 October 2015 2 5 3 Payment by due date v SARS Fung ORGANISATIONS il a ISEA ORGANISATIONS RETURNS CUTER LEWES CONTACT LOGOUT Taxpayer List AbeaA bee Bank Ltd e E axpayer List Bank Lid 10 ZS rt Sm RT Li cas eFiling Account Balance Summary Section as ot S00 POH Prior Periods Current Month Total Balances Manage Groups Unpaid Duties Dafarred Balance EAT 00 R 0 00 R 227 171 00 Unpaid VAT Deferred Balance 192 800 00 R 0 00 R 192 800 09 Unpaid Cash Balance 5457317 0 00 54 52312 Unallacatad Paymanits 74 440 581 50 31 393 78 R 74 471 975 28 Unallocated Credits 000 R 0 00 ROM Total Unpaid Balance 73 966 087 38 R 31 393 78 R 73 997 481 16 VAT Deferment Cradit Available 33 807 195 0 VAT Defennent Credit Limit Approved R 593 9599 999 00 Dutias Determent Credit Available RS3 718 818 00 Duties Deferment Credit Limit Approved R 9 945 989 00 Refresh Balances Declaration Reference Due Date would like to make a payment by 7 2012 10 26 zt
22. Monthly and the next screen will be displayed d Lar 1 42 fa 133 E3 9 2 Ld Tools Sign Commen 97 SARS CUSTOMS CsA Statement Of Account Enquines should be addressed to SARS Branch TAMBO Contact Centre RED CAR Financial Account Number 8121402625 1 TEST ARCADIA PRETORIA lel OROO OO 7277 Website www amp ars gov za 0084 Reference number 21385499 Always quote this reference number Date 2015 10 02 1 when contacing SARS Statement period 2015 09 30 lo 2015 10 02 Summary Information Customs Account Account Details Doc zx i m SSS E tesy Se ar eon Opering Ralance 971 39 2015 10 01 201571028 DEFERMENT DAILY SUMMARY 3 921 39 7 8042 78 oan The statement can be i Printed click on the printer button and or ii Payment can be made click on the Make Payment button on top of the SOA eAccount on eFiling External User Manual Revision 0 Page 22 of 50 01 1 Effective 12 October 2015 wv a 25 CUSTOMS CS E Statement Of Account Enquines shak be addressed 0 SARS Contact Centre Bandt PRETORIA gt NEW CUSTOMS AND EXCISE Financial Account Number 8121302254 1 TEST HATFIELD Te 080000 7277 Wigbslg WM Sars gov za 0084 Reference number 21414427 quzis dis reference nanizer Dale 2015 09 28 when coariacdag Statement 201
23. Payment Amount ER 6135 Payment Reference SAR SEFLNG 0008850894 we Print Confirmation On the Payment Initiation Results screen click on the Continue button Y SARS SARS Payment Transaction Details Confirmation of a payment request made on 02 Oct 2015 Payment Information Initiated By Payment Reference Mr H KEMP HUGO 0024527872 Bank Request Date FNB CAMS Online Banking Internet Banking 02 Oct 2015 Payment instruction status Total Amount FNB Electronic Banking Communication Failed R 100 00 Payments Breakdown 1 Return Tax Reference Number Type of Payment Period Amount RED CAR 8171028 R 100 00 This payment was made using SARS eFiling If there are any questions regarding this payment or eFiling in general please contact our help desk on Tel 0800 00 7277 client wants to print the Payment Information clicks on the Print button eAccount on eFiling External User Manual Revision 0 Page 35 of 50 CA 01 M01 Effective 12 October 2015 YT SARS a ORGANISATIONS DUTIES amp LEVIES SERVICES TAX STATUS CONTACT LOGOUT Taypaver List RED CAR USER ORGANISATIONS RETURNS eAccount Management Taxpayer RED CAR Account Selection Payment History Manage Groups Special Links This page allows you to view the details of payments made to SARS Note Only the top 10 payments per tax type are listed below Click on More below
24. SARS which will be displayed immediately If real time information is not available an error message will be displayed eAccount on eFiling External User Manual Revision 0 Page 18 of 50 01 1 Effective 12 October 2015 2 4 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 In addition the approved credit limit for duties levies or VAT as well as the available credit limit for each will be displayed in order to help with decision making around the utilisation of the deferment facilities and whether payments need to be considered to free up available credit limits d The account balances will highlight the following i Unpaid balances which are required to be paid by the respective due dates Duties levies deferred VAT deferred and cash non deferred declarations are displayed separately li Unallocated payments or credits which
25. e Select the relevant Uncleared and Unallocated Payment and click on the Assign selected values bution eAccount on eFiling External User Manual Revision 0 Page 45 of 50 01 1 Effective 12 October 2015 Tied Lat AbAnte Bank Lid a Hipmi PITRE LDafprrraemi ist AVE M Pies bees eres praam Sgn bee la iz ce Lira Stee F aep ree ate nu BELECT HORE Pe TS 20 Die A B 2012711713 istini Bessy R 73 722 540 24 EnTDORTSCEDODOPTD 20320213 8 7 453 EB Bashan 1 201902713 Geo Des 47 Assignee Payout I LIEN COHEN 20125193 8 4 mid cO 4 Pura Trig 14 mp cc 8 227 17 1 58 Du you Cue COEUR eT Iscr Did Ok pon dh Alpoaron vo pros for SS dp Poppo opp Oe rT f Multiple declarations can be selected but Top Up options will only display the selected Top Up option The selected uncleared bills can be allocated against a single unallocated payment g Once the Assigned Bills and the Assigned Payments are displayed click on the Submit Allocation button h Remove the Assigned Bills and Payments by clicking on the Remove Selected Items button SARS Qn ING FOR ORGANISATIONS List Bank Lid E
26. groups select the accounts linked to a group and link the users Users can only be set up by the administrator of the Organizations eFiling profile and needs to be done prior to managing groups ron ORGANISATIONS JER EAT ICa LE ETT CITES 1 E BERRIZ 95 T amp G KO Rigs Groups J amp drnim rouge as em Deen fM anage Fayen Paes Users oes to ue em ra Pio Open Manage Payers hilamage Ler 4 c cess to view sec Tes Po rdc Depan Manage Fayerg Manageo Users Access to Wtaintairn Tes Tes Pc Open Baanege Payers dae Acces to Paymern wes Tas eem Seen Menage Fewer lama Uzra 4 cee to Maintain multiple acc wea es Pia Chien Bianage Parer Users JArcesmtaFuey Tesi ee Aen Prayers Select Setup New Group and name the group to easily identify the specific use branches staff members or access rights eAccount on eFiling External User Manual Revision 0 Page 11 of 50 01 1 Effective 12 October 2015 Y sARS rura Eme PI Shi RS LEATLT RS Sp LiFe x Emm Le cii Tas Lim Logistra Liri j Capture the required Group Name SARS Fung Br ORGANISATION RETURNS MEN LOODU
27. need to be allocated in order to utilise the payment against declarations SARS FOR ORGANISATIONS customs eACCOUNT MANAGEMENT DASHBOARD Account Selection rca iting ws at 201340248 Ex Harme Hellmann Wordwide Logistics Pty Lid ailing Account Gatances Lindated Trading As Hellmann L gisties Pty Lid SARS hotifications nber cf latiers Humber 1972701375707 Reference 00458122 Account Humber 2120030609 Defermen Account Status Acie fing Account Balance ATG Prior Periods Current Month Tatal Balances Unallocated Payments R ti S995 gag 00 53 599 999 00 Total Unpaid Batance R ggg 9 997 00 H8 937 00 Defermant Credit R 999 998 557 00 Duties Credit 4vailable 99 939 nog 00 Refresh Balances View Detailed Balances Statement of Account issue Date Month Amount Payable __ T Bs All Request Histor Request Inmerim On the eAccount Management Dashboard screen select the View Detailed Balances button from the eFiling Account Balance Summary section f This function will allow you to view all detailed balance information from SARS 9 Customs Account Balance Details screen will be displayed eAccount on eFiling External User Manual Revision 0 Page 19 of 50 01 1 Effective 12 Oc
28. nm Tot Aspe Balance F357 toh 5 R 2251820 R ee WAT Defamer Coed Aste A Tee D WAT pHemeni Cel Limi Aree ae wp ee Eg TTE BTE UO Be Dr Due E AMT areal L EARE E li p Paperi ameu m Froomed 12 Apcouni Proceed to maie Payment z ammm m C Go to the Account Maintenance screen and select the required Top Up option SARS FUNG Bg vemm E ACETIC r3 IE TNT Siret i m lr Hank Lini tT CUSTOMS ACCOUNT MAINTENANCE ua Ceri Acum Back Dis yea lures Tring E AzpaADRE LI Mures 1 Cee cb Cmi dst ue Pal EizrOD1B7B Pie ande Boc poss Rape iue Eo continu Payrmenis 7 Dahwrant Tep Up Paymari RETINE SELECT NONE 227 171 08 3U Z ole DONE JU 2008 JOU DORNER 0 01270113 MANM 2012711713 DOPQ GO n TATEIRDIA 2013002513 00910122104 R TJE m al d 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
29. on the calendar month end for any non deferment accounts The latest issued statement of account will be displayed on the dashboard for ease of use f Lastly you may select to make a payment or request an unallocated payment to be refunded The VOC process to request a refund based on a reduced declaration still needs to be submitted via EDI and will only reflect on the eAccount following authorisation and acceptance by SARS 2 4 2 How to access the dashboard FOR ORGANISATIGNE Taxpmyer List Veorlkdwide Ge i USER 5 COMPANY DETAILS Uoer Hana Saaiman HPL Sea Freight 545 Pt ain reading As Hama Logan Mame malan 325 Lad Date Register 2019020813 Tree rr s 5 2004026008107 Date Fisgiutevuci 20110709713 INCOME TAX OLCH SEARCH Flaasg under your Income Tax Reference Number SEARCH POTD VERSION 5 0 9 OF edisyFile EMPLOYER NOM Tha latest vercion 5 0 9 of e zyFiHe Employer Fz now available can ha accezred by the amp ABX website 2 amd downloading version 5 0 9 of eG syfile Employer Plata PEERS The ulated acy File Employer verinn 5 0 9 for Macintosh will a evallable mt s later dete Any Information submitted to SARS using a previous version at aiavFila Emuloyser ssailretbhasguccapted or more imformation on the uodates to the software viet the SAAS website Www sam oo gt a
30. requested refund and click on Cancel Refund eAccount on eFiling External User Manual Revision 0 Page 48 of 50 CA 01 M01 Effective 12 October 2015 1 SARS FOR ORGANISATION Taxpayer List AbrsaAbsa Bank Lid ia Account Selection o Open 20124045 002003021300 R 546 744 68 Manage Groups pen 2012 1113 0026016576583 7 340 38 Open 20124113 00240190511 R 73 782 940 24 pen 201340243 DU4T01449003 16 056 62 Approved 291340213 JU05101221204 KR r 458 58 11 8 645 58 Retund Refunds want to Cancel Select Statin 2012 10 19 002003021380 546 744 68 Open 2012 1143 DOZ2601667683 a7 340 58 Open 2012711713 02401905118 R 7T3 782 840 24 2013 02413 00470134900 16 055 62 Approved 2013402713 05101221904 7455 56 Refund request canceliad2012 11 06 003701632639 B 545 58 Cancel Refund Back io Dashboard Your instruction has been processed d Cancelled refund requests will remain on the list and may again be requested for refund e Refundable credits will remain available for allocation in the Account Maintenance section until the payment is made Once the payment is utilised for allocation any existing refund request on the payment is automatically cancelled 3 MEASURES a None 4 REFERENCES 4 1 Legislation Legislation and Rules Customs and Excise Act No 91 of 1964 Sections 39 44 45 47
31. 2 October 2015 SARS Fune Bg creer seniors UPA GHOANIATIKMA A SACHA Leow Taxpayer List Parker UmD 2 r Click on Save and then OK if the selected accounts are correctly linked to the users SARS ORGANISATIONS B UBER ONGAMIBATICNE METUNE cowtact iocour Taxpayer List Parker Cra m Link Accounts to Group Miamia S The message Group successfully updated will indicate that the changes were saved ar ORGANISATIONS scars runc id Et LH i AMS BAT LONE wu customs GETS amp LEMEE LONTAC LOGOT List Hellmann Worldwide za E y lies E Custams Accounts Rights Groups Sala Main Grou Marne Accoss Virw Hccoss to Maintain Access to Payments Admin Group Pane Access to View Ha hhanage Payers alies gr Access tn view multiple acr Open ianage Payers Dianaga Users Access to Maintain Yes Yas Payers fianaoe Users Access to Payments You Yoo Yas Open Payers Manage Usoru Accesa to Maintain multipla acc Yas Manage Payers Dianaga zara Access to Multiple Accounts Yoo Yas Open Manage Payers hianaga Laars 1 t Click on Man
32. 31 393 78 R 73 997 481 16 VAT Elefermant Credit Available 339807 199 00 VAT Dafermant Credit Limit Approvad R 999 999 995 00 Duties Determent Credit Available 9 718 818 00 Dutias Datarment Credit Limit Approved R 9 945 365 00 Refresh Balances Dua Date 9 I would like to make a payment by 1 I would lika ta make a Dulles Tap Up Payment i would like to make a Cash top up payment would lika to make a VAT Dafaremant Top Up Paymeni Pracaaed bo Account Maintenance Back to Dashboard If make a payment for single LRN by Declaration Reference type in the LRN number and select Proceed to make Payment eAccount on eFiling External User Manual Revision 0 Page 31 of 50 CA 01 M01 Effective 12 October 2015 WY SARS FILING v ORGANISATIONS mit umsawsepows oures arves seawcer Locout Taxpayer List AbsaAbea Bank Ute Gy Es udc count Management PAYMENT SUMMARY Details Chant Absa Bank Ltd Trading As AbsaAhaa Bank Ltd Registration Number 195451004 794T5 Cim Reference 00030004 Account Numbar 8127001975 5 Arference Posting Doc Due Date Amouni D0030004R AM 20121019600002 2012 10 19 006100003041 2012 1026 98 135 54 Total b If a payment is made by declaration reference the LRN number can be obtained from the non deferment declaration
33. 5 09 22 i 2015 09 28 Summary Information Custems Account Account Details Brame Dmae Ae Buree Cpe sence PE DEZ Az ZEE REFUND EDO SO 4117 58 ZEE RERE PEU TC 951077 53 Fr EL un CO PAYMENT THER DOS TAE 58 ZEE PATIENT 47S SRS PAIS NEN PECIESICINAT 143 077 58 ZEE FROMEEONAL T2577 58 SETS SS PRIS Sr LEQUIDATED PROMEEOKAL be Taal i 95 077 58 AST e a NUS PANIUENT quem SSS EIZTSDEZEAEFTEET771 PAYMENT Pony Ageing Transactions are aged according te your statement period ee eee ee Deferment Information Deferment Due Date Befement tats ae Deferment duty and Vat 54405 VAT Deferment credit payable available The amount re ected as Deferment Duty and Vat Payable must be settied by the Deferment Due Date Should you agree wih fis amount you are required fo immediately make a detailed submission seting out fully the grounds for disagreement to your nearest branch office The peovisions of fie deferment agreement and the policy of deferment sets cut your nights and obli Failure to Payment advice Name of banking institution Payment may be made using he payment facies fberkingmetivions 2s Bank account name SACS Dm a mite qiidi ie paymen
34. 624 SARGS Branch OR TANE Befeonent Account Status Auctiva mau mi Sooo Prior Parida Currant Manth Toini Unallocated Payrventa F Ou R 0 0 ROQ Total Unpaid Salance 39 RA 2 921 29 842 TA WOT Conedit RG6 TTF X2 Outies Deferment Credit R T36 379 90 October CA Month 2015 05 30 September 3 921 385 d Request interim m Payment i Refunds g The latest SOA issued to you will be displayed on the dashboard Click on the Customs Statement of Account CSA 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 CSA Home Page where you will be able to view all CSA s sent to eFiling request previous monthly CSA s not appearing on your eFiling profile or request interim CSA s for the current month h The SOA request screen will be displayed An interim SOA can be requested or viewed on this screen and monthly SOA can be viewed or paid I You have the option to request monthly statements for the period prior to eFiling registration After registration all monthly statements will be available on eFiling If the SOA requested relates to a period before you were registered for eFiling the previously issued SOA will only be displayed if requested by you j Click on the required CSA
35. ALLOCATION CONFIRMATION eee ZI teens Ean regres ace Ananin Diss gr four deanny aliwa have been sooo i View the message that is displayed on the Allocation Confirmation screen and click on the Continue button j After an open credit or allocation was successfully performed the result will be processed immediately The effect for each option is as follows I For VAT Deferment or Duties Levies Deferment top up options the Unpaid Duties Levies or VAT deferred balances will be updated and the available credit will increase accordingly ii For cash top up and individually selected non deferment declaration allocations the relevant Proceed to Port Release CUSRES will be sent via EDI to the declarant for all non deferred declarations The Account Balance Summary can be refreshed to display the effect of the allocations which were performed eAccount on eFiling External User Manual Revision 0 Page 46 of 50 01 1 Effective 12 October 2015 2 Requesting refunds a This section will allow you to request a refund of an unallocated payment or credit to be paid back as an EFT to your authenticated bank account b An unallocated payment can arise due to an overpayment or where a refund VOC was accepted by SARS and the original declaration value was reduced As a result a payment or part of the payment which was allocated against it becomes available as an un
36. Effective 12 October 2015 CUSTOMS EXTERNAL USER MANUAL eACCOUNT ON eFILING South African Revenue Service Effective 12 October 2015 TABLE OF CONTENTS 1 SCOPE 3 2 eACCOUNT 3 2 1 Introduction 3 2 2 Overview 3 2 3 Getting started 4 2 3 1 Step 1 Register as an eFiler 5 2 3 2 Step 2 Update your eFiling profile to an Organisation 5 2 3 3 Step 3 Activate your Customs client number on eFiling 6 2 3 4 Step 4 Assign Create an Admin User 7 2 3 5 Step 5 Create users for each financial account 9 2 4 Account overview and Statements 16 2 4 1 Howto view the eAccount Management Dashboard 16 2 4 2 How to access the dashboard 16 2 4 3 Detailed account balances 19 244 Customs Statement of Account CSA 21 2 5 Payments 29 2 5 1 How to pay my account 29 2 5 2 Payment by declaration reference 31 2 5 3 Payment by due date 37 2 5 4 Top up payment options 39 2 6 Account maintenance 41 2 6 1 Top Up selection options 45 2 7 Requesting refunds 47 2 1 Howto request a refund 47 3 MEASURES 49 4 REFERENCES 49 4 1 Legislation 49 4 2 Cross References 90 4 3 Quality Records 50 5 DEFINITIONS AND ACRONYMS 50 6 DOCUMENT MANAGEMENT 50 eAccountoneFiling External User Manual Revisioni0 20 50 CA 01 M01 Effective 12 October 2015 1 SCOPE a This manual will explain account management functionality and show the user how to perform the various functions on eAccount which is used for the self management of a
37. Manual Revision 0 Page 15 of 50 01 1 Effective 12 October 2015 2 4 Account overview and Statements 2 4 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 Basic registration details and deferment account status information will be reflected which will assist in highlighting any issues with a deferment account or the fact that no deferment facility exists C The Account Balance Summary highlights the total account balance and any unallocated payments d The total balance on account may consist of both unpaid declarations and also unallocated payments These unallocated payments arise due to an incorrect 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 deferment declarations thus marking them off as paid settled Therefore even where the total balance on account is in credit due to unallocated payments exceeding unpaid declarations the unpaid declarations will still result in interest penalties and suspension of deferment facilities e Monthly Statement of Accounts will be made available on the statement date for all deferment accounts and
38. OGOUT Taxpayer List RED CAR t eq eAccount Financial Account Selection Account Selection Manaae Grou Client Name yr m RED CAR Trading As RED CAR 2015 748494 07 Reference Number 21385499 SELECT ACCOUNT NUMBER SARS BRANCH STATUS C 8121402534 CASH ACCOUNT ACTIVE 8121402559 PRETORIA ACTIVE 8121402567 KOPFONTEIN ACTIVE 8121402575 CAPE TOWN INT AIRPOR ACTIVE 8121402625 O R TAMBO ACTIVE Allows you to perform account management elated tasks for the selected account Account List On the eAccount Financial Account Section screen select the Account Number The account number is linked to a Branch Office If the O R Tambo account number is selected it will allow you to perform account management related tasks for that account only Click on the View Dashboard button h eAccount eFiling External User Manual Revision 0 Page 21 of 50 01 1 Effective 12 October 2015 T SARS G FLUNG g ORGANISATIONS Winer ORGAN mETLMW custome OWES Lewes SE Ay Cee Lux mrATUS PON TAI T CHROM Taxpayer Liar RED CAR eACCOLPNT MANAGEMENT DASHBOARD oF ities Statue intonation eun ir ms ot j n Client Mame RED CAR Piling Status Account Balances Updated Trachng s RED CAR SARS Mortificathors Humber of letters Registration Nurnber 2015 P40494 07 Client Reference 21406499 Account lumber 6121402
39. S Bh pm EB amp LEVIES Taxpayer List Absa Absa Rank L tel 8 e Prior Periods Current Month Total Balances Unpaid Duties Deterred Balance 210 260 98 0 00 R 210 250 96 Mat Linpaid Deferred Balance 192 800 00 R 0 00 192 800 00 Account Selection Unpaid Cash Balance 41 644 54 0 00 R 41 644 54 Manage Groups Unallocated Payments R 74 425 671 48 R 16 0565 62 74 441 728 10 Unallocated Credits R 0 00 0 00 R 0 00 Total Unpaid Balance 73 380 965 96 16 056 62 73 997 022 58 VAT Deferment Credit Available 559 807 195 00 VAT Detement Credit Limil Approved 953 993 999 00 Duties Deferment Credit Available 9 735 720 02 Duties Credit Limit Approved R 9 945 989 00 Refresh Balances Daclaration Reseren Due would like to make a payment Date J would lika to make Duties Deferement Anon Top Up Payment would like t make a Cash top up pag meni Amouri b If you would like to make a Top Up payment in order to free up Duties Deferment credit available you must make a Duties Deferment top up payment select the I would like to make a Duties Deferment top up payment option and select the Proceed to make Payment button eAccount on eFiling External User Manual Revision 0 Page 39 of 50 CA 01 M01 Effective 12 October 2015 v SARS FOR ORGANISATIONS iE RE AGAMA ONG
40. S Li cee ATLAS Em 228 138 1 r i aun Link TAr er Accounts to Gro Managanmernmi pay E at Cn ap Tames MT Cobos Coe ALIS RS Hamme Namiba Leones EIE AIL Fun Las fcire Lais 1 Fun amp icine Lore ABE TOA Fa eant x ph be CST m ie Check Select the specific financial accounts which need to be linked to the group The Financial Account Selection screen will be displayed representing all the deferment accounts or single non deferment account which may be created for a client The account number will be a SARS generated account number and the account number will be the first ten 10 digits of your Payment Reference Number PRN If you are uncertain as to the branch office to which the account belongs refer to your most recent Statement of Account PRN appearing on the payment advice or contact your nearest Customs office q A user will only be able to view access financial accounts linked to their group The user will therefore not be able to see all the accounts if they were not selected The administrator will need to re perform this function for any new deferment accounts that are registered or made available eAccount on eFiling External User Manual Revision 0 Page 13 of 50 01 1 Effective 1
41. Website Profile can be found under the User tab VSARS FiLinc ipae TEST PARTE X 8 USER DETAI ET Liner hama Dinale 2 ring Mama TEST PAATREASHE m Logie Nama Regitraien Numer 278 Dale Fagahurad Awe Cate Ragaterad 2011071168 Heime COMPANY DETAILS e Fin MTE L rura Pe Holt OUTE SEARCH arit youl coma Thx Palarahcg Nustbai V SARS iesu Senie OF 2013 IRPSATA a UNTIL FURTHER NOTICE Once you are set up as an Organisation the top right hand side of the screen will indicate that you are now an Organisation 2 3 3 Step 3 Activate your Customs client number on eFiling S ARS ia ORGANISATIONS FE RETURNE TOME DAITHES A LEWIEI SF aH ES fie Taxpayer Lisi Hellmann Wir lak Tm i STE Description Company CCOrnganisabon Instructions on how to use this section How do l register a new organisation Chck on Register New Complete the raquired details Who recelves the notification that the returns have been issued Within REGISTER HE S and CHANGE DETAILS there is an OPTIONAL DETAILS area The CONTACT eAccount on eFiling External User Manual Revision 0 Page 6 of 50 CA 01 M01 Effective 12 October 2015 a Select the Organisations tab and click on Organisation Ta
42. a Duties Deferment Top Up payment This option will use the Unpaid Duties Deferred Balance as an indication of the total value which can be paid or against which account maintenance will be performed Only declarations with duties levies deferred will be affected i e where a single declaration has both duties levies and VAT deferred only the duties levies component will be paid B would like to make a Cash Top Up payment This option will use the Unpaid Cash Balance non deferred declarations only as an indication of the total value which can be paid or against which account maintenance will be performed Only declarations with non deferred amounts will be affected i e where a single declaration has both duties levies as non deferred and VAT as deferred only the non deferred duties levies component will be paid C The allocation of the payment or unallocated payment for this option will be allocated to any unpaid non deferment declaration on account and must only be used if you do not specify which non deferment declaration needs to be paid Where specific declarations require a Proceed to Port Release CUSRES please use the I would like to make a payment by declaration reference or due date option above D would like to make a VAT Deferment Top up payment This option will use the Unpaid VAT Deferred Balance as an indication of the total value which can be paid or against which account maintenance will
43. ability pay the amount and SARS may institute proceedings to recover the amount 4 interest is calculated af the rate determined by the Minister of Finance in terms of the Public Finance Management Act 1999 Declarations and related transactions payable by the Due date date payment is required failing which interest rs calculated from the eartiest of the Due date or Document date date the transaction was processer 5 When you make a payment please use the payment reference number PRN reflected on the relevant document or CUSRES in order to ensure allocation to fe specified transactionis Persons required declare goods electronically in tems of rule 101 0124 2 3 v must whether or not registered for deferment of payment of duty use the SARS eFiling senice when making payment ip SARS Persons to whom such rule does not apply may utilise the altemative payment channels of internet banking ata branch of an approved bani or at a SARS branch cice When making cheque payment please note Cheque payment may nct exceed the total amount of R50 000 use the full name South Revenue Service and not the abteeviaton SARS when making cheque payments SARS payment policy and rules may be viewed on WWW sars gov za OF on WWww sarsefiling co za amp Redunds are made electronically imo cheque transmission or savings accounts held in the name of fhe agent or importer at a African registered b
44. age Users to select the users who need to perform the specified actions on the selected accounis eAccount on eFiling External User Manual Revision 0 Page 14 of 50 CA 01 M01 Effective 12 October 2015 Y DAAD ats ee ORGANISATIONS aAccoont Add Users to Group Managemarit O ROUF tod TION nap i Gi roug en mu Group Hams Whew Maintain Pay Created Tesi Yes Yes Yas 2013 0212 iinis IT Number Login Mame In Group D Kok 7508105015081 Lisart44 14 7 Grobbelaar 6209195138084 a Seethal 082651 79085 Rakesh17353 C Pring 6008175049085 Cliva1318 7 Bhagowat 8409185074080 07 7 Save Back Chack Al Uncheck All Select each user who needs to perform specific tasks relating to the group by clicking the tick box under In Group T I gt sare id TITTEN z dta te custome SUES abis T be im ia CCELI Tnxpmymr Lint Hank Lizi 7 adroit Ford Users to Group AA it rie Group Nama i j C rente Manag Groups Y uim rau 201 1 Pilas i ns Sure Leg Nam in Group Eck 75 105015g g DA iS Da 95 4 221 Abn A TASS E ZXmenthanl TTUHIJEn TTUGDIBB Rakeah trates C Prins Clive 33916 B3
45. ali da fe ce nh eed ee TT foie PH Qe ar ees aras gemiyen be wall hars himin ec om deed inin agi ieee iw f Then select Manage Deferment Account in order to allow the administrator access to the Customs accounts and click on the Continue button The User Role Manage Deferment Account must only be given to the administrator who will manage the roles relating to the Customs accounts eAccount on eFiling External User Manual Revision 0 Page 8 of 50 CA 01 M01 Effective 12 October 2015 SARS PILING FOR ORGANISATIONS Usar List Z erm 3 Rapale hew Changa Dorati BA SIC NN Logie Transfer SEA Changes Vlahos Haras Mius Tasi Praia Frnail rinhiemfishbas ca za 9 Tetephone Number mir 2020121 Accogm Reset i ROLES SELECTED Can laxp with SARS to get tax reference mimbari Can oeiia ard charge and asiga an graps Can cone ard charge daspessrs and aexsga frem ro groups Can and charge praups gno ex i and papers t groupe This role m user ethos jud admin rights to perform bulk and parents Pim maba a rote of fhe logis names aid gres oniy bo the usar for whom Hom intended g Review the User Summary information and click on the Continue button 2 3 5 Step 5 Create
46. allocated payment This section only deals with requesting a credit that already exists on the account to be paid back The existing refund VOC process via EDI and refund application process still needs to be followed Credits will be available on the account only upon final acceptance of the VOC d If a LRN is unpaid partially paid the credit on the account will not be refundable and you will not be able to allocate the credit until such time as the LRN debt has been settled The unallocated credit will only be refunded via EFT and therefore valid banking details have to have been provided to a Customs office prior to the request The credit requested for refund will remain available for Account Maintenance until the item is actually paid back If it is allocated prior to actual payment the refund request will be deemed as cancelled 2 7 1 How to request a refund V SARS y ORGANISATIONE E DUTIES amp CLE T Hi LEAN FRE S zl Taxpayer List AbsaAbsa Bank Ltd Thea E MALLU IE i FLUE Erg LEF Defermant Account Status Acta coun Hiling Account Summary 20711202719 igo Groups Prior Periods Current Month Total Balances Unallocated Payments R 74 425 67148 R 23 515 20 R 74 449 186 68 Total Unpaid Balance R 73973 9655 96 24 615 20 R T3 597T 481 16 VAT D aferment Credit Available 999 199 00 Duties Dafe
47. amount if applicable and click on the Pay Now button g The standard eFiling payment process will then be followed as explained above eAccount on eFiling External User Manual Revision 0 Page 40 of 50 01 1 Effective 12 October 2015 2 6 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 non deferment declarations or against Duties Levies Deferment VAT Deferment or Cash declaration Top Up options The selection options to identify non deferment declarations or top up options are the same as for when payments are made Refer to the explanation of the options under the Payments section d Allocations requested are final and the Proceed to Port Release CUSRES will be issued for the selected declarations or those included in the Cash Top Up option 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 The Account Maintenance screen will display the requested non deferment declaration s or T
48. an only be made and authorised on the same day Please be aware fiat you dant authorise your paymanmi today i will be removed from the ARSA Direct system by barnorngw Payment Datails Account Hams Select bank account Payment Request Date 0102 8 Pe uma ceu Foe pee ee Payment Amount 8135 54 Commanbs Please make sure that you compsere the payment process amd receive a payrmeni reference mumber as pool of payment imitas inm o RR E 85 g The Payment Details screen will be displayed and the standard eFiling payment process can then be followed h The bank details must be set up when registering on eFiling Remember that only the credit push payments option will be allowed for payment of Customs declarations and a reminder message will be displayed Y SARS Eins M omnem BH od PCS PAL BETLIF E WEE LEVNE UB A Circe erri IE Taxpayer List Bank Ltd Account Payment Details Mornngememni DICE tios Tipe You can submit payments any time with am effective date of the payment due date The payment will only ba processed on the Manage Groups 9 effective date Special Links Mote ABSA Direc payments can only be made and authorised on ihe same day Please be gwara Bat E you Gant authorise your paymanmi today it will be removed from the ARSA Direct system by bornarraw Please mobe that only credit push paymen
49. ank This process requires a rigorous bank account verrfication process in order ensure the validity of the account Banking details can be updated by visiting your nearest SARS branch and providing proof cf identiication and a cancelled cheque or anginal bank account statement Cheques are only issued in expepsinnal cirmumstances and require you to visit your nearest branch and motivate the request T Change of registered particulars Notry the SARS branch nearest to you within 21 business days of any such change amp Payable amounts or a refund amounting te F100 or less need not be Seed but will remain on your account However the imeres which accrues fom frs amount wil be calculated as described in point 4 above Reference number 214144 27 EMPSA RO 2015 04 00 gaina eAccount on eFiling External User Manual Revision 0 Page 24 of 50 01 1 Effective 12 October 2015 m next screen will be displayed if the payment button was clicked YT SARS Fune USER ORGANISATIONS RETURNS DUTIES amp LEVIES SERVICES TAX STATUS CONTACT LOGOUT Taxpayer List RED CAR PAYMENT SUMMARY Manage Grot ips mm Special Links Client Details Client Name RED CAR Trading As RED CAR Registration Number 2015 748494 07 Client Reference 21385499 Account Number 8121402625 Deferment Account Status Active CSA Monthly 2015 10 02 October R 7 842 78 Pay Now Save Payment Back Total TaT
50. ast deferment account holders Customs only will automatically receive accounts for each deferment facility that is registered at a particular Customs Office These deferment accounts are Customs Office specific and all deferment and non deferment declarations processed at that Customs Office will be processed against such account Deferment registrants Customs only may also receive their own national cash account which will be used at Offices where they do not hold a deferment facility This national account will be assigned once they have authenticated their registration and banking details at a Customs Office f In instances where clients make use of agents with their own accounts and respective Electronic Data Interchange EDI profiles declarations processed in such a manner by the agents will not reflect on the clients accounts Declarations will only display on the declarants account based on the EDI profile used g 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 Register the clients Customs client number s and set up access rights for other users For example the eFiling administrator at the clients head office can give access to each of the clients own branch managers to only use the eAccount functions for the branch s specific deferment acco
51. at 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 The process described in paragraphs c to g can be repeated to create a number of users eAccount on eFiling External User Manual Revision 0 Page 9 of 50 01 1 VW SARS SFILING a ORGANISATIONS mq DRLARIBAT CRE DUT SERVICES Sona LEX Usar List before Login fCustomsuser Peecsunt m Password m The user pou ane uci be regamed fo change thes password os Erst Thi imer im mm j 1 ELTE L ia Ae al omi Ie vau Pe agape mntamed wa send bul communications ether via emai or SMS Please indicate whether you would Ke to be induded in these comrrucicaions F Yes Mo d Select the Organisation Representative option to identify the user s role and clicks on Register YARS FILING ase CADANISATIONS EETURBNS CUSTOML LLEWED SERVIGEB LOU fer List Customsliser FOR ORGANISATION USER GROUPS T USERROLES F bajari User igans Registration Roks Ean register with SARS o get Cen create amp change and assiga fem groups T Manage Taxpayers Can create laspayers and
52. ax Reference Number Type of Payment Period This payment was made using SARS eFilimg H there are any questions regarding this payment ar eFiling in general please contact aur help desk E y Click on the Print button to print the Payment Information advice SARS Fune co oncanisarions I TT ETT amp i ier cr TAE X ru MEA Lace Taxpayer List RED CAR MANAGEMENT DASHBOARD Cheni Detalla g Group i aF iling Status denda Section na Iu Si Cent Marne RED CAR ailing Status Account Balances Updated ia ila Trading As RED CAR SARS Netificatiang lumber of letters 0 Regiatratan 2015 7T484904 07 Cera Fieferencae 213854949 Account Hunker 9121402625 SARS Branch DR TAMI Deferment Account Pot Poir an wt Prior Pariccda Current Month Ebalancaen Unallocated Payments A 0 00 R00 R 0 00 Total Unpaid Salance 3 921 359 A 1 927 19 R T Ad TA VAT Deferrnaenk Corecht Avika R 69 777 32 Cuties Deferment Credit R 736 379 90 Refresh Balances View Detailed Balances 2015 1002 Ochober R T Ba CB 2015 09 70 September 3 921 239 2015 00 2 921 39 cene Foyment teferonce amount Payment Status Meer Al Make da Payam R funda 2 If you want to request an Interim Statement of Account click on the Request Interim
53. ays the client details status related information and a summary of the account balances To select a Statement of Account view transactions and make or view payments history SARS v ORGANISATION dy Na GANIBAT IONS we Tish We customs DUTEA amp LEVIEE CQ Tii 0817 Taxpayer List Hellmann e ics 88 eACCOUNT MANAGEMENT DASHBOARD Mariaga Group ER Client Details Eh fae ns at 201 NANE Chant Hame Hellmann Vorldvade Logistics Pty Lid aFilng Status Account Balances pare Trading As Hellmann Worldwide Logistics Pty Lid SARS Notifications H of laters Regetration Humber 1872 013767 07 Chent Reference 00458122 Account Humber 8120030605 Defermant Account Status Active ETTIESJELAZLM eFiling Account Balance Summary Prior Periods Current Month Total Balances Unallocated Payments d 9 999 999 0 9 993 999 00 Total Unpaid Balance R O00 R 5 997 557 00 9 997 667 00 VAT Deferment Credit Avedable R 999 998 667 00 Duties Cetennent Credit Available 99 999 000 00 Refresh Balances View Detailed Balances ETT mem lorie Amoun Dire Request Request Interim e If you want to check your most recent account balances click Refresh Balances under the eFiling Account Balance Summary section The Refresh Balances button will allow you to refresh the screen to see the most recent balances from
54. be performed Only declarations with VAT deferred will be affected i e where a single declaration has both duties and VAT deferred only the VAT component will be paid E 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 eAccount on eFiling External User Manual Revision 0 Page 29 of 50 01 1 Effective 12 October 2015 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 if any and thereafter to deferment transactions 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 i e if payments are made for Duties Deferment Top up
55. bility to set up multiple user groups in order to allow different users access to the Customs eAccount functionality eAccount on eFiling External User Manual Revision 0 Page 4 of 50 01 1 Effective 12 October 2015 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 for example the client s Durban Branch Office will only have access to the Durban deferment account 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 Customs users with an understanding of the additional functionality necessary to effectively use the Customs eAccount 2 3 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 ww SARS runc a e Please provide your login details This is your geradted logan mem i Login malan32659 Password esssessessaas e For a reminder of your username or T to reset your password c
56. but only a few are available for the specific user to work on according to access rights granted by the administrator eAccount on eFiling External User Manual Revision 0 Page 17 of 50 CA 01 M01 Effective 12 October 2015 o ORGANISATIONS VARS T BIETL ede ica Eco CUTIES A LEVIES BERMICES CONTACT LOGOUT Tawpayer List Hellmann Workberide 7 i amp M A ECTS Managaerra ni a nape eACCOUNT MANAGEMENT DASHBOARD Client Details ing Status Information Section as ar 701 NIANA pee at tanien Chant Name Hellmann Worldwide Logistics Pty Lid aFiling Status Account Balances Updated Trading As Hellmann VVarldwide Logistics Pty Lid SARS Notifications Number of laters 0 Regrstrabon Humber 1972 013767 07 Chant Reference 00458122 Account Humber 3120030509 Defermend Account Status Active aFiling Account Balance Samman ms at 2013 02 18 Prior Periods Current Morth Total Balances Unallocated Payments R d 5 399 999 00 5 999 999 00 Total Unpaid Balance R000 3 667 00 3 997 667 00 VAT Deferment Credit Avadable R 999 98 657 00 Duties Detement Credit Available R 953 999 000 00 Refresh Balances ag uui of Account issue Dae dor Amour Payable Die Request Histone Request d The eAccount Management Dashboard screen for the selected financial account will now be displayed The Dashboard screen displ
57. button i This option will only include transactions processed in the current month up to the date of the request li The interim SOA must be available immediately if not you will be prompted with a message lii Once issued the statement will be displayed under the Interim Statement of Account section iv Interim Ad Hoc Statement of Account will be displayed v The CSA will only display transactions up until the date of request No payments can be made on interim statements eAccount on eFiling External User Manual Revision 0 Page 28 of 50 01 1 Effective 12 October 2015 2 5 Payments 2 5 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 followed by a Proceed to Port Release CUSRES for non deferred declarations or increasing the deferment facility s available credit 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 An Account Maintenance allocation will also result in a Proceed to Port Release CUSRES for non deferred declarations or increasing the deferment facility s available credit C Customs 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
58. c 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 SOA to ensure that the full account is settled and all declarations paid ii The interim SOA 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 selected for payment Payment against transactions included in this statement must be made using the payment process in paragraph 2 5 lt 2 SARS makes use of the Statement of Account STATAC message to send daily and detailed transaction listings to clients with deferment accounts that are registered and have a Financial Account number FAN linked to an Electronic Data Interchange EDI profile The STATAC message provides clients i The ability to reconcile the declarations against the transactions The data is categorised by Agent Branch and Bureau code ii Daily listings of transactions broken down by deferment cash and unallocated transactions and lil A payment advice from the Bureau systems Payments must be made on eFiling 2 In order to understand the detail contained in the Statement of Account please refer to the Customs Statement of Account CSA Guide on the SARS website Y SARS FOR ORGANISATIONS USER ORGANISATIONS RETURNS DUTIES amp LEVIES SERVICES TAX STATUS CONTACT L
59. claration s capture the LRN or the due date and click on the Proceed to Account Maintenance button Only the selection for an LRN is explained here as selection by due date will be similar WSARS jia CHRLEGIRAIICM E A LEV Cartas Loa List Absissa Bank Lid CUSTOMS ACCOUNT MAINTENANCE Conn Ara Ew k Lus Tracing Aa 2 Lir Rpt Hurt pan Dad Comis i n Sar Assur Si Pee Hd ancor Peer Brel pee ee ela i2 Coe 20120510 MAMULO Tes 2018 DONTD3EGIMOQ 20271433 AV DIMOMETOE SOUS 8 737482 040 24 BIZTDOIDTSCEDODIDTD SEIS DSTO 4B j The requested LRN s will display under Uncleared Bills and one 1 or more declarations can be selected In order to identify the declaration s due date and details click on the Doc No of the declaration eAccount on eFiling External User Manual Revision 0 Page 42 of 50 01 1 Effective 12 October 2015 5425 Bg rmm CAAT E RERWACAA Taxpeer List Bock Lid 2 El zv CUSTOMS TRANSACTION LISTING DETAIL k The details of the selected declaration and due date will assist the user to select the
60. client s financial account b The manual at this stage does not cater for Air Passenger Tax APT clients C This manual is not meant to delve into the precise technical and legal detail that is associated with Customs lt must therefore not be used as a legal reference d Should you require additional information regarding Customs payments visit a Customs or Excise Branch Office B O call the SARS Contact Centre on 0800 00 SARS 7277 visit SARS online at WWW Sars gov za or contact your own advisors 2 eACCOUNT 2 1 Introduction a The Customs eAccount will provide users with access to their accounts administered at Customs or Excise Offices Clients will be able to register their Customs 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 Customs or Excise B O b Clients must be assigned to their own unique financial account before being able to use and benefit from the eAccount C Clients that only process non deferment cash declarations will only receive their own unique financial account once they have authenticated their registration and banking details at a Customs or Excise B O This financial account is treated as a national non deferment or cash account and may be used for all declarations processed at the various Customs or Excise B O d In contr
61. correct declarations and the specific unallocated payment which must be allocated against the declaration SARS Fung umm ln gp Iyami Fit e LEUSS 8 97 Tropaer List Absorbs Blank Lind ri zuuNTVUD MAUERA tees sansssnnemaCAisIDNS3OXQM ate E J01013 DEAD 14 000 02 TER 7 104 02 e 3o z1143 paaien 5734554 20129113 Aa TEL 24 Co RATT 204130243 T AEG 58 mI B TOUTSTSLEUQUOZTU 30 2U273 Fe WNZTUDISTSCEUOOOTU 3012027132 Assigned Payment Once the correct declaration s and unallocated payment are selected click on Assign selected values eAccount on eFiling External User Manual Revision 0 Page 43 of 50 CA 01 M01 Effective 12 October 2015 VARS rFiunc ORGANISATION Ss SR ALEVES REMSCER SOW AS Lo Bank Lod i i Asse Surber EtzTOD1B75 Lid a poli Papae t gos pias pius S In To Urals ated TZ Die DOOD 040744 PENEN 58 T Iarina Pome eee Riinan it 20120113 DODONAEA 67 4002 a WVHA DEMONS 79288024 BZTMSTRCFUGUOZTU 2032002013 7 10402 amp i2TODsOT amp CPCOS02T8 She
62. e Dispute Resolution External Policy SC CF 04 Manual for the completion of declarations SC CF 05 Licensing Registration and Designation Internal Policy 4 3 Quality Records N A a s S 7S7 T 5 DEFINITIONS AND ACRONYMS eFiling is a secure electronic tax return and payment submission service offered free of charge by SARS The service offers web based capture of returns as well as convenient reliable and accurate electronic payment facilities Electronic Fund Transfer S Voucher of Correction S o 6 DOCUMENT MANAGEMENT Group Executive Customs Operations and Group Executive Compliance Centre Operations Initial release of CA 01 MO1 The combined Customs or Excise eAccount on eFiling Manual FIN AM 03 was spilt into two 2 documents with reference numbers CA 01 MO1 eAccount on eFiling Customs and EA 01 MO1 eAccount on eFiling Excise Included the EDI Transaction listings process The partial payment of Deferment warning message process was included The changes to the Statement of Account are included and The Legislation references were updated ECS TM 17 Rev 3 eAccount on eFiling External User Manual Revision 0 Page 50 of 50 CA 01 M01
63. eFiling on your bank s 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 SOA 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 non deferment declarations under I would like to make a payment by A Declaration reference Request a specific non deferment declaration reference LRN and only pay or perform account maintenance on this declaration Only the specific non deferment LRN will be displayed if unpaid or a part thereof that is unpaid B Due Date Request a list of non deferment declarations by due date This option will return a list of all non deferment declarations and the trader may select specific declarations from the list for payment or to perform account maintenance As above only the non deferment LRN s will be displayed if unpaid or a part thereof that is unpaid C In the instance where the declaration s is deferred no transactions will be displayed as payable Deferment transactions need not be paid individually and the Top Up selection options must be used ii Transaction grouping selection options A would like to make
64. each section to see additional payments o Reference 0212 _ q The Payment History screen will display the payments that were made by the client If the client wants to view more than 10 ten payments clicks on the More button S ARS gt ORGANISATION M z UBER OAGANIBATIONG RETLSNE customs DUTIEB amp LEVHER BEHWVICEB CONTAC COO07 Taxpayer List AbsaAbsa Bank Lid g mad PWLLGLHPFLPFSSRIHISILFEN ga cq Deferment Account Status ea Account S lente l ding Account Halimin an al 201 ROA pe Gre Prior Periods Current Month Total Balances SST SS Unallocated Payments R 74 440 581 50 R 31 393 78 R 74471975 28 T Total Unpaid Balance 73 DD 087 38 R 31 303 78 R 73 957 4851 16 TAT Dremani Creda Avallable R 999 807 199 00 Duties Dofterment Credit Avallable R9718818 00 Tet Uate PIT Transaction L Search by Declaration Falerenmce Search by Posing Date 2013 02 19 n Payneent Status H 829 24 Payment Successful ment helerence Murkber 12 7O01975CFO000573 8127001975CFD000559 R 253 16 Parent Soca bul 81270017975CF0000523 R 35614 Payment Successful B12700197 5CFD000458 ER 15 400 00 Payment Successiul 812700197 5CF0000422 R 1 491 35 Payment Successsul a m aM ama a Ae Qa aeg elim
65. ected and that only final approval on the banking solution constitutes the actual payment ST SARS runc v ORGANISATIONS USER ORGANISATIONS RETURNS DUTIES amp LEVIES SERVICES TAX STATUS CONTACT LOGOUT Taxpayer List REDCAR CSS Management Ac pee int j Summary of payment transaction details This payment was not completed successfully Special Links We have experienced some difficulty communicating this transaction to your bank Please wait 30 minutes and try again If you continue to experience difficulties please contact our call centre The following message was returned Getting payment information failed Account Name RED CAR Payment Amount R 100 00 Payment Reference SARSEFLNG 0024527872 X If the payment was not completed successfully you will receive a message Click on Print Confirmation to print the Payment Initiation Result eAccount on eFiling External User Manual Revision 0 Page 27 of 50 01 1 Effective 12 October 2015 fe SARS SARS Payment Transaction Details Confumatien af a payrnent request made an Gel 2015 Payment Information Initiated Ey Payment Relerence Mr KEMP HLIKGO D024527B872 Bank Request Date CAMS Online Banking Intamet Banking 02 Oct 2015 Payment instruction status Total fumount FNB Electrons Banking Cermnmuncalien Failed K 100 00 Pi ents lraakdown 7 Return T
66. ed features including access to the Customs eAccount If you are already registered as an Organisation proceed directly to STEP 3 lii STEP 3 Activate your Customs client number on eFiling This allows the SARS to activate your Customs profile on the SARS eFiling using your Customs 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 Customs eAccount what is referred to as the role Manage Deferment 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 Customs Admin User Alternatively you have the ability to assign a completely different person to manage these Customs functions V STEP 5 Create users for each Financial Account This is the most important step in the process as it allows one 1 to set up user profiles aligned to your organisational structure An organisation that operates deferments across different branch offices will have been assigned a separate financial account for each deferment In this step one 1 is able 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 1 also has the a
67. edit balance is displayed in brackets 1 6 Demen infomason Indicales information necessary to understand track and ublise your deferment facility win SARS AT deferment rules as agreed upon need to be complied with in order fo remain on the deferment facility scheme 151 Desenment due date Indicates the latest date by which payment must be recenved by SARS in order to confinue an active detenment amp xciiity 182 Dutes Dermen credit available Indicates the value of qualifying duties of deterred goods which reduced The total facility available Early payments can be in instances where the full facility has been exhausted 153 Deferment credit avaitabig Indicates the value of qual ying VAT of deferred goods which reduced the total facility available Early payments can be made in instances where the full faci has been exhausted 164 Desenment duty and WAT payable Indicates held as secunty Indicates the the value of dulies and VAT that was deferred during ine statement penod and which emas unpaid at statement issue dale This amount must be paid by me due date of this statement This value consequently does not inciude unpaid deferred duties and VAT relating fo prior statement penods which iF overdue must be immediately setiied 2 Al declarations may be subject to audit inspections and post clearance mepectons which could result in a revised dedaralion 3 An amount reflected as temporanty wntien off does not affect your li
68. ence 00030004 Account Number 8127001375 Posting Date Ma Due 4 0900300048 20121019300004 2012 10 19 006100003031 2012 10 26 9710402 00030004RAM20121019600002 20121019 006100003041 2012 4026 9813554 _ Now Save Payment Back Total Select the specific non deferment declarations for payment and click on the Pay Now buiton eAccount on eFiling External User Manual Revision 0 Page 38 of 50 CA 01 M01 Effective 12 October 2015 SARS runc v ORGANISATIONS HA RETURNI Em WES LEVIEE BERWICEB HTA faa Taxpayer List Absa bsa Bank Lid Management PAYMENT SUMMARY Account Selection 6 Manage HH Groups DB Client Details Special Links Cismi Name Absa Bank Lod Trading As Sa Bank Ltd Registration Number yl Chant Reference Accauni Numbar Proceed to make thet parrment new Haw Save Payment Back Total Due Dato Amount 20124026 R710402 2012110726 FR 8 135 54 Select Reference 0030004RAM 2012110 DOD3O0DUA4RAM201210 f Click on the OK button to proceed with payment 9 The standard eFiling payment process can then be followed 2 5 4 Top up payment options a All the Top Up payment options work in the same manner As an example a Duties Deferment top up option is explained below WY SARS FOR ORGANISATIONS q IREK HAEANIBATIODN
69. erson who initially registered the Customs 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 tax types such as Value Added Tax VAT and Pay As You Earn PAYE are already administered on eFiling and Customs will be an additional tax type on the organisation s overall profile The users who can be set up to access the Customs accounts may include operational staff that are responsible for submission of declarations and or making payments to SARS Customs for declarations The main Organisation s administrator needs to set up users who will be given access to the Customs accounts within the current eFiling Organisation s Add User function Se ind Ais Teed iPas Lir F hari be um bas Task Dediki Login Parra Trg pepe Insbrecbions on Ema te uem his section Hom dol usa tee Usar mum Tha lipar menu marg 2 eerie mimp i mene m parma g iing profig aee wgl ae jo raraga iha dette cd ohar Indeed uram ea epic he Daer on bha amp ATE ge al pihe maru ppikyr mE ta The mimar ip axpisinad fag dors L the Eagris Hae manu opik skrek n eer Ae cers p ie lha yya may bee panej arap be lar and mey be elle da peer Leese ni HP oe eon Ocoee Cn cunrpedzn eee gas wl ceed mcd on eee p
70. es Yas Yes m Click on Open to set up the groups access rights eAccount on eFiling External User Manual Revision 0 Page 12 of 50 01 1 Effective 12 October 2015 CARS Fune g ORGANISATIONS pn T customs I Liu T cra Taxpayer List iaaii bob lie ics fice a pg NN UPDATE GROUP OF TAS gs Rider T View F Th Maintain C AsomeS Te Papeete 57 Select the specific access that the group will need to perform specific functions Click Update to save the changes SARS 5 v ORGANISATIONS ep RS ES DUTIES A LOVE imis Taxpayer List Hellmann Worldwide n E nA comuret Manageren Account Selection Customs Accounts Rights Groups Setun New Group Special Links Admin Groug Access to View Yas No No Access to view multiple acc Tes Ha Access to Maintain Yes Yes Access to Payments Yes Tes Yes Open Manage Payers Manage Access to Maintain multiple ace Yes Yes Ia Payers Manage Users Access to Pay Multiple Accounts Yes Yes Yes Doen Payers Users Click on Manage Payers to display all the accounts linked to the Customs client number It is important to understand at which Customs branches the accounts are being used in order to give the correct access to the specific group Cars Quins ied g ORGANISATION
71. i Tutar 104 03 Toista 428 08 Ce 101030 0004 S012 3 1 Lr nnne p hk on a Allocate buton inorder for 4 io acm theese carpe m selection will then be displayed in the Assigned section If the allocation is correct click on the Submit Allocation button An 5 Fung By imm mima EE HACER Temper Lint Bank Lid o W x ALLOCATION CONFIRMATION apne Baek Lyi Eppa bee Eek Lij ned ra AU EE n A success message will display on completion and the respective CUSRES messages will be sent via EDI to the declarant eAccount on eFiling External User Manual Revision 0 Page 44 of 50 01 1 Effective 12 October 2015 2 6 1 Top Up selection options a The Top Up options with a positive balance will be available for selection to perform an allocation of unallocated payments towards the payable balance b Only one 1 Top Up option is displayed in the example below but all the top up options work the same way La TS RE E dnm mundam n List AbsaAbsa Eank Ltd a these E CUSTOMS PAYMENT OPTIONS Back Lod Bobet bee Buck Lij DOT Egg we at AOS HEH Foi Sh 162 EOD B 4 Ried 345 54 14 4n 23 919 31 T4 44 fro Ram R oan m
72. in eee and ee Ae ae asd Les TR ee eee en Xen Des dT iig hee psk magus leery a peers mnl apis hone iem ay raphe i hning ey eon Gee Se reo r alparmreasgizn dee m eee is rhangs heehee ihr Forge sl ee age eke tipp any caben pe citi peas apes aar Danh soam pe urs ene M C If you are an existing eFiler and you would like to extend your current Administrator s rights to Customs select the User tab and select Change Details to extend the current administrator s role to eAccount on eFiling External User Manual Revision 0 Page 7 of 50 01 1 Effective 12 October 2015 also include the required administrator Customs functionalities If a new person is to be assigned select register New F SARS ORGANISATIONS E n wi tees tear tet El e E eto h Tik First r Tani meis Typa Humber you with 5o receive SU S tor the verte Yea Aer aciwation as an abids v Ali ay pagus 0524 92 OE El E mail Xdj rass cau Talsphone Hurrher n PEA LT d Tax Fracfibones Ongankaion Represenialke s ma nd ner ni
73. lick here Your Password 13 now Case Sensitrve Please note that for secunty reasons this system has been implemented with a timed session expiry If you do not use the system for a prolonged period of time you will recere a Session Expired notice and you will automatically be logged out This time 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 bogged in not leave this System unattended 2 3 2 Step 2 Update your eFiling profile to an Organisation a In order to allow a Customs 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 gU lid Lees Fra do suma Cae u lum m rum knrs rr herr ir BE 1 bik LHET Pei cay ager pa pec ee gg afar ey apicem ES HINTEN H g Penang PETTE v Lie E In LT LELEE CM EREMO ORTI ES ILI sb prr rdr t pe eae eee ery The
74. ne ei bn be dum eee ote acm tan rug rier d Review the captured details of the administrator VW SARS Bp ror oncamsanions F gt User ust Fas pau wish to race 5 for the lowing evan I was No T c Aer othian ad an ard Y Alter Change Dwn Number np24629464 hm e E mail Address on Talaphone Mureber pm 2020121 _ is Accoum miu C Comma E Cwqanabon As part ot oer ongoing Ip keep you fee beeper mamme aa send Lthommienicadon abi via ar Piazsa dicata whether pou vod los ie Do in hase caem nicabare F was 7 No Fax Hurebei Select the Update Details button to move to the next screen CPU S AES POM CACANIEATIONS Hrm Mr 27 2 Change Teria Cam ghee oye eder gE dee reece nee ut gt a icti coe that iar and apri Been En Cake asr MBAansapa Teepe gee LEGasaps Pis cma gen Flere Cas Can cht chess pulus ans group y aca ce Thee roh ales Ue 6n lhe arfteabeet porien 7 Parierm Buk asd Acido rane Tnes adesse Aa ce b
75. nem Reference Number IPs 7 Gs X mE P Payments n127003739FT DF oes R 253 16 Payment Succesul dicea Payments Ba1zTOaDi9gT5CFUODOI523 356 14 Payment Successful fer sin 15 400 00 Payment Successful B izroa019T5S4 FOOODUAsZ R1 491 35 Payment Successtur h Click on the Make a Payment button on the eAccount Management Dashboard screen under Recent Payments I You can also make payment on the monthly SOA or Transaction listing sections by clicking on the Pay Selected Item button on the respective functionality screens eAccount on eFiling External User Manual Revision 0 Page 30 of 50 CA 01 M01 Effective 12 October 2015 SOARS a led g ORGANISATIONS EEA ORGANIEATIOKNE RETURNE ETT DUNES A LEVIES SESWILEI SC TAC Looe Taxpayer List AbsaAbsa Bank Ltd eccogmt Client Details Nama Absa Bank Ltd egistration fob Fs crane X Chent Reference 09037004 8127601975 Deferment Account Status Active line Account Balance Summary Seiten ms of SOUS 19 10H 475 Prior Periods Current Month Total Balances Unpaid Duties Deferred Balance R 227 17100 0 00 227 111 00 Unpaid VAT Deferred Balance R 192 800 00 R 0 00 192 800 00 Unpaid Cash Balance R5457312 0 00 54 523 12 Unallocated Payments R 74 440 581 50 R 31 393 786
76. op 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 made and the Uncleared Bills must rather be paid select NONE SELECTED under the 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 CARS Fung FOR ORGANISATIONS w m IEH customs Eu ALI pu N iL List AbsaAbsas Bank Lig Et CURL RE pE S Dalaran Account Status AC aa Lir RUFI E Files Paroda Cineni Month Total Balances Lirnialiacated Payments Ta 440 Sit 31 393 78 R T 471 575 28 Total Unpaid Balance R 73 966 087 38 31 393 78 R 7397 4861 tE VAT Credit Available R 979 807 179 00 Dies Dalermint Credit Availabe A 9 518 818 00 Retesh Balances Virw Detadod Balances Ragusii lnberim ECTLtUiziEEL TI 9 Search by F eferance Search Payment Relonece Number Maymmens State tp Bas 24 Paymenl Successful
77. payments any time with an effective date of the payment due date The payment will only be processed on the effective date Special Links Note ABSA Direct payments can only be made and authorised on the same day Please be aware that if you don t authorise your payment today it will be removed from the ABSA Direct system by tomorrow Payment Details Account Name RED CAR Bank FNB CAMS Online Banking Internet Banking Account Number 62001642356 Payment Request Date 2015 10 02 Oct 2015 Please use the format yyyy mm dd Payment Amount R 100 Comments Please make sure that you complete the payment process and receive a payment reference number as proof of payment initiation R 100 00 __ RED CAR Total R 100 00 Tax Reference Number 0 00 0 00 21385499 100 00 t The banking details will be populated Click on Pay Now if all the information is correct eAccount on eFiling External User Manual Revision 0 Page 26 of 50 CA 01 M01 Effective 12 October 2015 YT SARS Func h ORGANISATIONS USER ORGANISATIONS RETURNS DUTIES amp LEVIES SERVICES TAX STATUS CONTACT LOGOUT Taxpayer List RED CAR Confirm Payment Initiation Summary of payment transaction details Payment for 1 item Amount R 100 00 Payment Request Date 2015 10 02 Account Name RED CAR Bank Name FNB CAMS Online Banking Internet Banking Please note that by clicking on the
78. rment Credi Available R9 733 728 02 Refresh Balances View Detailed Balances Sirimni of Account issue Date Mni Payableh Request Historic Request interim amp Search by Declaration Reference Search by Posting Date 2013 02 19 Search Recent Paymenis _ Payment Reference Humber _ Payment Status unt Br2T00 197 CF 0000573 829 24 Payment Successtul 8 amp 127001975CF0000555 R 25316 Payment Successful Parymanis B12 700197 SCF 0000523 355 14 Payment Seuccasstul aAccount Paymenis 8127001975 720000458 15 400 00 Payment Successful 100472 R 1 491 35 Payment Successful 4 i 1 j I a Click on the Refunds button on the eAccount Management screen eAccount on eFiling External User Manual Revision 0 Page 47 of 50 CA 01 M01 Y SARS Manageamarit Te roo Kelundable Credits want to request for relund amp Rama SSL Doc Amon Effective 12 October 201 ORGANISATIONS SHEA ORARGARLGAT CAN METURHE customs DUTIES amp LEVIES SERWICER CONTACT LOGOUT Taxpayer Liat AbsaAbas Bank Ltd as ame 20121019 002003021360 546 744 68 digits 201241 06 003701832639 R 8 645 58 201201143 002601667683 87 340 98 2012 1133 0024019051158 73 782 940 24 201340243 005101221904 R 7 458 58 2013 02 13 004701449003 16 056 57 HTunais wani to Cancel Select S
79. t Details ses SRM Trading As RED CAR Registration Number Z T5 TABASA DT Client Reference 21385499 Account Mumbar 1214 262 Account Status Active Monthly Statement of Account SOT Y DUTIES amp LEVIES SERVICES TAX STATUS CONTACT LOGOUT Taxpayer List RED CAR ij TR USER ORGANISATIONS RETURNS eAccount i ayment Details Management Account Selection Tip You can submit payments any time with an effective date of the payment due date The payment will only be processed on the Manage Groups effective date Special Links Note ABSA Direct payments can only be made and authorised on the same day Please be aware that if you don t authorise your payment today it will be removed from the ABSA Direct system by tomorrow Payment Details Account Name Select bank account Payment Request Date 2015 10 02 Oct 2015 Plesse use the format yyyy mm dd Payment Amount R 100 Comments Please make sure that you complete the payment process and receive a payment reference number as proof of payment initiation Payment Summa Reference Number RED CAR 21385499 100 00 0 00 0 00 R 100 00 Total R 100 00 S Select the bank Account Name Yv USER ORGANISATIONS RETURNS OUTIES amp LEVIES SERVICES STATUS CONTACT LOGOUT Taxpayer List RED CAR 5 3 ore Payment Details Management Tip You can submit
80. t Facilities will be available for this type of payrmaent 7 Payment Detaits Account Harna Barik FNE CAMS Online Banking Internet Banking Account Humber 6423156 Payment Request Date use hea Fayemi R 813554 Pl ase make sure thai you compblabas the payment process amd receive a payman reference number as of payment instigieam Pay Now Cancel i In the Payment Details section select the Account Name bank account that was set up as a credit push payment type eAccount on eFiling External User Manual Revision 0 Page 33 of 50 CA 01 M01 Effective 12 October 2015 Wars ae CORGANIHEATIRONE RETURNE customs DUTIES LEWES CUM OO Taxpayer List AbsaAbses Bank Lid payment today it will be removed from the ABSA Direct system by tormmaonnaw TATTOON frm mote that only credit push payment facilities will be available for this type of payment Special Links Account Name eAccaunt FMB 620016423565 Bank CAMS Online Banking Internet Banking 4ccount amp 20016423156 Payment Request Date Maman Pl Wee ee forman yy cd Payment Amount 8135 54 Commants Please make eure that you complete the payment process and receive a payment reference number as proof of payment initiation Payment Summa
81. t reference number Amount payable l The following updates have been added to enhance the Statement of Account I Summary Information Customs Account The declarations have been split between Deferred and Cash declarations The deferred declarations represent the value of duties and VAT that was deferred during this period ii Deferment duty and VAT payable The value of duties and VAT that was deferred during the statement period and which is unpaid at the statement issue date This amount must be paid by the due date of this statement eAccount on eFiling External User Manual Revision 0 Page 23 of 50 01 1 Effective 12 October 2015 lil Full Payment deadline This will appear on the interim and monthly Deferment Statement as a reminder of full payment by the deferment due date iv general information was also updated on the reverse side as indicated below of the Statement of Account Paragraphs 1 1 1 2 1 4 1 5 1 6 4 and 5 were updated WY SARS m Statement of Account General Information 1 Please take the following into account when interpreting mis statement of account 1 1 Ths Stafement of account includes all transactions processed within the statement period Processing delays may cause transactions near the end of statement period to only display in the xlawing statement Receipts issued to you after The swe date of this statement of account have not been taken info account
82. tatus Dos Amou Open 20121019 002003021350 545 744 68 Open 20121106 003701832639 R 8 645 58 pen 2012 11143 DU2D01657 503 87 340 98 2012 0143 002401905118 R 73782 94024 pen 2013 0243 005101221904 R T 458 58 Open 2013002 13 004701449003 16 056 52 Back to Dashboard b View the available unallocated payments or credits which may be requested for refund Click on Request Refund after selecting the Open credits f VW SARS Func Ink QBGANLSATSUONE RETLIE NE p 1 amp LEVIEB COMTACT LOG I Taxpayer List AbsaAbsa Bank Lid fr TY want fo request for refund asl naccoool Minagamati CCG 2012 10 19 202003021360 546 744 68 2012 11 13 0026016867683 R 87 340 98 20124143 02401905118 R 73782 540 24 201302713 004701449003 16 056 62 20110243 005101221904 R 7 458 58 2012 11 06 003701832639 R 8 545 58 Arica pen 2012409 002003021360 546 744 6B Open 201243143 02601667683 57 340 98 pen 20121113 102401905118 R 73782 940 24 Open 2013 0243 004701449 16 056 62 Approved 2013 0213 7 458 58 Approved 2012 11 06 R 5 645 58 Cancel Refund Back to Dashboard Your bnstruction has been processed The list of available credits will be updated accordingly Previously requested refunds be cancelled at any point prior to the refund being paid In order to cancel refunds select a previously
83. tober 2015 S Aus UBER ORGANISATIONS RETURNS customs DUTIES LEVIES SERVICES CONTACT LOGOUT Tawpayer List Hellmann im E CUSTOMS ACCOUNT BALANCE DETAILS Client Details TER WOES on Chant Mame Hallmann Worldwide Logistics Pty Ltd Trading Acs Hellmann Worldwide Logistics Pty Lid Linis Registration Humber 1972 013767 07 Chant Reference 00458122 Account Humber 8120030605 Defermant Account Status Active aFiling Account Falance Summam Section __ 2013402718 HHI Prior Periods Currant Month Total Balances Unpaid Duties Defaread Balance 00 R 1 000 00 R 1 000 00 Linpaid VAT Deferred Balance RO R 1 332 00 1332 00 Unpaid Cash Balance RO R 0 00 Linallacated Payments R 0 00 9 999 999 00 3 395 535 0 Unallocated Credits R 0 00 ROO R 0 00 Total Unpaid Balance R 0 00 9 997 667 00 9 997 66700 VAT Diaferment Creda Available 939 998 667 00 Deferment Credit Limit Approved 358 995 935 00 Duties Defenment Credit Available R 99 999 000 00 Dubes Delernment Credit Lent Approved R 100 000 000 00 cnr h You can use this view to see a summary of accounts SA runc Bg ee USER ORGANIEATIONR RETWAND EZ DUTIES LEVIES BURVICEB CONTACT LOGOUT Taxpayer List M 2 Manage ace CUSTOMS ACCOUNT BALANCE DETAILS Ccount Saladi Client Detail aye ave Chen
84. unt Customs only thereby limiting access li 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 and eAccount on eFiling External User Manual Revision 0 Page 3 of 50 01 1 Effective 12 October 2015 B Unallocated payments and credits are also visible lil Statement of Account A Clients will be able to view previously issued progressive Statements of Account SOA as well as to request a SOA from the current month including all transactions up until the date of request B The information displayed on the SOA is summarised and does not reflect detailed information For more information on the SOA please refer to the guide on the SARS website iv Payments Will allow the client to request specific non deferment declarations or a grouping of deferred or non deferred declarations and make payment against these items v Account Maintenance A The Customs 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 non deferment declarations or a grouping of deferred or non deferred declarations to be allocated to an available credit vi Request for Refund Payment Customs only
85. 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 for that branch s specific deferment account therefore only allowing access to the eAccount per deferment account The users will each receive a specific logon username and first time password which needs to be changed on initial login Once the user is created he she can be linked to a Customs group b This process must be achieved in two 2 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 w v SARS Qr ING FOR ORGANISATIONS eer Lint Zinhle i wer List 1E Fin E g i Lian Customs Passport Ea a IM IK T2345 Do you wah to receeve 5445 for the toring ever Yen Afe scivation as an an pareant Call 0831333137 E read Address 585 Telephone Number 12 5333333 Lagan Acrzeni bora Login Custom user Cosim Password T TELET The user yay mer ninap wt be repare fo change password Frei pau ax Consultant Tax Practitioner C Select Register New and complete the required details Please remember th
86. x Types in order to register your Customs client number 5 ORGANISATIONS Taxpayer List Hellmann Worldwide 153 n Reference Number Register Haw Tax Office Please note that yOu val automatically be 1o receive SARS notices for this tax peti ing et Organisation Tax Types 2 f Ol Request Tax Admin Penalty SV Avctevation Reference Number Sy Tax Office VAT Vendor Search Delete Taxpayer Please note that you wil automatically be sciri ated 10 SARS notices far this tax type online Pending Registration Office 4 BERTOH fully Activated Excise Agent Reference lumbar Tax Office b Tick the Customs Agent tick box for all Customs clients type in the Customs client number in the Reference Number box scroll down and click on the Register button 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 Customs client number is verified and activated This process may take 24 hours 2 3 4 Step 4 Assign Create an Admin User a Once the Customs client number has been successfully activated you need to give a user the required administrator rights b An overall administrator the p
87. yers wih SARS to get tax reference members Please make note of the bogie name and gee it only do the use Tor whom it is intended Conima Back Summary g Review the User summary and document the Login Name The login name and password have to be provided to the user for access to eFiling as part of the Organisation FT SARS La ORGANISATION 1 NET TTL ict Cite eT E FS TITRE I USER DETAILS COMPANY DETAILS Managemen HE LV mm t TT s eiim iser Hama Saamen TES HPL Sea Freight 5 Py Se Trading As Ha Logn Mame malan32 amp 3 se E Lid Date Registered 2010 08 13 Regrtration ETT TL IBI egi 2004 02500807 lurnber Date Registered 2010 08 13 INCOME TAX QUICK SEARCH Please enter your Income Tax Reference Number UPDATED VERSION 5 0 9 OF egtayFile EMPLOYER NOW AVAILABLE The latest version 5 0 9 of e syFile Employer is now available can be accessed by visiting the SARS eFiling website wave zarselling co za and downloading version 5 0 9 of e amp gesyFile Employer Please The updated eisyFile Employer version 5 0 9 for Macintosh will be avallable at a later date Any information submitted to SARS using a previous version of h To set up Groups and link these to financial accounts click on Manage Groups under the eAccount Management tab This will allow the administrator to set up

CA-01-M01 - eAccount on eFiling

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