- 07 July 2025 those qualifying for “auto assessment” by SARS
- 07 July 2025 to 20 October 2025 – manual submissions at a SARS branch
- 07 July 2025 to 20 October 2025 – taxpayers who file via eFiling or the App
- 07 July 2025 to 23 January 2026 – provisional taxpayers who file electronically
- 20 September 2025 to 19 January 2026 – Trusts can start filling in this period
As quick as you can, get the following information to your tax practitioner as they do require it when completing your income tax return!
- Income Details
Salary, pension and annuities – IRP 5 certificates or IT 3(a) certificates
Other Income: Rental, business, or freelance income (include spouse’s income if married in community of property, unless specifically excluded by inheritance), as well as the foreign taxes (if any) paid by your spouse. If the source of this income was as a result of an inheritance specifically excluded from the joint estate, you do not have to provide this information in respect of your spouse.
Dividends: Details of local (tax-free) and foreign dividends received or accrued.
Interest received or accrued (local and/or foreign) - IT3(b) certificates.
Travel Logbook – Please note that from 2010 you may not claim your mileage if you did not keep a logbook.
Lump sums – Certificates reflecting lump sums received as a result of retirement from a pension fund and/or retirement annuity fund.
Capital Gains Tax (“CGT”) – CGT became effective from 1 October 2001 and you are requested to provide the market value as at 1 October 2001, as well as selling price and date of sale of any item that qualifies for CGT, e.g. property which is not your primary residence, shares, bonds, Kruger Rands etc.
Proof of expenses for commission, rental, business, or freelance income.
Medical expenses (subscriptions, non-reimbursed costs, or expenses for permanent physical/mental disabilities; non-prescribed medicine excluded). Proof of all expenses incurred as a result of permanent physical or mental disability, which could not be claimed from a medical aid.
Home office expenses (only if running a business from home).
- Expenses:
Contributions to Retirement Annuity Funds (“RAFs”) – Certificates reflecting contributions to RAFs.
Donations – Certificates/receipts reflecting donations (if any), these certificates must be issued in terms of section 18A of the Income Tax Act No. 58 of 1962.
Retired individuals – If you retired during the tax year, please provide Forms A and D which can be obtained from your employer/pension fund.
Bank details – Details of your bank account, i.e. name of institution, branch code, account number and type of account.
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