Taxpayers must file a tax return with SARS so that SARS can calculate their tax liability based on the income they declare and the tax-deductible expenses they have incurred during the assessment year. They may result in a refund to the taxpayer in some cases. You will be required to file a return during the annual Tax Season. If you need to file an income tax return, you can do so through one of the following channels:
eFiling on your computer is as simple as signing up for eFiling at www.sarsefiling.co.za.
You can complete and submit your Income Tax Return using the SARS MobiApp (ITR12).
Filing electronically at a SARS branch where an agent will assist you – please bring all supporting documentation with you. Remember to schedule an appointment before visiting a branch.
Requesting that a return be mailed to you and then completing and submitting it at a SARS branch.
Have your supporting documents ready when you finish your return. While completing your return, you may need to refer to some of the supporting documents listed below; however, you must not submit them to SARS. You must keep them safe for at least five years in case SARS requires access to them in the future.
Your employer will provide you with your IRP5/IT3(a) certificate(s).
Medical certificates and documents are required for amounts claimed that are not covered by your medical aid.
Certificates of pension and annuity
Your banking information
Travel journal (if you receive a travel allowance)
Tax certificates received in relation to investment income (IT3(b))
Where applicable, completed confirmation of disability diagnosis (ITR-DD – Confirmation of Disability Diagnosis – External Form).
If applicable, information on capital gain transactions
Where applicable, the approved Voluntary Disclosure Programme (VDP) Agreement between yourself and SARS for the years prior to 17 February 2010.
Where applicable, financial statements, such as business income
Any other documentation relating to the income or deductions you wish to claim.
Who is required to file an income tax return?
Not all taxpayers are required to file an income tax return.
What is the deadline for electronic filing in 2022?
Form B will be submitted if you are a resident individual running your own business (or Form e-B, for e-Filing). In this case, the deadline for submitting your tax returns in 2022 for the Year of Assessment (YA) 2021 is June 30, 2022, with the deadline for e-Filing submissions being July 15, 2022.
