How to register as a taxpayer

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TaxPayer, image: pxhere.com

[ht_message mstyle=”danger” title=”” show_icon=”” id=”” class=”” style=”” ]In the past one was required to fill an ‘IT77 registration form for individual’ and such a method has been discontinued. Now when you want to register as a taxpayer, you have to visit a SARS branch for assistance to be registered on the system.[/ht_message]

[ht_message mstyle=”success” title=”” show_icon=”true” id=”” class=”” style=”” ]iRead: SARS Dividends Tax[/ht_message]

How to register as a taxpayer
TaxPayer, image: pxhere.com

You have to be in person for registration, as the registering process is done through the SARS system. You don’t want to find yourself at the branch with wrong and/or missing documents, please ensure you have all the necessary supporting documents before visiting the branch.

Supporting Documents needed

Here’s a table of a list of documents that are accepted by SARS as proof of resident or business address. In any of the documents listed before, it should clearly show the name of the taxpayer (Initials and surname or first name(s) and surname).

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Document description​ ​Validity period
1​ GENERAL ACCOUNTS:
​1.1 ​Utility account i.e. rates and taxes, water or electricity account ​Less than 3 months old
​1.2 ​Educational Institution account ​Less than 3 months old
​1.3 ​Co-op statement (for farmers) ​​Less than 3 months old
​1.4 ​Medical aid statement ​​Less than 3 months old
​1.5 ​Mortgage statement from a mortgage lender ​​Less than 6 months old
​1.6 ​Telephone account (All networks) ​​Less than 3 months old
1.7​ ​e-Toll account ​Less than 3 months old
​1.8 ​SABC television license ​Less than 1 year old
1.9 ​Retail accounts (e.g. Woolworths, Edgars, etc.) ​Less than 3 months old
​2 GOVERNMENT ISSUED DOCUMENT:
​2.1 ​Motor vehicle license documents ​Less than 1 year old
​2.2 ​Court order ​​Less than 3 months old
​2.3 ​Subpoena ​​Less than 3 months old
​2.4 ​Traffic fine ​​Less than 3 months old
​2.5 ​Documentation relating to UIF or pension pay-out ​​Less than 3 months old
​3 ​INSURANCE AND INVESTMENT DOCUMENT:
​3.1 ​Life assurance document ​​Less than 1 year old
​3.2 ​Short-term insurance document ​​Less than 1 year old
​3.3 ​Health insurance document ​​Less than 1 year old
​3.4 ​Funeral policy document ​​Less than 1 year old
​3.5 ​Investment statement from share, portfolio or unit trust ​​Less than 1 year old
​4 ​LEASE/FRANCHISE AGREEMENT:
​4.1 ​A current and valid agreement

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There are in some instances where a CRA01 (Confirmation of Entity Residential/Business Address form) must be filled in, in a case where the proof of residence provided is in the name of someone else’s. CRA01/a letter must be filled by the Chief or Councilor if the taxpayer resides in the area where the municipality doesn’t issue accounts no further documentation will be needed.

[ht_message mstyle=”success” title=”” show_icon=”true” id=”” class=”” style=”” ]iRead: Registering for Tax[/ht_message]

If you have an entity as a taxpayer and your business is trading from the taxpayer’s address, proof of residence is needed, and this is in a case where you are a sole business owner, however If there are more than one member or director and the business is trading at one of the member’s address, a CRAO1 must be filled by another member.

[ht_message mstyle=”alert” title=”” show_icon=”” id=”” class=”” style=”” ]You will also need proof of Bank Details where an original letter from a bank that’s not older than a month is required confirming the account holder’s identity.  An original bank statement or ATM or Interment generated statements or any eStamped statement that not older than 3 months, clearly pointing out all the necessary needed details.[/ht_message]

If your spouse doesn’t have a bank account and wants to use their spouse’s bank account, a certified copy of the marriage certificate is required, in a case of a Life Partner, an affidavit is required.

Once you are done registering for Tax and have your tax number allocated to you, you can register for eFiling. This is easier, free and convenient.

[ht_message mstyle=”success” title=”” show_icon=”” id=”” class=”” style=”” ]For more information visit SARS[/ht_message]



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