08/07/2026
🚨 Tax Season is Officially Here! 🚨
SARS has started issuing auto-assessments, and I would like to explain how they work.
An auto-assessment is not a completed tax return. It is an assessment generated by SARS using information they have received from employers, banks, medical aids, retirement funds and other third parties. While it may be correct, it is important that it is reviewed carefully before being accepted.
Many people think an auto-assessment only takes a few minutes to check. Unfortunately, that isn't the case.
To review an auto-assessment properly, I still have to log in, verify every certificate and amount, compare the information with the supporting documents, check for anything that may be missing, and ensure you are not paying too much tax or missing deductions. In many cases, this takes almost the same amount of time as preparing and submitting a normal tax return.
For this reason, a review fee will apply. It will be less than the fee for a full tax submission, but it covers the professional time required to ensure your assessment is correct.
Please also bear with me during this busy period.
Tax season only lasts for a few months each year, but my normal accounting, payroll, VAT, company work and client support continue at the same time. It isn't because I have too many clients—it is simply an extremely busy period where all of my work overlaps.
If you send me your documents, you may not receive an immediate reply confirming receipt. Please don't worry—you will be added to my tax list. If I need any additional information, I will contact you as soon as I start working on your return.
I truly appreciate your patience, your kindness and your understanding during these next few months. Thank you for trusting Tax To The Tee with your tax affairs. 💙
