Your tax return, prepared and filed
Filing Season 2026 is open. Salaried people have until 23 October 2026, provisional taxpayers until 22 January 2027, and every company files within 12 months of its year end whether it traded or not. We prepare the return from your documents, check the deductions SARS does not know about, file it on eFiling and explain the assessment when it comes back.
Two returns, two prices
- Personal tax return, ITR12, R490For salaried people, people with more than one employer, freelancers, landlords and anyone SARS auto-assessed who suspects the number is wrong. We work from your IRP5s, medical aid certificate, retirement annuity certificate, logbook and any other income, and file.
- Company tax return, ITR14, R990For private companies with straightforward records: financial statements, accounting software or well-kept bank statements. Dormant companies with a nil return included. Companies that need financial statements prepared first, or that have complex groups or foreign income, get a quote before we start.
What actually goes wrong
- Accepting the auto-assessment blindSARS builds it from what employers, medical schemes, banks and funds reported. It does not know about your out-of-pocket medical costs, home office, donations or the side income, so it is often wrong in both directions. Once the deadline passes it stands.
- Not knowing you are provisionalRental, freelance or business income makes you a provisional taxpayer, with two estimated payments a year and a different deadline. People find out when the penalties arrive.
- Dormant companies that never fileOwners assume no trade means no return. SARS assumes the opposite, adds monthly administrative penalties and marks the company non-compliant, which then blocks tax clearance, tenders and the CSD.
- Claiming without proofA travel deduction without a logbook, medical expenses without invoices, a home office without the floor area. SARS asks for the documents on verification and reverses the claim with interest.
- An eFiling profile nobody can get intoA registered representative who left, a phone number that changed, and the return cannot be filed at all. Our representative setup sorts that first.
What you get
- A document checklist tailored to youBased on what you tell us you earned and paid, so nothing claimable is left out and nothing unprovable goes in.
- The return prepared and shown to you before filingYou see the figures and the expected result first.
- Filed on eFilingOn your profile with your access, or on ours as your registered tax practitioner.
- The assessment explainedWhen SARS issues the ITA34 we tell you in plain English what it means, whether a refund is coming or a payment is due, and by when.
- Verification supportIf SARS asks for supporting documents, we help you send the right ones.
- Next year diarisedA reminder before the next deadline, and for companies the next year end.
How it works
- 1Order and answer the short formWhat you earned, what you paid, which year, and whether you can log in to eFiling.
- 2Send the documents on the checklistUpload to your portal. We prepare the return and send you the figures to approve.
- 3Filed, then explainedWe file, watch for the assessment, and tell you what it says and what to do.
Not sure you even need to file? Use the free filing checker, or ask us first for a written answer within one business day.
What we will need from you
- For a personal return: your IRP5 or IT3(a) from each employer, medical aid tax certificate and out-of-pocket medical invoices, retirement annuity certificate, IT3(b) interest and IT3(c) capital gains certificates from the bank or broker, a logbook if you have a travel allowance, rental income and expense summary if you let property, and section 18A certificates for donations.
- For a company return: annual financial statements or the trial balance from your software, or bank statements for the year if that is all there is, the company tax number, and the year end.
- eFiling access: your login, or an invitation for us as tax practitioner.
Season 2026 dates
| Who | Files | Deadline |
|---|---|---|
| Auto-assessed individuals | Nothing, if the assessment is right | Check it before 23 October 2026 |
| Individuals, not provisional | ITR12 | 23 October 2026 |
| Provisional taxpayers and trusts | ITR12 or ITR12T | 22 January 2027 |
| Companies | ITR14 | 12 months after the financial year end |
Dates as published by SARS for Filing Season 2026, which opened on 1 July 2026 with auto-assessment notices issued from 1 to 12 July. The tax threshold below which no tax is due is R99 000 for the year to 28 February 2027 and was R95 750 for the year to 28 February 2026.
Frequently asked questions
When is the 2026 tax return deadline?
Filing Season 2026 opened on 1 July 2026. SARS issued auto-assessments from 1 to 12 July. Individuals who are not provisional taxpayers have until 23 October 2026 to file the ITR12. Provisional taxpayers have until 22 January 2027. A company files its ITR14 within 12 months of its own financial year end.
Do I have to file if SARS auto-assessed me?
If the auto-assessment is right and you accept it, nothing more is needed. It is often wrong: SARS only knows about the income and deductions third parties reported, so out-of-pocket medical costs, a home office, donations or a second income are missing. Check it before the deadline; after the deadline it stands as filed.
Who has to file a personal return at all?
Anyone with income over the tax threshold, R99 000 for the 2027 tax year and R95 750 for the 2026 tax year, anyone with more than one employer or income source, anyone with a travel allowance, rental or business income, capital gains or foreign income, and anyone SARS has asked to file. Use the free filing checker if you are not sure.
What is a provisional taxpayer?
Someone who earns income that is not a salary from a registered employer, such as freelance, rental or business income, above small limits. Provisional taxpayers pay estimated tax twice a year, in August and February, and file their ITR12 by the later January deadline. The provisional tax calculator works out the payments.
Does a company that did not trade still file?
Yes. Every registered company files an ITR14 every year, within 12 months of its financial year end, whether it traded or not. A dormant company files a nil return. Skipping it leads to administrative penalties and a non-compliant tax status, which then blocks tax clearance, tenders and the CSD.
What happens if I file late?
SARS charges a fixed administrative penalty for every month the return is outstanding, scaled to your income, plus interest on any tax owed. The penalties keep running until the return is filed, so an old outstanding year is cheaper to file now than next year.
Do you file on my eFiling profile?
Either on your profile with your access, or on ours after you add us as your tax practitioner through eFiling. You see the return before it goes in, and you keep the assessment and the working papers in your portal.
Before and after the return
Returns are prepared from the documents and figures you give us and filed with the South African Revenue Service; the assessment, verification and any refund are SARS decisions and timings outside our control. Deadlines are as published by SARS for Filing Season 2026 and thresholds are from the Budget 2026 tax pocket guide. This is return preparation and filing, not tax planning or advice on your affairs.