Filing your tax return should be easy. The South African Revenue Service (SARS) is committed to simplifying the tax-filing process for both first-time filers and experienced taxpayers.

In line with our Vision and Strategic Objectives, we are modernising our systems to deliver digital and streamlined online services.

SARS has identified frequent challenges and suggests solutions for easy submission below:

1. Outdated contact details

Outdated information can prevent you from logging in to eFiling after selecting your preferred OTP delivery method. It can also cause OTPs not to reach you when updating banking details.

What to do

• Check that your security contact details are up to date. Watch SARSTV on YouTube on how to update your SARS contact details using SARS eFiling. Alternatively, go to the Filing Season page on the SARS website and select the FAQ link for guidance.

• Call the SARS Contact Centre (0800 00 7277) or book an appointment via the SARS website; on the landing page select “Book an Appointment” to visit a branch office for verification.

2. Managing errors on the return

Mistakes can happen when completing a tax return, such as capturing incorrect amounts, omitting income sources, or miscalculating deductions. What if you have already filed your tax return but want to make changes?

What to do

• Log in to eFiling.

• Navigate to Returns, then select Returns History.

• Choose the relevant tax type (e.g. Income Tax) and applicable year (e.g. 2025).

• Click Open on the far right.

• On the workspace, click Request Correction.

Note: if SARS asks for supporting documents, submit them within 21 business days to avoid delays.

3. Need to submit supporting documents?

Taxpayers may need to provide documents like IRP5s, medical-aid certificates, retirement annuity certificates, or proof of deductions to verify their returns.

What to do

• Anyone can submit supporting documents via the SARS Online Query System (SOQS) by visiting the SARS website; open the SOQS tile and click on the “Submit Supporting Documents” tile.

• eFilers can upload on SARS eFiling. For guidance, visit the SARS website and search the FAQ: “How do I upload supporting documents on eFiling?”

4. Want to ask about your refund?

SARS issues 90% of refunds over R100 within 72 hours, provided banking details are correct, you submitted all returns, and no audit is pending.

What to do

• SARS WhatsApp (0800 11 7277): say “Hi” and select “Refund Status”, then provide your ID/passport/Asylum Seeker number and Tax Reference Number.

• SARS MobiApp: on the home screen, tap “Refund Status” and follow prompts.

• SARS USSD (1347277#): choose Option 3, enter your ID/passport/Asylum Seeker number.

Note: you do not have to visit a branch to check your refund status.

5. Refund paid into an old bank account?

Keep your bank details up to date. If your old account is still active, contact your bank for help. If it is closed, refunds will be reversed by the bank and your bank details will be invalidated.

What to do

• Use SARS digital channels such as eFiling to keep your banking information and contact details up to date.

• Respond promptly to SARS so that your assessment is finalised correctly.

Provisional tax return and payment (IRP6), first period due 31 August 2025

What is it?

Provisional tax is part of Income Tax and requires taxpayers to make bi-annual payments to SARS on taxable income not subject to PAYE. This system allows individuals to pay tax in advance based on their estimated taxable income. These payments will offset against the final tax due after assessment.

Who must pay it?

Individuals with income not subjected to PAYE must file a Provisional Tax Return (IRP6) on SARS eFiling. Late or inaccurate submissions will be penalised.

Obligations and deadlines for provisional tax payment

There are two compulsory payment periods, and an optional third. To stay on track, submit and pay by the last business day of these key dates:

• First period: end of August.

• Second period: end of February.

• Third period (optional): end of September.

• In any other case: within six months of the end of the year of assessment.