SARS & eFiling Posts in TaxTim's Blog

SARS & eFiling: 10 most popular posts


Covid 19: What to do when you have to go to a SARS branch?



Covid 19: What to do when you have to go to a SARS branch?

Quarantine. Self-isolation. Coronavirus. These are the buzzwords for 2020, and once it is all over, words we’ll probably never want to hear again. In light of Covid-19, TaxTim offers the safest way to handle your taxes - online.

Read more →

9 Steps to File an Objection to Your Tax Assessment



9 Steps to File an Objection to Your Tax Assessment

You’ve been diligent with your tax obligations. You’ve paid your PAYE each month without fail. You’ve kept all the supporting documents for your deduction claims. 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 that’s all automated for you!) You file your tax return, somewhat impressed with yourself and, by your calculations, you can look forward to a reasonable tax refund amount. Then you get your assessment notification.

Read more →

Sole Proprietor or Company: What's Best for Tax?



Getting a new business venture off the ground is an equally exciting and stressful time. You’re enthusiastic about getting your new product or service out into the market, but you face quite an administrative process to get it off the ground legally.

Read more →

Why don't I get a tax deduction for Out of Pocket Medical Expenses?



Why don't I get a tax deduction for Out of Pocket Medical Expenses?

Tax season always throws up some interesting and confusing calculations, but for many, the most confusing of all is how medical aid contributions and Out of Pocket medical expenses are treated.

Read more →

Unemployed Periods



Unemployed Periods

A few years ago, SARS introduced a new section onto the Tax Return called “Unemployed Periods.” Taxpayers are required to complete this section by entering all the times within the tax year they were not working.

Read more →

SARS terminates Tax Clearance Certificates from October 25th



SARS terminates Tax Clearance Certificates from October 25th

From the 25th October 2019, the printed Tax Clearance Certificate (TCC) will be substituted by the electronic Tax Compliance Status (TCS). This new digital version of the TCC allows for a more secure experience.

Read more →

I've never been audited before. Why now?



I've never been audited before. Why now?

This is a common area of concern for many taxpayers who don’t know why they are asked to submit documents to SARS after they file their tax return.

Read more →

When Will SARS Pay My Tax Refund?



Hundreds of thousands of South Africans are filing their annual tax returns and everyday people ask us “when will I get my refund from SARS?”.

Read more →

Return Status ‘Filed through Branch’ " What Does This Mean?



We’ve recently received many questions from taxpayers asking us if we physically went into a SARS office to submit their returns manually.

Read more →

Why does SARS require manual intervention to finalise my return?



Why does SARS require manual intervention to finalise my return?

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 →

Making payments to SARS



Making payments to SARS

You have filed all your outstanding tax returns with SARS and when receiving your ITA34 assessment/ Statement of Account/ Penalty statement you notice that you owe SARS some tax. There are three main options available to you, if you want to make a payment to SARS.

Read more →

SARS has done a ‘simulated calculation’ for me " what does this mean?



SARS has done a ‘simulated calculation’ for me " what does this mean?

You may have heard the recent announcement from SARS that certain taxpayers who earn less than R500 000 per year don’t need to submit a tax return. However, this only applies under very specific conditions so it is extremely important to understand these fully if you think you may be affected. You can read all about this rule here.

This year SARS are taking things one step further. They ...

Read more →

Why is SARS requesting my supporting documents again?



Why is SARS requesting my supporting documents again?

TaxTim is seeing cases where taxpayers who had already submitted their documents in early July to SARS are, around ten days to two weeks later, receiving a further two letters from SARS requesting documents again. The one letter is the generic letter with the long list of documents, which was originally issued, while the second, contains a more specific request relating to the taxpayer’s tax return. 

Read more →

What should I do if I have no assessment from SARS after having filed a return?



Usually SARS issued an immediate assessment, however sometimes they do need to do a further manual check on their side. Often the reason for this is one of the following:

  • They are missing an IRP5/IT3a due to you having transferred a lumpsum between any retirement funds. For example if you changed jobs during the year or withdrew your lumpsum from a Pension/Provident or Retirement Annuity Fund then you should have been issued an IRP5/IT3a;

    Read more →

    How Long do I have to wait for my tax refund?



    How Long do I have to wait for my tax refund?

    Like in previous years, there have always been opening tax season niggles and 2019 has been no different. Patience is a virtue, so the adage goes. And when it comes to waiting for responses from most government departments, they can certainly put your skills of tolerance to the test. Our helpdesk is inundated with questions about how long SARS will take to react or respond to certain requests or submissions. The short answer is ‘typically, quite a while’. You can imagine that during their busy filing season there are hundreds of thousands of documents being processed and not all administration can be automated...

    Read more →

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



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

    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, or information from prior years we don’t know about, that won’t be included in the estimate of your tax refund or tax liability.

    Just like the SARS eFiling tax calculator, TaxTim doesn’t take into account provisional tax payments, unpaid penalties, carry-over amounts from previous years and assessed losses...

    Read more →

    5 Reasons you Still Need to File your Tax Return in 2019



    5 Reasons you Still Need to File your Tax Return in 2019

    SARS has just announced that if you earn less than R500 000 in a year, and fulfill a series of complicated criteria, you may not have to file a tax return for 2019.
    Previously, SARS had communicated that if you earn less than R350 000 in a year you may not have to file a tax return.

    However, we advise you to take GREAT CARE here, and understand your duties properly, because if you don't, you may suffer for it later on.

    Here are the top 5 reasons why not to skip filing your tax return this season:

    Read more →

    Multiple Employers, Multiple PAYE payments. Yet I still owe SARS?



    Multiple Employers, Multiple PAYE payments. Yet I still owe SARS?

    We receive many questions to our Helpdesk from taxpayers who are faced with the following scenario:

    They work for two employers during the year, perhaps even at the same time and earn income from both. Each employer deducts employee’s tax (PAYE) from the taxpayer’s salary every month and issue them with an IRP5 after year end.

    Read more →

    What does a Completion Letter from SARS mean?



    Completion Letter

    You will receive a Completion Letter if all goes well and SARS is happy with your documents. This means that SARS is not adjusting your Original Assessment and if you have a refund due, it should be paid out in 7 working days (provided you have no tax debt due or outstanding tax returns from prior years). Similarly, if you owe tax to SARS per your Original Assessment, the amount you owe will remain unchanged.

    An example of a...



    Read more →

    I submitted all my documents to SARS ' They've asked again. Why?



    I submitted all my documents to SARS '  They've asked again. Why?

    We are seeing many cases where taxpayers submit their documents to SARS, wait 21 working days (sometimes longer) only to receive a second letter on eFiling which requests the exact same documents again.

    The letter we are referring to here is the generic SARS document request which looks like the below:

    The South African Revenue Service (SARS) thanks you for submitting the revised income tax return for the 2018 tax period.

    The revised information still does not match the information in the possession of the SARS and/or the income tax return has been identified for verification in terms of the Tax Administration Act....

    Read more →

    I have received an Additional Assessment from SARS - what does this mean?



    I have received an Additional Assessment from SARS - what does this mean?

    After you have submitted your supporting documents to SARS, they have 21 working days to review them, assuming all sufficient documents have been received.  Once their review is complete, you will either:

    1. Receive a request for additional documents; or
    2. Receive a Completion Letter; or,
    3. Receive an Additional Assessment

    Additional Documents Request

    If SARS still requires for documents from you, they will either send ...

    Read more →

    How to Change/Verify Your Bank Details at SARS



    How to Change/Verify Your Bank Details at SARS

    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 (SARS still prefers this way)
    • via eFiling (Go to Maintain Taxpayer Registered Particulars Menu) Note, you will still need t...


    Read more →

    File by 31 October or face heavy fines and potential legal action!



    File by 31 October or face heavy fines and potential legal action!

    With the tax season shortened this year by 3 weeks, the deadline to file by 31 October is just around the corner. SARS announced that it will be clamping down on taxpayers who miss the deadline to submit their tax return. Besides stating that they will impose monthly fines for late tax returns, they have even gone so far as threatening criminal prosecution and time behind bars for unpaid tax debt, just as many of us have witnessed with the recent celebrity headlines....

    Read more →

    Why is SARS asking me for outstanding tax returns?



    Why is SARS asking me for outstanding tax returns?

    When did this happen?

    Previously, assuming that SARS did not request any documents for verification and everything for the year was accepted, refunds due were typically paid out quite quickly to taxpayers within 1-2 days.

    From 2015, SARS has implemented a new requirement that ALL tax returns, since the first year a taxpayer registered for a tax reference number, must be submitted before any refund is paid out.

    ...

    Read more →

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



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

    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. This year, SARS is re...

    Read more →

    Older posts →  1  2  3

    TaxTim can help you file your Tax return!

    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 →