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SARS Auto-Assessments

SARS will use data collected from 3rd party data providers such as employers, financial institutions, medical schemes, retirement annuity fund administrators and other data providers to generate your tax assessment automatically, without any input from the taxpayer.

It is important to make sure that all your intended information did pull through on the assessment and that it was recorded correctly.

Examples of income that would not have been automatically included is rental income, as well as travel logbooks. This type of income will have to be manually inputted on your tax return.

2021 TAX YEAR

Below is what will appear on your Efiling page, if you were selected for Auto-Assessment for the 2021 Tax Year.

If you accept the proposed auto-assessment, SARS will automatically submit the tax return on your behalf, and issue a notice of assessment (ITA34) without you having to submit a tax return. No further input will be required from your side.

If you decline the auto-assessment, you will go ahead and complete your Income Tax Return as per normal.

2022 TAX YEAR

How is Auto-Assessment different this year (2022) from last year (2021)?

If you are in agreement with your auto-assessment then there is no need to “accept” the assessment.
If SARS did not get your assessment correct and you are not in agreement, you can let SARS know by filing a tax return in the normal way, with the additional information that was not included, within 40 business days of the date of your assessment.

Below is what will appear on your Efiling page, if you have been selected for Auto-Assessment for the 2022 Tax Year.

You will select ‘Request Return‘ to make any amendments to the Auto-Assessment SARS has issued, and continue to file your return manually.

If you were auto-assessed, you would have been notified by SMS and/or email. Therefore you do not need to contact SARS to find out if you should be Auto-Assessed.

It is important that SARS has your updated contact details for any correspondence.

This video is based on the 2021 Auto-Assessments