The 2021 income tax filing season starts on 1 July 2021.
This is for the tax year period 1 March 2020 to 28 February 2021.
Deadline:
Non-Provisional taxpayers - 23 November 2021
Provisional taxpayers - 28 January 2022
Currently required from you (as a tax client):
Refer to our end year checklist, request your documents and gather all the information
Sign the declaration form for individuals, available online.
Complete the client details form if:
Your personal details have changed, or
You have not sent one during the last 2 year
All forms are available under Tax Forms.
SARS will issue Auto-Assessments for individual taxpayers who meet certain criteria. You may be auto-assessed if SARS have received your documents directly from third parties (such as employers, banks and medical aids) and if no manual intervention or additional information is required to enable an assessment. The auto-assessments do not take any allowable deductions into account!
Please contact us immediately if you receive notification of an assessment before we have submitted your tax return. We will review the accuracy of the assessment and provide advice in line with your specific circumstances.