Here’s a friendly, easy-to-follow guide for individuals, with the key dates and changes you should know for 2026.
Auto-Assessment Window: July 1–12
The system will automatically review your data and may generate an assessment.
Take a moment to check the pre-filled information for accuracy.
If something doesn’t look right, you have until July 12 to fix or query it.
Filing Season Deadlines for Individuals (Non-Provisional)
13 July 2026 to 23 October 2026
.Provisional Taxpayers
13 July 2026 to 22 January 2027
Trusts
13 July 2026 to 22 January 2027
What’s New in 2026?
1) Return Formatting
Returns are redesigned for easier reading.
Clear sections and a concise summary of your key numbers (income, credits, tax).
2) Digital Focus
More emphasis on digital submissions via e‑Filing and the SARS MobiApp.
Easier document uploads (drag‑and‑drop) and better status tracking.
3) Auto-Assessment Enhancements
Better checks against third‑party data to reduce mismatches.
Quick pathways to fix errors or discrepancies.
4) Credits and Deductions
Some credits and deductions are updated in how they’re applied.
Keep receipts and records ready to support any claims.
5) Security
Stronger authentication and safer document handling.
Practical Tips
Start reviewing your draft as soon as it appears (July 1–12).
Gather key documents (IRP5/IT3(a), medical aid certificates, retirement contributions).
Use SARS e‑Filing or the SARS MobiApp for submissions and updates.
If you notice inaccuracies, reach out to SARS early.