Home » Latest News » 

Everything you need to know about Auto Assessments

Everything you need to know about Auto Assessments

29 June 2026 – Filing your tax return can be simple. SARS continues to make it easier for taxpayers through Auto Assessments — helping qualifying taxpayers experience The Power of Done.

What Is an Auto Assessment?

An Auto Assessment is when SARS works out your tax return for you using information already received from:

  • Your employer
  • Banks
  • Medical schemes
  • Retirement funds
  • Insurers

This means you may not need to complete or submit a tax return yourself — a simpler way to experience The Power of Done.

How Will You Be Notified?

If you are selected for Auto Assessment, SARS will send you an SMS or email between 1 and 12 July 2026.

The message will tell you whether:

  • You are due a refund, or
  • You need to pay SARS

How to Check if You Will Be Auto-Assessed

You can check your status online by visiting the SARS Online Query System (SOQS) and click “My Auto Assessment Status”. 

Wait for your SMS/email between 1 and 12 July 2026 to confirm you are being auto-assessed before checking and logging into eFiling.

Not Auto-Assessed?

If you do not receive a notification by 12 July 2026, you are not auto-assessed. Prepare to file from 13 July.

You must:

  • Complete and submit your Personal Income Tax Return (ITR12).
  • File within the Filing Season deadlines.

What to Do if You Are Auto-Assessed

Step 1: Review your assessment

Log in to:

  • SARS MobiApp

Check that all your information is correct.

Step 2: If everything is correct

  • No further action is required
  • No tax return (ITR12) is needed

Step 3: If information is incorrect

  • Review all details carefully.
  • Add any missing information.
  • Submit your updated ITR12 using:
    • SARS MobiApp

Auto Assessment makes filing easier — but you must always review your assessment carefully before taking action, so you can experience The Power of Done with peace of mind.

Keep an eye on the Filing Season webpage and the How does Auto Assessment work webpage.