Auto Assessment – we have made it easier for you
- To view a helpful tutorial on what to do when your Income Tax Return (ITR12) has been rejected by SARS on eFiling, due to a directive click on the image below.
- Click on the image below to view a helpful tutorial on what to do when your Income Tax Return (ITR12) has been rejected by SARS on eFiling, due to a duplicate IRP5.
See our frequently asked questions below for more information:
Q: Question – I’ve received this SMS from SARS, what should I do?
|A: Go to www.sars.gov.za, click on the “eFiling login” and follow the easy steps below to accept or edit your Auto-assessment.|
Q: After receiving the Auto-Assessment SMS from SARS, when I login to eFiling, what do I do?
|A: Click on the left menu on “Return Issued”, then “Personal Income Tax (ITR12)”, then on the top right, click on “Request Return” for the year 2021. A pop-up message will be displayed informing you of the auto assessment results. Click “Continue” to view the results and summary of the underlying data used for the auto assessment.|
Q: On my Auto-Assessment screen, I have a source code 4029 with the description Retirement Fund. I don’t have a Retirement Fund, why is it displayed?
|A: The source code 4029 with the description Retirement Fund takes into account contributions for (i.e. Retirement Annuity Fund/Pension Fund/Provident Fund). So if you have a Pension fund, and not a Retirement Annuity Fund for example, it’s the correct code.|
Q: On my IRP5 my pension contribution shows R375 000, but on the Auto-Assessment, it shows R350 000. Why is there a difference in the amounts?
|A: Retirement Fund contributions are capped at R350 000, so even if your contribution was more, it will remain R350 000 on the Auto-Assessment.|
Q: I don’t see my Medical Deductions on the Auto assessment?
|A: Medical aid contributions and additional medical aid expenses are included on Rebate under Tax Calculated.|
Q: If I agree with Auto-assessment, what should I do?
|A: If you agree with the details of the auto assessment; click the “Accept” button. A confirmation message will be displayed, click on “Confirm” to complete the auto assessment process. If you accept the proposed auto assessment results, SARS will automatically submit a tax return on your behalf, and issue a notice of assessment (ITA34). To access the ITA34, click on the “View Assessment” tab on the eFiling Menu.|
Q: What if I disagree with the auto assessment results or the information used by SARS?
|A: Click on the “Edit Return” button to amend the return. SARS will provide you with a prepopulated return that you can edit and submit. Once you are satisfied with the information declared, click on the “submit” button. SARS will process the return and issue the Notice of Assessment.|
Q: If I update my bank details on eFiling, how long does it take to reflect, and how long before the refund is paid if one is due?
|A: If all the required supporting documents is sufficient and the request passed the verification we do with the bank it should update immediately. See the refund FAQ below.|
Q: How long will it take to receive my refund if it showed an amount due to me (minus sign next to the amount) after I’ve accepted it?
|A: For the majority of taxpayers, three working days (72 working hours).|
Q: What is the timeframe to accept auto assessment?
|A: You have time to accept the auto assessment until 23 November 2021. An estimated assessment will only be issued after 31 January 2022.|
Q: Why are the amounts between the SMS and SIM01 different?
|A: The amounts on the SMS were based on 3rd party data available at that time when the tax return was pre-populated. Therefore, taxpayers must check their return and edit it where required. They should verify that all the information that has been pre-populated is correct and add any additional information that may be required. Additional information will be required to be uploaded as supporting documents.|
Q: I received this error message after editing my auto assessment? Error message: ‘Filing confirmation – Your ITR12 could not be processed. Please consult with a SARS officer.’
|A: This message may appear on the iPad app when the taxpayer has already begun editing the return on another channel i.e. eFiling or MobiApp or when the auto assessment has been rejected on an iPad. When you receive this error, call 0800 00 7277 or make an appointment to see a Branch agent.|
Q: I’ve received an SMS from SARS with a negative amount, does this mean I owe SARS money?
|A: No, a negative amount indicates that a refund is due to you.|
Q: What does the minus before the tax amount (-Rxx) mean?
|A: The Auto Assessment outcome is provided in the SMS notification as a credit amount where SARS owes you (- R 1.00) or a debit amount (R 1.00) where you owe SARS.|
Q: I cannot reach the SARS contact centre
|A: Most of our services are available online via eFiling or MobiApp, so mostly there is no need to call us. If you must call us and our lines are busy, please make use of the call back feature so that you do not have to hold on the line.|
Q: What happens if you don’t accept your proposed auto assessment?
|A: You have the option to edit and updated with additional information before submitting.|
Q: I need my tax number
|A: You can request your tax number from SARS in various ways. See all the information on how to request your tax reference number.|
Q: How long does a verification take?
|A: In most cases a verification should be concluded within 21 business days from the date all required supporting documents are received.|
Q: When I attempt to submit/calculate my ITR12 I get a message with an error code (0020; 0021; 0022; 0023; 0024; 0025; 4478; 4479; 4480; 4481; 4482; 4483) stating that my return cannot be processed. What does this mean?
A: When a taxpayer submits a return and a lump sum had accrued to the taxpayer during the year, the system may create a rejected return due to variable reasons as a result of mismatching information between the IRP5 declared by the taxpayer and the tax directive. Refer to the code presented to you and the corresponding explanation. The first code will be returned when you submit your return, the code in brackets will be returned when a tax calculation is requested.
Q: When I submitted my ITR12 to SARS I was presented with a code (0020; 0021; 0022; 0023; 0024; 0025) and a message. Has the return been received by SARS and can I submit the supporting documents?
|A: Where a return is rejected, the copy of the return will be saved on eFiling/MobiApp to enable you to edit the return. The return is therefore still outstanding. You will not be able to upload or submit supporting documents to correct the status and should contact the Administrator/Employer to take the appropriate corrective actions. Only once the mismatch has been remedied will you be able to submit your ITR12.|
Q: I cannot submit my ITR12 as a result of a mismatch between my IRP5 and the tax directive. How do I remedy the mismatch so that I can file my return?
|A: You will have to contact the Fund administrator/Employer to take the relevant corrective actions. Once the IRP5/tax directive has been updated you will be able to file your ITR12. (Remember to click on refresh data to update the IRP5 that is pre-populated on the return.)|