If you live and work in South Africa, you will need a tax number from the South African Revenue Service (SARS). This number is important because it allows SARS to track your tax payments and ensures that you comply with South African tax laws. Whether you are starting a new job, opening a business, or planning to work as a freelancer, getting a tax number is essential.
This beginner’s guide will walk you through everything you need to know about getting a tax number from SARS, including who needs one, how to apply, what documents you need, and how to check if you already have a tax number.
Who Needs a SARS Tax Number?
You must register with SARS if you:
- Earn an income (whether from a job, business, or freelance work).
- Are employed and earn above the tax threshold.
- Are a South African citizen or permanent resident working in the country.
- Want to claim tax refunds from SARS.
- Need to submit tax returns to SARS.
- Plan to start a business or register for VAT.
Even if you do not earn enough to pay tax yet, it’s a good idea to get a tax number early in case you need it in the future.
How to Apply for a SARS Tax Number
There are three main ways register with SARS:
A. Apply Online via eFiling
The easiest way to get a tax number is through SARS eFiling. Follow these steps:
- Visit the SARS website – Go to www.sars.gov.za.
- Register for eFiling – Click on “Register” and follow the steps.
- Fill in your details – Provide your ID number, contact details, and employment status.
- Submit your application – SARS will verify your information.
- Receive your tax number – If successful, you will receive a confirmation email with your tax reference number.
B. Apply at a SARS Branch (In-Person)
If you prefer to apply in person, follow these steps:
- Book an appointment online – Go to the SARS website and schedule an appointment.
- Visit your nearest SARS branch – Bring all the required documents (see below).
- Submit your application – SARS officials will process your details.
- Receive your tax number – You will either get it immediately or within a few days.
C. Apply via Email
Some SARS offices allow tax registrations via email. You need to:
- Download the IT77 form from the SARS website.
- Fill in the form with your details.
- Attach supporting documents (ID, proof of residence, etc.).
- Email it to SARS – Check the SARS website for the correct email address.
- Wait for confirmation – SARS will process your application and send you a tax number.
Required Documents for a SARS Tax Number
When applying for a SARS tax number, you’ll need the following documents:
For Individuals (Employees, Freelancers, Sole Traders)
- A certified copy of your South African ID or passport (for foreigners).
- Proof of residence (utility bill, lease agreement, or bank statement).
- Proof of income (employment contract, payslip, or letter from employer).
- Bank statement (to verify your bank account for tax refunds).
For Businesses (Companies, Sole Proprietors)
- Business registration documents (CIPC certificate).
- Business bank account details.
- ID of the business owner(s).
- Proof of business address.
How to Check If You Already Have a SARS Tax Number
If you’re not sure whether you already have a tax number, you can check in the following ways:
- Via SMS – Send an SMS with your ID number to SARS’s official number (check the SARS website for details).
- Via eFiling – Log in to SARS eFiling and check your tax profile.
- Call SARS – Contact SARS’s helpline (0800 00 7277) and provide your ID number.
- Visit a SARS Branch – Bring your ID and ask for assistance.
If you already have a tax number, SARS will provide it to you. If not, you’ll need to register.
What to Do After Getting Your Tax Number
Once you receive your number, you should:
- Keep it safe – You’ll need it for all tax-related matters.
- Register for SARS eFiling – This allows you to submit tax returns online.
- Understand your tax obligations – Learn about tax returns, PAYE, and VAT if applicable.
- Update your employer – Give your tax number to your employer so they can deduct PAYE correctly.
Learn More: Understanding the PAYE and UIF Calculator: A 2025 Guide for South Africans
Common Problems and How to Fix Them
Problem 1: Your Application is Delayed
Solution: Check your email for any requests from SARS for more information. You can also follow up by calling SARS or visiting a branch.
Problem 2: You Lost Your Tax Number
Solution: Request it from SARS via SMS, eFiling, or by visiting a SARS branch.
Problem 3: SARS Declined Your Application
Solution: Ensure that all documents are clear, certified, and correctly filled in before reapplying.
Getting a tax number from SARS is an essential step in managing your finances in South Africa. Whether you’re employed, self-employed, or running a business, registering with SARS ensures that you stay compliant with tax laws. The process is quick, free, and easy, especially if you apply online through SARS eFiling.
By following the steps outlined in this guide, you’ll be well on your way to getting your tax number and managing your tax responsibilities effectively.
