E-filling banking details change.

Pitbull

Verboten
Joined
Apr 8, 2006
Messages
64,308
Ok 2014 is behind us, and I've changed banks. I want to update the banking details on e-filling now already for next year so I don't run into problems then. I however can't see any place to change it :confused:

Must I go into a SARS office (Fark I hope not) or is there another way?

I can load push banking details and so on but not a new account for Personal returns... Please assist if you have done this before or know how to go about doing it?
 

greg0205

Honorary Master
Joined
Apr 18, 2010
Messages
28,911
I thought this was supposed to make things easier. Had to re-resister a week or so ago, got a notification that there was correspondence (which was a blank PDF), figured out it was supporting docs so uploaded form and banking details on the site. Next thing the profile was blocked 'cos you need to hand the docs in at SARS???? Gave it to a tax guy and am still waiting. Eish!
 

Sinbad

Honorary Master
Joined
Jun 5, 2006
Messages
81,191
There's space on your return for your bank details.
 

Pitbull

Verboten
Joined
Apr 8, 2006
Messages
64,308
I thought this was supposed to make things easier. Had to re-resister a week or so ago, got a notification that there was correspondence (which was a blank PDF), figured out it was supporting docs so uploaded form and banking details on the site. Next thing the profile was blocked 'cos you need to hand the docs in at SARS???? Gave it to a tax guy and am still waiting. Eish!

o good gowd no ... Please, I can't go to the SARS offices and sit in rows of people for hours on end.... NO!!!!! There must be a better way?
 

greg0205

Honorary Master
Joined
Apr 18, 2010
Messages
28,911
o good gowd no ... Please, I can't go to the SARS offices and sit in rows of people for hours on end.... NO!!!!! There must be a better way?

Get a tax guy... Crazy to have an online facility that forces you into one of their offices. I just don't see the point.
 

Sinbad

Honorary Master
Joined
Jun 5, 2006
Messages
81,191
There's also a "change banking details" link on the Home tab of the efiling website once you're logged in

*edit*
Also, uploaded my supporting docs via efiling, no problem.
 

Pitbull

Verboten
Joined
Apr 8, 2006
Messages
64,308
There's space on your return for your bank details.

Yea I noticed that, problem is 2014 return is done, dusted and spent already. Do I need to wait till next year's return and then change it? Will it then cause another headache all on it's own?
 

Pitbull

Verboten
Joined
Apr 8, 2006
Messages
64,308
There's also a "change banking details" link on the Home tab of the efiling website once you're logged in

*edit*
Also, uploaded my supporting docs via efiling, no problem.

There is a banking details tab where you can load new banking details for Push fees. Or am I missing something?
 

Messugga

Honorary Master
Joined
Sep 4, 2007
Messages
12,750
o good gowd no ... Please, I can't go to the SARS offices and sit in rows of people for hours on end.... NO!!!!! There must be a better way?

Buckle up. I put in leave for tomorrow specifically to go sort this out. Had to do it last year as well but need to reconfirm my banking details for some obscure reason.
 

Pitbull

Verboten
Joined
Apr 8, 2006
Messages
64,308
Buckle up. I put in leave for tomorrow specifically to go sort this out. Had to do it last year as well but need to reconfirm my banking details for some obscure reason.

Can I send mine with yours ? :p
 

Messugga

Honorary Master
Joined
Sep 4, 2007
Messages
12,750
Can I send mine with yours ? :p

Sure, I'm driving past your neck of the woods on the way to their offices anyway :p

Certified copy of ID, proof of address (Telkom bill/Medical aid statement/Water & lights bill can be used. Pretty much nothing else. Much fun.) and 3 months' bank statement with the bank's stamp. Nothing older than 3 months.

Don't know whether they'll let me submit the forms on your behalf though...
 

Pitbull

Verboten
Joined
Apr 8, 2006
Messages
64,308
Sure, I'm driving past your neck of the woods on the way to their offices anyway :p

Certified copy of ID, proof of address (Telkom bill/Medical aid statement/Water & lights bill can be used. Pretty much nothing else. Much fun.) and 3 months' bank statement with the bank's stamp. Nothing older than 3 months.

Fark me... Seems like I'll have to make a day of it too. Maybe next year before Tax season starts. I'll put a reminder in my calendar :eek: No way in hell I'm going there in tax season.
 

envo

Expert Member
Joined
Jan 14, 2014
Messages
3,263
I had to change my banking details and you need to go into the SARS offices for that and bring a bunch of stuff
 

Messugga

Honorary Master
Joined
Sep 4, 2007
Messages
12,750
Fark me... Seems like I'll have to make a day of it too. Maybe next year before Tax season starts. I'll put a reminder in my calendar :eek: No way in hell I'm going there in tax season.

Yeah I'm not looking forward to it. Got most of the documentation. Last year I had to go three separate times because people constantly forgot to mention one or more document required. So much fun. This year I've done the leave thing and I'll be waiting at their door at 8:00. It's now or never. They owe me money too...
 

envo

Expert Member
Joined
Jan 14, 2014
Messages
3,263
Took me an hour to change BTW, and this was with a quick audit from their side cause the payout was more than R10k
 

envo

Expert Member
Joined
Jan 14, 2014
Messages
3,263
Yeah I'm not looking forward to it. Got most of the documentation. Last year I had to go three separate times because people constantly forgot to mention one or more document required. So much fun. This year I've done the leave thing and I'll be waiting at their door at 8:00. It's now or never. They owe me money too...

You can usually research what documents you need online before you go. That's what I did.
 

Messugga

Honorary Master
Joined
Sep 4, 2007
Messages
12,750
You can usually research what documents you need online before you go. That's what I did.
The call center informed me initially after querying the status of an audit. Made the mistake of assuming that they were competent.
 
Top