Generating an IT3D File for SARS Section 18A Submission

Submitting section 18A certificates to SARS requires generating an IT3D file, which can be done seamlessly through the ActiveDonor platform. The IT3(d) report consolidates all your section 18A certificates for a specific tax year, ensuring compliance and accurate reporting. Before you can generate your IT3(d) file, make sure to fill out the IT3(d) settings section as described here.

Once the settings are configured, navigate to the Reports page and select the IT3(d) option. From there, you can filter and select the relevant certificates before clicking the “Generate IT3(d)” button. If there are any compliance issues, our system highlights the errors, allowing you to make necessary corrections easily. Once all issues are resolved, you can save the certificates, download the IT3(d) file, and upload it directly to SARS.

Note: Do NOT change the name of your IT3D file, changing the name will result in SARS not accepting your file.

1. Generating your IT3(d)
2. What to do if there are errors?

1. Generating your IT3(d)

Head over to the Reports page by clicking on the reports tab at the top of your screen.

Once you’re on the reports page click on the IT3(d) Block

This will open the IT3(d) Management page – from here you will be able to:

1. Filter down all of your section 18As by tax year and compliance
2. Select all the section 18As that you would like to be included in your IT3(d) file
3. Once you’re done click on the “Generate IT3(d)” button on the top right corner of your screen

2. What to do if there are errors? 😒

If your section 18As are non-compliant:

1. A red bubble with the word “No” will appear in the compliant column (labelled 1).
2. You can click on the edit icon to check what information is missing and make corrections (labelled 2)

When editing your section 18As:

1. Any information that is missing will appear at the top (labelled 1)
2. Once you’re done making corrections you can click the “save certificate” button (labelled 2)

It’s that simple, you’re all done! You can now download the IT3(d) file and upload it to SARS. 🎊