Tax and SARS knowledge base
How do I manage an Excise eAccount on SARS eFiling?
How should an excise licensee control account-management work in SARS eAccounts?
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Direct answer
An authorised Excise client can use the relevant eAccount functions on eFiling to review and manage account information made available by SARS. The client should reconcile each balance and payment to its excise return, production account and finance ledger.
Account management is not a substitute for submitting the product-specific declaration or return. Resolve errors at the correct layer.
What this means in practice
Use separate preparer and approver roles for payment allocations and refunds. Excise accounts can contain high-value period movements that should not be adjusted informally.
Review the branch, warehouse and product account selected before acting.
Step-by-step
- Select the correct licensed entity and Excise account.
- Confirm the user's eFiling rights and authentication.
- Download or review the current account information.
- Match return liabilities, payments and adjustments by period.
- Investigate unmatched or aged items.
- Process only supported account actions with approval.
- Save the SARS reference and monitor completion.
- Update the signed reconciliation.
Documents and records to keep
- Excise licence and account mapping.
- Return and production-account ledger.
- eAccount statement.
- Action approval and SARS reference.
- Post-action reconciliation.
Important limits and exceptions
An account credit is not automatically refundable. Confirm its origin and the applicable refund process.
Do not move amounts between periods to conceal an unresolved declaration error.
When to get tailored advice
Get excise help where production accounts, returns and eAccount balances disagree or where a material refund is contemplated.