• Form A&D - This type of request must be submitted when a person has died or reached retirement age. The pension fund is requesting to exercise benefits accrued to the applicant. This form may be used for a pension or provident fund and not for a retirement annuity fund.
• Form B - This type of request must be submitted in case of withdrawal, resignation or transfer of a member from a pension or a provident fund, or in the case where a pension fund or a provident fund is wound up. This request must also be submitted when a person has reached retirement age and wishes to exercise benefits accrued in a pension fund or a provident fund, membership of which was not prescribed by the employer.
• Form C - This request must be submitted when a person has reached retirement age and wishes to exercise benefits accrued in a retirement annuity policy.
  This form may also be submitted if a member wishes to transfer his/her benefits under one Retirement Annuity Fund to another Retirement Annuity Fund.
• IRP 3(a) - This directive request will be submitted when a directive for tax deduction regarding miscellaneous lump sum payments from employers (e.g. Retrenchment package payments) is required.
• IRP 3(b) - This directive request is submitted to request that a fixed rate be deducted from a taxpayer's remuneration. This request may only be submitted by the employer on behalf of the employee.
• IRP 3(c) - This directive request is submitted to request that a fixed amount of tax be deducted from a taxpayer's remuneration.
• IRP 3(d) - This directive request is submitted to request that a deemed remuneration amount be deducted on which a company director should be taxed.
• Cancellation Request - This file contains requests for the cancellation of directives issued by the ITS. You may only apply for a directive cancellation if you submitted the directive query.
• Directive Query - This file contains queries regarding the status of directive requests that are being processed by the ITS, or have been processed by the ITS. You may only query the status of a directive that was submitted by yourself.

What do I need to use Easy-Tax?

You need Internet access and an e-mail address.

How do I become an Easy-Tax client?

Please click here or on the "Apply for Access" link in the Navigation bar. Fill in the application form and click on the "Submit" button to send your application to Easy-Tax. We will process your application and notify you via e-mail when you can start using the Easy-Tax facility.

Can I only do my tax directives online?

No. Easy-Tax provides multiple facilities for you to capture directive information. One of these methods is the web. As soon as you are a registered Easy-Tax client you can log in to the Easy-Tax web site and capture the directive information online. This is recommended for single directives.

We also provide software for users who need to capture multiple directives, fast. Our Batch Capture software is free and may be used to capture a batch of directives and save it to a file. This file can then be sent to Easy-Tax and we will process it.

We also provide guidelines for users who want to download directive information from a mainframe or any other system. These guidelines stipulate layout of the file you submit to us.

How do I receive responses to my directives?

As soon as Easy-Tax gets your directive responses back from SARS, we process it. For successful directives we print IRP 3e certificates. These certificates are sent to you via e-mail. If a tax directive was declined by SARS, we notify you via e-mail. The reason why the directive was declined will be made available on the Easy-Tax web site.