Tax2 min read

SARS Filing Season 2026 Is Around the Corner: Here's How to Prepare

The 2026 filing season dates, what an auto-assessment is, and the documents to gather now so you are ready.

Introduction

Tax season has a way of sneaking up on us. SARS has announced the filing dates for the 2026 tax season, and whether you're a salaried employee or a provisional taxpayer, it's worth taking the time to get your affairs in order.

Important SARS Filing Season 2026 Dates

Auto-Assessments

1 July 2026 to 12 July 2026

Non-Provisional Taxpayers

13 July 2026 to 23 October 2026

Provisional Taxpayers

13 July 2026 to 22 January 2027

Trusts

19 September 2026 to 22 January 2027

What Is an Auto-Assessment?

Using information received from employers, banks, medical schemes, and retirement funds, SARS may automatically calculate your tax position and issue an assessment without you needing to submit a return. However, it's important to review the information carefully.

Start Gathering Your Documents Now

  • IRP5 from your employer
  • Medical aid tax certificates
  • Retirement annuity certificates
  • Investment income certificates
  • Records relating to rental income
  • Section 18A donation certificates

Check Your SARS Profile Details

Before filing season opens, make sure your cellphone number, email address, banking details, and residential address are current on SARS eFiling.

How EasyComply Can Help

EasyComply assists individuals with reviewing tax readiness, checking supporting documentation, reviewing auto-assessments, preparing and submitting tax returns, and resolving SARS-related queries.

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This article is general information, not tax or financial advice for your situation. Tax rules change regularly, so please speak to us before acting on it.

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