What is a Portfolio on SARS eFiling?

By Devsh Jag •  Updated: 10/03/24 •  5 min read

SARS eFiling has made filing tax returns simpler than ever. 

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

- ADVERTISEMENT -
, that person will be able to access, transact and manage all the portfolios linked without needing to log out or change users. 

What is a portfolio on SARS eFiling?

Registered eFilers can act in different roles on eFiling. These roles are more commonly known as ‘Portfolio Types’. 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: 

How do I change my portfolio type on eFiling?

To change your portfolio type on eFiling, here’s what you need to do:

This will take you to your Portfolio Management page. You will be able to view all the linked and unlinked portfolios related to your profile. 

What are SARS tax types?

In South Africa, there are various taxes that we pay. Albeit that we do not pay all of these taxes all of the time, it’s worth knowing what they are. 

Below is a comprehensive list of SARS tax types: 

Without the revenue generated from these taxes, the government will be unable to function. Taxes are used to fund social and economic programs, as well as public services such as schools, hospitals, and security. 

- ADVERTISEMENT -

How do I get a SARS eFiling profile?

To get a SARS eFiling profile, you will need to create an account on eFiling and register for Filing. 

Registered taxpayers can file returns, make payments to SARS, and get access to many other benefits via the online platform. 

To register for eFiling: 

If the details entered are successfully matched by SARS, you will receive a One-Time-Pin (OTP) and be redirected to the OTP screen.

Once your OTP is entered successfully, the eFiling Login Screen will display. 

If SARS is unable to finalize your registration, they may request additional information. A message will display, prompting you to provide supporting documents to complete the process. 

When SARS verifies your details, the status on your screen will change to ‘Request Successful,’ and you will receive confirmation via email and SMS. 

How do I add a new user to eFiling?

If you are wondering, “How do I give access to a new user? It can be done using the following steps: 

You will then need to input all the details of the taxpayer that you want to add to your portfolio. 

Once complete: 

A message will be displayed confirming the request and is pending approval from the individual. The taxpayer will have to approve the transfer request for the process to be completed. 

- ADVERTISEMENT -

Keep Reading

How to Get Tax Rebate

How to Get Tax Rebate

How to Get Tax Rebate. This article explains everything you want to know about the concept of tax rebates. 

How To Pay WTI on SARS eFiling

How To Pay WTI on SARS eFiling

But what exactly is withholding tax on interest(WTI), and how do we pay it? Here's what you need to know.

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 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. 

How to Pay SARS eFiling On Absa

How to Pay SARS eFiling On Absa

How to Pay Sars eFiling On Absa. We will cover the SARS payment options and other related matters dealing with SARS payments.

How to Request My B-BBEE Certificate

How to Request My B-BBEE Certificate

This article seeks to address some of the discrepancies in information by providing a comprehensive guide to all things related to B-BBEE certificates.

NOO – Notice of Objection

NOO – Notice of Objection

NOO – Notice of Objection. This guide explains everything you should know about filing a Notice of No Objection (NOO). 

All About Disability And Medical Expense Tax Credits 

All About Disability And Medical Expense Tax Credits 

Today we’ve assembled a quick guide to everything related to the disability and medical expense tax credits from SARS

What Is SARS IT88?

What Is SARS IT88?

If you owe money for previous taxes, SARS will issue your employer a document known as the IT88. Read on to learn what SARS IT88 is.

How to Update My SARS Details Online

How to Update My SARS Details Online

Learn how to update SARS details online, upload supporting documents, and change sensitive information on eFiling.

What Time Does SARS eFiling Open And Close?

What Time Does SARS eFiling Open And Close?

This article seeks to provide taxpayers with all the information about time SARS eFiling Open And Close and more

Difference Between Direct Tax and Indirect Tax

Difference Between Direct Tax and Indirect Tax

What Is the Difference Between Direct Tax and Indirect Tax? Read on to learn the difference between direct tax and indirect tax. 

What Is Customs VAT in South Africa?

What Is Customs VAT in South Africa?

This tax, a bit like a toll gate, is a part of the journey of every item that enters South Africa

What is a CEB01?

What is a CEB01?

However, a CEB01 must be paid by the due date specified on the form - usually the last business day of the month following the assessment month

How to Login to My SARS eFiling

How to Login to My SARS eFiling

This blog post aims to provide step-by-step instructions on How to Login to My SARS eFiling, creating a user ID and password.