📅Important dates:

• Auto-Assessments: 1 July – 13 July 2025
• Individual Taxpayers: 14 July – 20 October 2025
• Provisional Taxpayers & Trusts: 14 July 2025 – 19 January 2026

✅ You Don’t Need to File a Tax Return in 2025 if ALL the following apply:

• You are a natural person (or deceased estate); and
• Your income is ONLY from the following sources:
  • Salary from one employer, less than R500,000, and PAYE was deducted.
  • Interest (excluding tax-free investments):
    • Up to R23,800 if you’re under 65.
    • Up to R34,500 if you’re 65 or older.
    • Up to R23,800 for a deceased estate.
  • Dividends, if you were a non-resident for the full tax year.
  • Tax-free investment returns.
  • A single lump sum from a retirement fund, and tax was deducted per a SARS directive.

⚠️ You MUST file a return if you:

• Earned income from multiple employers.
• Received allowances or benefits (e.g. travel, accommodation).
• Did freelance work or earned income outside of South Africa.
• Are a provisional taxpayer or represent a Trust (even if inactive).
• Are a director of a company.
• Did not accept your SARS auto-assessment.

🤖 Auto-Assessments: What You Should Know

• SARS may send you an auto-assessment starting 1 July 2025.
• If you’re happy with the details, just accept it – no further action is needed!
• If you don’t accept it, you must file a tax return by your applicable deadline.

🔍 Helpful Reminders

• All Trusts must file a return annually – no exceptions.
• Trustees are legally responsible for a Trust’s tax affairs – even if a tax practitioner is used.
• Use SARS eFiling to file your return online or to request an appointment.
• Visit the SARS website for:
  • Tax guides
  • Registration documents
  • Video tutorials and webinars
  • www.taxshoppolokwane.co.za

🔔 Avoid penalties!
Ensure you meet your filing deadline and stay tax compliant.

Need help? Visit https://www.youtube.com/@sarstax for support videos or contact SARS directly.

💼✅ Let’s keep it compliant and stress-free this season!

The specialists at The Tax Shop Polokwane Wes (Pty) Ltd are here to assist with all your accounting, tax, and payroll needs. We offer a free first consultation to discuss your unique requirements and how we can help.

📍 Visit us at 19 Tangelo Street, Bendor Ext 51, Polokwane, 0713
📞 Call or WhatsApp us on 083 677 6185
📧 Email: plk.west@taxshop.co.za
🌐 Website: www.taxshoppolokwane.co.za

Let’s take the stress out of your finances — get in touch today!