SARS filing season is upon us: it is time to do your tax return. SARS has made significant changes to the 2022 Tax Filling Season. This year, over 3 million taxpayers, have been auto assessed by SARS.
The following questions and answers will provide you with guidance regarding the auto-assessment process.
Income tax return filing dates:
- 1 July 2022 to 24 October 2022
- Taxpayers who file online
- Taxpayers who cannot file online can do so at a SARS branch by appointment only.
- 1 July 2022 to 23 January 2023
- Provisional taxpayers including Trusts may file via eFiling or SARS MobiApp
SARS Auto-Assessment 2022 – What you need to know:
- How is the Auto-Assessment different this year (2022) from last year (2021)?
If you agree with your auto-assessment, then there is no need to “accept” the assessment. If SARS did not get your assessment right, you can still let them know by filing a tax return in the normal way with the additional information, within 40 business days of the date of your auto-assessment.
- What is an auto-assessment?
An auto-assessment is an automatic assessment issued by SARS to certain taxpayers. SARS receives data from retirement annuity funds, banks, employers, medical schemes, and other third-party data providers to generate the assessment automatically, without any input from the taxpayer.
- What must I do when I receive my auto-assessment?
Log into eFiling or the SARS MobiApp and view your assessment. You will be able to see all the data SARS used to calculate your assessment.
If you agree with the assessment, then check if a refund is due to you or if you owe SARS. If a refund is due, then there is nothing more you must do.
- What if tax is due to SARS (You owning SARS)?
If your assessment shows that you owe tax to SARS, it is important to make the payment as soon as possible to avoid interest. The payment due date of the amount owed to SARS is displayed on the Notice of Assessment (ITA34).
- What must I do if I do not agree with my auto-assessment?
You do not need to file an objection to the assessment. Simply access your tax return via eFiling of MobiApp, complete the return, and file it within 40 business days from the date on which SARS issued your assessment to you.
- Can I ask for extension to file a tax return if I cannot file it withing 40 business days?
Yes, you can apply for extension via eFiling or the SARS MobiApp. SARS can extend the 40 business days if they receive the request for extension before the expiry of the 40 business days, together with reasonable grounds. SARS can also extend the 40 business days after the expiry of the 40 business days if the taxpayer’s request is submitted to SARS within 21 business days after the expiry of the 40 business days, and if accompanied by reasonable grounds.
- Is the official Filing Season due date of 24 October 2022 for filing tax returns applicable to me?
If you do not agree with your auto-assessment, and you file a tax return after 24 October 2022, your return will be considered late like any other 2022 tax return received after that date.
SARS POP UP OFFICES
WESTERN CAPE
The South African Revenue Service will be visiting the areas listed below to assist taxpayers with digital migration, eFiling, and general enquiries on tax matters.
|
AREA AND ADDRESS |
DATE |
TIME |
CONTACT DETAILS |
|
Bayside Mall, c/o Westcoast Road |
06 & 27 July 2022 |
09:00-15:00 |
capetown@sars.gov.za |
|
Westgate Mall |
07 & 28 July 2022 |
09:00-15:00 |
capetown@sars.gov.za |
|
Longbeach |
26 July 2022 |
09:00-15:00 |
capetown@sars.gov.za |
|
Kraaifontein Library, Kraaifontein |
29 July 2022 |
09:00-15:00 |
capetown@sars.gov.za |
Tax Services Offered:
- Digital Migration
- General queries
- Banking detail changes
- Changes to registered particulars
Required for your visit at a pop-up office:
Original ID, relevant material, bank statements not older than 3 months, proof of address not older than 3 months, etc.
Should you have any queries or concerns regarding auto-assessments or filling season, contact Adri Britz; Lizette Immelman or Louise Bester in our Tax Department at abritz@fhbc.co.za; limmelman@fhbc.co.za or lbester@fhbc.co.za for us to attend to your queries or concerns.