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Tax return documents and financial paperwork
Filing Your Tax Returns in the 2025 Tax Season

By TickBirds Certified Business Accountants

Learn everything you need to know about SARS 2025 tax season; from auto-assessments and self‑filing details to deadlines, refund tips, and frequently asked questions. Get your SARS tax returns filed accurately and on time.

What’s New in the 2025 SARS Tax Season?

Season Opening: SARS officially opened the 2025 tax season at the start of July 2025.
Auto‑Assessments: Many taxpayers received auto‑assessments in their eFiling profiles - saving time on manual filing.
Self‑Filing Launch: For those who didn’t get auto‑assessed, SARS enabled self‑filing from 21 July 2025.

Whether you’re auto‑assessed or preparing to self-file, it’s essential to understand the process, key dates, and how to maximise your refund.

Auto‑Assessments Explained | What Is an Auto‑Assessment?

An auto‑assessment is SARS’s preliminary calculation of your taxable income and provisional refund, based on data already on file (e.g., IRP5 certificates, UIF, medical tax credits).

Who Qualifies?

Salaried employees with straightforward tax affairs.

Taxpayers whose employers submitted complete IRP5/IT3(a) certificates on time.

Why It Matters:

Time‑saving: No need to compile and upload supporting documents unless SARS flags discrepancies.

Quick Refunds: If your auto‑assessment shows you’re due a refund, you could receive it faster - often within 16 business days.

How to Self‑File Your 2025 Tax Return

If you didn’t receive an auto‑assessment, follow these steps to file:

1. Register or Log In to eFiling:

   – Visit the SARS eFiling portal.

   – Use your existing username and password or register as a new user.

2. Gather Your Documents:

   – IRP5/IT3(a) Certificates: From all employers.

   – Medical Tax Credits: Medical aid certificates.

   – Retirement Annuities: Proof of contributions.

   – Investment Income Statements: Dividends, interest certificates.

   – Business or Rental Income: Statements and Schedules.

3. Complete the ITR12 Form:

   – Navigate to “Returns Issued” → “Income Tax” → “2025 ITR12.”

   – Follow the guided sections: Personal Details, Income, Deductions, Assessments.

4. Review & Submit:

   – Double‑check entries against your source documents.

   – SARS will flag missing or inconsistent fields.

   – Submit before the deadline to avoid penalties.

Key Deadlines & Penalties

Filing Type              Submission Window        Late‑Filing Penalty                  
eFiling (non‑provisional)1 July – 23 November 2025R250 – R16,000 (depending on delay)
Non‑eFiling (paper)1 July – 31 October 2025 Higher fees & longer processing times

   Tip: Set calendar reminders well ahead of 23 November 2025 to ensure your SARS tax returns are submitted on time.

 

Maximising Your SARS Tax Refund

  • Declare All Qualifying Deductions: Retirement annuities, travel expenses (if you’re an employer‑reimbursed contractor), and medical expenses (above the medical scheme fees tax credit).
  • Verify Tax Credits: Ensure your employer has correctly applied unemployment insurance (UIF) and skills development levies.
  • Keep Accurate Records: Upload digital copies of all certificates and supporting documents directly in eFiling.

Top FAQs for 2025 Tax Season

  • 1. Why didn’t I get an auto‑assessment? You may have complex income sources (e.g., freelance, rental, capital gains) or missing employer certificates on SARS systems.
  • 2. Can I still file after 23 November 2025? Yes, but you’ll face late‑filing penalties and your refund will be delayed until SARS processes older returns.
  • 3. How long until I receive my refund? Once SARS approves your assessment, refunds are typically paid within 16 business days for eFiling submissions.
  • 4. What if SARS queries my return? Respond promptly via your eFiling inbox, providing any requested supporting documentation to resolve issues quickly.

Final Checklist Before Hitting “Submit”

  • All personal and bank details are up to date.
  • Source documents match the figures entered.
  • You’ve claimed every eligible deduction and tax credit.
  • Return is submitted before the deadline.

Filing your SARS tax returns doesn’t have to be stressful. Whether auto‑assessed or self‑filing, following these steps and keeping organised records will help ensure a seamless 2025 tax season, and maximise your refund!

Need Help?

Contact TickBirds Certified Business Accountants today for expert guidance on SARS tax returns, tax planning, and more.

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