logo
SARS launches 2025 tax filing with enhanced auto assessments and speedy refunds

SARS launches 2025 tax filing with enhanced auto assessments and speedy refunds

The Citizen6 days ago
The South African Revenue Service (SARS) has opened the 2025 tax filing season. Individual taxpayers can file returns from July 21 to October 20, while provisional taxpayers have until January 19, 2026.
This year marks a significant expansion of SARS' auto assessment process, with 5.8 million taxpayers receiving automated assessments – up from 5 million in 2024.
Of these, 99.6% have not been changed by taxpayers, reflecting accuracy and trust in the system. SARS has already paid out R10.6b in refunds within 72 hours of assessment.
ALSO READ: SARS disrupts illicit fuel trade with operations across three provinces
The auto assessment process uses third-party data to evaluate taxpayer returns without requiring further input from most individuals.
Taxpayers only need to take action if their information is incomplete, which they can correct via eFiling or the SARS MobiApp.
SARS commissioner Edward Kieswetter praised the ongoing digital transformation of SARS, calling the auto assessment process 'a game changer' that aligns with the vision to 'make tax just happen'.
He added that the growing use of artificial intelligence (AI), machine learning and data science continues to reduce the need for in-person visits to SARS service centres.
Following the auto assessment period, which ran from July 7 to 20, the broader tax filing season is now underway.
Most online submissions receive an assessment outcome in less than five seconds, with SARS using advanced AI to detect risks and prevent fraudulent refunds.
Digital engagement with SARS continues to rise. More than 10.2 million unique users accessed the SARS eFiling platform or the MobiApp since July 4.
SARS handled over 2.1m queries digitally – 1.1 million via the SARS Online Query System, 707 000 through WhatsApp, and 290 000 with the Lwazi Chatbot.
To ensure a smooth filing season, SARS urges taxpayers to file accurate information promptly.
ALSO READ: SARS enhances eFiling for 2025 season
Only refunds over R100 will be automatically paid into taxpayers' verified bank accounts within 72 hours of assessment.
Taxpayers who owe SARS should pay promptly or make arrangements to avoid penalties.
SARS also warned the public to remain vigilant against scams. SARS reminds taxpayers that it will never send clickable links via SMS or email to request sensitive information.
Report suspicious messages to [email protected], and the latest scam alerts are available at www.sars.gov.za
Kieswetter emphasised the convenience of digital platforms and advised taxpayers to avoid unnecessary visits to service centres.
He encouraged all taxpayers to use eFiling and other digital services for quicker and more secure compliance.
For more information, visit www.sars.gov.za or contact SARS via WhatsApp on 0800 117 277, or dial 1347277#.
Orange background

Try Our AI Features

Explore what Daily8 AI can do for you:

Comments

No comments yet...

Related Articles

Haven't filed your tax return yet? Here's how to avoid mistakes
Haven't filed your tax return yet? Here's how to avoid mistakes

The Citizen

time2 days ago

  • The Citizen

Haven't filed your tax return yet? Here's how to avoid mistakes

Tax season does not have to be a stressful time if you approach it the right way and ensure you do not make common mistakes. It is tax season, which means it is time for taxpayers to stress about getting their tax return right to ensure they do not pay too much tax or too little and maybe, just maybe, get a few rands back from Sars. This year, Sars' tax systems and officials are expected to be more efficient and focused on collecting revenue, which means you must be sure you included everything in your return, tax manager at Allan Gray, Meagan Fraser, says. 'For the majority of South Africans, the reversal of the proposed 0.5% VAT increase earlier this year provided a sense of relief in terms of their monthly budgets. However, the loss of the anticipated revenue from this proposed increase resulted in a R75 billion shortfall in the national budget.' This, she points out, resulted in a renewed drive on the part of Sars to ensure that outstanding taxes are accurately and efficiently collected. 'Its efforts during tax-filing season will therefore be focused on taxpayer compliance and collecting outstanding taxes.' ALSO READ: Common pitfalls to avoid this tax season However, she says, this does not necessarily mean you will pay more tax. 'Sars cannot collect more tax from you than you owe. As a taxpayer, you have the right to consistent and impartial application of the law, but you also have the obligation to submit your return with complete and accurate information to Sars on time.' How to make sure your auto-assessment is correct However, not everyone has to submit a tax return. If you earn below R500 000 a year and have no deductions and only one employer, you are exempt from filing a tax return. According to Sars, 5.8 million taxpayers are auto-assessed this year, which means they do not have to prepare their own returns. However, she warns that you must still carefully check the assessment. 'Sars uses the data they received from employers, financial institutions and medical aid schemes to pre-populate amounts on behalf of taxpayers. 'The intention is to improve the accuracy and verifiability of the amounts completed on returns and to assist Sars in issuing estimated assessments for taxpayers who have relatively simple tax affairs.' Fraser says if you were auto-assessed, Sars will notify you via SMS or email. 'It is up to you to ensure that the information Sars used in your return is accurate and complete by cross-checking it against the tax certificates your service providers issued. 'If you disagree with any amounts Sars used, you must query the amounts directly with the relevant third-party data providers and request that they resubmit the corrected information to Sars.' This would be amounts such as your salary and medical aid payments. ALSO READ: Beware of these scams during tax season If you have any additional income or deductions not included in your return, you will have to add the relevant information manually. If you accept your auto-assessment, Sars will pay you any money it owes you within 72 hours. Getting your tax documents ready If you are not auto-assessed, you have to complete your tax return. The first step is to get your tax documents ready. Fraser says this include an IRP5 from your employer, an IT3(b), IT3(c), IT3(s) and a retirement annuity fund contribution certificate from your investment manager, your medical scheme tax certificate and proof of qualifying medical expenses, as well as documents related to any rental properties. 'Remember, you are required to keep copies of all supporting documents for five years from the date of submitting your return, as Sars may request these documents to verify the information you declared.' ALSO READ: Tax season: Here is why you need to prioritise filing for returns With tax season in full swing, Fraser urges taxpayers not to wait until the last moment to submit their return to avoid incurring penalties. 'It is important to ensure you comply by filing your income tax return accurately and by the set deadline, as well as settling any outstanding taxes in full and on time.' Most frequent error taxpayers make Adriana Taljaard, an accountant from AT Accounting & Taxation Solutions, who works with Procompare, an online platform that connects South Africans with local professionals, says the most frequent error taxpayers make is forgetting to add their medical-aid deductions. Procompare's analysis of thousands of requests for accountants reveals a key taxpayer challenge: Sars auto-assessments shows these key insights:

Why South African taxpayers should double-check their auto-assessments
Why South African taxpayers should double-check their auto-assessments

IOL News

time2 days ago

  • IOL News

Why South African taxpayers should double-check their auto-assessments

Tax With millions of South Africans auto-assessed by Sars in 2024, financial experts warn of potential errors that could cost taxpayers. Discover how to ensure your auto-assessment is accurate and avoid costly mistakes. Image: Freepik Millions of South Africans were auto-assessed by the South African Revenue Service (Sars) in 2024, a move designed to simplify the tax season. But with convenience comes risk. Financial experts warn that auto-assessments, which rely solely on third-party data, can contain critical errors that might cost taxpayers dearly if left unchecked. According to Procompare, an online platform that connects South Africans with local professionals, Sars auto-assessed around 3.5 million individuals in 2024, nearly half of the country's tax base. The process draws on pre-submitted data from employers, banks, medical aids, and retirement fund administrators to estimate a taxpayer's return, but the estimation isn't always spot on, it says. Procompare says errors may include omitted income, overlooked deductions, or incorrectly reported figures. "An auto-assessment can be convenient if your tax affairs are simple, but don't assume it's 100% correct," says Adriana Taljaard of AT Accounting & Taxation Solutions, an accountant affiliated with Procompare. Video Player is loading. Play Video Play Unmute Current Time 0:00 / Duration -:- Loaded : 0% Stream Type LIVE Seek to live, currently behind live LIVE Remaining Time - 0:00 This is a modal window. Beginning of dialog window. Escape will cancel and close the window. Text Color White Black Red Green Blue Yellow Magenta Cyan Transparency Opaque Semi-Transparent Background Color Black White Red Green Blue Yellow Magenta Cyan Transparency Opaque Semi-Transparent Transparent Window Color Black White Red Green Blue Yellow Magenta Cyan Transparency Transparent Semi-Transparent Opaque Font Size 50% 75% 100% 125% 150% 175% 200% 300% 400% Text Edge Style None Raised Depressed Uniform Dropshadow Font Family Proportional Sans-Serif Monospace Sans-Serif Proportional Serif Monospace Serif Casual Script Small Caps Reset restore all settings to the default values Done Close Modal Dialog End of dialog window. Advertisement Video Player is loading. Play Video Play Unmute Current Time 0:00 / Duration -:- Loaded : 0% Stream Type LIVE Seek to live, currently behind live LIVE Remaining Time - 0:00 This is a modal window. Beginning of dialog window. Escape will cancel and close the window. Text Color White Black Red Green Blue Yellow Magenta Cyan Transparency Opaque Semi-Transparent Background Color Black White Red Green Blue Yellow Magenta Cyan Transparency Opaque Semi-Transparent Transparent Window Color Black White Red Green Blue Yellow Magenta Cyan Transparency Transparent Semi-Transparent Opaque Font Size 50% 75% 100% 125% 150% 175% 200% 300% 400% Text Edge Style None Raised Depressed Uniform Dropshadow Font Family Proportional Sans-Serif Monospace Sans-Serif Proportional Serif Monospace Serif Casual Script Small Caps Reset restore all settings to the default values Done Close Modal Dialog End of dialog window. Next Stay Close ✕ Tax experts list several common pitfalls with Sars auto-assessments: Incomplete or missing third-party data : If employers or financial institutions delay or fail to submit information, key income or deductions won't reflect in the auto-assessment. Incorrect reporting : Errors from banks, medical schemes, or other entities can result in Sars populating incorrect figures. Exclusions of non-standard deductions : Expenses such as home office costs, travel allowances, charitable donations, and unreimbursed medical expenses are not included unless captured by third parties. Undeclared personal income streams : Rental earnings, freelance work, or side businesses not reported to Sa rs wo n't feat ure in auto-calculations, potentially leading to under-reporti ng. Taljaard says Sars itself cautions that there 'might be some income sources and certainly expenses... of which Sars may not be aware', reinforcing the need for taxpayers to validate their data. "For the additional income, a P&L must be compiled in order to submit the profits or losses that the additional source of income," advises Rushaan Toefy, owner of Rushaan Toefy Financial Services in Cape Town. "As for the travel allowance, a complete logbook detailing must be provided in order for Sars to account for the extra tax savings." Procompare says if you suspect your auto-assessment may be flawed, prompt action is essential. Here's how to respond: Log into Sars eFiling and verify data : review the third-party certificates used and compare them with your own (IRP5s, IT3(b), medical tax certificates). Correct errors at source : contact banks or employers to amend inaccuracies and resubmit official data to Sars . File a complete ITR12 return : add missing income and deductions, ensuring your final return reflects the full scope of your tax situation. Submit before the deadline : most individuals must file by around 20 October. Failure to act means Sars' assessment becomes legally binding. Retain supporting documentation : keep evidence of any additions or changes for at least five years in case of an audit. Confirm your updated assessment : Sars will issue an ITA34 with your revised outcome. Review it thoroughly to ensure accuracy.

Markus Jooste's Hermanus home hits the market
Markus Jooste's Hermanus home hits the market

The South African

time3 days ago

  • The South African

Markus Jooste's Hermanus home hits the market

A landmark property in Hermanus owned by the Rupert family and the late former Steinhoff CEO Markus Jooste has been listed for sale at a staggering R105 million – a figure expected to break sales records along the Whale Coast. Located in the prestigious Voëlklip area, the estate sits within one of Hermanus's most exclusive enclaves and boasts panoramic views of Walker Bay, famed globally for its whale-watching. The listing is being managed by Seeff Properties, which described it as a 'legacy property' and 'one of the most significant coastal residential holdings' in the region. According to Paul Kruger, licensee for Seeff Hermanus, the estate spans 7 000 square metres across a rare double plot – an offering that is 'virtually unheard of' in the high-demand Voëlklip suburb. The estate comprises a manor house with bespoke interiors and multiple additional residences, all styled in the elegant Cape vernacular tradition. 'This property offers unmatched space, privacy, and grandeur,' Kruger said, adding that its history imbues it with 'a rich heritage of understated elegance and a deep connection to Hermanus's pristine natural beauty.' The estate previously served as a holiday retreat for the Rupert family, one of South Africa's most influential business dynasties. However, Seeff confirmed that Markus Jooste, the disgraced former CEO of Steinhoff International, also held ownership. Jooste committed suicide in 2024, shortly after receiving a R475 million administrative penalty from South Africa's Financial Sector Conduct Authority (FSCA) in the wake of Steinhoff's corporate collapse due to financial misconduct. With its exceptional location, scale, and history, the property is expected to attract significant interest from high-net-worth buyers, both local and international. Its R105 million price tag positions it to set a new record for residential sales in Hermanus. 'This is not just a home – it's a piece of South African coastal heritage,' Kruger added. All images via Seeff Properties Let us know by leaving a comment below, or send a WhatsApp to 060 011 021 1 Subscribe to The South African website's newsletters and follow us on WhatsApp, Facebook, X and Bluesky for the latest news.

DOWNLOAD THE APP

Get Started Now: Download the App

Ready to dive into a world of global content with local flavor? Download Daily8 app today from your preferred app store and start exploring.
app-storeplay-store