SARS Integration
Atlas integrates with SARS eFiling to synchronise filing status, track assessments, and keep your obligation records in sync with SARS.
Setting Up SARS Integration
Practice-Level Setup
- Navigate to Settings → Integrations
- Enable SARS eFiling Integration
- Enter your eFiling credentials (securely stored)
- Click Connect
Security
SARS credentials are encrypted at rest and never exposed in the UI after setup. Only Principals can manage eFiling credentials.
Sync Widget
The SARS Integration Widget (available in the Compliance module) provides:
| Feature | Description |
|---|---|
| Status Check | Query SARS for the current status of a filing |
| Sync | Pull the latest filing status for all obligations |
| Last Sync | Timestamp of the most recent sync |
What Gets Synced
| Data | Direction | Description |
|---|---|---|
| Filing Status | SARS → Atlas | Whether a return was received |
| Assessment Status | SARS → Atlas | Whether assessed, objected, etc. |
| Balance Due | SARS → Atlas | Outstanding amounts |
| Filing Date | SARS → Atlas | When the return was filed |
Using the SARS Widget
- Navigate to Compliance in the sidebar
- The SARS Widget appears in the compliance view
- Click Sync to pull the latest statuses
- Review any status changes — Atlas highlights discrepancies
Auto-Sync
When enabled, Atlas automatically syncs with SARS:
- Every 24 hours during business days
- After any filing status change in Atlas
Troubleshooting
| Issue | Solution |
|---|---|
| "Connection failed" | Verify eFiling credentials in Settings |
| "Timeout" | SARS servers may be slow — retry later |
| "Entity not found" | Verify the tax number matches SARS records |
| Stale data | Click Sync to force a refresh |