I am employed part time by 3 small companies. My duties include filing tax returns etc for them. I also have been filing tax returns for the owners of these companies and my family and a neighbour or two for the last 25 years. I do this as part of my job for the companies and do not charge the individuals . I was a SARS registered tax practitioner but do not qualify for the new definition of same, as I do not belong to any auditing body. On my efiling page, all these taxpayers are listed and I can access any one of them from my page and do what needs to be done. I have "deregistered" as a tax practitioner with SARS, but wish to continue submitting the returns for all these entities. I have registered as a tax representative for the companies, (which I believe will enable me to continue submitting PAYE and VAT returns etc (and surely income tax as well?), but when I try to register as a tax representative for the individuals, it is not accepted . From what I can gather, I would be a tax preparer, and as such not be able to submit returns.
Will I be able to keep the list on my profile, or will each of the taxpayers have to register for their own efiling profile, and then have me appointed as a tax preparer on each of them.
Does anyone have a full and proper definition of tax representative and tax preparer, and how these will work especially with regard each entity having to register for efiling separately.