Didiserv will provide additional information about how auto-assessment will function this year. See the Filing Season 2022 dates and other information on the Filing Season.
If you are not in the SARS auto-assessment group and must file a return, see our information for provisional and non-provisional taxpayers in the Didiserv Blog for the 2022 Tax Filing Season.
How is the SARS Auto-Assessment different this year (2022) from last year (2021)?
SARS will offer auto-assessments to taxpayers whose tax issues are less complicated this year. This year, however, they have made it much easier – if you agree with your auto-assessment, there is no need to “accept” the assessment. If SARS incorrectly assessed you, you can seek assistance from Didiserv by filing a tax return with the new information within 40 working days of the date of your assessment.
How does the SARS Auto-Assessment function?
Employers, medical plans, banks, retirement annuity funds, and others provide data to SARS. They then use that information to compute your tax assessment. SARS will issue the assessment to you via eFiling or the SARS MobiApp if they are satisfied that the data and tax calculation are correct. At the same time, SARS will send you a notification via your preferred mode of communication (such as SMS or email) informing you that your assessment is ready for viewing on SARS eFiling or SARS MobiApp. Log in to SARS eFiling right now.
What should you do after receiving your SARS auto-assessment?
The first step is to access your evaluation via eFiling or the SARS MobiApp. You will be able to examine all of the data that was used to determine your score.
If you owe SARS, make your payment through eFiling or the SARS MobiApp.
If you disagree with the assessment, you can access your tax return through eFiling or the SARS MobiApp, complete the return through Didiserv, and we will file it within 40 business days of the date SARS issued your assessment.
How will you know the information is accurate?
For the first time this year, you can view your data in-depth, as follows:
Log in to eFiling.
Submit/search any certificate that you want to validate using the “Third-Party Data
Certificate” search option on the menu bar.
Choose the appropriate certificate type.
If your data has an error or is incomplete, you can fix it by doing one of two things:
Request that the organization that provided SARS with the data fix it by forwarding updated data to SARS and yourself.
When you receive the revised data, access your tax return through eFiling or the SARS MobiApp, amend the data on the tax return, and file your tax return by eFiling or the SARS MobiApp.
What if tax is due to SARS (I owe SARS)?
If your assessment shows that you owe SARS tax, it is critical that you pay as quickly as possible to prevent interest. The “Notice of Assessment” shows the payment due date for the amount payable to SARS (ITA34).
The quickest way to make a payment is to log into eFiling or the SARS MobiApp and schedule it there.
You can, however, pay at any Absa, FNB, Nedbank, Normal Bank, or Capitec branch, or make an electronic funds transfer (EFT) using the bank’s standard drop-down list of pre-loaded beneficiary IDs. The beneficiary reference is the Payment Reference Number (PRN) that appears on your assessment notice (ITA34).
Before accepting any money owed to SARS, we recommend that you consult Didiserv.
Will I be chosen for verification or audit by SARS?
No, your evaluation has already been quality reviewed, and if you agree with it, you will not be chosen for verification or audit.
However, please ensure that your evaluation is complete. For example, if you received rental income or other income or have deductions in addition to what we reflected in your assessment, you must file a tax return within 40 business days of the date of your assessment with the information in addition to what we have already pre-populated on your tax return. In such a circumstance, you may be chosen for verification or, if needed, audit. As a result, it is critical that you provide supporting documentation for any adjustments you wish us to make to your SARS auto-assessment.
What should you do if you disagree with your SARS auto-assessment?
Simply access your tax return through eFiling or MobiApp, complete it, and file it through eFiling or MobiApp within 40 business days of the date SARS issued your assessment.
If you are unable to file your tax return within 40 business days, you can contact Didiserv.
If SARS accepts your tax return revisions, they will award you a reduced or additional assessment. If they refuse to accept the updates in your tax return, they will explain why. If you disagree with the reason(s) why they did not accept the revisions in your tax return, you can use the standard objection and appeal procedure.
By when must you file a SARS tax return?
Because you are subject to auto-assessment, you are not needed to file a tax return.
If you disagree with your auto-assessment, you must file a tax return in the normal manner within 40 business days of the date SARS sent the assessment to you, or within the extended period if SARS granted an extension.