2026 Tax Season

2026 Tax Season Opens on 13 July 2026  

📢 2026 Tax Season Dates:
The 2026 Tax Season, covering the period from 1 March 2025 to 28 February 2026 will officially open on 13 July 2026 and close on 23 October 2026 for non-provisional individual taxpayers.
For provisional taxpayers and trusts, the season closes on 22 January 2027.
Companies have 12 months from their financial year-end to submit returns (e.g., a February year-end must file by 28 February 2027).

📝 Auto-Assessments by SARS:
SARS will once again issue auto-assessments this year, using third-party data submitted by employers, banks, medical schemes, and other providers.
Auto-assessments will take place between 1 July 2026 and 12 July 2026.

Please take note:

• We cannot stop an auto-assessment issued by SARS.
• If you accept your auto-assessment as is, SARS will treat it as final.
• If you need to make changes or corrections, this can only be done from 13 July 2026 when the season officially opens.

👉 If you receive an auto-assessment but:

• Have business or rental income,
• Need to claim medical expenses for parents, or
• Wish to claim Section 18A donations,

You must contact us so we can assist with submitting a corrected return.

📂 Document Submission & POPIA Compliance:
In line with the Protection of Personal Information Act (POPIA), effective since 1 July 2021, all tax return submissions and supporting documents must be uploaded via our secure online portal.
We do not accept documents sent via email, WhatsApp, or third-party cloud services (e.g., Google Drive, Dropbox, OneDrive).

📌 What To Do Next:

If you are an existing client, a 2026 Tax Season flow request will be allocated to your secure profile at the beginning of July 2026 . This will allow you to:

• Confirm your details for this year's tax season,
• Upload your supporting documents securely,
• Select the service package applicable to your tax situation.

If you do not receive the flow request or are unsure if it was sent to you, please contact us and we will allocate it manually to your profile.

💸 Pricing for 2026 Tax Season:
We have kept our pricing the same this year.

• Individual Basic Tax Return – R450
  For salaried individuals who contribute to Medical Aid and/or Retirement Annuities.
  Note: Any basic return that is audited or auto-assessed and requires correction will be charged at the advanced rate.
• Individual Advanced Tax Return – R750
  For clients with car allowance, multiple income sources, rental or business income, or deductions such as working-from-home expenses.

We look forward to assisting you this tax season!
If you have any questions, please don't hesitate to reach out to the TaxAssist team.