Personal Tax season has just begun! Here are some commonly asked questions we get asked a lot. Don’t find the answer to the question you have? Feel free to drop us a line and we’ll happily help you through the process.
What if I am auto assessed or receive communication from SARS?
In the first few weeks of July, taxpayers will be notified by SMS or e-mail if they were selected to receive an auto-assessment. Should you receive the SMS or e-mail, the next step for you would be to let us know as soon as you can so we can assist. Note that any additional deductions, additional sources of income and complex transactions DO NOT POPULATE on the Auto-Assessment.
Where do I find the certificates required for submission?
We can assist you in retrieving all the required certificates during your allocated month of submission. If you’re unsure which month we will be handling your submission, you will find this in the e-mail we sent you entitled “NB: Personal tax season”. Please read this before reaching out to our tax team in the incorrect month.
Most certificates can be found via your e-mails (if service providers sent them to you) or through your online portals, such as Internet Banking.
What is the due date for submission?
Individual taxpayers (non-provisional): 20th October 2025
Individual taxpayers (provisional): 19th January 2026
When will my return be submitted?
We have given you a personalised submission date.
We are striving to have a smooth and efficient personal tax filing experience for all our clients, and in order to do so, we’ve allocated each person a month in which we will be doing your taxes, to help manage expectations.
The month in which we will be doing your personal income tax can be found in the e-mail sent to you entitled “NB Personal Tax Season”. In the months before that, our team will most likely be super snowed under, so we ask you to hang ten, and wait for your allocated month for us to help answer all of your questions.
If you did not receive the e-mail, feel free to reach out to us on tax@iridium.co.za
How do I know if I am a Provisional taxpayer?
If you think you may now qualify for Provisional Personal Tax for the first time, head to this article to discover what the qualifying criteria are, and be sure to let us know if you do qualify:
If you qualify to be a provisional tax payer, your returns will be done in August.
Is there a cost?
We offer the service of submitting your Personal Income tax at no charge if you are a director of a company that is an accounting client of ours.
If you are not in such circumstances, you are welcome to reach out to us and we’ll send you a quote to provide this service for you.
Feel free to email us to enquire.
