SARS efiling

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SARS efiling: Here is EVERYTHING you need to know this tax season

SARS has urged taxpayers to make sure that they have the right documentation when submitting their returns

SARS efiling

Image credit: AdobeStock

With the SA Revenue Service (SARS) set to reopen the tax season in July, Tax Consulting South Africa has encouraged taxpayers to make the necessary provisions and understand the full filing process.

According to the independent tax practice, you need to make sure of the following:

  • Keep record of employee’s tax certificate – IRP5 certificate. Alternatively, all of the year’s If pay / salary slips.
  • Keep record of all your third-party data – IT3(b), IT3(c), IT3(e), IT3(s) tax certificates.
  • Make sure your travel logbook is complete up until 28 February 2022.
  • Should any services be rendered abroad, as requested by your employer, ensure relevant passport copies are available.
  • The income tax certificate from your medical aid scheme received for the period 1 March 2021 and ending 28 February 2022 (if you belong to a medical scheme).
  • Proof of qualifying medical expenses paid by you and not recovered from a medical scheme.
  • Keep record of all your donations made – S18A certificate.
  • Make sure all your supporting documents such as invoices or statements with regards to business, rental, or other investment income / expenses are kept should SARS request the same.


Tax Consulting South Africa also says SARS will continue to ensure to auto-assess the processes for individuals based on third-party data received from employers, financial institutions, medical schemes, and retirement fund administrators. The revenue service has acknowledged that taxpayers are still not submitting their returns.

“These taxpayers will receive a notification from SARS that states that they have a pre-populated income tax return available to review, on eFiling or the SARS MobiApp. If you accept your auto-assessment, any under or overpayment of tax will be processed as normal. If you want to edit your return, you can do so, on e-Filing or the SARS MobiApp”

“Before accepting the auto-assessment, the taxpayer must ensure to review the preloaded information to confirm the accuracy of this data. Should any data not be corresponding to the original tax certificate, or no tax certificate preloaded, you should immediately approach your employer or medical scheme or retirement annuity fund or other 3rd party data providers to make sure that they have complied with their submission requirements”

Tax Consulting South Africa