Remember these dates so you don’t miss a beat:

For the 9-to-5ers: If you’re a salaried employee, tax season will close 21 October 2024

For the entrepreneurs: If you earn income in addition to a salary (e.g rental, freelance, investment income subject to certain limits, etc) your filing deadline is 20 January 2025.

Auto-Assessments: Auto-Assessments will be sent out from 1-14 July.

Remember: The Auto-Assessment may not have all your deductions so we would always recommend filing your tax return yourself so you can make sure you’re getting the most out of your refund. You deserve it.

To make life easier, here’s a handy checklist of what you’ll need when it’s time to file:

• IRP5/IT3(a) certificates: These are the papers from your employer(s) that show your salary and deductions. Grab ’em.
• Medical aid certificate(s): If you have medical aid, make sure you have the certificate(s) showing your contributions.
• Retirement annuity fund certificate(s): If you contribute to a retirement annuity fund, keep those certificates within reach.
• IT3b/IT3c/IT3s: These are the tax forms used to report investment income. Check with your financial advisor if you didn’t receive them.
• Travel logbook & Expense Tracker App: Used to track business-related expenses for tax purposes. Use our handy Logbook App & Expense tracker App.
• s18A donation tax certificate(s): if you contributed to a PBO (Public Benefit Organisation), request this from the charity.
• Any other income and deduction info: If you have additional income or expenses to report, gather the necessary records like rental income, freelance gigs, home office, wear and tear and details of solar panel installations.