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SARS & eFiling Posts in TaxTim's Blog

SARS & eFiling: 10 most popular posts


Tax Season 2025: opening date and deadlines

  Written by Alicia  

The 2025 filing season opens this year on Monday, 21 July.  

This year, the tax season is even shorter than last year (and last year was shorter than the prior year!). This means that SARS are giving you less time to file your tax return.

Important Filing Deadlines

20 October 2025: salaried employees, who earn no other income (i.e. non-provisional taxpayers)

19 January 2026...



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What you need to know about SARS auto-assessments

  Written by Patrick  


What is an auto-assessment?

This is an automatic assessment issued by SARS to certain taxpayers.

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Unpacking the Section 13sex Residential Unit Deduction

  Written by Nicci  

The Section 13sex residential unit deduction is a South African tax break for people who invest in new rental properties. If you build or buy new units to rent out, you can deduct part of the building cost from your taxable income each year. To qualify, you must own at least five new and unused residential units in South Africa that are used for rental.

You can claim 5% of the building cost



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Why You May Owe Tax on Two-Pot Withdrawals

  Written by Nicci  

South Africa introduced the Two-Pot Retirement System to help people access part of their retirement savings before retirement age, while keeping the rest for retirement. It's a helpful system –  but it comes with tax rules that can surprise some people.

If you withdrew from your Two-Pot in the tax year, you might be surprised when you file your tax return and find out you owe SARS money.

Read on to find out why..

What Is the Two-Pot Retirement Syste...



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Understanding the Assets and Liabilities Section in Your Tax Return

  Written by Alicia  

The assets and liabilities section in the annual tax return (ITR12) needs to be completed if you:

  • earn self-employment income or are an independent contractor
  • earn foreign income (e.g foreign rental income or foreign business income)
  • are a Director of a company or a member of a Close Corporation

Each asset should be reported at its original cost — the amount you paid at the time of purchase or investment. According to SARS, these entrie...



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Why your estimated provisional tax may differ from your SARS Statement of Account

  Written by Alicia  

TaxTim uses the financial information which you entered  to work out the payment due on your provisional tax return (also called an IRP6). However, there may be some information we don’t have access to, which won’t be included in the estimate of your provisional tax payment. To see what SARS has on record, you will need to request a Provisio...



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Where can I find my provisional tax payment details?

  Written by Alicia  

During the final days of the provisional tax season, high traffic volumes may cause delays in submitting provisional tax returns to SARS—even after you've clicked 'submit' on our website.

To avoid late payment penalties, we recommend paying the estimated provisional tax amount shown on our website. Once your provisional tax return  (IRP6) appears in eFiling and your SARS provisional Statement o...



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What to do if your SARS document is blank

  Written by Elani  

Unfortunately, some of the SARS documents cannot be viewed online (i.e. from within your internet browser). You can work around this issue by downloading the SARS document to your computer.  You will then be able to view the document when opening it directly on your device.

 

Steps to follow if the SARS document is blank on your browser:

  1. Choose the option to download the document.
  2. Open the "Downloads" folder on your computer **.
  3. Sea...


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How to request a Provisional Tax Statement of Account on eFiling

  Written by Alicia  

If you're a provisional taxpayer, you can request a statement of your provisional account on eFiling. However, instead of finding it on your Income Tax workpage, you first need to go to the Provisional Tax workpage. This can be tricky if you don't use eFiling often, so we've listed the steps below to help you.

STEP 1: Log into SARS eFiling



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Sequestration and Tax

  Written by Alicia  

What is Insolvency?

Insolvency is a state of financial distress when a person or business is unable to pay their debts. 

What is Sequestration?

Sequestration is a legal process that is used to deal with your financial difficulties and manage your debts. It gives you legal relief from creditors, while the debt recovery efforts of the various companies you owe are put on hold.



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SARS Timelines

  Written by Alicia  

SARS Timelines

SARS operates within specific timelines to comply with the rules outlined in the Tax Administration Act and the commitments detailed in their service charter.

However, these timelines are not easily accessible on the SARS website, leaving many of our users needing to contact the helpdesk for updates on their submissions.

To assist you, we’ve compiled a comprehensive list of these timelines:

Auto-Assessment<...



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SARS is not paying my refund, they want my old returns!

  Written by Marc  

Taxpayers this year are facing a new gripe with SARS when it comes to receiving those well-earned refunds. The current two scenarios are:

  • NO AUDIT: A taxpayer files a tax return, gets their ITA34 and does not need to submit supporting documents; or
  • AUDIT: A taxpayer files a return and in their ITA34 is requested to submit supporting documents, after which they receives a Completion Letter stating "no adjustment made".

In both these cases a refund should be paid out within 72 hours (if the taxpayer is due one), however thousands of taxpayers still have not been paid their refund. Here’s why!...



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Why is SARS asking me for outstanding tax returns?

  Written by Evan  


In 2024, we have noticed that SARS is withholding refunds from taxpayers with outstanding tax returns, sometimes dating back many years. In some cases, SARS is requesting unfiled returns from as far back as 10-15 years ago, going back to when the taxpayer first registered for a tax number.

Block on eFiling submissions older than 5 years

This year, SARS introduced a change to eFiling that has frustrated many taxpayers. Returns older than five years are now blocked from being submitted on individual profiles, prompting a message that these must be filed at a branch.

Don't worry - TaxTim can help...



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

  Written by Nicci  


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 ...



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What does a Completion Letter from SARS mean?

  Written by Marc  

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 72 hours (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 Compl...



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I've never been audited before. Why now?

  Written by Nicci  


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.

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What supporting documents do I need to submit to SARS?

  Written by Nicci  


After submission of your tax return, when you receive your tax assessment (ITA34) from SARS, you need to scan down to the block “Compliance Information” to see if SARS requires anything further from you. You will see “Selected for audit or verification” with a Y or N (Yes or No) next to it. If you have a N, you can breathe a sigh of relief and consider yourself fortunate that SARS probably doesn’t require anything further from you for this tax year. If you have a Y in the block (and we are seeing this more and more frequently) it means that SARS wants to see evidence or back up which supports the amounts you entered on your tax return....



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5 Reasons you Still Need to File your Tax Return

  Written by Evan  


SARS 2024 tax season dates:

15 July 2024 to 21 October 2024: individual (non-provisional) taxpayers

15 July 2024 to 20 January 2025: provisional taxpayers

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 in 2024. 


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 you should not  skip filing your tax return this season:

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The 3 R's: Returns, Rebates and Refunds Explained

  Written by Marc  


When it comes to tax jargon, most people prefer to bury their heads in the sand instead of trying to understand all the confusing terms that tax practitioners use. Taxpayers just want to do their tax quickly and easily, and if they’re due - receive some money back from SARS. A lot of confusion surrounds the process, but by understanding three simple terms you can make tax season a little bit easier.

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

  Written by Vee  


Like in previous years, there have always been opening tax season niggles and 2024 has been no different. Patience is a virtue, so the adage goes.

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Where can I get my Medical Scheme Tax Certificate?

  Written by Evan  

In order to complete the Medical section of your annual tax return, you will need a tax certificate from your medical scheme (if you contributed to a medical scheme that is!).

This certificate details exactly how much was paid to the medical aid for yourself and your dependents over the course of the tax year (1 March to end Feb). It also details how much money you paid for other medical expenses, such as medicines and doctors expenses, which you claimed for, but your medical aid did NOT cover...



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I work for someone, but did not receive an IRP5 - what should I do?

  Written by Nicci  


You may be employed by someone, but for one reason or another- you don't receive an IRP5 and no amount of begging or pleading

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FAQS: SARS eFiling

  Written by Nicci  


Filing a tax return for the first time can be a daunting task. To get you started, we’ve gone back to the basics

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I have received a SARS admin penalty - what do I do now?

  Written by Nicci  

SARS have recently become a lot stricter about levying administrative penalties. These are penalties for missing the deadline to submit your tax return. You can read about these recent changes in the law here.

If you have outstanding/un-filed tax returns from prior years, chances are high that SARS will have slapped on administrative penalties.

You may have recentl...



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Tax Season 2024: opening date and deadlines

  Written by Nicci  

The 2024 filing season opens this year on Monday, 15 July.  

Tihs year, the tax season is even shorter than last year (and last year was shorter than the prior year!). This means that SARS are giving you less time to file your tax return.

Important Filing Deadlines

21 October 2024: salaried employees, who earn no other income (i.e non-provisional taxpayers)

20 January 2025: self-emplo...



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