How an eFiling profile works (simple guide) ✨

When your business is registered in South Africa you need access to an eFiling profile to submit company tax returns. Below is a clear, no-fluff explanation of the two common ways to set up and manage a company’s eFiling profile — plus practical tips, SEO notes, and linking ideas. ✅

Two ways your company’s eFiling can be managed

1) Via a tax practitioner

Many companies let a registered tax practitioner manage eFiling. The practitioner adds the company to their own eFiling account and files returns on your behalf. This is convenient — but remember: if you stop using that practitioner you’ll need to appoint another or move the company profile to a new account.

Quick tip: Always confirm who is the “authorised representative” on the tax paperwork so transfers are faster.

2) On the public officer’s personal eFiling profile

You can also add the company to the personal eFiling profile of the company’s public officer (the individual responsible for tax matters). That person’s personal eFiling account then files returns for the company.

Important: the company must have a registered public officer with SARS and contact details must be current. Moving a company between profiles requires a one-time PIN to confirm the transfer.

eFiling profile South Africa

Practical checklist (what to do now)

  • Verify the company has a registered public officer in SARS records.
  • Make sure the public officer’s contact details (phone and email) are up to date.
  • If a practitioner currently manages filings, get written confirmation of who has access and how to transfer the profile if needed.
  • When transferring, keep the one-time PIN secure — it’s required to complete the transfer. 🔒

Common questions

Q: Can a company have both a practitioner and a personal profile?
Yes. The company can be associated with a practitioner account or a public officer’s personal eFiling—choose whichever works best operationally.

Q: Who should be the public officer?
Usually an owner, director, or senior official who handles tax matters. Make sure they’re trustworthy and have reliable contact details.

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