2016 Tax Season for Individuals is now open from 1 July 2016.
During Tax Season, you need to submit your income tax return (ITR12) for SARS to reconcile the tax on your income and the tax-deductible expenses for the year of assessment (1 March 2015 – 29 February 2016). This may, in some cases, result in a refund.
Tax Season runs from July to November every year. For provisional taxpayers who submit via eFiling, it runs until January of the following year.
Important due dates
- 25 November 2016 – At a SARS branch (non-provisional)
- 25 November 2016 – eFiling (non-provisional)
- 31 January 2017 – Provisional taxpayers via eFiling
Supporting Documents
To get ready to submit your tax return, you will need to gather all your supporting documents which include the following:
- IRP5/IT3(a) certificate(s) from your employer or pension fund
- IT3(b) certificates for investment returns
- Financial statements, if applicable e.g. business income
- Medical aid contribution certificates and receipts
- Retirement annuity fund certificates
- Certificates you received for local interest income earned
- Logbook and other documents in support of business travel expenses
- Completed confirmation of diagnosis of disability form (ITR-DD), if applicable
- Any other relevant income and deduction information.
- Bank account details