GREENTAX | SARS REGISTERED REPRESENTATIVE PREPARATION CHECKLIST
Reviewed: 23 October 2026
Guide: https://greentax.co.za/sars-registered-representative.html

1. CONFIRM THE ROLE
[ ] Identify the taxpayer and the correct legal representative capacity.
[ ] Check the appointment and authority to sign for the entity.
[ ] Confirm whether a representative update, practitioner activation or tax-type access is needed.

2. PREPARE THE EVIDENCE
[ ] Relevant signed appointment / resolution and authority documents.
[ ] Company registration documents, or the appropriate trust / estate / other entity documents.
[ ] Representative ID / passport copy and proof of residential address.
[ ] Identity-verification image as requested by SARS for the chosen process.
[ ] Correct entity, registration and tax-reference numbers.
[ ] Current representative contact details and eFiling security contact details.
[ ] Practitioner mandate where professional assistance is involved.

Use the document requirements on the SARS request and any case-specific instructions.
The guide explains SARS's limited sole-director appointment-letter exception.

3. KEEP THE RECORD
[ ] Case number, submission date, submitted evidence and confirmation.
[ ] Outcome or request for additional information.
[ ] Representative / practitioner activation status.
[ ] Required tax types and their access status.
[ ] Follow-up dates, actions and filing deadlines.

Keep your passwords and OTPs private. Complete authorisations on the official SARS service.
Do not send identity documents with an initial website or WhatsApp enquiry.

GreenTax can help review the records and agree the next steps.
info@greentax.co.za | +27 66 347 4387 | https://greentax.co.za/
Independent assistance. SARS determines verification outcomes and processing times.