Go to SARS eFiling, click on the “eFiling login”, and follow the steps below to accept or edit your Auto-assessment:
Click “Return Issued” on the left menu,
Click “Personal Income Tax (ITR12)”,
Click “Request Return” (on the top right) for the current year. A pop-up message will be displayed, informing you of the auto assessment results.
Click “Continue” to view the results and summary of the underlying data used for the auto assessment.
If you agree with the details of the auto assessment;
Click the “Accept” button. A confirmation message will be displayed,
Click “Confirm” to complete the auto assessment process.
If you accept the proposed auto assessment results, SARS will automatically submit a tax return on your behalf, and issue a notice of assessment (ITA34).
To access the ITA34,
Click on the “View Assessment” tab on the eFiling Menu.
If there is a refund due to you and you have accepted the assessment SARS will pay the refund within 72 hours to you in most instances.
If you need to update your bank details on eFiling and complete this process (and provide all the necessary supporting documentation), it will be updated as soon as the verification process with your Bank is completed.
What happens if I don’t accept the proposed auto assessment?
You have the option to edit and update the prepopulated return with additional information before submitting it.
Click on the “Edit Return” button to amend the return.
SARS will provide you with a prepopulated return that you can edit and submit. Once you are satisfied with the information declared,
Click on the “submit” button.
SARS will process the return and issue the Notice of Assessment.
Why are the amounts between the SMS and Auto Assessment return different?
The amounts on the SMS were based on 3rd party data available to SARS when the tax return was pre-populated. Therefore, taxpayers must check their return and edit them where required. They should verify that all the information that has been pre-populated is correct and add any additional information that may be required. Additional information provided needs to be supported by uploading the relevant supporting documents.
When I attempt to submit my ITR12 I get an error code stating that my return cannot be processed. What does this mean?
When a taxpayer submits a return and a lump sum had accrued to the taxpayer during the year, the system may create a rejected return due to various reasons as a result of mismatching information between the IRP5 declared by the taxpayer and the tax directive.
Refer to the code presented to you and the corresponding explanation. The first code will be returned when you submit your return. The code in brackets will be returned when a tax calculation is requested.
0020 (4478) – IRP5 Tax Directive No. invalid Please note that SARS will not process this return. The Tax Directive number captured on the return is incorrect/invalid. Please contact the Fund administrator/Employer to rectify the error and submit the rectified return.
0021 (4479) – IRP5 L/S accrual date invalid Please note that SARS will not process the return. The accrual date on the IRP5 does not correspond to the Tax Directive’s accrual date available to SARS. Contact the Fund administrator/Employer to rectify the error and submit the rectified return.
0022 (4480) – IRP5 L/S source code invalid Please note that SARS will not process the return. The Lump Sum source code on the IRP5 does not correspond to the Tax Directive source code available to SARS. Contact the Fund administrator/Employer to rectify the error and submit the rectified return.
0023 (4481) – IRP5 Lump Sum amount invalid Please note that SARS will not process the return. The Lump Sum amount on the IRP5 does not correspond to the Tax Directive amount available to SARS. Contact the Fund administrator/Employer to rectify the error and submit the rectified return.
0024 (4482) – IRP5 received invalid Please note that SARS will not process this return. There is a finalised tax directive processed, but no lump sum amount is declared on the return. Please contact the Fund administrator/Employer to rectify the error and submit the rectified return.
0025 (4483) – IRP5 certificate number missing for Tax Directive Please note that SARS will not process the return. A finalised tax directive is processed, but the IRP5 Certificate number is not declared on the return. Please contact the Fund administrator/Employer to rectify the error and resubmit the rectified return.
Where a return is rejected, the copy of the return will be saved on eFiling/MobiApp to enable you to edit the return. The return is therefore still outstanding.
You will not be able to upload or submit supporting documents to correct the status and should contact the Administrator/Employer to take the appropriate corrective actions. Only once the mismatch has been remedied will you be able to submit your ITR12. (Remember to click on refresh data to update the IRP5 that is pre-populated on the return.)
I have not responded to my auto assessment and now received this SMS, what should I do?
If you received the following SMS, it is time to reconsider how you administer your tax returns seriously! The SMS is self-explanatory, and any further delays will compound administrative penalties, interest on arrears and open the possibility of criminal prosecution.
“Dear ABC MAKEKE 091XXXXXXX, during the XXXX Filing Season, you were selected to participate in SARS Auto-Assessment initiative. We notice that you have not yet elected to accept SARS auto assessment or file your tax return for the XXXX tax year. You still have an opportunity to do so until SARS makes an estimated assessment. We urge you to make use of this opportunity. Should you not do so, SARS will be making an estimated assessment, based on the data at our disposal, on XX February XXXX. Should you file a return after this date, you would be subject to a penalty for the late submission of your return. Regards, SARS.”.