I want to change a clients banking details at a SARS tax practitioners unit. I understand that only the tax practitioner himself can change the banking details of a client on behalf of the client with a letter of power of attorney. I want to know whether an employee of the tax practitioner, with a mandate to act on behalf of the tax practitioner, can change the banking details of a client if the client himself also attends the SARS appointment with the employee of the tax practitioner?
Yes, you should be able to per the latest guide issued by SARS on Change of Bank Details - see extract below.
"The change of banking details can be requested by: Requestor with mandate: Personal Assistant/Clerk/Administrative officer to the tax practitioner, Tax Consultant, Director, Fund Administrator, Secretary, Attorney, Advocate, Legal Advisor, Auditor, Bookkeeper; etc."
You should perhaps print this guide off the SARS website and take it along to show the SARS consultant in the event they do not allow you to make the change.
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