South Africa - Online Apply for Certificate of Income for Disposal of Unit Trusts or Other Financial Instruments
- Step 1 : First one has to make sure that all the required documents are in hand to apply online. If you would like to know about the documents that are required for this procedure, please visit the following link : Required Documents to Apply for Certificate of Income for Disposal of Unit Trusts or Other Financial Instruments
- Step 2 : To apply for Certificate of Income for Disposal of Unit Trusts or Other Financial Instruments online, visit the official website of the South African Revenue Service by clicking the following link: Apply Online.
- Step 3 : If you are already registered as a taxpayer and have the user credentials, click “Login” button which is highlighted in “Red” in the below image.
- Step 4 : Now enter the "Username", click “Next” button which is highlighted in “Red” in the below image and enter "Password", click “Next” button.
- Step 5 : Otherwise, in the page that appears click “Register” Hyperlink at the bottom of the page which is highlighted in “Green” in the below image.
- Step 6 : In registration page, enter the personal details and click “Next” button which is highlighted in “Red” in the below image.
- Step 7 : In next page, enter contact and login details and click “Next” button.
- Step 8 : Since you a new applicant, you have to provide your personal information in next page. Fill the mandatory fields and click “Submit” button. The “Registration Request Received” message will appear and your case number will be displayed which you should use to follow up on your registration case.
- Step 9 : Click “continue” button to proceed to upload documents or “save for later” button to continue this process later. If you click “continue” button, you will be redirected to a page where you can upload the required documents by clicking “Upload” button, after uploading click “Submit” button.
- Step 10 : Confirm submission dialogue will appear. Click “Continue” button if you are sure or “cancel” button if you want to recheck. After this, you will be redirected to the beginning page. You can click “Query status” button to check the status of application.
- Step 11 : The application is in progress and you will be prompted to upload more required documents in your work page. Upload the relevant and required documents as instructed and click “Submit” button and complete the registration process as prompted.
- Step 12 : Once your documents have been validated the “Complete Registration” button will be displayed on your Registration Work page. Click on “Complete Registration” button. You will be prompted to select your preferred method of communication for eFiling security purposes.
- Step 13 : Select either ‘Cell number’ option or ‘Email’ option and click “Continue” button. The One Time Pin (OTP) page will be displayed which requests you to complete the last 6 digits of your OTP sent through to your preferred method of communication.
- Step 14 : Complete the OTP and click on “Submit” button. If the OTP completed is correct, a message will be displayed indicating you are now registered for eFiling. Upon completion of your registration, you are now required to login to the SARS eFiling website by making use of your Username and Password.
- Step 15 : After logging in, locate the “Organisations” menu in the portal and select “Organisation Tax Types” option under the menu, Select the check box corresponding to the “IT3” product, enter the Income Tax Reference number and click the “Register” button to continue.
- Step 16 : Then, Select the “Organisations” menu and access “Rights Group” option in the menu and click “Manage Groups” option. The Group Details page will open, click “Open” button in the page.
- Step 17 : On the appearing screen, select the “IT3 / Medical Scheme Contributions / Insurance Payments” option. Click the “Update” button to continue and the Third Party Data functionality is activated on your eFiling profile.
- Step 18 : After this, the user may be required to complete some necessary processes which will be intimated to the user by the respective SARS branch officials. After the completion of the required processes, again log in into your eFiling profile and proceed to complete IT3 return.
- Step 19 : Locate the “Returns” menu in the website and select “Submit new data” option under “Third Party Data” tab so that “IT3” button can be enabled. Click on it and The Saved Data Submissions page will be displayed. Click on the period dropdown arrow and select the period that you wish to submit data for. Click on the “Capture New Data” button to continue.
- Step 20 : Data Submission Work page will be displayed. Click on the “IT3” hyperlink to open the form. The first page of the IT3 return will be displayed in which you have to select the “IT3(c) - Certificate of income in respect of the disposal of unit trust or other financial instruments” check box.
- Step 21 : Now, proceed to complete the certificate by filling the required information under relevant fields and once completed, click on “File Return” button to submit the completed form to SARS.
- Step 22 : After submission, the completed form and corresponding documents will be put into further verification and validation processes.
- Step 23 : Once all the processes got completed, the authorities will perform necessary actions for the certificate issuance as per the applicant’s request.
CONTACT DETAILS
Office Locations & Contacts
South African Revenue Service (SARS) - Head Office,
Lehae la Sars Building, 299 Bronkhorst Street,
New Muckleneuk, Brooklyn,
PRETORIA
Postal address: Private Bag X923
Pretoria,0001
Tel: (012) 422 4000
Call Centre: 0800 00 7277
Fax number: (012) 422 5180
Email: For Tax Practitioners: [email protected]
Email: For Taxpayers: [email protected]
Website: Contacts link
South African Revenue Service (SARS) Region Contacts Details
South African Revenue Service (SARS) Branches