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Obtaining a Tax Clearance Certificate for Tenders and Funding

What Is a Tax Clearance Certificate?

A tax clearance certificate (now referred to as a “Tax Compliance Status” or TCS) confirms that your business’s tax affairs are in order. Many government tenders, finance applications and corporate clients require a valid certificate.

Steps to Get a TCS

  1. Ensure Compliance:
    • File all outstanding tax returns (income tax, VAT, PAYE) and pay any amounts due.
    • Update your details with SARS (address, contact information).
  2. Apply via eFiling:
    • Log in and select “Tax Compliance Status” under the “Tax Status” menu.
    • Choose the type of TCS you need: tender, good standing, or emigration/foreign investment.
    • Submit the request and track the status.
  3. Receive PIN Instead of a Paper Certificate:
    • SARS issues a TCS PIN valid for one year.
    • Share the PIN with the tender issuer or funder so they can verify your status online.
  4. Maintain Compliance:
    • Keep your tax affairs up to date to avoid your TCS being withdrawn.
    • Monitor expiry dates and renew your TCS as needed.

Tips

  • Begin applying well in advance of tender deadlines to avoid last-minute issues.
  • Keep accurate accounting records to simplify compliance.
  • Use a tax practitioner if your affairs are complex.

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