Understanding SARS Automatic Assessment for 2026 Tax Season

What Is Automatic Assessment?

SARS is bringing back its automatic assessment system for the 2026 tax filing season. Instead of filling out a return yourself, the service will use data it already has—like your salary from your employer, interest from banks, and medical aid contributions—to work out your tax position. If everything looks correct, SARS will either send you a refund or let you know if you owe money, all without you having to submit a return.

Who Gets Selected?

Not every taxpayer will be part of the automatic process. SARS will choose individuals whose tax situations are straightforward enough to be calculated from third‑party data. Those selected will receive a notification between July 1 and July 12, 2026 via SMS or email.

How to Check Your Status

Using the SARS Online Query System (SOQS)

You can log in to the SOQS portal and click on “My Auto Assessment Status.” The page will show:

• Whether a refund is due.
• If an amount is payable to SARS.
• A message saying no further action is needed if the details are correct.

If the information looks right, the refund will be deposited directly into the bank account you have on file with SARS.

SMS and Email Notifications

Taxpayers chosen for automatic assessment will also get a short message telling them to check their status online. Keep an eye on your phone and inbox during the first two weeks of July.

What to Do If You’re Not Selected

If you do not receive a notification, you will need to file your own income tax return. The filing season for non‑provisional taxpayers starts on July 13, 2026. Make sure you gather your IRP5, bank statements, medical aid certificates, and any other relevant documents before you begin.

Watch Out for Scams

Fraudsters often pose as SARS during tax season, sending fake SMSes or emails that ask for personal or banking details. Remember:

• SARS will never ask for your password or PIN via a message.
• Official communications come from the @sars.gov.za domain.
• If a message looks suspicious, do not click any links or provide information.

Tips for Staying Safe

Verify the Source

Before responding to any SMS or email, check the sender’s address or number. When in doubt, visit the SARS website directly by typing the URL yourself.

Report Suspicious Messages

You can forward phishing attempts to phishing@sars.gov.za or call the SARS fraud hotline.

Keep Your Details Updated

Make sure your contact information and bank details are correct on your SARS profile. This reduces the chance of missing legitimate notifications.

Conclusion

The 2026 automatic assessment aims to make tax season easier for millions of South Africans by removing the need to file a return when your tax situation is simple. By checking your status through the SOQS portal, watching for official SMS or email alerts, and staying alert to scams, you can navigate the process confidently. If you aren’t selected for automatic assessment, be ready to file your own return starting mid‑July and keep your documents organized.