SARS eFiling extension

1. Log Into datagrows.co.za on one tab in your browser and navigate to the Clients table of the Database you want to import into. If you have more than one database this is crucial. 

2. Log into your SARS eFiling Accounting/Audit/Tax Firm profile in a second browser tab window. The Portfolio type must be a Practitioner or Organisation type in order for the extension to work. It will not work for individual-type portfolios. 

3. Click on SARS Actions in the Extension window on the right hand side of your screen.  

4. Click on the Import Taxpayers button to view and import the taxpayers linked to your Practitioners profile into DataGrows.  

5. Once the loader stops, please navigate to the SARS department in your DataGrows database and then to the SARS Taxpayers table.   

6. All existing DataGrows clients will match if we find the same name, id number, registration number or tax number from eFiling. The rest need to be matched manually to ensure no duplicates are created. Use the DataGrows Client column to check matching for any unmatched records. 

7. Any missing taxpayers not yet in DataGrows can be inserted into your DataGrows clients table, by using the Action Update / Add Client. Please ensure their entity type is complete. Inactive taxpayers can either be ignored, or inserted with status inactive in case they come back at a future date. 

8. If you want to update existing DataGrows clients with information from SARS , you can update them with the same action. The SARS Name, ID Number/Registration Number and Income Tax Number will update in the DataGrows Client record you have matched to.