Tax season can be a stressful time for many, but with the ease of digital tools, the South African Revenue Service (SARS) has made it possible to check your tax refund status online without the need for direct contact. This article will guide you through the process of checking your SARS tax refund status online, whether you’re using SARS eFiling or the Tax Return Status Dashboard.
We will also discuss how to resolve common issues, including the impact of outstanding returns or incorrect banking details.
1. Checking Your SARS Tax Refund Status Using eFiling
SARS eFiling is an online portal that allows taxpayers to manage their tax affairs. The process of checking your tax refund status is straightforward, but you will need to have your eFiling login credentials ready.
Step 1: Log In to Your SARS eFiling Account
Go to the Official SARS Website: Open your web browser and visit the official SARS website at www.sars.gov.za.
Enter Your Credentials: If you have already registered for eFiling, enter your username and password. If you haven’t registered yet, you will need to create an account.
Navigate to the Income Tax Statement of Account (ITSA): Once logged in, locate the “Returns” tab on the main menu and select “Income Tax Statement of Account (ITSA).”
Step 2: Check the Refund Amount
Find the Refund Status: In the ITSA, locate the section labeled “Electronic Refund.” This will show the refund amount that SARS has processed for you, as well as the payment date. If a refund is due, you will see a figure with a negative sign indicating the amount SARS owes you.
Step 3: Review the ITA34 (Notice of Assessment)
Understand Your Assessment: The ITA34, or Notice of Assessment, will provide further details about your tax return. If you are due for a refund, this document will display the negative amount in the “Amount Due” section. Be sure to carefully review this document to understand any other important notes, such as adjustments made to your tax return or deductions that were processed.
By using eFiling, you can instantly check your SARS tax refund status and avoid long waiting times for customer support.
2. Tracking Your Refund Using the Tax Return Status Dashboard
In addition to eFiling, SARS has introduced a new feature called the Tax Return Status Dashboard. This tool is designed to provide real-time updates on the status of your tax return. It’s especially useful if you want to track whether your tax return is still under review or if your refund has been processed.
Step 1: Access the Tax Return Status Dashboard
Visit the SARS Website: Open your browser and navigate to the official SARS website again.
Go to the “Contact Us” Section: Scroll down the homepage and click on the “Contact Us” link.
Select “Tax Return Status Dashboard”: After accessing the Contact Us page, scroll down to find the option for the Tax Return Status Dashboard. Click on it to proceed.
Step 2: Provide Personal Information
Select Myself: Choose the “Myself” option, as you will be tracking your personal tax return.
Enter Personal Details: You will be asked to input your personal information, such as your full name, ID number, and tax number.
Step 3: Verify Your Identity
OTP Verification: SARS will send a One-Time Pin (OTP) to your registered contact details (email or phone number). Enter this code to verify your identity and proceed with accessing the dashboard.
Step 4: Check Your Return Status
Monitor Submission Progress: Once logged in, you will be able to view the status of your tax return. The dashboard will show whether your return has been successfully submitted, whether it is being audited or verified, and if your refund has been processed.
Track Refund Processing: The dashboard will also provide updates on the processing of your refund. If your refund is pending, you will be notified of any reasons for delays, such as an audit or verification process.
The Tax Return Status Dashboard is a powerful tool that provides taxpayers with more control and visibility over their tax affairs.
3. Additional Considerations: Common Issues and Tips
Even with the convenience of online tracking, there are a few issues that could impact the release of your SARS tax refund. Here are some common problems and solutions:
Audit and Verification Delays
If your tax return has been flagged for an audit or verification, it could delay the processing of your refund. SARS may require you to upload supporting documents to substantiate your claims. If this happens, you will be notified via eFiling or the Tax Return Status Dashboard. It is important to respond promptly and upload any requested documentation to avoid further delays.
Incorrect or Outdated Banking Details
Ensuring that your banking details are up to date with SARS is crucial for receiving your refund without issues. If your details are incorrect or outdated, your refund may be delayed or even rejected. To avoid this, make sure that your banking information is accurate and that any changes are updated via your SARS eFiling profile.
Outstanding Returns or Amounts Owed
If you have any outstanding returns or unpaid tax amounts, SARS may withhold your refund until these issues are resolved. Ensure that all your tax returns are submitted on time and that you do not owe any tax amounts. If you are uncertain about any outstanding debts, you can review your tax history via your eFiling account.
4. What to Do If You Encounter Problems
If you have trouble accessing your SARS tax refund status online, here are some steps you can take:
Contact SARS Support: If you’re unable to access your eFiling account or the Tax Return Status Dashboard, contact SARS support via their official website or call their helpline for assistance.
Visit a SARS Branch: In cases of urgent issues, you may visit your nearest SARS branch to seek help in person. Ensure you bring the necessary identification and documents with you.
Check also: How to Check If You Owe SARS Money & What to Do Next: A Step-by-Step Guide
Checking your SARS tax refund status online is a convenient and efficient way to keep track of your tax affairs. Whether you choose to use eFiling or the Tax Return Status Dashboard, the process is simple and user-friendly. By following the steps outlined in this guide, you can easily track your refund status, resolve any potential issues, and ensure that your tax affairs are in order.
Be sure to stay updated on any changes in your tax return status and keep your banking details current to avoid unnecessary delays. By proactively managing your tax returns online, you can ensure a smooth and efficient process for receiving your refund.
