Frequently asked questions

Not always — but you should always check it. Auto-assessments are based on third-party data SARS holds (such as IRP5s and medical aid certificates) and may leave out deductions you're entitled to, such as retirement annuity contributions, travel claims or additional medical expenses. We review your auto-assessment and advise whether to accept it or file an amended return.

Typically your IRP5/IT3(a) from your employer, medical aid tax certificate, retirement annuity certificates, investment income certificates (IT3(b)/IT3(c)), and supporting documents for any other income or deductions — such as a travel logbook or rental income and expenses. We'll send you a simple checklist tailored to your situation.

Generally, anyone who earns income that is not fully taxed through PAYE — for example business, rental, freelance or investment income above certain thresholds — as well as companies and most trusts. Provisional tax is paid in two compulsory instalments during the tax year, with an optional top-up payment afterwards. We'll confirm whether it applies to you.

You're not alone, and it's fixable. The sooner outstanding returns are submitted, the sooner penalties stop growing. We help you catch up, request penalty remissions where there are grounds, and — where necessary — negotiate a payment arrangement with SARS or explore the Voluntary Disclosure Programme.

Verifications are common and usually just mean SARS wants supporting documents. They do have strict deadlines, though, and how you respond matters. We prepare and submit the correct documents on your behalf and deal with SARS directly.

You have the right to object, but objections must be lodged within prescribed time periods and properly motivated. We review the assessment, prepare the objection with supporting evidence and, if needed, take it further on appeal.

Yes. Almost all SARS interaction happens electronically, so we serve clients throughout South Africa. Documents can be shared by email and consultations held by phone or video call.

Fees depend on the complexity of your tax affairs. We give you a clear quote upfront before any work begins, so there are no surprises. Get in touch for a no-obligation quote.

We treat your information with strict confidentiality and process it in accordance with the Protection of Personal Information Act (POPIA). Your information is only used to provide our services and to meet our legal obligations. See our privacy policy for details.