SARS efiling Mobisite Quick Guide

Transcription

1 SARS efiling Mobisite Quick Guide 2012 The SARS efiling mobisite allows taxpayers to file their individual Income Tax Return (ITR12) via efiling from their mobile phones Internet browser. STEP 1: ACCESS THE EFILING MOBISITE 1. Go to the Internet browser on your mobile phone. Enter the efiling mobisite address to access the SARS efiling mobisite. 2. The SARS efiling Mobile Home page will be displayed. 3. The Latest News section will provide more detail on the functionality available on the mobisite and key dates for returns. 1 SARS efiling Mobisite Quick Guide

2 4. SARS contact details are also available on the Home page: 5. Select the Login expand sign, enter your efiling Username and Password and select Login to continue. In the event that either the username or password is incorrect, a Login Failure message will be displayed in red on the page. 6. If you have forgotten your login details, scroll down to the reminder link for password reset and the following two options will be displayed to the user to reset the login name or password. Select the appropriate option. 2 SARS efiling Mobisite Quick Guide

3 7. Depending on the option selected above, relevant information will be required in order to reset the password. 8. A taxpayer can register for efiling using the Mobile website. Select the Registreation expand option and select the register link to continue. 3 SARS efiling Mobisite Quick Guide

4 9. The Registration Work Page will be displayed for the taxpayer to complete. 10. Individual Details contains fields to complete, e.g. Title, Initials, Firstname, Surname, Date of birth, Tax Reference Number. 11. Contact Details contain information, e.g. Preferred method of contact, Home number, Fax Number, Work Number. 4 SARS efiling Mobisite Quick Guide

5 12. Address information contains details, e.g Physical Address, Postal Address and Work Address. 13. Banking information contains details, e.g Bank, Branch Name, Branch Number, Account Holder Name, Account Number and Account Type. 14. If it is a Tax Practitioner completing the registration, the below fields must be completed. 15. Login complete a login name, password and password hint. 5 SARS efiling Mobisite Quick Guide

6 16. A list of Security Questions need to be completed. These questions will assist you in case you forgot your password and would like to reset your password in future. 17. A unique Security pin will be displayed to each taxpayer, that must be completed in the Verify Security Pin field. 18. On completion of all the registration fields, tap the Register button to continue with the efiling registration process. If you wish to cancel the registration, tap the Cancel button. 6 SARS efiling Mobisite Quick Guide

7 19. On successful login, the following page will be displayed. Select the My Information tab, to view all your information or to logout of efiling. 20. Select View Information to see all your information as saved on efiling. 21. Select the Return button and the return sections will be displayed. 7 SARS efiling Mobisite Quick Guide

8 22. Personalize Your Return contains the standard questions to populate all the relevant sections of your ITR12. Click on each line in the section if you want to edit the field. Errors will be displayed continuously when information/details are entered with errors. 23. Ensure that all relevant sections are completed. Each section will have a tab Mark As Complete in order to indicate that you have completed all the relevant information. 24. Taxpayer Information entails your personal and demographic information. 8 SARS efiling Mobisite Quick Guide

9 25. Employees Tax certificate contains all IRP5/IT3(a) information. Taxpayers will be able to refresh their IRP5 information as well. 26. Taxpayer Deductions contains all allowable deduction containers e.g medical deductions. 27. Ensure that you save your return before submitting. Ensure that you read the declaration before you submit your Income Tax Return. 9 SARS efiling Mobisite Quick Guide

10 28. You can select the Tax Calculation expand sign to view an estimation of your assessment. 29. Your statement of account can be viewed. 30. A summarised assessment can be viewed. 31. When you have successfully submitted your return, the following screen will be displayed. Select the LOGOUT button when you are done. 10 SARS efiling Mobisite Quick Guide

11 32. Please complete the compulsory survey at the end of your session. The following are examples of the survey questions: 33. On completion of the survey, the following screen will be displayed. Select the Home button to return to the home screen. 11 SARS efiling Mobisite Quick Guide