The South African Revenue Service (SARS) continues to streamline the tax return process, introducing enhancements to the auto-assessment system for the 2025 tax season. This initiative aims to simplify tax filing by pre-filling returns using information SARS has on record from employers, financial institutions, and other third-party data providers.
Understanding SARS Auto-Assessment
Auto-assessment is a process where SARS automatically calculates and issues a taxpayer’s income tax assessment using pre-filed information. This system eliminates the need for many taxpayers to manually complete and submit their tax returns.
SARS utilizes data from employers, banks, medical schemes, retirement funds, and insurers to populate the tax return. Eligible taxpayers are notified via SMS or email between 7 and 20 July 2025.
Learn more: How to Get Your SARS Tax Number in 8 Easy Ways
Key Dates for the 2025 Filing Season
- Auto-assessment notifications: 7–20 July 2025
- Non-provisional taxpayers (including auto-assessed taxpayers who wish to file a return): 21 July – 20 October 2025
- Provisional taxpayers: 21 July 2025 – 19 January 2026
- Trusts: 19 September 2025 – 19 January 2026
Benefits of Auto-Assessment
- Time-Saving: Reduces the time needed to complete your tax return.
- Accuracy: Minimizes errors by using data directly from employers and financial institutions.
- Convenience: Allows you to review and submit your tax return from the comfort of your home.
Step-by-Step Guide to Checking Your Auto-Assessment Status
Step 1: Wait for Notification
SARS will send auto-assessment notifications in batches between 7 and 20 July 2025. Wait for the SMS or email notification before proceeding.
Step 2: Access SARS Online Query System (SOQS)
Once notified, visit the SARS Online Query System (SOQS) dashboard on the SARS website. Navigate to the “My Auto-Assessment Status” icon to check your status.
Step 3: Review Pre-Populated Data
Log in to SARS eFiling or the SARS MobiApp to view your auto-assessment. Review the pre-filled information for accuracy. If all details are correct, no further action is required. Refunds of R100 or more will be paid directly into your bank account within 72 hours.
Step 4: Accept or Edit Your Auto-Assessment
- Accept: If all information is correct, you can accept the auto-assessment and submit your return.
- Edit: If there are discrepancies, you can edit the return. Ensure to save any changes made.
Step 5: Submit Your Return
Once satisfied with your auto-assessment, click ‘Submit’ to file your tax return. You will receive a confirmation message from SARS once your return has been successfully submitted.
Step 6: Follow-Up
SARS will process your return and send you an assessment result. This will indicate whether you owe any additional tax or are due a refund. If you owe tax, ensure to pay by the due date to avoid penalties. If you are due a refund, SARS will process it and transfer the amount to your bank account.
Learn More: Auto-Assessment vs Manual Filing: What SARS Isn’t Telling You
Tips for a Smooth SARS Auto-Assessment Experience
- Update Personal Information: Ensure that your personal details such as your address, phone number, and email are correct in the SARS eFiling system. This helps in receiving timely notifications and correspondence.
- Verify Employer Information: Confirm that your employer has submitted accurate and up-to-date information regarding your income and deductions to SARS.
- Check Bank Details: Make sure your bank account details are correctly registered with SARS for any potential refunds. An incorrect bank account can delay your refund process.
- Maintain Records: Keep records of all sources of income and eligible deductions throughout the year. This includes pay slips, interest statements, medical aid contributions, retirement annuity contributions, and any other pertinent documents.
- Use SARS Mobile App: Consider downloading the SARS Mobile App for convenient access to notifications and updates. The app can be a handy tool to keep track of your tax affairs on the go.
Frequently Asked Questions (FAQs)
Q: Who qualifies for auto-assessment by SARS?
A: Taxpayers with straightforward tax affairs, such as single sources of income and simple deductions, are typically eligible for auto-assessment. SARS will notify eligible taxpayers via the eFiling portal.
Q: What if I find errors in my SARS auto-assessment?
A: If you find any errors in your auto-assessment, you can edit the pre-populated information on your tax return. Make sure to review all details carefully and correct any discrepancies before submitting your return.
Q: Can I dispute the SARS auto-assessment if I disagree with it?
A: Yes, if you disagree with the auto-assessment, you can submit a dispute through the SARS eFiling portal. Provide all necessary supporting documentation to substantiate your dispute.
Q: How long will it take to receive my tax refund?
A: Refunds of R100 or more will be paid directly into your bank account within 72 hours. Refunds of less than R100 will be added to your account and paid out when your account balance exceeds R100.
Q: Is my personal information secure in the SARS auto-assessment system?
A: Yes, SARS employs strict security measures to protect your personal information. The eFiling portal is designed to ensure that your data is secure and confidential.
By following this updated guide, you can confidently navigate the 2025 SARS auto-assessment process, ensuring a smooth and efficient tax filing experience.