eTax User Training

2012
Training Plan

Introdu
ction
Training Plan

Introdu Demon
ction stration
Training Plan

Introdu Demon
ction stration

Practical
Session
Training Plan

Introdu Demon
ction stration

Feedba Practical
ck Session
Training Plan

Introdu Demon
ction stration

Feedba Practical
ck Session
eTax Introduction

 eTax is a website which connects the

taxpayer with Tax Authority using internet.
eTax Introduction

 eTax consists of 2 sides: public and private.

 Public = External Users(Taxpayers,
Institutions, etc)
 Private = Internal Users(Tax officers,
Administrators)
eTax Introduction

 eTax is linked to the SIGTAS

database, so all saved activities
occurring in eTax will be registered in
SIGTAS
 And also e-tax can brings all Notices
and Reminders produced in sigtas to
the customer message account.
eTax Introduction

 eTax has 2 Framework templates for all its pages:

 Public framework template: Includes the ERCA

logo, the Privacy Policy and the Terms and

Conditions hyperlinks
 Private framework template: Includes the ERCA

logo, the Privacy Policy and the Terms and

Conditions hyperlinks, the logout hyperlink for
the logged in user, the language selection and
the calendar selection (Gregorian or Amharic)
Training Plan

Introdu Demon
ction stration

Feedba Practical
ck Session
Demonstration
 1. User Registration
 2. Login Step
 3. Filing Declarations Step
 3.1. Home Page
 3.2. Tax Accounts
 4. Message Centre
 5. Refund and clearance request
 6. TIN and Tax clearance validation
 7. Taxpayer Information
 8. Security
1. USER REGISTRATION
 USER REGISTRATION basic (Taxpayer)

 Taxpayers that request a username in eTax

must have an active TIN from Tax Authority.
(NOT ONLY FOR HIS but also ALL HIS EMPLOYEES)
 Taxpayers accounts can be suspended in
eTax for whatever reason
 Same TIN can have several eTax users
 Only Tax Officers with the Taxpayer
Registration access role can manage
Taxpayer Users (registration and modification)
 USER REGISTRATION STEP Introduction

 Taxpayers has Different Roles

 Customer Service
 Suspend account
Previous
 Taxpayer (View Only)
 declaration (View and File)
 TIN validation
 Tax clearance certificate validation
 Upload supporting documents New
 Receiving PDF Documents
USER REGISTRATION STEP Process (Taxpayer)
USER REGISTRATION STEP Process (Taxpayer)

 If a taxpayer is able to file declarations online, then

check the Declaration flag
 The View Only flag is checked by default and
cannot be changed
 Enter the optional Email Address and an optional
Deregistration Date if required
 Click on the Next button will open the Complete
Taxpayer Registration page
USER REGISTRATION STEP Process (Taxpayer)

 On the Complete Taxpayer Registration page,

give computer to the newly registered taxpayer
and have them check their information as well as
enter their secret password
 Usernames are generated by eTax concatenating
the names and a random number
 Click on Finish and have taxpayer test their login
USER REGISTRATION STEP (Complete Taxpayer
Registration) Screenshot
USER REGISTRATION STEP Process (Password
Reset)

 Taxpayers, if the password is forgotten, it will need

to be reset, so they will physically have to go to their
respective Tax Centers in order to have the Tax
officer reset the passwords for them.
2. Login Steps
Login Steps

Security ERCA
Layer

eTax
Taxp SSL Prod eTax
ayer VPN uctio Test
n
SSL VPN
 Password must contain(minimum requirement)
 Both Small and Capital Letter,
 Numbers and
Strong
 Capital Letter Password

 Accessed Using Address 213.55.84.13

 Expiry in 30 days if there is no action beyond
Taxpayers
 Used to find ERCA services
 Meaning
 SSL (Socket Security Layer)
 VPN(Virtual Private Network)
SSL VPN – Login Screen
SSL VPN – Home Screen
eTax Login Page Introduction

 The login page is used by both tax officers and

taxpayers to enter eTax;
 Forgotten passwords must be retrieved by
contacting the tax centre;
 Usernames and passwords are both case sensitive;
 Validation will occur if either or both
username/password are entered incorrectly;
 There is no limit for the user to incorrectly login (no
lock will occur)
Login Page Screenshot
Login Page Process

Insert Validation
Homepage
Username Click Login occurs if
will be
and Button Input is
displayed
Password wrong
3. Filing Déclaration Step
Tax Declarations Introduction

 All tax accounts registered for the taxpayer in

SIGTAS will display in the Tax Declarations page
in eTax
 Each tax account is separated by an expandable
button
 Every tax period configured in SIGTAS for each
tax type will display in its corresponding tax account
section
 5 tax periods will be visible at a time for each tax
account
 Scrolling through all tax periods is possible for
each tax account
 Tax Declarations Introduction
 If tax type requires supporting documents, you can add
one by one, upload in a csv format, or import the
previous tax period and edit on it during the filing
process.
 5 actions can be displayed for each tax declaration period:
 File Now: can be filed online
 In Progress: filing began but not completed
 Filed: declaration has been submitted to Tax Centre,
submission and document numbers are available,
once assessed in SIGTAS, assessment number will
also be available
 Suspended: Account Suspended, no need to file

 To File Contact Tax Centre: period to file online has

expired
 Tax Declarations Introduction

 If a declaration is submitted in eTax, then a

Submission number and a Document number is
created and displayed beside the filed tax declaration
 The Submission number is a unique number
generated by eTax
 The Document number is the same unique
number for a remittance generated by SIGTAS
 Declarations that have been filed over eTax will
have the document status: E-Filed in SIGTAS (list
can be printed through DF136RS – Print List of
Documents)
Tax Declarations Introduction

 These document numbers are used to calculate

assessments on AS52S – Capture A remittance
in SIGTAS
 Once calculated, the assessment number will
display beside the filed tax declaration in eTax
 All information captured in eTax for supporting
documents will be captured and registered in
SIGTAS
Tax Declarations Introduction

 If declaration is to be filed online, there are 3 or 4

steps that need to be completed:
 Enter Line Details

 Supporting Documents (only if required by

tax type)
 Confirm Declaration Details

 End Declaration Process

Tax Declarations Steps
Enter Line
Details

End Supporting
Documents
Declaration (only if required
Process by tax type)

Confirm
Declaration
Details
Tax Declarations Summary Screenshot
Tax Declarations (Filing A Declaration)
Process

 For all tax types (Schedule A-PAYE, Excise Tax,

Schedule B, WOP, VAT Withholding, Schedule D-
Withholdings, Schedule B, Schedule C-
Normal/Mining, and pension), the following steps
are the same, except for those with supporting
documents:
 Click on the File Now hyperlink which brings

user to the first step, Enter Line Details step

 Enter all amounts
 All starred fields are mandatory
 Click on the Continue to Step 2 button
Tax Declarations (Filing A Declaration)
Process

 Click on Save if the declaration is to be

continued some other time
 Click on the Clear button if all amounts
entered are to be erased
 Click on the Cancel button if everything is to
be annulled, user will be brought back to the
Tax Declarations page
Tax Declarations (Filing A Declaration)
Process
 On the second step, the Supporting Documents
are to be completed in three alternatives.
Using add button to insert one by one
 Click on the Add button to add a supporting

document
 Click on the Add (within the supporting

document) button to add a new record

 Click on the Select button to make that row

active
 Click on the Delete Current Record button to

delete the selected record

 Tax Declarations (Filing A Declaration)
Process

 Enter all mandatory fields (starred fields)

 Click on the Next button to continue onto the third
step
 Click on Save if the declaration is to be continued
some other time
 Click on the Back button to access the previous step
 Click on the Cancel button if everything is to be
annulled, user will be brought back to the Tax
Declarations page
Uploading
Using file upload
 Enter all amounts
 All starred fields are mandatory
 Click on the Continue to Step 2 button
 Click on upload button on the following

screen
Cont.
 Click on browse button and write the
destination and name of the file,
 When the file destination and and name
appeared on the field click on upload button,
 And click back to view detail of uploaded
file.
 To edit Click on the select button on right
side of the individual line
 After finishing the edition click on back to go
to the summary screen
Tax Declarations (Filing A Declaration)
Process

 On the third step, user will have to Confirm

Declaration Details
 Check that all amounts are well entered
 Click on Submit if all is confirmed, user is

brought to the last step, End Declaration

Process
 Click on the Cancel button if everything is to

be annulled, user will be brought back to the

Tax Declarations page
 Click on the Back button to access the

previous step
Tax Declarations (Filing A Declaration)
Process
 Importing Previous Data
 To use Import from the previous period
Click on import from previous period
button, the previous period detail data will
appear.
 Edit on every line and add or remove
lines. click save and go to back on the
back screen.
Tax Declarations (Filing A Declaration)
Process

 On the fourth and last step, End Declaration

Process, user will receive an eTax submission
number
 If the Click Here hyperlink is clicked, user is

brought to the View Filed Declaration page

where details of the submitted document is
available for viewing
 On the View Filed Declaration page, user has
the option to print a copy of the submitted
document for their records
Tax Declarations (Filing A Declaration)
Process

 If action is In Progress, upon clicking the

hyperlink, user will be brought back to the page
they left off, and the process for online
declaration continues
Tax Declarations (Filing A Declaration –
Enter Detail Lines) Screenshot
Tax Declarations (Filing A Declaration –
Supporting Documents for Schedule A-
PAYE) Screenshot
Tax Declarations (Filing A Declaration –
Supporting Documents for Excise Tax)
Screenshot
Tax Declarations (Filing A Declaration –
Supporting Documents for Schedule D)
Screenshot
Tax Declarations (Filing A Declaration –
Supporting Documents for Schedule B)
Screenshot
Tax Declarations (Filing A Declaration –
Supporting Documents for Schedule B/C –
Financial Statement) Screenshot
Tax Declarations (Filing A Declaration –
Supporting Documents for WOP)
Screenshot
Tax Declarations (Filing A Declaration –
Confirm Declaration Details) Screenshot
Tax Declarations (Filing A Declaration – End
Declaration Process) Screenshot
Tax Declarations (Filing A Declaration –
View Filed Declaration) Screenshot
Tax Declarations (Filing A Declaration –
Printout of Declaration) Screenshot
3.1 Home page
Home Page Introduction

Declarations To Be Filed

Tax Account Balances

Refund Requests

Tax Clearance Certificate Requests section

Home Page Screenshot
Home Page Screenshot
 Home Page Process
 Declarations to be Filed section:
 All declarations filed or to be filed for the taxpayer are

listed
 5 records are visible at a time
 Scrolling through all declarations is possible
 Tax Period and Due Date can be sorted in either

ascending or descending order by clicking on the

arrows beside the column labels
 Suspended and Filed declarations do not display on

the list on the Home page

 Clicking on the View all declarations to be filed

hyperlink brings user to the Tax Declarations page

 Home Page Process

 For each declaration, an action is associated: File

Now (hyperlink for the taxpayer to file declaration
online), To File Contact Tax Centre (taxpayer
cannot file declaration online for some reason) or In
Progress (filing started but not finished through
eTax).
 Declarations with the File Now action means that the
taxpayer is allowed to file this declaration online via
eTax;
 The following is an example of configured rules for
declarations to have the File Now action:
Home Page Process

 Yearly Taxes:
 START: 4 months before the Filing Due

Date of the tax period

 END: 12 months after the Filing Due Date

of the tax period

 Quarterly Taxes:
 START: 2 months before the Filing Due

Date of the tax period

 END: 6 months after the Filing Due Date of

the tax period

Home Page Process

 Monthly Taxes:
 START: 2 weeks before the Filing Due Date of
the tax period
 END: 3 weeks after the Filing Due Date of the
tax period
 Weekly Taxes: 3 days before the Filing Due Date
of the tax period
 START: 3 days before the Filing Due Date of
the tax period
 END: 5 days after the Filing Due Date of the tax
period
 Home Page Process

 For declarations with the To File Contact Tax Centre

action, the active period to file online has most
probably ended, so taxpayers will have to call or go to
the tax centre to rectify the situation;
 Declarations with the In Progress action have been
started in eTax but have not yet been submitted
 Home Page Process
 Account Balances section:
 All tax accounts held by the taxpayer are listed

 5 records are visible at a time on the screen

 Scrolling through all tax accounts is possible

 Tax Account numbers and Balance can be sorted in

either ascending or descending order by clicking on the

arrows beside the column labels
 The Total of all Accounts is displayed at the bottom

 Clicking on the View all account balances hyperlink

brings user to the Tax Accounts page

 Clicking on any tax account number hyperlink brings user

to the details of the account on the Tax Accounts page

 Home Page Process
 Refund section
On refund section the default screen shows
requested refunds and their status.
To view all refund requests click on view all refund
button.
 Home Page Process
Tax Clearance Certificate Requests section
 This section shows the previous clearance request
application and the status.
 To view all requests click on “view all clearance
requests” button.
Home Page Process
 Unread Messages section:
 If taxpayer has any unread messages, then the link

will show the number of unread messages;

 Clicking on the unread message button brings user

to the Manage Messages page

 if the customer choose the electronic only or both

paper and electronic on sigtas correspondence line

of personal information, PDF notices and
reminders appeared immediately when produced
on SIGTAS.
 ERCA information section:
 If taxpayer needs more information about

declarations or ERCA, official ERCA website link is

available on the right side
3.2 Tax Accounts
Tax Accounts Introduction
 All tax accounts registered for the taxpayer in
SIGTAS will display
 Each tax account is separated by an expandable
button
 Every tax period configured in SIGTAS for each tax
type will display in its corresponding tax account
section
 All transactions in the tax account will be listed for
each tax account; including the tax period, the
assessment number, the amount, the action type,
the against type, the penalty type, whether if
transaction is a reversal or not, the transaction date
and the comments associated to the transactions
 Scrolling through all transactions Is possible
Tax Accounts Screenshot
Tax Accounts (View Assessment)
Screenshot
Tax Accounts (View Reassessment)
Screenshot
 Tax Accounts Process
 Clicking on a ‘+’ button next to the tax account expands to
display all transactions associated to the tax account
 Clicking on a ‘–’ button next to the tax account hides the
details of the tax account
 Clicking on the Assessment number hyperlink brings
user to the View Assessment page
 The View Assessment page displays the completed
declaration submitted by the taxpayer via eTax (refer
to above screenshot)
 If there is a reassessment, then the columns in the
View Assessment page will be different (refer to
above screenshot)
Tax Accounts Process

 Hovering over a comment displays the entire

comment in full in a tooltip
 Amounts owed to ERCA is displayed with a
negative sign
 Amounts owed by ERCA to taxpayer is displayed
with a positive sign
5. Message Centre
 Message Centre Introduction
 For those Tax payers preferred to receive electronics
only or both electronics and paper correspondence in
their information page e-tax will deliver all sigtas
generated reports as PDF to their message box.
 Email communication channel between taxpayer and
tax centre;
 Tax Officers with the role Customer Service are
identified as being responsible for this process;
 Facilitates communication, reducing costs and time;
 For security reasons, messages are stored in the
database, they do not leave the eTax application so
no risk of viruses or spam email
 Message Centre for taxpayer and for tax officer have
some differences
 Delivery on Message Centre

Tax Clearance Certificate for BID and Annual License Renewal

Assessment Notices

Reminders or Letter From SIGTAS

Messages Like Mail

Message Centre (Manage Messages)
Screenshot
Message Centre (Read Message)
Screenshot
Message Centre (Write Message -
Taxpayer) Screenshot
Message Centre (Write Message – Tax
Officer) Screenshot
 Message Centre Process (Manage
Messages)
 Clicking on the Subject of a message opens the
message
 Clicking on Delete, removes the message from the list
 Clicking on the Send A New Message hyperlink brings
user to the Write Message page
 The closed envelope icon means the message has not
been read yet
 The open envelope icon means the message has been
read
 The envelope with an arrow pointing to the left icon
means the message has been read and replied to.
Message Centre Process (Read Messages)
 Clicking on the subject of a message allows the
user (Taxpayer or Tax officer) to see the entire
message chain;
 Clicking on the Return to Message Centre
hyperlink brings user back to the Manage
Messages page;
 Clicking on the Reply To Message hyperlink brings
user to the Write Message page;
 Clicking on the Delete Message removes the
messages indefinitely from the Manage Message
page
Message Centre Process (Write Message)

 New message:
 Enter the Subject and the Message
 Clicking on the Submit button sends the

message to the corresponding tax centre

 Clicking on the Cancel button brings user

back to the Manage Messages page

 Reply to a message:
 Enter the reply to a message and submit or

cancel
 The subject is displayed only
5. TIN and Tax Clearance
validation
 For various reasons TIN used as identity for customers.
Seldom invalid tins presented to prevent such
misleading transaction tin validation required.
 E-filing request the validity of tin from sigtas and identify
all tins in sigtas as valid.
 To check the validity of a tin using e-filing click on
“validity and check”
To check validity of a TIN
 Click on “TIN validation button”.
 Enter the tin on the tin field and type the captcha on the
captcha field.
 Click on validate button, then message will appear.
 To check validity of a TIN

 Click on “TCC validation” button.

 Enter the tin on the tin field and the tin
certificate no on the TCC number field.
 Click on validate button, then message will
appear
 The message inform the TCC issue date,
the TCC request type, and the valid date of
the TCC.
6. Refund and Tax Clearance
Certificate request and
management
 REQUESTING REFUND

To apply for refund

 Click on ‘Taxpayer service’,

To see the accounts with their respective

refundable amount click on ‘potential refunds’
button.(all accounts with positive balance
shows total refundable amount).
 Click on the + sign on side of the tax account to

see the list of refundable amounts against

assessment no or tax period.
 Cont.

 To apply for Refund click on the request

refund button on the line against which we
wanted to request the refund.
 The amount shown is the total refundable
balance against selected assessment or tax
period, we should re enter the requested
amount if we want to apply for the amount in
part or click on yes to request the whole
amount.
 Cont.

 When we confirm and submit the request, e-tax

automatically send the request to sigtas and reduce
the balance by the requested amount from potential
refundable amount.
 To see all refund requests submitted and their status,
click on “refunds” button
 All the requests shown with their current status,
regarding our request the tax officer can write
message. Or all requests approved and against which
voucher prepared are shown as voucher/check
prepared.
 Replying to Refund Request / Managing
Refund request

 Officers can see the refund requests submitted on e-tax.

 To see the list of refund requests, click on “approval and
validation”. The upper half of the page shows the refund
requests sent by the tax payers.
 Using the assessment no we can approve the request
by preparing the payment voucher on the register refund
screen of sigtas.
Cont.
 Requesting tax clearance certificate

To apply for Tax clearance certificate

Click on ‘Tax Payer service’,
Click on the “request clearance” button,
Click on the “clearance type” to select the type we wanted
from the list of clearances. And click on the one which
we wanted.
Finally click on “submit” button to finish the request
process.
We can see the status of our clearance request by clicking
on the “clearance request list” button.
Cont.
Cont.

 sigtas immediately reply for clearances

requests intended for bid participation and
business renewal. And we can see the
reason if the request rejected.
 For all other types the officer will reply in
message and/or reject or approve
investigating our history. Until the officer
reply our request the status remain “pending
approval”.
Cont.
8. Taxpayer Information
Taxpayer Information Introduction

 Some fields (Taxpayer details and Contact

Information) can be changed by the taxpayer
through eTax which will be updated in their profile in
SIGTAS;
 Other fields (Addresses) can be viewed only, and
must be changed by contacting the tax centre;
 Facilitates maintenance of Tax roll information,
reduces costs and time of having taxpayer comes in
to tax office in order to modify simple changes
Taxpayer Information Screenshot
Taxpayer Information Process
 Clicking on the Edit button for either Taxpayer Details
or Contact Information allows user to modify certain
information via eTax;
 Any changes that are made but not saved (clicking on
the Cancel button) will not be reflected in SIGTAS;
 All changes that are saved but are not immediately
reflected in SIGTAS will be displayed in red;
 All changes that are saved and are immediately
reflected in SIGTAS will be in black and will be
available in SIGTAS
9. Security/ Other
Security/Other

 It is important to note that the eTax application is

secure for the following reasons:
 The server is encrypted with 128 bits using SSL
(secure socket layer), the web address uses the
‘’https’’ prefix which many banking websites use
 eTax is an in-house creation by CRC Sogema
and only installed in exclusive, known clients
environments, therefore it is virtually impossible
for hackers to obtain this secure installation
 eTax uses a combination of the most trusted
technologies in security, such as Java, Oracle
Database and Web logic
Security/Other
 Passwords are chosen by the users themselves, a
strength indicator is available to them as they type
their password, no one else is aware of the
passwords, not even the administrator. If forgotten,
they must go into the tax centre in person to change it
 There is a timeout session of 30 minutes of inactivity
for users’ security:
 A validation will appear after 30 minutes telling the
user has 2 minutes to click on OK in order to keep
the session active
 After 2 minutes, if user does not click on OK, then
the session terminates, user will receive a
message telling them that the session is
terminated, any unsaved changes will be lost
 User will have to log back in
Termination of Session Warning Screenshot
Termination of Session Screenshot
Thank You!!!