Personal Income Tax (ITR12)

Filing your personal income tax can be stressful. With SARS constantly changing regulations and introducing "Auto-Assessments," it is easy to miss out on valid deductions or accidentally trigger an audit.

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How we work

We make the process simple and digital:

1. Get a Quote: Fill in the form, and we will confirm the fee based on the complexity of your return.
2. Send Documents: Email us your IRP5s and certificates (see checklist below).
3. Review & Submit: We calculate your tax liability, discuss it with you, and submit to SARS only once you are happy.

Checklist: What we need

To prepare your return accurately, please gather:

• IRP5 / IT3(a): Certificates from your employer.
• Medical Aid Certificate: Plus a list of expenses not covered by your aid.
• Investment Certificates: IT3(b) for interest and IT3(c) for capital gains.
• Retirement Annuity: Section 18A certificates.
• Logbook: If you receive a travel allowance (opening & closing kms).
• Spouse's Income: If you are married In Community of Property, we need your spouse's info to split interest/rental income correctly.

* Note on Home Office: You can generally only claim home office expenses if you have a dedicated room used exclusively for trade AND you work mainly from home (more than 50% of the time).

Our Services

• ITR12 Submission: Annual income tax return filing.
• Provisional Tax (IRP6): Twice-yearly filings for complex earners.
• Disputes & Objections: If SARS has disallowed a valid expense, we fight for you.
• Tax Clearance: Obtaining your "Good Standing" PIN.