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Instant South African Tax Advice Powered by AI

Calculate your 2027 net take-home salary, check your SARS refund status, understand ITA34 assessments, claim travel allowances, generate a Power of Attorney (TPPOA), and navigate eFiling step-by-step in seconds.

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Everything You Need for SARS Compliance

ITA34 Assessment Review

Upload your SARS ITA34 assessment. The AI immediately identifies if you are selected for audit, explains refund balances, and verifies calculations.

PAYE & Net Salary Engine

Get mathematically precise calculations for 2024 to 2027 tax years with multi-stream income, Section 11F pension caps, and medical tax credits.

Deemed Travel Allowance

Calculate business travel deductions against your allowance using the official SARS Cost Scale Table rates based on vehicle value and business mileage.

11 Official SA Languages

Ask in English, isiZulu, Afrikaans, Sesotho, Setswana, or mix languages naturally. The AI code-switches in authentic South African style.

Power of Attorney (TPPOA)

Generate and prefill an official SARS-aligned Special Power of Attorney document, ready to preview, customize, and print to PDF.

Practitioner Case Review

For complex audits, disputes, or penalties, seamlessly escalate to our network of certified South African Registered Tax Practitioners.

Registered Practitioner Network

Audited & Overseen by Certified Tax Practitioners

The AI Tax Assistant is continuously audited by certified South African Registered Tax Practitioners to ensure compliance with the Income Tax Act, Tax Administration Act, and latest SARS guidelines.

Legislation Aligned Grounded in official SARS Acts, Pocket Guides, and interpretation notes.
Professional Case Review Easily book a human case review if your tax matter requires formal dispute or audit representation.
Certified South African Registered Tax Practitioners

Frequently Asked South African Tax Questions

Direct, verified answers to high-friction questions on SARS assessments, deductions, audits, and eFiling.

How do I know if my SARS auto-assessment is correct?

Direct Answer: A SARS auto-assessment is calculated solely using third-party data from employers, banks, and medical schemes. It frequently omits allowable individual deductions.

  • Missing Section 6B Medical Expenses: Out-of-pocket medical payments not covered by medical aid.
  • Missing Section 8(1)(b) Travel Claims: Business travel deductions against a travel allowance requiring a logbook.
  • Section 18A Donations: Approved Public Benefit Organisation (PBO) donation receipts.
  • Unlisted Income: Freelance, side-hustle, or rental income not on an IRP5.

You can edit and file your return on eFiling if deductions were missed.

What does a minus (-) sign mean on a SARS ITA34 Notice of Assessment?

Direct Answer: In South Africa, a negative amount (e.g. -R14,250.00) on your ITA34 indicates that SARS owes you a refund.

A positive balance means you owe tax to SARS. Note that if you have outstanding historical debt, administrative penalties, or overdue returns, SARS will automatically net off these amounts before releasing the remaining payout to your verified bank account.

How do I check if my ITA34 is selected for audit or verification?

Direct Answer: Check page 1 of your ITA34 assessment under the heading "Selected for Audit".

  • "Y" (Yes): Your return has been flagged for audit or verification. SARS will issue a formal request for supporting documents (IRP5s, medical certificates, logbooks).
  • "N" (No): Your assessment is clear, and refund payment processing will proceed normally without an audit hold.
Why is my SARS refund delayed after assessment?

Direct Answer: SARS standard refund processing takes approximately 7 business days. Common reasons for delays include:

  • Active Audit Hold: SARS is reviewing your uploaded verification documents.
  • Unverified Banking Details: Outdated bank records on eFiling requiring biometric facial authentication.
  • Prior Outstanding Returns: Overdue returns from previous tax years blocking payouts.
  • Debt Set-off: Monies being reallocated against other SARS tax accounts.
What qualifies as a medical expense deduction under Section 6B?

Direct Answer: Section 6B Additional Medical Expenses Tax Credit (AMTC) allows tax relief for qualifying out-of-pocket medical expenses:

  • Under 65 (No Disability): 25% of [out-of-pocket expenses + excess medical aid contributions exceeding 4x MTC] that exceed 7.5% of taxable income.
  • Age 65+ or Disability: 33.3% of [qualifying out-of-pocket expenses + medical aid contributions exceeding 3x MTC] with no 7.5% threshold.
Can I claim a travel allowance without a logbook in South Africa?

Direct Answer: No. Section 8(1)(b) of the Income Tax Act strictly requires a contemporaneous logbook.

Your logbook must record: date of travel, starting and destination points, business reason, and opening/closing odometer readings. Daily travel between your home and regular office is legally classified as private travel and cannot be claimed.

How does the Two-Pot retirement system affect my tax return?

Direct Answer: Withdrawals from your Savings Pot are treated as income and taxed at your marginal income tax rate (18% to 45%).

The retirement fund administrator applies to SARS for a tax directive and withholds PAYE before paying out the net amount. Any SARS debt or administrative penalty will also be deducted directly from the withdrawal directive before funds are released.

What do common SARS IRP5 source codes mean (3601, 3701, 4102)?
Code Description Tax Treatment
3601 Gross Taxable Salary 100% Taxable remuneration
3701 Travel Allowance Subject to 80% or 20% PAYE; deductible with logbook
4001/4006 Pension / RA Contributions Deductible under Section 11F (up to 27.5% / R430k)
4102 PAYE Tax Deducted Pre-paid tax credited against total liability
How do I update banking details on eFiling without visiting a branch?

Direct Answer: You can update bank details securely on SARS eFiling under "SARS Registered Details" > "Maintain Registered Details".

SARS will require two-factor OTP verification and may prompt you for automated biometric facial authentication on the SARS eFiling mobile app to confirm identity instantly without queuing at a SARS branch.

Does SARS accept a custom Special Power of Attorney (TPPOA)?

Direct Answer: Yes. Under Section 257 of the Tax Administration Act, custom Powers of Attorney are legally valid.

The mandate must explicitly state the taxpayer's ID/registration, tax reference numbers, appointed Registered Tax Practitioner PR number, specific powers granted (e.g. eFiling submissions, objection hearings, debt negotiations), and must be signed by the taxpayer and two witnesses.

How do I handle Section 164 'Pay Now, Argue Later' suspension requests?

Direct Answer: Lodging an objection (s104) does not automatically stop SARS debt collection.

Taxpayers must submit a formal Section 164 Request for Suspension of Payment to SARS explaining the prima facie merits of the dispute, compliance history, and that there is no risk of asset dissipation, requesting SARS to hold collection actions until the dispute is resolved.

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