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SARS eFiling Tax Practitioner Auto-assessment New to tax

How to change from an Organisation to an Individual profile on SARS eFiling

Easy fix to a common eFiling problem

Step 1

Login to your SARS efiling profile

Step 2

At the top of the page, you will see that you have an Organisation Profile.  Please select the 3 dots to the left of 'Organisation' to select the 'Portfolio Management' option on the dropdown.

Step 3

Select the 3 dots to the left of 'Go to Portfolio' and select the 'Change Portfolio Type' option on the dropdown.

Step 4

Select the down arrow next to 'Portfolio type' and select the 'Individual' option then select 'Save'. Your profile has now been updated to an Individual tax profile.


You can now click on 'Go to Portfolio' to access your Individual eFiling account.

Posted 4 February 2022

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