SARS STATEMENT OF ACCOUNT

Your SARS Statement of Account, in near real time

SARS produces a Statement of Account for every tax type, but you have to log into eFiling to fetch each one. Konsise pulls your SARS Statement of Account data directly through a unique SARS integration, so you see submissions, payments, refunds and balances for every entity in one place, as close to real time as possible.

Near Real-Time Visibility Into Your SARS Statement of Account

While you focus on running your business, Konsise brings your SARS Statement of Account data as close to real time as possible. Through a unique integration with SARS, Konsise retrieves submission, payment, refund, and balance information directly into your tax workflow, eliminating the need for constant eFiling checks.

With Konsise you can:

  • View submission dates, payment status, refunds, and outstanding balances in one place.
  • Request the most up-to-date Statement of Account directly from each tax return.
  • Track cumulative balances across periods, even when SARS posts additional journals.
  • Aggregate Statement of Account data across all entities for accurate compliance reporting.

Stay informed. Reduce uncertainty. Gain control with Konsise.

SARS statement of account in Konsise

Enterprise Grade Security

Your data, protected and audit-read

World-leading security and controlled, role-based access keep your sensitive tax and statutory data protected, with every action captured for a complete audit trail.

Encryption Role-based access Full audit trail

What’s covered

VAT, PAYE, Provisional & CIT

Konsise downloads Statement of Account data from SARS for VAT, Employees’ Tax, Provisional Tax and Corporate Income Tax, populated automatically against each return.

Proof before every deadline

The submission, payment, penalty and interest values every accountant wants to see before a deadline . The document that helps you sleep at night.

Group-wide reporting

Aggregate every entity’s Statement of Account into one view for accurate compliance reporting across the group or client base.

NO MORE EFILING CHECKS

Pull every Statement of Account, straight from SARS

Through a unique integration with SARS, Konsise retrieves submission, payment, refund and balance information directly into your tax workflow, no logging into eFiling account by account. Request the most up-to-date Statement of Account directly from each tax return, the moment you need it.

  • Submission dates, payment status, refunds and outstanding balances in one place
  • Request the latest Statement of Account from each return
  • No manual eFiling logins, even across multiple entities
SARS statement of account in Konsise
An artistic interpretation of tax record keeping in Konsise

YOUR TRUE POSITION

Accurate balances across every period and entity

Konsise tracks cumulative balances across periods, even when SARS posts additional journals after the fact, so the numbers always reflect reality. Aggregate Statement of Account data across your whole portfolio for accurate, board-ready compliance reporting

FAQ

Frequently asked questions about SoA

What is a SARS Statement of Account?

A Statement of Account is a document SARS produces for a specific tax type, showing all submissions, payments, penalties and interest, and the outstanding balance. It’s the proof of exactly where an entity stands with SARS before a deadline.

How do I get my SARS Statement of Account?

SARS creates one automatically after the relevant deadlines but only sends a notification . You then have to log into eFiling to retrieve each one, per entity. With Konsise, your Statement of Account is pulled for you and shown against each tax return, so there’s nothing to fetch manually.

How current is the Statement of Account in Konsise?

As close to real time as possible. Konsise retrieves submission, payment, refund and balance data directly through its SARS integration, rather than waiting on eFiling emails.

Which tax types are included?

VAT, PAYE (Employees’ Tax), Provisional Tax and Corporate Income Tax.

Can I see statements of account across multiple entities?

Yes. Konsise aggregates Statement of Account data across all your entities in a single view. No need to log in 50 times.

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See your SARS Statement of Account in Konsise

Book a personalised walkthrough and see submissions, payments, refunds and balances for your own entities, in near real time.