Why does SARS require manual intervention to finalise my return?

SARS hasn't issued me an ITA34 Assessment yet?




When a Tax Return is filed usually SARS issues an immediate assessment (ITA34), however sometimes they do need to do a further manual check on their side. Often the reason for this is one of the following:

  1. They are missing an IRP5/IT3a due to you having transferred a lumpsum between any retirement funds. For example if you changed jobs during the year or withdrew your lumpsum from a Pension/Provident or Retirement Annuity Fund then you should have been issued an IRP5/IT3a;
  2. Sometimes your employer will have moved the company retirement fund to another fund manager in order to better your investment. When this happens an IRP5/IT3a should be generated as well, or a tax directive is sent to SARS and the company and SARS need to match this to each other’s records. This is nothing to worry about on your end.
  3. One other reason for a delayed assessment could be that you have an assessed loss on your rental or small business activities which SARS needs to manually verify. In this case, there is nothing you can do except wait patiently for SARS to finalise their manual processes.

For reasons 1 and 2 above, locate this IRP5/IT3a and  send it onto us via the Helpdesk and we will send to SARS for you.

In the past, it was possible to submit a correction to your return and add the additional IRP5/IT3a by following these steps:  

  1. Click Returns
  2. Click Returns History on the left hand side
  3. Select the year you have just filed for
  4. Add an IRP5 to the Standard Wizard
  5. Scroll down and add the details from this IRP5 and resubmit.

However, in December 2020 there was an eFiling update and it is no longer possible to submit a correction for a return which is showing as 'in progress' on eFiling. We have escalated this issue to SARS and other regulatory bodies and will continue to follow up. There is nothing futher you can do at this stage.

 



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