How to Change Portfolio Name on eFiling

By Devsh Jag •  Updated: 11/27/24 •  5 min read

eFiling is a simple, free, and secure way of handling your SARS-related filing from the comfort and convenience of your home. 

This simple online platform offers you to perform a variety of functions that save you the time and effort of having to visit a SARS branch. eFilers that have multiple users and portfolios find eFiling to be the most useful as it allows them to manage several portfolios in one place with one login. 

- ADVERTISEMENT -

How do I change my portfolio name on eFiling?

The Portfolio Management feature on eFiling allows eFilers the ability to use a single login to transact between their existing Portfolios. Once a portfolio is verified and linked to a Primary User, that person will be able to access, transact and manage all the portfolios linked to their profile without needing to log out or change users each time. 

Here’s how to change your portfolio name: 

You will see a list of the portfolios that are linked to your profile. You can select a default portfolio by clicking the 3 dots (ellipses) in line with the relevant portfolio and then selecting ‘Default’ from the options presented. 

To manage a portfolio:  

Your portfolio should then be updated to the new name. 

What is portfolio name SARS?

eFiling allows users to manage multiple portfolios from a single profile. All portfolios that are added or linked to your profile will appear in the ‘Portfolio Management’ section in eFiling and will allow you to link or add various roles to each. 

When adding or linking a new portfolio, eFiling will prompt you to add a portfolio name to each portfolio that appears in your profile. The Portfolio Name is chosen by you to act as a unique identifier for when you need to access a specific portfolio. 

Users are able to change their portfolio name at any time using the Portfolio Management function listed under the “My Profile” tab on eFiling. 

How do I change my name with SARS?

Registered eFilers are urged to keep their profile up to date to avoid errors that may lead to delays in filings, payments, etc. Once registered, you can change selected sensitive details such as your name and bank details, or even a registered name in the case of trusts or companies. 

- ADVERTISEMENT -

Users wanting to change or update sensitive details such as their name will need to use the Registration, Amendments, and Verification form, also known as the RAV01 form, which is available on the eFiling platform.

The following details can be updated or changed using the RAV01 form:

If SARS is unable to validate new banking details on eFiling, you will need to make an appointment and visit a SARS branch to validate the details.  

Unvalidated bank details that can only be changed at a SARS branch

In certain instances, eFiling will not allow you to change or request a change of certain information other than at a SARS branch. These include:

If you are going to a branch, you should be aware that SARS now uses a new biometric system, which is linked to the Department of Home Affairs, to authenticate you. You will also be required to call the SARS Contact Centre beforehand to set up an appointment. 

What’s an example of a portfolio?

Once a portfolio is verified and linked to a Primary User, that person will be able to access, transact and manage all the portfolios linked without needing to log out or change users. 

There are three main types of portfolios on SARS eFiling. These are: 

- ADVERTISEMENT -

Keep Reading

How to Get An ITA34 From SARS

How to Get An ITA34 From SARS

You can obtain an ITA34 form hassle-free from SARS. You can request a copy of the form through your eFiling account once you have registered with SARS.

How to Remove a User From SARS eFiling

How to Remove a User From SARS eFiling

Learn how to remove a user from your SARS eFiling account in just a few easy steps. Keep your tax information secure and control who has access to your account.

How to Submit EMP501 on SARS Efiling

How to Submit EMP501 on SARS Efiling

Submit EMP501 on SARS Efiling. This article explains how you can submit EMP501 on SARS eFiling. 

RAV01 – Registration, Amendment, and Verification Form

RAV01 – Registration, Amendment, and Verification Form

This article explains everything you need to know regarding RAV01 registration, amendment, and verification forms.

What is SARS Income Tax Verification?

What is SARS Income Tax Verification?

What is SARS Income Tax Verification? Let us give you more details on SARS tax verification and how to verify your SARS account. 

How To Register With SARS Online?

How To Register With SARS Online?

Are you figuring out how to register with SARS online? If so, you’ve visited the right place! 

Income Tax Penalties in South Africa

Income Tax Penalties in South Africa

Penalties do not necessarily mean legal action will follow, it simply means that your tax bill will be higher than necessary.

How to get my SARS Tax Certificate Online

How to get my SARS Tax Certificate Online

The SARS tax certificate refers to proof of your tax compliance status. We will cover everything you need to know about this document below.

How to Access SARS ITA34 Form?

How to Access SARS ITA34 Form?

What is SARS eFiling?

What is SARS eFiling?

What is SARS eFiling? There are many solid reasons to use eFiling, so we compiled this guide to eFiling to help you.

What Is The Tax Threshold In South Africa?

What Is The Tax Threshold In South Africa?

Understanding the tax threshold is an integral part of financial planning.. Read on to find out all the details about the tax threshold in South Africa

How to Register a Company On SARS eFiling

How to Register a Company On SARS eFiling

In this article, we will be taking you through the process of how to register a company on SARS eFiling

How Long Does SARS Take to Review Documents?

How Long Does SARS Take to Review Documents?

How Long Does SARSTake to Review Documents? Read on to learn how long it takes for SARS to review documents.

How to Cancel a Payment on eFiling

How to Cancel a Payment on eFiling

Learn how to cancel, suspend, or make corrections to a payment or tax return on the SARS eFiling platform, eligible taxes, and required documentation.

How to Pay SARS Through Absa Online Banking

How to Pay SARS Through Absa Online Banking

To pay SARS through Absa online banking, visit the Absa website home page and log into your account. Read on to learn how to pay SARS through Absa