Please note:
This process will only occur once Konsise has been activated as an ISV on SARS eFiling
Follow the steps below to finalize the sync process:
Go to “Connections” on the top navigation bar:
Click on Create Revenue Service Connection
Select South Africa from the Country drop down and specify which entity type you would like to integrate and click “Next”
- Choose the user you would like to integrate: This is the Konsise user who’s profile you would like to link for submission purposes (this is the user whose SARS eFiling profile we are syncing for this connection)
- User Revenue Service Credentials:
- Username – this is your SARS eFiling Username
- Company – select the company you would like to integrate from the drop-down
- Login Key – this is the login key from the ISV activation step
Each company needs to be integrated separately. Click on the + to add Companies to be integrated.
Once the User integration is successful, click “Done”
The next screen will show all the Tax Filings that are available for integration per company:
Tick the box in the “Confirm” column to indicate which tax filings you would like to link. Then click the “Link” button.
The following screen will appear to indicate the integration is now complete:
If there is a filing which has already been linked to a user and you wish to integrate another (so that more than one person can submit for example), there is also the option to Reverify an existing set of credentials. You would navigate to the Connections page as before, but this time, you would expand an entity to display the credentials you wish to reverify:
Click on the SARS User which appears in blue and scroll down in the dialogue box which pops up and click on "Reverify":
Konsise will now read which other tax filings this particular ISV has access to and return a list of entities and filing which can be connected:
Where integrations currently exist, the boxes will be ticked and where new connections can be established, the box will appear blank.
Please note that this access is determined by your access within eFiling. If after attempting to establish a new connection or reverifying an existing one you are met with the below screen, please ensure that you have both view and submit rights within eFiling. If this issue persists, please reach out to Support on support@konsise.com
Please Note:
Once integrated, it takes between 45-60 minutes for all your relevant tax information to pull through into Konsise. Thus, you may not see the information immediately after integrating.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article