Tax and SARS knowledge base
How can a reporting institution view tax certificates or third-party files on eFiling?
Where does an institution check third-party certificates and file results after submission to SARS?
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Direct answer
Use the third-party-data functions on the correct organisation portfolio to view the available tax certificates or submitted file information. The exact menu and output depend on the data type, reporting period and channel used.
Viewing a record is a control step, not an amendment. Compare what eFiling displays with the approved source population and use the prescribed correction process if the contents are wrong.
What this means in practice
Confirm the portfolio and period before concluding that a file is missing. Users often have access to more than one organisation or tax type.
Retain the SARS status or output with the reconciliation. A screenshot alone is weak evidence unless it identifies the organisation, period and submission reference.
Step-by-step
- Log in with a user who has the required organisation rights.
- Select the reporting institution's correct portfolio.
- Open the relevant third-party-data service.
- Filter by data type and reporting period.
- Open the certificate or file result and record its status.
- Compare counts, totals and identifiers with the source control schedule.
- Download or save permitted evidence.
- Investigate differences before filing a correction.
Documents and records to keep
- User-rights approval.
- Reporting-period control schedule.
- Certificate or file status output.
- Difference investigation.
- Correction reference where required.
Important limits and exceptions
A visible record is not necessarily accepted without qualification. Read the exact status and response.
Access to view information does not automatically include authority to submit or correct it.
When to get tailored advice
Get help if the correct portfolio or period is unavailable, the displayed totals differ from the submission or the response status is unclear.