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* ABOUT US
* OUR SERVICES
* WHY EBTAX
* PRICING
* SUPPORT
* CLIENTS
* CONTACT
* MY ACCOUNT
* LOGIN
* REGISTER
* IDEAS PORTAL
* SUPPORT PORTAL
*
*
Tell Me More
ABOUT US
TO ADD TO OUR NATIONAL REVENUE, NATIONAL TREASURY REVISES TAX LEGISLATION
REGULARLY. SARS SUBSEQUENTLY PRESCRIBES THE NECESSARY CHANGES IN TERMS OF TAX
REPORTING REQUIREMENTS AND COMMUNICATES THIS TO THE IMPACTED INDUSTRIES, PLACING
A TREMENDOUS BURDEN ON COMPANIES TO MODIFY THEIR INTERNAL SYSTEMS TO ENSURE
COMPLIANCE. FAILURE TO DO SO ALWAYS POSES THE RISK OF ATTRACTING SARS PENALTIES
FOR NON-COMPLIANCE AND REPUTATIONAL RISK FOR THE COMPANY.
EBTAX (EMPLOYEE BENEFITS TAX) PROVIDES AN EFFICIENT, EASY-TO-USE CLOUD-BASED
SOLUTION TO FUNCTION AS A ONE-STOP TAX COMPLIANCE FACILITATION PARTNER TO ITS
CLIENTS.
OUR SERVICES
EBTAX OFFERS A SOFTWARE AS A SERVICE (SAAS) SOLUTION THAT ALLOWS FOR THE
ELECTRONIC SUBMISSION OF DATA TO SARS THROUGH SEAMLESS, SECURE INTEGRATION.
APPLICATIONS FOR TAX DIRECTIVES
* All tax directive applications comply with the requirements as prescribed by
SARS to ensure the successful generation of tax directives (IRP3E's) and
their related IRP5/IT3(a) certificates.
* Validations run in real-time.
* Direct integration or Bulk Upload functionality accommodates for large
quantities of applications.
* Directive applications supported are:
* Form AD: The prescribed SARS application form for Retirement Lump Sum
Benefits per par. 2(1)(a) and 2(1)(c) of the Second Schedule to the Income
Tax Act accruing from Pension, Pension Preservation, Provident and
Provident Preservation Funds.
* Form AD caters for:
* Retirement- or death-related events.
* The transfer of a pension fund or provident fund benefit to a retirement
annuity fund, pension preservation or provident preservation fund on or
after reaching the allowed retirement age, as defined in the rules of the
fund, but before the retirement date.
* Form B: The prescribed SARS application form for Retirement Lump Sum
Benefits per par. 2(1)(a) and 2(1)(c) of the Second Schedule to the Income
Tax Act accruing from Pension, Pension Preservation, Provident and
Provident Preservation Funds.
* Form B caters for:
* The transfer of benefits between funds (including Section 14 transfers of
the Pension Funds Act).
* Divorce decrees accruing to member spouses and non-member spouses.
* Unclaimed benefit transfers to unclaimed benefit preservation funds.
* Benefits accruing from pension and provident funds upon retrenchment.
* The accrual of benefits upon the resignation of a member from employment.
* Form C: The prescribed SARS application form for post-retirement lump sum
benefits accruing in terms of paragraphs 3 and 3A of the Second Schedule to
the Income Tax Act from a Retirement Annuity Fund.
* Form C caters for:
* Retirement- or death-related events.
* Transfers of benefits to another approved Retirement Annuity Fund.
* Divorce decrees accruing to member spouses and non-member spouses.
* “Paid-up” Retirement Annuity Fund contributions.
* Form E: The prescribed SARS application form for post-retirement lump sum
benefits accruing in terms of paragraphs 3 and 3A of the Second Schedule to
the Income Tax Act from Pension, Pension Preservation, Provident and
Provident Preservation and Retirement Annuity Fund.
* Form E caters for:
* Lump-sum benefits accruing to beneficiaries upon the death of a member or
former member.
* Lump-sum benefits accruing to beneficiaries upon the death of a
beneficiary.
* The commutation of a lump-sum benefit by the beneficiary.
* “General Note 16” commutations.
* Commutations of benefits in terms of par. (c) of the definition of
“Living Annuity”.
* IRP3(a): The prescribed SARS application form for an
employer-employee-related lump sum payments.
* IRP3(a) caters for:
* Severance benefits upon death, retirement or retrenchment of an employee.
* Occupational injury lump sums.
* Taxable and non-taxable employee-owned policy proceeds.
* Other miscellaneous lump-sums due to an employee.
* IRP3(s): The prescribed SARS application form for revenue gains under
sections 8A or 8C of the Income Tax Act.
* IRP3(s) caters for:
* Revenue gain in respect of rights to acquire marketable securities in
terms of Section 8A.
* Revenue gain in respect of the vesting of equity instruments in terms of
Section 8C.
* Amounts in terms of par (dd) of the proviso to section 10(1)(k)(i)
dividends.
* Amounts in terms of par (ii) of the proviso to section 10(1)(k)(i)
dividends.
* Amounts in terms of par (jj) of the proviso to section 10(1)(k)(i)
dividends.
*
IT88L (STOP ORDER)
* Where the member/employee has debts with SARS an IT88L will be issued along
with a tax directive application. This include:
* Outstanding taxes on an assessment.
* Provisional tax.
* Administrative penalties.
* ebTax, as an appointed SARS agent, is obligated to forward an IT88L issued
with a tax directive to the fund administrator/employer, who in turn
effectively becomes a “third party appointment” in terms of section 179(1) of
the Tax Administration Act. 2011.
* The fund administrator/employer must act on the IT88L and deduct any
outstanding debt from the member/employee’s lump sum benefit and pay it over
to SARS along with (if) any tax liabilities on the lump sum benefit.
*
SIMULATED TAX DIRECTIVE APPLICATION
* SARS has introduced the ability to simulate the outcome of a tax directive
application. This simulation is an estimated tax liability calculated by SARS
on a lump sum benefit and indicates any debt that the member/employee may
have with SARS.
SARS COMPLIANT TAX CERTIFICATES
* SARS requires that tax certificates be issued and submitted to SARS in terms
of the Income Tax Act and Tax Administration Act, respectively.
* IRP5: The IRP5 is an employee's tax certificate that is issued to him/her
by his/her employer at the end of each tax year detailing all
employer/employee related incomes, deductions and related taxes. It is
used by an employee specifically to complete his/her income tax return for
a specific tax year.
* IT3(a): The IT3(a) is an employee's tax certificate that is issued to
him/her by his/her employer at the end of each tax year detailing all
employer/employee related incomes. An IT3(a) certificate report on
non-taxable earnings of employees.
* IT3(b): The IT3(b) is a tax certificate issued to an employee/fund member
in respect of interest on loans and mortgage bonds, fund investments,
debentures or savings. The IT3(b) includes Withholding Tax on Interest
(WTI) where applicable.
* IT3(c): The IT3(c) is a certificate issued to a taxpayer by a banking or
financial services institution related to any income paid or accrued on
the disposal of assets, e.g. any proceeds from the sale of unit trusts.
* IT3(f) Insurance: The IT3(f) Insurance is a tax certificate issued by a
financial institution such as a long-term insurance company to a member.
It reflects the total current retirement annuity contributions made by the
member for the current tax year as well as the total income protection
contributions for the tax year.
* IT3(f) Medical: The IT3(f) Medical is a tax certificate issued by a
medical scheme to its principal members to report on member and other
demographics, contributions made by employers and employees towards a
medical scheme as well as benefits not covered, interest and refunds.
* IT3(s): The IT3(s) is a certificate issued to a taxpayer by a banking or
financial services institution containing information related to a
Tax-Free Savings account.
*
ELECTRONIC RECOGNITION OF TRANSFER (ROT)
* In terms of the Tax Administration Act, SARS requires a Recognition of
Transfer (ROT) application where there is a movement of benefits between
funds or insurers.
* Electronic ROT’s are manually or automatically generated based on a tax
directive application where a transfer / General Note 18 purchase is
detected.
* Functionality allows for the initiator fund to attach supporting
documentation to the ROT application to avoid rejections by the receiving
fund.
* The recipient fund administrator is not required to be an ebTax client.
* All parties (initiator fund, recipient fund and broker) are kept up-to-date
during the processing of an electronic ROT.
* * ROT01: The “ROT01” (Recognition Of Transfer) application is issued when a
lump-sum benefit transfer to another approved fund before retirement.
* ROT02: The “ROT02” (Recognition Of Transfer – Purchase) certificate issued
for a “General Note 18” purchase of a member/beneficiary owned
pension/annuity from an insurer.
*
SARS COMPLIANCE AND REPORTING
* EMP201: Employers are required to declare the total payment and tax paid to
SARS monthly via the EMP201 submission form.
* ebTax provides a customizable monthly report to our clients for them to
complete their EMP201 returns on a per fund, per PAYE basis, or both.
* EMP501: Legislation requires employers to submit a declaration of taxes
deducted from employees and paid to SARS during a tax year. This declaration
must reconcile with the income and taxes paid to SARS as reflected on the
employee’s IRP5 or IT3(a).
* IT3 Data Submissions: SARS requires bi-annual and annual submissions of third
party data on income other than from employment or retirement benefits.
* IT3(b) certificates report interest income from investments, rental income,
dividends, royalties and other income that was due, paid or accrued to
account holders and withholding tax on interest.
* IT3(c) certificates report payments like proceeds from the sale of unit
trusts and other financial instruments.
* IT3(f) Insurance certificates report on all Retirement Annuity
contributions made by the member, for the year of assessment.
* IT3(f) Medical certificates report on all medical contributions made by the
member for the year of assessment including all expenses not covered by the
medical aid and the number of dependants.
* IT3(s) certificates report on the Tax-Free Savings/Investments.
*
PREPAYE CERTIFICATES FOR ANNUITY TRANSACTIONS
* ebTax caters for the creation of prePAYE certificate applications, per
annuitant, period and source code for one or more annuity transactions.
* The end goal of the prePAYE service is to allow the client to generate a PAYE
certificate from annuity transactions for SARS Interim and Final Submissions.
*
WEB SERVICE FUNCTIONALITY
* ebTax caters for direct integration into our client's systems via web
services.
* ebTax has a fully-fledged API, described using WSDL (Web Service Description
Language).
* Client applications (web service consumers) interact with ebTax through web
service method calls. Access control performs identification, authentication
and authorisation mechanisms complemented by Microsoft’s Windows
Communication Foundation (WCF).
* The ebTax system is built with established standards, implementing WCF
services technology and XML using the SOAP protocol.
* ebTax also has a complete set of Objects (Microsoft .NET version 4.5.1) that
can be used to generate the required XML before using to the web service.
* All web service calls make use of HTTP SOAP bindings over SSL.
* ebTax web services cater for the processing of:
* All types of tax directive applications.
* PAYE-, IT3 certificates and monthly annuity certificates.
* Recognition of Transfer: ROT01 (Transfer) and ROT02 (Purchase).
* Cancellations of directives and certificates.
* Document extraction in brandable PDFs for directives, ROTs and
certificates.
WHY EBTAX
ebTax keeps abreast of the relevant legislative and SARS requirements for system
changes at all times, which alleviates the burden on our clients to do the same
and allows them to concentrate on their core business needs.
Subsequently, this accommodates for the reallocation of valuable resources.
The ebTax team keeps close ties with SARS resulting in quick solutions to any
issues or queries our clients might experience. By directly integrating with
ebTax an autonomous process can be accomplished with little human intervention,
mitigating the risk of errors, incomplete or missing data for reporting
purposes.
ebTax has been in the retirement fund industry since 1999 and has a proven track
record.
The ebTax solution is modular, allowing our clients to customize the ebTax
solution to cater to their specific needs.
OUR PRICING
THE FIRST QUESTION FOR ANY BUSINESS IS NATURALLY “HOW MUCH DO I PAY FOR WHAT I
GET?”.
IN SHORT, EBTAX CUSTOMIZES A MODELLED PRICING SOLUTION BASED ON OUR CLIENTS’
NEEDS, AND IF IT NECESSITATES, A “TRY BEFORE YOU BUY” TRIAL PERIOD.
Request a Quote
OUR SUPPORT
IT IS AN ACCEPTED FACT IN THE RETIREMENT FUND INDUSTRY THAT LEGISLATION RELATED
TO LUMP SUM AND LUMP SUM BENEFIT TAX IS, AT BEST, QUITE DIFFICULT TO FATHOM. IN
THIS REGARD, EBTAX ENDEAVOURS TO KEEP OUR SYSTEM AND SUPPORTIVE ADVICE UP TO
DATE AND IN LINE WITH ANY PROPOSED AND IMPLEMENTED LEGISLATION.
Multiple redundant data connections, allowing for always-on connectivity.
Redundant, highly available hardware, ensuring that products and are never down.
Backup power.
Physical and electronic security to ensure the safety of the data.
Proactive backups.
Disaster recovery procedures.
Environmental control and monitoring.
A professional and highly competent support service.
Constant and proactive education and training.
A qualified and supplementary staffing compliment, ensuring that no single staff
member is indispensable.
A proper understanding of best practices by the support staff.
OUR CLIENTS
CONTACT US
PLEASE DON'T HESITATE TO CONTACT US IF YOU REQUIRE ANY FURTHER INFORMATION ON
EBTAX
Phone: 012 000 4980
support@ebtax.co.za 29 Victoria Link
Route 21 Corporate Park
Irene, Centurion, 0157
Name *
Email Address *
Contact Number
Send
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you soon.
Brought to you by ebTax (Pty) Ltd · Copyright © ebTax (Pty) Ltd 2022 ·
www.ebtax.co.za
APPLICATION FOR TAX DIRECTIVES
* All tax directive applications incorporate tax directive and PAYE SARS
validations in order to produce successful tax directives and their related
IRP5 / IT3(a) certificates.
* Validations run in real time.
* Large volumes of tax directive applications can be submitted via direct
integration into our clients’ core systems, or via bulk uploading
functionality.
* Directive applications supported are: Form AD | Form B | Form C | Form E |
IRP3(a) | IRP3(s)
* Form AD: The prescribed SARS application form for Retirement Lump Sum
Benefits per par. 2(1)(a) and 2(1)(c) of the Second Schedule to the Income
Tax Act accruing from Pension, Pension Preservation, Provident and
Provident Preservation Funds.
* Form AD caters for:
* Retirement and death related events.
* The transfer of a pension fund or provident fund benefit to a retirement
annuity fund, pension preservation or provident preservation fund on or
after reaching normal retirement age, as defined in the rules of the
fund, but before retirement date.
* Form B: The prescribed SARS application form for Retirement Lump Sum
Benefits per par. 2(1)(a) and 2(1)(c) of the Second Schedule to the Income
Tax Act accruing from Pension, Pension Preservation, Provident and
Provident Preservation Funds.
* Form B caters for:
* Transfers (including Section 14 of the Pension Funds Act) of benefits to
another approved fund.
* Divorce decrees accruing to member spouses and non-member spouses.
* Unclaimed benefit transfers to unclaimed benefit preservation funds.
* Benefits accruing from pension and provident funds upon retrenchment.
* The accrual of benefits upon the resignation of a member from employment.
* Form C: The prescribed SARS application form for post-retirement lump sum
benefits accruing in terms of paragraphs 3 and 3A of the Second Schedule to
the Income Tax Act from a Retirement Annuity Fund.
* Form C caters for:
* Retirement and death related events.
* Transfers of benefits to another approved Retirement Annuity Fund.
* Divorce decrees accruing to member spouses and non-member spouses.
* “Paid-up” Retirement Annuity Fund contributions.
* Form E: The prescribed SARS application form for post-retirement lump sum
benefits accruing in terms of paragraphs 3 and 3A of the Second Schedule to
the Income Tax Act from Pension, Pension Preservation, Provident and
Provident Preservation and Retirement Annuity Fund.
* Form E caters for:
* Lump sum benefits accruing to beneficiaries upon the death of a member or
former member.
* Lump sum benefits accruing to beneficiaries upon the death of a
beneficiary.
* The commutation of a lump sum benefit by the beneficiary.
* “General Note 16” commutations.
* Commutations of benefits in terms of par. (c) of the definition of
“Living Annuity”.
* IRP3(a): The prescribed SARS application form for employer – employee
related lump sum payments.
* IRP3(a) caters for:
* Severance benefits upon death, retirement or retrenchment of an employee.
* Occupational injury lump sums.
* Taxable and non-taxable employee owned policy proceeds.
* Any other miscellaneous lump sums due to an employee.
* IRP3(s): The prescribed SARS application form for revenue gains under
sections 8A or 8C of the Income Tax Act.
* IRP3(s) caters for:
* Revenue gain in respect of rights to acquire marketable securities in
terms of Section 8A.
* Revenue gain in respect of the vesting of equity instruments in terms of
Section 8C.
* Amounts in terms of par (dd) of the proviso to section 10(1)(k)(i)
dividends.
* Amounts in terms of par (ii) of the proviso to section 10(1)(k)(i)
dividends.
* Amounts in terms of par (jj) of the proviso to section 10(1)(k)(i)
dividends.
*
Back
SARS COMPLIANT TAX CERTIFICATES
* SARS requires that tax certificates be issued and submitted to SARS in terms
of the Income Tax Act and Tax Administration Act, respectively.
* ebTax currently caters for the generation of IRP5, IT3(a), IT3(b), IT3(s) and
IT3(c) SARS compliant tax certificates.
* IRP5: The IRP5 is an employee's tax certificate that is issued to him/her
by his/her employer at the end of each tax year detailing all
employer/employee related incomes, deductions and related taxes. It is
used by an employee specifically to complete his/her income tax return for
a specific tax year.
* IT3(a): The IT3(a) is an employee's tax certificate that is issued to
him/her by his/her employer at the end of each tax year detailing all
employer/employee related incomes, used to report earnings of employees
from whom tax has not been deducted.
* IT3(b): The IT3(b) is a tax certificate issued to an employee / fund
member in respect of interest on loans and mortgage bonds, fund
investments, debentures or savings. The IT3(b) includes withhilding tax on
interest where applicable.
* IT3(s): The IT3(s) is a certificate issued to a taxpayer by a banking or
financial services institution containing information related to a Tax
Free Savings account.
* IT3(c): The IT3(c) is a certificate issued to a taxpayer by a banking or
financial services institution related to any income paid or accrued on
the disposal of assets, e.g. any proceeds from the sale of unit trusts.
*
Back
ELECTRONIC RECOGNITION OF TRANSFER (ROT)
* Electronic ROT’s are manually or automatically generated based on a tax
directive application where a transfer / General Note 18 purchase is
detected.
* Functionality allows for the initiator fund to attach supporting
documentation to the ROT application in order to avoid rejections by the
receiving fund.
* The recipient fund administrator is not required to be an ebTax client.
* All parties (initiator fund, recipient fund and broker) are kept up to date
during the processing of the ROT
* Recognition of Transfer (ROT) certificates is required by SARS in terms of
the Tax Administration Act where there is movement of benefits between funds
or insurers.
* ROT01: The “ROT01” (Recognition Of Transfer) certificate is issued where
lump-sum benefit is transferred to another approved fund prior to
retirement.
* ROT02: The “ROT02” (Recognition Of Transfer – Purchase) certificate issued
for a “General Note 18” purchase of a member / beneficiary owned pension /
annuity from an insurer.
*
Back
SARS COMPLIANT REPORTING
* ebTax caters for the following SARS compliant reporting facilitates.
* A customizable monthly report for EMP 201 purposes containing all directive
applications and PAYE to be paid to SARS for that month. This report can be
scheduled to be automatically generated and sent on a daily or monthly
schedule.
* IT3(b), IT3(c) and IT3(s) files for “plug and play” into Direct Connect ™
or eFiling.
* EMP501 interim and bi-annual IT3(a) and IRP5 files for “plug and play” into
e@syFile
* Our ebTax users can customize report extracts to see only what they wish to
see and by when they want to see that report.
Back
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Surname *
Company Name *
Email Address *
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Type of Transactions*
Tax Directives
Tax Certificates
Tax Reporting Functionalities
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