SARS eFiling integration

SA tax submission (ISV): returns (VAT201/EMP201/EMP501/IT3/ITR12), TCS PIN, certificates

Help CentreConnectors

Overview

SARS eFiling (via ISV API) is SA's tax submission platform – VAT201, EMP201, EMP501, IT3, ITR12, TCS PIN, certificates. The Automize SARS eFiling connector covers tax return submission + status + certificate retrieval. ISV (Independent Software Vendor) credentials required.

  • Regions: South Africa only.
  • Plans: SARS ISV programme – apply to SARS Modernisation team.

Setting up the connection

Auth type: OAuth 2.0 (Client Credentials).

  1. Apply for SARS ISV access via the SARS Modernisation team.
  2. Receive ISV credentials (Client ID + Secret).
  3. In Automize → Settings → Connectors → SARS eFiling. Paste credentials.

Find your credentials at https://www.sars.gov.za/.


Rate limits

Per-ISV agreement. Bulk submission via batch endpoints.


Data model

Tax returns:

    Taxpayer ─┬─ Returns (VAT201, EMP201, EMP501, IT3, ITR12)
              ├─ TCS PIN (Tax Compliance Status – verify counterparty)
              └─ Certificates (IRP5/IT3a downloads)

Available operations

9 operations available. Click any row to jump to its detail.

OperationCategoryWhat it does
List SubmissionsReturnsList submissions for a taxpayer (filter by status, date range)
Query Submission StatusReturnsCheck status of a previously submitted return by submission ID
Submit ReturnReturnsSubmit a tax return (return_type: VAT201, EMP201, EMP501, IT3, ITR12, ITR14)
Request Tax Compliance Status PINTax Compliance StatusRequest a TCS PIN for a taxpayer (Good Standing / Tender / FIA / Emigration)
Verify Tax Compliance StatusTax Compliance StatusVerify a supplier/vendor Tax Compliance Status PIN
Get Taxpayer ProfileTaxpayersGet registered taxpayer profile by reference
Lookup Income Tax ReferenceTaxpayersLook up an income tax reference number by ID number (SA ID / passport)
Download Tax CertificateThird-Party DataRetrieve an issued IRP5/IT3 certificate by reference
Upload Third-Party DataThird-Party DataUpload a third-party data bundle (IT3(d), IT3(t), IT3(b), IRP5)

Operations

Download Tax Certificate

Retrieve an issued IRP5/IT3 certificate by reference

ParameterRequiredTypeDescription
Certificate Type certificate_typeYestext
Certificate Number certificate_numberYestext

Get Taxpayer Profile

Get registered taxpayer profile by reference

ParameterRequiredTypeDescription
Taxpayer Ref taxpayer_refYestext

List Submissions

List submissions for a taxpayer (filter by status, date range)

No input parameters.


Lookup Income Tax Reference

Look up an income tax reference number by ID number (SA ID / passport)

No input parameters.


Query Submission Status

Check status of a previously submitted return by submission ID

ParameterRequiredTypeDescription
Submission Id submission_idYestext

Request Tax Compliance Status PIN

Request a TCS PIN for a taxpayer (Good Standing / Tender / FIA / Emigration)

ParameterRequiredTypeDescription
Taxpayer Ref taxpayer_refNotext
Tcs Type tcs_typeNotext

Submit Return

Submit a tax return (return_type: VAT201, EMP201, EMP501, IT3, ITR12, ITR14)

ParameterRequiredTypeDescription
Return Type return_typeYestext
Taxpayer Ref taxpayer_refNotext
Period periodNotext
Payload payloadNotext

Upload Third-Party Data

Upload a third-party data bundle (IT3(d), IT3(t), IT3(b), IRP5)

ParameterRequiredTypeDescription
Data Type data_typeYestext
Period End period_endNotext
File fileNotext

Verify Tax Compliance Status

Verify a supplier/vendor Tax Compliance Status PIN

ParameterRequiredTypeDescription
Taxpayer Ref taxpayer_refNotext
Pin pinNotext

FAQ

ISV access – strict?
Yes. SARS audits ISVs. Submissions are legally binding on the taxpayer; SARS expects audited code.
Sandbox?
SARS provides test environments via the ISV programme.

Related connectors

See it working on your own data

Everything documented here ships with the platform – try the document tools free, or go live in 7 days.