Do your Tax with TaxTim and WIN R10,000  More info   T&C's apply

SARS & eFiling Posts in TaxTim's Blog

How to request a Penalty Statement of Account

  Written by Alicia  

SARS have recently become a lot stricter with late filers and have changed their rules for administrative penalties. You can read more about these changes here.   There used to be some leeway for taxpayers who missed the deadline, but sadly these days are certainly over. 

If you received a notification of debt from...



Read more →

How to update your contact details on eFiling

  Written by Alicia  

Please read the steps below to update your contact details on your SARS eFilng profile:

1. Go to www.sarsefiling.co.za

2. Log into your eFiling profile:

3. Click on



Read more →

How to Change/Verify Your Bank Details at SARS

  Written by Marc  


SARS has recently issued a new guide with regards to updating your banking details with them. This was done in order to reduce the risk of refunds being paid into the wrong accounts and also to streamline the process, which has tended to be an onerous one in the past.

Change of bank details can be done:

  • in person at a SARS branch (During the pandemic, it would be best to make a telephonic appointment with SARS and then send them your supporting documents, SARS will cont...


Read more →

Tax Free Savings Accounts: Everything You Need to Know

  Written by Vee  

As a nation, South Africa does rather poorly on the savings front. With the majority living near or below the breadline, there’s not much to save when you’re more concerned with just getting through the month. Our high levels of consumer-debt, combined with little in the way of personal savings, means we become financial burdens on the government in the long-run...



Read more →

I forgot to submit some documents to SARS - what must I do now?

  Written by Neo  


If you left out some documents in your original submission to SARS, don’t panic.

SARS has recently implemented a new process

Read more →

Capital Gains and Losses: which source codes to use?

  Written by Alicia  

In the Capital Gains section of the annual tax return (ITR12), SARS requires you to insert the relevant asset source code for the item you have sold.  However, when you sell financial investments (e.g shares)  the financial institution issues an IT3(c) which shows the profit/loss source code (i.e4250/4251) and not the asset source code.  This causes confusion for taxpayers, who think th...



Read more →

How to add your Company Tax Number to your eFiling profile

  Written by Patrick  

As part of SARS’ mission to simplify the eFiling system, the Tax Type Transfer process was updated in 2020 for all Tax products in a bid to offer users complete control of their eFiling profiles. 

What's new on eFiling?

 Overall, you can expect to see the following key changes introduced to eFiling from the end of April 2021: 

  • Changes to adding taxpayers to a profile (Organisations, Practitioners & individuals)
  • The removal of multiple capture fields to simplify the process
  • Validation requirements for captured information to ensure alignment to SARS records, e.g...


Read more →

Top Tips for Sole Props

  Written by Neo  


1. Keep an accurate record of revenue and expenses

You can draw up these records by way of a simple spreadsheet based on your invoices and then confirm these amounts by cross-checking them against your bank statement.

Read more →

What to do if your tax return was rejected by SARS

  Written by Alicia  

If you've received a letter from SARS saying that your tax return has been rejected and you're not sure why, there could be a few reasons why this has happened. Here are some of the most common reasons, along with the corrective steps you need to take:

Reason 1: You were auto-assessed by SARS for the 2020, 2021 or 2022 tax year, but you submitted your tax return after the 40-day period SARS gave you, and you failed to request an extension in time. Please click here to read more about auto-assessments. ...


Read more →

Why does SARS require manual intervention to finalise my return?

  Written by Marc  


When a Tax Return is filed usually SARS issues an immediate assessment (ITA34), however sometimes they do need to do a further manual check on their side.

Read more →

How do I know if I was auto-assessed?

  Written by Alicia  

During the tax year, SARS issued SMS's to taxpayer whom they chose to auto-assess.

Those selected individuals would typically be taxpayers earning fixed salaries without additional allowances. If they did have medical aid and retirement annuity fund contributions, these details would have already been sent to SARS by their service providers, and SARS should have automatically included them in the assessment.

We've received many questions on our help desk where users say that t...



Read more →

How to Submit a Request for Reduced Assessment via SARS eFiling

  Written by Alicia  

If your 2023 individual income tax return was auto-assessed by SARS earlier this year, and you intended to include extra income or expenses/ deductions but missed the deadline, don't be dismayed, there might still be a way to fix things!

Is SARS rejecting your tax return submission and your dispute too?

Have you requested an extension, but SARS granted it for a day before they replied to you? i.e, you asked for an extension till 10 November 2023, but SARS gave you an extension...



Read more →

Here is the process to follow if you have a dormant company

  Written by Alicia  

It seems that dormant companies are on SARS' radar.

If you registered a company with CIPC some time ago and forgot about it, that company could land you in hot water with SARS. Read more to find out what the financial repercussions could be and why you should get a hold on the situation.

What is a dormant company?

A dormant company is classified as a company that has not actively traded for the full year of assessment.  Because there is no activity in the compan...



Read more →

How to set up a payment arrangement with SARS

  Written by Alicia  

With the end of the tax year looming, SARS tax collectors are on high alert to collect taxes and meet their revenue targets.

If you owe SARS, you should be receiving constant reminders to pay your debt. This may be in the form of SMS's, phone calls or even posted letters.

If the debt is unfamiliar or if you are not in agreement with the debt, you can File a dispute with SARS , howe...



Read more →

Track your tax return on the SARS website

  Written by Alicia  

SARS have recently introduced a new way to track your tax return online via the SARS website.

See TaxTim's step-by-step guide to help you nagivate this new process:

1. Please go to the SARS website www.sars.gov.za click on "Contact Us" 

2. Scroll down the page then click o...



Read more →

The new SARS auto-assessment

  Written by Alicia  

Step 1:

If you have been auto-assessed by SARS,  you may see the screen below when you log into SARS eFiling.

Please click on "View".

You may also see this screen:

If you ...



Read more →

After all my documents submissions to SARS, they disallowed my expenses, why?

  Written by Neo  


We are starting to see some common trends whereby taxpayers’ expenses are disallowed because the documents submitted are falling short of SARS’s requirements.  To avoid unnecessary frustration and time wasted in raising disputes, read on to see if any of these areas apply to you.

Travel deduction

In prior years, the submission of a logbook detailing your business mileage used to be sufficient to justify your travel claim. In recent years howev...



Read more →

Tax Season 2023

  Written by Nicci  

The 2023 filing season opens this year at 8pm on Friday, 7 July.  The countdown's on, it's almost here!

It is important to be aware that the season is shorter than prior years. This means that SARS are giving you less time to file your return.

Important Filing Deadlines

23 October 2023: non-provisional taxpayer (i.e. salaried employees)

24 January 2024: provisional taxpayer (i.e self-employed, rental earners, freelancers, ...



Read more →

Don't file on SARS eFiling before 7 July

  Written by Alicia  

Last year, we noticed that many taxpayers filed their tax returns before the tax season officially began (i.e July). However, doing so caused delays and problems with their tax refunds.

There are only three specific instances where you can file your tax return (ITR12) directly on eFiling before tax season starts:

  • If you have been declared insolvent / sequestrated or, 
  • If you need to file a tax return for a deceased estate or, 
  • If you are em...


Read more →

Why refund/tax liability estimations may differ from the SARS calculator and final SARS ITA34 assessment

  Written by Evan  


TaxTim and SARS use all the financial information you provide to work out the most accurate estimate of your potential refund (or tax liability) for the current tax season. However, there may be some information we don’t have access to that won’t be included in the estimate of your tax refund or tax liability.

Information from previous tax seasons

Just like the SARS eFiling tax calculator, TaxTim doesn’t take into account provisional tax ...



Read more →

9 Steps to File an Objection to Your Tax Assessment

  Written by Vee  


You’ve been diligent with your tax obligations, you’ve paid your PAYE (employees tax) each month without fail, you’ve kept all the supporting documents for your deduction claims and you’ve carefully filled out your tax return, making sure you’ve put all the right amounts in all the right places, against all the right codes. (Pssst, if you used TaxTim to help you complete your tax return, you wouldn’t have had to worry about all the right places and codes because that’s all automated for you)...



Read more →

Auto-Assessed Taxpayers Alert

  Written by Nicci  

SARS has given you just 40 working days to submit your tax return. If you received your auto-assessment at the beginning of July, your time to submit has already expired. Auto-assessments issued on 4 July 2022, expired on 30 August 2022. Count your work days carefully. SARS is applying this rule very strictly. If you do nothing, your auto-assessment will very soon become FINAL.

For more on auto-assessments and their deadlines, please read



Read more →

SARS repeat reminders for supporting documents

  Written by Alicia  

If you received another email from TaxTim requesting SARS supporting documents, but you already sent these to SARS more than 21 business days ago, one of these four scenarios might be the reason you are still waiting:

Scenario 1:

You submitted the documents directly on SARS eFiling yourself, but you did not inform TaxTim. In this case, our system needs to be updated to reflect that you already submitted your documents.

Please log into your TaxTim profi...



Read more →

SARS has introduced a new online travel declaration system for South Africans & its residents.

  Written by Patrick  

The South African Revenue Service (SARS) says it will implement an "online traveller declaration system" that will go into effect on November 1, 2022. According to SARS, the new system will be applicable to all South Africans travelling abroad and says that it will simplify passenger movement at South African airports.

According to SARS, the system's goal is to collect travel information and in exchange, grant a traveller pass via email. It requires that all South Africans and residen...



Read more →

New SARS Deadlines for Auto-Assessments

  Written by Nicci  

From 1 July to 4 July, SARS aims to issue auto-assessments to taxpayers who are due a refund.

The rest will be issued in batches up to 24 July.

Timing is Everything

If you receive an auto-assessment, you will have just 40 working days to request a tax return on TaxTim (or eFiling), complete and submit it. If you take no action within the ...



Read more →
Older posts →← Newer posts    1  2  3  4  5

Do your Tax Return in 20 minutes or less!

TaxTim will help you:

 Do Your Tax Return Easily
 Avoid penalties
 Maximise your refund

Tim uses your answers to complete your income tax return instantly and professionally, with everything filled in in the right place.

Let Tim submit your tax return direct to SARS in just a few clicks!

Get started

Blog Categories


Ask TaxTim

Got a question you want answered about tax?

Visit our helpdesk

Get SARS Tax Deadlines in your Inbox
We'll tell you when you need to file, along with tax tips and updates.