THE 2-MINUTE STEP

Inviting us on SARS eFiling

For most of our services, SARS requires that we manage your customs registration from inside your own eFiling profile. You invite us once, it takes about two minutes, and we handle everything from there. Here is the exact click-by-click.

Before you start: you'll need our consultant's ID details for step 5. We send these to you privately by email or WhatsApp once your order is in, we never publish them here. Don't have them yet? WhatsApp us and we'll send them over.

1Send the invitation

  1. Log in at sarsefiling.co.za
  2. Select User from the top menu
  3. Select User again from the left-hand menu
  4. Select Invite User
  5. Enter the details we sent you:
    • Identification type
    • South African ID number
    • Surname
    • Portfolio name (what you'll see this profile called, e.g. "CustomsDirect")
  6. Click Invite

2Tick the right permissions

On the permissions screen, select exactly these two:

SELECT THESE

  • RLA – Manage Customs Product Information
  • RLA – Manage Client Type

These let us view and amend your customs information: contact details, addresses, banking details and customs client types. That's what we need to do the work.

NOT THESE (VIEW-ONLY WON'T WORK)

  • RLA – View Customs Product Information
  • RLA – View Client Type

The "View" versions only let us look, not submit or amend your application. Leave Manage Users unticked too, we don't need it.

  1. Click Continue
  2. Review the permission summary
  3. Click Continue again to send the invitation

?Need to fix the permissions later?

Go to User → User → Change Details → Update User Rights, tick the two Manage permissions above, and save.

That's it. Once the invite is sent, we accept it on our side and get to work. Stuck on any step? WhatsApp us on 084 636 1870 and we'll walk you through it live.

CustomsDirect is a private consultancy and is not affiliated with SARS.