Hello, there 👋
Your free eFiling toolkit for the 2025/26 tax year. Everything you need to file with confidence.
Tax Year
2025/26
📅
Filing season opens 1 July 2026 for the 2025/26 tax year
Non-provisional taxpayers: deadline 24 October 2026 · Provisional: 31 January 2027
Filing Opens
1 Jul
efiling.sars.gov.za
Filing Deadline
24 Oct
Non-provisional
Checklist Progress
0 / 10
Documents ready
🛠 Your eFiling Toolkit
All tools free📋
eFiling Guide
Step-by-step walkthrough of the SARS eFiling process
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🧾
IRP5 Capture
Enter your IRP5 source codes — calculate your tax and estimated refund
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💊
Deductions Calculator
Medical aid tax credits and retirement annuity deductions
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Travel Allowance Calculator
Calculate your business km deduction using SARS fixed rate or actual costs
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Home Office Deduction
Calculate your home office deduction based on floor space ratio
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📋 Step-by-Step eFiling Guide
Follow these steps to file your ITR12 on SARS eFiling for the 2025/26 tax year.
1
Log in to SARS eFiling
Go to efiling.sars.gov.za. If you don't have an account, click Register and use your SA ID number. Keep your login credentials safe — never share them.
💡 Tip: Use a private browser window to avoid session conflicts if you manage multiple accounts
2
Confirm your personal details & banking
Under My Profile → Personal Details, confirm your name, ID number, address, and most importantly your bank account details. SARS pays refunds directly to the account on file.
⚠ Wrong bank details = delayed or lost refund. Double-check before filing.
3
Request or review your ITR12
Go to Returns → Income Tax → ITR12. If SARS issued an auto-assessment, review it carefully — don't just accept it, they sometimes miss deductions. If none, click Request Return to open your form.
💡 Tip: You have 40 working days from the auto-assessment date to dispute it if it's incorrect
4
Enter your IRP5 income
Your employer submits your IRP5 directly to SARS — it should auto-populate. Check every figure matches your IRP5 certificate. Use our IRP5 Capture tool to understand the source codes before entering them.
✅ Key source codes: 3601 = basic salary · 4116 = PAYE deducted · 4001 = pension contribution
5
Claim your deductions
This is where most people leave money on the table. Add your medical aid contributions (source 4116), retirement annuity (source 4001/4006), travel allowance (with logbook), and home office (with employer letter). Use our Deductions, Travel Allowance, and Home Office tools to calculate these before entering.
💡 Tip: Medical tax credits reduce your actual tax bill — not just your taxable income. Don't skip this.
6
Review your return
eFiling will show a summary — your total tax, what you've already paid through PAYE, and whether you get a refund or owe SARS. Check the figures look right and confirm your banking details one more time.
💡 Tip: Save a PDF copy of your completed return from eFiling before submitting
7
Submit & track your refund
Click Submit. SARS issues a Notice of Assessment (ITA34) within minutes to hours. Refunds typically arrive within 7–21 business days. If no refund arrives after 21 business days, contact SARS.
✅ SARS Contact: 0800 00 7277 · efiling.sars.gov.za · Visit a SARS branch
✅ eFiling Checklist
Gather these before you start eFiling. Tick each as you get it — 0 / 10 ready
SARS eFiling login details
Register at efiling.sars.gov.za if you haven't already. You'll need your SA ID number and a cellphone number for OTP.
SA ID document
Your South African ID book or smart ID card — required for registration and identity verification.
Bank account details confirmed on eFiling
SARS pays refunds directly to your bank. Log in and confirm your banking details under My Profile before filing.
IRP5 certificate from your employer
Your employer provides this by March each year. Shows your gross salary, PAYE paid, and all source codes. Use the IRP5 Capture tool to understand it.
Medical aid tax certificate (IT3(f))
From your medical aid scheme. Shows your total annual contributions and number of dependants — needed to claim your medical tax credit.
Retirement annuity certificate (IT3(f))
If you contribute to an RA or pension fund. From your RA provider — confirms annual contributions for the deduction.
Travel logbook (if claiming travel allowance)
Required if you receive a travel allowance or claim business km. Must record date, destination, purpose, and km for every business trip during the tax year.
Home office employer confirmation letter
If claiming home office — your employer must confirm in writing that you work from home on a regular and fixed basis. Without this letter, the deduction won't be accepted.
Section 18A donation certificates
If you donated to SARS-approved public benefit organisations during the tax year. Deductible up to 10% of taxable income.
Previous year's Notice of Assessment (ITA34)
Useful for reference — shows what SARS assessed last year. Download from eFiling under Returns → Notice of Assessment.
🧾 IRP5 Income Capture
Enter the source codes from your IRP5 certificate to calculate your tax and estimated refund.
📄 You need your IRP5 from your employer before you start. Your employer is legally required to give you this certificate by the end of February each year. It shows your gross salary, all benefits, and the PAYE already deducted on your behalf. All the source codes below come directly from it — do not estimate these figures.
⚠ This is a preparation tool, not a submission. Submission is done via SARS eFiling at efiling.sars.gov.za. Verify all figures here against your official IRP5 before filing.
Income (from your IRP5)
2025/26Deductions & Tax Paid
Personal Details