What SARS Is Doing This Tax Season
The South African Revenue Service (SARS) has already taken care of the tax returns for about 1.9 million people. Using information from employers, banks, medical aids and pension funds, SARS automatically filled in the details and sent out refunds worth billions of rand.
How the Automatic Assessment Works
SARS looks at data that third‑party sources already have. If everything matches up – your salary, interest, medical aid contributions, etc. – the system can pre‑fill your tax return and calculate any refund you’re owed.
Who Gets an Automatic Assessment?
- People whose personal details are complete and correct.
- Those who earn only employment income, interest, or investment income that can be verified by employers or banks.
- Taxpayers with no extra income sources like rentals, side businesses, or foreign earnings.
If you fall into this group, you should have already received a notice and, if applicable, a refund.
What Happens After July 12, 2026?
The automatic assessment window closes on 12 July 2026. Starting 13 July 2026, the regular filing period begins. Anyone who hasn’t gotten an automatic assessment by then must prepare to submit their own return.
Who Needs to File Manually?
- Taxpayers with incomplete or outdated personal information.
- Those who receive rental income, freelance earnings, or money from overseas.
- People who have capital gains, multiple jobs, or any income that SARS can’t verify through third‑party data.
- Anyone who runs a business or has complex deductions.
How to File Your Own Tax Return
If you need to do it yourself, follow these steps:
- Log in to SARS eFiling or download the SARS MobiApp on your phone.
- Select the Personal Income Tax Return form (ITR12).
- Enter all your income, deductions, and tax credits.
- Double‑check the numbers – make sure they match your payslips, bank statements, and any other documents.
- Submit the return before the deadline (usually end of November for individuals, but check the SARS calendar for the exact date).
- Keep a copy of the submission confirmation for your records.
Tips for a Smooth Filing Experience
Keep Your Info Up to Date
Log into eFiling occasionally and verify that your address, ID number, and bank details are correct. This reduces the chance of being left out of the automatic system.
Gather Your Documents Early
Collect payslips, interest certificates, rental agreements, and any invoices for deductible expenses before you start the return.
Use the Help Features
Both eFiling and the MobiApp have built‑in guides and FAQs. If you’re unsure about a section, click the help icon or watch the short tutorial videos.
Ask for Help If You Need It
Talk to a parent, teacher, or a trusted adult. You can also visit a SARS branch or call their contact centre for clarification.
Why It Matters
Filing your tax return correctly ensures you pay the right amount of tax and receive any refund you’re entitled to. It also builds a good tax record, which can be useful later for things like applying for loans, renting a place, or even getting a job that requires a tax clearance certificate.
Conclusion
SARS has made life easier for millions of South Africans by automatically assessing straightforward tax situations. If you haven’t received an automatic assessment by 12 July 2026, get ready to file your own return using eFiling or the MobiApp. Keep your information current, gather your documents early, and don’t hesitate to ask for help. By staying on top of your taxes now, you’ll avoid surprises later and keep your financial future on track.
