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Filing Season 2020 for Individuals

23 October 2020 - Please note that the opportunity to file your personal income tax return across the counter at any of the SARS Branches closed on Thursday 22 October. You are however able to still file electronically via eFiling and Help-you-eFile, or by requesting an eBooking on this page. You will however only be able to book a virtual engagement, where we will assist you through a telephonic engagement. No Branch walk-in appointments may be made. If you are unable to book an appointment through our website, you can also call our toll free number 0800 11 7277, to be assisted.

Remember all electronic submissions for non-provisional taxpayers, must be submitted before 16 November 2020.
There are two options to book an appointment with SARS:
  • Book an appointment via our eBooking online system:
    • Video and telephonic engagement appointments may be booked.
    • No physical walk-in appointments may be booked through this option.

  • Book an appointment by calling us on 0800 11 7277 (toll-free):
    • Video and telephonic engagement appointments may be booked.
    • You may request a physical walk-in appointment through the 0800 11 7277 number for assistance other than filing your Income Tax Return (closed 22 October).

Individual income tax return filing dates

  • 1 September to 16 November 2020: Taxpayers who file online
  • 1 September to 22 October 2020: Taxpayers who cannot file electronically can do so at a SARS branch by appointment - CLOSED NOW.
  • 1 September 2020 to 29 January 2021: Provisional taxpayers who file electronically.

Individual filing opening

Taxpayers, your turn to file your tax return starts on 1 September this year. The good news is that a significant number of individual taxpayers will be auto-assessed this year, and this process will happen in August.  No need to call us, we will send you an SMS if you are selected to be auto-assessed. 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 file your return on eFiling or the SARS MobiApp. For more info on how to prepare for Filing Season, see the communique to taxpayers.

 

No need to call

Taxpayers, your tax matters are in better hands when you make use of eFiling or the SARS MobiApp. Register your profile now to ensure a smooth filing experience.  No need to call us, you can register online or download the MobiApp on your phone or tablet.

 

We will do the filing for you

Taxpayers, your tax matters, we continue to make it easier for you to comply.  In August, we will be assessing a significant number of taxpayers automatically.  If you accept the outcome you do not have to file a tax return at all.  We auto-assess based on the data we receive from employers, financial institutions, medical schemes, retirement annuity fund administrators and other 3rd party data providers. If you have not yet received your IRP5/IT3(a)s and other tax certificates like medical certificate, retirement annuity fund certificate and other 3rd party data that are relevant in determining your tax obligations, 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. See more info on Auto Assessment.
 

What to prepare before filing starts

Now is a good time to get your tax matters ready to ensure a smooth filing experience! Make sure that you have received your IRP5/IT3(a)s and other tax certificates like medical certificate, retirement annuity fund certificate and any other 3rd party data that are relevant in determining your tax obligations. Reset your eFiling username and password if you have forgotten them. Update your personal information such as banking details, address and contact details online on eFiling or the SARS MobiApp.
 

Making it easy for taxpayers

Through the increased use of third-party data, SARS will be completing your tax return for you more accurately than ever. Where we have the required information, we will provide you with a proposed assessment without the need to file a tax return. This enables you to view, accept or edit your proposed assessment from the comfort of your home or place of work using eFiling or SARS MobiApp.
 
Top tip: SARS will be calling taxpayers to assist them with their tax returns - Here is some information on which taxpayers will be called and how you will know it's not a scam.
 
 

Follow us on Social Media for daily Tax Tips or keep an eye on this webpage for all the information.

 

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Last Updated: 27/10/2020 3:55 PM     print this page
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 Top FAQs

How is interest paid to a non-resident from a South African source taxed?
As from 1 March 2015 interest from a South African source paid to a non-resident will be taxed at a final withholding tax rate of 15%.

Where can I find information to help me fill in my ITR12 correctly?
For information to fill in your ITR12 correctly: See Completing your ITR12 ITR12 – Comprehensive Guide is available here Visit the Filing Season webpage for all the latest information.

If the populated information is incorrect on my ITR12 return, how do I correct this?
For manual completion:- If the populated information is incorrect, you can change any populated information by :-Using a black pen to write over the information printed in pink

Can I claim professional subscription fees as a chartered accountant?
A person who earns remuneration income (which is not derived mainly from commission) cannot claim professional subscription fees against the income received.

Why am I not able to change my identity number/passport number/passport country and passport issue date on my ITR12?
SARS checks your Date Of Birth, ID number and Passport number with the Department of Home Affairs (DOHA), who are the official register of all Identification information. Consequently SARS won't allow changes to this DOHA information on the return.