< All Topics

SARS – Auto Assessment

SARS – Auto Assessment

What is it?

SARS – Auto Assessment. SARS introduced automated taxpayer assessments for individuals in August 2020 to ensure greater tax compliance in South Africa. SARS collects data from employers, financial institutions, medical schemes, retirement annuity fund administrators, and other 3rd party data providers to calculate your tax liability and automate filing during the tax season on your behalf.

What do I need to do?

If you are auto-assessed, SARS will notify you per SMS in August of the tax year – so there will be no need for you to call or visit a SARS branch. The SMS will direct you to eFiling or the SARS MobiApp to either “Accept” or “Edit” the return.

Some taxpayers may receive communication before 1 August 2020 indicating why they will not be auto-assessed or alerting them to their prior return submission findings. This will assist them in submitting any outstanding returns. Outstanding returns need to be filed as soon as possible to avoid administrative penalties and delays in implementing auto assessments.

If you accept the results of your auto-assessment and if there is a refund due to you, the refund will be paid by SARS. If you owe SARS money, you can make a payment on eFiling, via EFT or the SARS MobiApp by the specified due date on your Notice of Assessment. See our FAQs for answers to common questions regarding auto assessments.

Table of Contents