How to register and get a SARS tax reference number

by
Home » Tax » How to register and get a SARS tax reference number

Registering as a taxpayer with the South African Revenue Service (SARS) is a crucial step if you earn more than a specified amount annually, as determined by SARS. This guide provides a detailed walkthrough of the registration process, the documents you need, and how to manage your tax affairs efficiently.

When to Register

You must register for tax within 60 days of receiving an income. The process involves submitting proof of identity, proof of address, and proof of bank details.

Discontinued Forms

Form IT77 for individuals has been discontinued. Individuals must now visit a SARS branch to register. Here’s what you need to know:

Required Documents

  1. Proof of Identity:
    • Certified or uncertified copies of valid identity documents such as an ID card, driving license, passport, or asylum seeker certificate.
    • For minors, a birth certificate and a parent’s/guardian’s ID are required.
  2. Proof of Address:
    • Documents such as utility bills, bank statements, or rental agreements that clearly show your name and physical address. Specific validity periods apply (e.g., utility bills must be less than three months old).
  3. Proof of Bank Details:
    • An original bank statement or a letter from the bank not older than one month confirming your account details.

Registering for Tax

There are three main ways to register for tax:

1. Automatic Registration for Personal Income Tax

When you register for SARS eFiling for the first time without a tax reference number, SARS will automatically register you and issue a tax reference number. You must have a valid South African ID.

Steps to register on eFiling:

  1. Visit www.sarsefiling.co.za.
  2. Click on “Register” and follow the prompts.
  3. Alternatively, use the SARS MobiApp and follow the same steps.

2. Register Through Your Employer

Employers can register employees for Income Tax via SARS eFiling. Check the Guide on Tax Reference Number (TRN) Enquiry Services on eFiling for detailed steps.

3. Register at a SARS Branch Office

Visit a SARS branch where a service consultant can help you register. Remember to bring all supporting documents and make an appointment beforehand.

Verifying Your Registration Status

To verify if you are registered for Income Tax:

  • Ask your employer.
  • Use the SARS Online Query System (select “What’s my tax number?”).
  • Call the SARS Contact Centre on 0800 00 7277.

Requesting a Notice of Registration (IT150)

An IT150 shows your tax reference number. You can request it through various channels:

  • SMS: Send “TRN” followed by a space and your ID/passport/asylum-seeker number to 47277.
  • SARS MobiApp: Request it if you are a registered eFiler.
  • eFiling: Request the IT150 under the “SARS Registered Details” menu.
  • Lwazi ChatBot: Available on eFiling or the SARS MobiApp. Authenticate with your ID/passport number and email or cellphone number.
  • Visit a SARS Branch: Make an appointment beforehand.

Using eFiling

Registering for eFiling allows you to submit tax returns online, make payments, and manage your tax affairs conveniently.

Steps to request services via eFiling:

  1. Click on the Chatbot icon on eFiling or the SARS MobiApp.
  2. Type “menu” to access services like requesting a tax reference number, statement of account, return refund status, and more.

Additional Channels for Service Requests

  • WhatsApp: Save the SARS WhatsApp number (0800 11 7277) and send a greeting to start.
  • USSD: Dial *134*7277# on your mobile device and follow the prompts.

Comprehensive Guide to Tax Registration

Navigating tax registration procedures can be complex, but having a clear guide helps streamline the process. Learn about tax registration in different regions to gain a broader perspective. Our articles on Taxpayer Registration on the TARMS Self-Service Portal, How to Get a KRA PIN in Kenya, and How to Check Your TPIN Number in Zambia offer detailed instructions and tips for successful registration.

Summary

Registering for tax in South Africa is a multi-step process that ensures compliance with SARS regulations. By understanding the requirements and utilizing the available resources, you can efficiently manage your tax obligations. For more information and assistance, visit the SARS website or contact their support channels.