The 2022 filing season for individuals kicked off on 1 July. Taxpayers have until 24 October 2022 to complete their filing and provisional taxpayers have until 23 January 2023. This year SARS is placing special emphasis on eFiling and the SARS MobiApp for an effective filing experience. 

“Taxpayers, your tax matters are in better hands when you make use of eFiling or the SARS MobiApp,” official SARS communication reads. According to their website, these would be the best options for tax filing and users can access the eFiling platforms here.

If you are, however, more of a traditionalist, you can still make an appointment with SARS by contacting 080 000 7277 and selecting option 0 (zero) and a SARS official will make an appointment on your behalf. Another option is to visit SARS’s Mobile Tax Units or pop-ups in your region or to send an online query. 

If you are using eFiling, you will need to remember your username and password. If you have forgotten your username or password, it is easy enough to reset. For this, you will need your backup phone number, email address and ID, passport or asylum seeker number.

To prepare for tax filing season, you will need the following documents: 

  • A copy of your ID 
  • Bank statements (no older than three months)
  • Proof of residence 
  • Investment certificates
  • IRP 5 document (from your employer) 

These documents can be submitted online or at the SARS offices as mentioned above. However, if you are lucky enough to be chosen for automatic assessment, you won’t need to go through the process again. 

Selected taxpayers will receive an SMS indicating that they have been selected for auto assessment. These individuals only need to verify if they agree with the assessment via the link in the SMS. 

We hope that this post will help you ace this tax season, and that you’ll be lucky enough to get a tax return! If you are, however, still confused about the route to follow, feel free to contact your nearest Enslins firm. 

Happy taxing!