Complete guide to requesting a SARS statement of account in South Africa. Learn how to request statements via eFiling, what information is included, and how to use statements for tax planning.
A SARS statement of account provides a comprehensive overview of your tax account, including balances, payments, assessments, and transactions. Understanding how to request and read your statement helps you manage your tax affairs effectively. This comprehensive guide covers everything you need to know about requesting SARS statements of account.
Definition:
Purpose:
Key Information:
Step-by-Step:
Log In to eFiling
Navigate to Statements
Request Statement
Available Options:
Mobile Request:
Phone Request:
In-Person Request:
Basic Details:
Payments:
Assessments:
Other Transactions:
Current Balance:
Historical Balances:
Key Sections:
Important Dates:
Amounts:
Debit:
Credit:
Balance:
Planning Uses:
Benefits:
Verification Uses:
Important:
Maintenance:
Organization:
Situation:
Action:
Situation:
Action:
Situation:
Action:
Possible Causes:
Solutions:
If You Find Errors:
Process:
Frequency:
Benefits:
Maintenance:
Regular Checks:
You can request statements as often as needed via eFiling. There's no limit on requests.
You can typically request statements for several years. Check eFiling for available date ranges.
No, statements are free when requested via eFiling or other official channels.
Yes, you can request statements for Income Tax, VAT, PAYE, and other tax types separately.
Via eFiling, statements are usually available immediately. Other methods may take a few days.
Contact SARS immediately to query the error. Provide evidence and request correction.
Requesting and understanding your SARS statement of account is essential for effective tax management. By regularly reviewing your statements, verifying transactions, and using them for planning, you can maintain better control over your tax affairs. Remember that statements are available free via eFiling and can be requested as often as needed.
For assistance with statements or to query discrepancies, contact SARS directly or consult a qualified tax practitioner.
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Specializing in South African tax law, SARS eFiling, and tax compliance with extensive knowledge of the South African Revenue Service.