Frequently asked questions: tax status

Updating your tax status is necessary, and you only need to provide information about your place of birth, your tax residence and your tax number.

faq tax questions

You can authorise a SARS eFiling payment on:

Under the SARS Common Reporting Standard issued by the Finance Minister in 2016, it's a legal requirement for all banks to provide information about their clients’ tax status to SARS.

  • Your country of birth
  • Your tax residence (the countries where you pay tax)
  • Your tax number (if applicable). Don’t know what your tax number is? Call SARS on 0800 00 7277 to get it or use one of these other contact methods (have your ID document ready)

  • By law, we must report all clients who don’t update their status as non-compliant to SARS
  • SARS will decide on an appropriate course of action

1. If you see a pop-up screen when you sign in:

  • Tap Continue
  • Confirm your country of birth
  • Indicate if you pay tax in South Africa and/ or if you pay tax outside of South Africa, then tap Next
  • If you do pay tax outside of South Africa, select the countries on the following screen by tapping Add Country, then tap Next
  • Confirm your tax number/s, then tap Next
  • Read the Confirmation of Client Information Details, then tap Accept

2. To update your information later:

  • Tap on the menu in the top-right corner
  • Tap on My Profile
  • Tap on Personal Details
  • Tap on Tax Details
  • Update your tax residence information and your tax number like the example above
  • Tap Update

1. If you see a pop-up screen when you sign in:

  • Click on Confirm my tax details
  • Confirm your country of birth
  • Indicate if you pay tax in South Africa and/ or if you pay tax outside of South Africa
  • If you do pay tax outside of South Africa, select the countries on the following screen by tapping Add Country
  • Confirm your tax number/s, then tap Next
  • Read the Confirmation of Client Information Details

     Click on Accept the Agreement and continue to Self Certify

2. To update your information later:

  • Click on View My Profile Details
  • Click on Update My Profile Details
  • Click on Tax Details
  • Update your tax residence information and your tax number
  • Click Update

According to the Common Reporting Standard, all banks must provide this information about their clients to SARS.

We cannot provide any tax information or advice. Please speak to a tax advisor or contact SARS directly.

We cannot provide any tax information or advice. Please speak to a tax advisor or contact SARS directly.

  • The purpose of the communication you received was only to establish information about your tax obligations in and outside South Africa
  • We cannot provide any tax information or advice. Please speak to a tax advisor or contact SARS directly

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