South Africa - Apply for Tax Directive Fixed Amount

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Procedure

Apply Online - Apply for Tax Directive Fixed Amount Online with Images

1. To apply for Tax Directive Fixed Amount online, visit the official website of the South African Revenue Service by clicking the following link: Link
2. If you are already registered as a taxpayer and have the user credentials, click “Login” button and enter the username, click “Next” button and enter Password, click “Next” button.
3. Otherwise, in the page that appears click “Register” button on the top of the page. In registration page, enter the personal details and click “Next” button. In next page, enter contact and login details and click “Next” button.
4. 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.
5. 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.
6. 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.
7. 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.
8. 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.
9. 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.
10. 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.
11. On the eFiling Dashboard, you have to select the Portfolio as either “Individual” or “Tax practitioner” by enabling the Portfolio drop-down menu. Now, locate the Tax Directive functionality in the portal and activate it by following the on-screen instructions to access the functions.
12. After activating, you have to click the “Services” option from the top and click on the “Tax Directive” option and then select “Request” option which will be present on the left. A screen will be displayed with all the required forms relevant to the portfolio selected.
13. Select the “IRP3C Application for a Tax Directive:Fixed amount” application form among the available forms and select the relevant taxpayer (as applicable) you want to complete the application for.
14. The application form will be displayed for completion with the pre-populated information of the selected taxpayer. After completing all the required information on the Tax Directive application form, select the “Save”button at the bottom of the screen.
15. A message indicating that the request has been successfully saved will be displayed and then you have to select the “Submit to SARS” button at the bottom of the screen. If there exists any requirement of supporting documents, relevant dialogue box will be displayed in which you have to select “Upload” button.
16. The Document Upload page will be displayed in order to upload the required supporting documents for the application. Select the “Click here to Browse” option, select the file(s) to be uploaded and click the “Open” button to upload.
17. Once all the documents are uploaded successfully, your application process has been completed as required and the application and attached documents (if any) will be set to proceed for further verification and validation processes by respective authorities.
18. Once the tax directive application for the IRP3(c) application is approved by SARS, the tax directive will be available on eFiling.

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Required Documents

• Letter of employment copies
• Service contract documents
• Identity document copy (if required)
• Residential proof copy (if required)
• Bank account proof copy (if required)
• Any supporting document

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

Eligibility

• Anemployer, insurer or fund administrator, who wants to obtain fixed amount tax directive, can apply.
• The person applying must have registered as an individual taxpayer or tax practitioner.

Fees

Please approach the authorities for fees details.

Validity

A tax directive is only valid for the tax year or period stated therein.

Documents to Use

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Sample Documents

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Processing Time

Please explain processing time taken in obtaining the document/certificate.

Related Videos

Videos explaining the procedure or to fill the applications.
Attach videos using the following tag <&video type='website'>video ID|width|height<&/video&> from external websites.
Please remove the '&' inside the tags during implementation.
Website = allocine, blip, dailymotion, facebook, gametrailers, googlevideo, html5, metacafe, myspace, revver,
sevenload, viddler, vimeo, youku, youtube
width = 560, height = 340, Video ID = Can be obtained from the URL of webpage where the video is displayed.
e.gIn the following url 'http://www.youtube.com/watch?v=Y0US7oR_t3M' Video ID is 'Y0US7oR_t3M'.

Instructions

Guidelines for applying via eFiling: Link

Required Information

• Taxpayer reference number
• Surname/registered name
• Identity document/passport number
• Other identification/registration numbers
• Taxpayer annual salary
• Address details
• Employer’s PAYE reference number and other details
• Address details

Need for the Document

• The need to obtain a tax directive is to seek assistance from SARS in deducting employees' tax from certain lump sums to a taxpayer or member.

Information which might help

• The tax directive enhances SARS to instruct an Employer, Fund Administrator or Insurer how to do this.

• Refer for more information: Link

Other uses of the Document/Certificate

Please explain what are other uses of obtaining this document/certificate.
e.g. Birth Certificate can be used as proof of identity.

External Links

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Others

More information which might help people.