Skip to main content
My Accountant
Shopping Cart
SARS Tax Directive Tracking

Track Tax Directive Status Online

Track the processing status of your Two-Pot savings withdrawal, retirement, pension, provident fund, or severance lump sum tax directive with SARS.

Explore 100+ accounting & tax services with transparent fixed prices and clear completion times in our online store.

Accredited Professional Memberships & Regulatory Compliance

CIBA MemberBiz Accountant
SAIT MemberTax Practitioner
S
SARS RegisteredTax Practitioners
CIPC AgentCompany Registry
4.9 / 5.0
Verified Google Reviews • South Africa's Top Online Accounting & Tax Practice
Verified SARS Portal

Track Your SARS Tax Directive Status Directly

Access official SARS digital channels to view live status updates for lump sum tax directives.

Tracking Instructions

How to Check Tax Directive Status

01

Open the SOQS Directive Status Portal or eFiling

Navigate to tools.sars.gov.za/sarsonlinequery/directivestatus or log in to SARS eFiling → Services → Tax Directives → Request Tax Directive Status.
02

Select Directive Form Type (Form A&D, B, C, or E)

Identify whether your fund administrator or employer submitted a Two-Pot Savings Withdrawal, Retirement Lump Sum (Form B/C), Severance Benefit (Form A&D), or Fixed Percentage Commission directive (IRP3a).
03

Input Tax Reference & Directive Case Number

Enter your 10-digit Income Tax Reference Number, South African ID or Passport number, and the Directive Application Reference provided by your retirement fund.
04

Inspect Live Directive Status & IT88 Deductions

Check whether the directive is 'Approved (IRP3 Issued)', 'Declined', or subject to a third-party IT88 garnish deduction for outstanding SARS tax debt.
05

Clear Compliance Blockers Before Fund Resubmission

If declined due to unfiled ITR12 returns or mismatched ID/tax numbers, resolve the underlying eFiling issue first—fund administrators cannot override a SARS system decline.

Directive Turnaround Times

Two-Pot & Fund Interface Directives: 24 to 48 business hours when tax compliance is clean.

Severance & Commission Directives (IRP3a): 5 to 21 business days depending on supporting document review.

Directive Cancellation & Re-Issue: 3 to 5 business days after the employer or fund submits the cancellation request.

Common Directive Decline Triggers

Unfiled Historical ITR12 Returns Blocking Directive Approval

Even a single outstanding ITR12 return from 5 years ago will cause SARS to automatically decline a retirement or severance lump sum directive (Form B/C).

Unexpected IT88 Tax Debt Deductions on Two-Pot Withdrawals

When you apply for a Two-Pot Savings Component withdrawal, SARS automatically attaches an IT88 third-party directive for any unpaid assessed tax debt or administrative penalties before the fund pays you out.

Employer or Fund Submitting Incorrect Source Codes

Using the wrong accrual date, reason code (e.g., resignation vs involuntary retrenchment under Section 10(1)(x)), or fund registration number forces a formal directive cancellation before a corrected application can be lodged.

Frequently Asked Questions

What is a SARS tax directive (IRP3)?

A tax directive (IRP3) is an official instruction issued by SARS to a retirement fund administrator or employer specifying the exact PAYE tax amount (plus any IT88 tax debt recovery) to withhold from a lump sum payout or commission stream.

How long does SARS take to approve a tax directive?

Automated retirement fund and Two-Pot savings withdrawal directives submitted via ISV interfaces are processed within 24 to 48 business hours, whereas manual eFiling directives requiring supporting documents (such as retrenchment or share options) take up to 21 business days.

Why was my tax directive declined by SARS?

Directives are most commonly declined because the taxpayer is not registered for Income Tax, has outstanding ITR12 tax returns, has an active demographic mismatch between their ID number and RAV01 profile, or the employer duplicated a prior directive request.

How is a Two-Pot Retirement System savings withdrawal taxed?

Two-Pot savings withdrawals are taxed at your marginal personal income tax rate (not the retirement lump sum tax tables), and SARS also deducts any outstanding assessed tax debt directly from the payout.

Can My Accountant resolve declined SARS tax directives urgently?

Yes. We diagnose the exact decline code on your SARS profile, file any overdue ITR12 returns, resolve IT88 debt attachments, and coordinate directive resubmission with your employer or pension fund.

Related Personal Tax & Compliance Guides

Registered SARS Tax Practitioners

Need Expert Assistance? Let My Accountant Handle SARS For You

Avoid SARS penalties, audit complications, or endless waiting on hold. Our registered SAIT tax practitioners can resolve your query, submit outstanding returns, and represent you directly with SARS.

Fast SARS Dispute & Debt Relief Verified TCS & Direct Power of Attorney