Get Your Individual Tax Return Reviewed Properly. Before You Submit or Accept SARS.
AccountWorx helps South African taxpayers with ITR12 tax returns, SARS auto-assessments, supporting documents, deductions and verification requests. Start with the correct process so your tax position can be reviewed before anything is accepted or submitted.
Not every tax return is simple. Get help before it becomes a SARS problem.
Individual tax can look straightforward until SARS issues an assessment, requests documents or disallows a claim. AccountWorx helps you identify what needs to be reviewed before you submit, accept or respond.
You received a SARS auto-assessment
SARS may have assessed you before all deductions, income sources or supporting documents were properly reviewed.
You need to submit an ITR12 tax return
Your return should be prepared from the correct certificates, income records, deduction details and supporting documentation.
You have deductions or tax credits
Medical expenses, retirement contributions, donations and travel claims must be supported correctly before they are submitted.
You earned rental or side income
Rental income, freelance income, investment income or other earnings need to be declared and matched with proper supporting records.
SARS requested supporting documents
A verification request should be handled carefully. The response must support the tax return and address what SARS has requested.
You are unsure what SARS has assessed
If you do not understand the assessment, refund, payment due or missing information, get the position reviewed before taking the next step.
Not sure which category applies to you?
Start with the short tax submission process. AccountWorx will review your information and confirm what documents or next steps are required.
Individual tax support. Clear, practical and compliance-focused.
AccountWorx helps taxpayers deal with the practical parts of individual tax: what must be declared, what can be claimed, what documents are needed and what SARS may question after submission.
Annual Tax Returns
Assistance with individual income tax returns where income, deductions, certificates and supporting records must be checked before submission.
- ITR12 return support
- IRP5 and income review
- Tax position checked before submission
SARS Auto-Assessments
Review of SARS auto-assessments before acceptance to identify possible missing deductions, incomplete income or assessment risks.
- Assessment review
- Refund or amount due checked
- Guidance before accepting SARS
SARS Verifications
Support where SARS requests documents, explanations or proof after a tax return or auto-assessment has been submitted.
- Document request review
- Supporting records organised
- Verification response guidance
Additional Income
Assistance where your tax profile includes income beyond a standard salary, including rental, freelance, investment or foreign income.
- Rental income
- Side income and freelance work
- Investment and foreign income
Deductions & Tax Credits
Review of deductions and tax credits that may reduce tax where properly supported and correctly disclosed.
- Medical expenses
- Retirement contributions
- Travel, donations and qualifying claims
More Complex Tax Profiles
Support for taxpayers whose returns need more care due to multiple income sources, allowances, company involvement or SARS history.
- Multiple IRP5s
- Directors and commission earners
- Prior SARS issues or penalties
The goal is not just to submit. The goal is to submit correctly.
AccountWorx will guide the process so the right information is reviewed before your tax return, SARS response or auto-assessment decision is handled.
A clear process before anything is submitted. No guesswork. No blind acceptance.
The individual tax process should start with understanding your tax position, not rushing to submit or accept an assessment. AccountWorx uses a structured approach so the correct information is reviewed first.
Start with the short tax process
You begin with the tax submission route so AccountWorx can identify whether you need a return, auto-assessment review, SARS response or document guidance.
Your tax position is reviewed
Income, deductions, certificates, SARS information and possible risks are considered before the next step is confirmed.
Relevant documents are requested
You are guided on what is actually needed. The aim is to avoid sending unnecessary documents while still supporting the tax position properly.
The return or SARS response proceeds
Once the facts are clear, AccountWorx can proceed with the correct return, assessment review, supporting-document response or guidance.
Submitting information does not mean SARS work starts automatically.
AccountWorx will first review the request, confirm the correct service route, agree the scope and fee, and then guide the next steps.
Only the documents that matter. Not everything upfront.
The documents required depend on your income, deductions, SARS profile and the type of tax matter being handled. AccountWorx will guide you on what is needed for your specific situation.
Employment & Income
Used to confirm what income SARS should include in your individual tax return.
- IRP5 or IT3(a) certificates
- Multiple employer income
- Commission, bonus or allowance details
Medical & Retirement
Used to review deductions and tax credits that may affect the final assessment.
- Medical aid tax certificates
- Out-of-pocket medical expenses
- Retirement annuity, pension or provident fund certificates
Investments & Property
Used where your tax profile includes investment income, rental income or capital gains.
- Interest, dividend or investment certificates
- Rental income and expense records
- Property sale, share sale or capital-gains information
Travel & Allowances
Used where SARS may require proof that a travel or allowance claim is properly supported.
- Travel logbook
- Vehicle and finance details
- Fuel, maintenance and insurance records where relevant
SARS Correspondence
Used where SARS has issued an assessment, verification request, penalty or letter.
- SARS auto-assessment
- Verification or document request
- Notice of assessment, penalty or statement of account
Other Tax Information
Used where your tax position includes additional facts that SARS may need to consider.
- Foreign income or foreign tax paid
- Section 18A donation certificates
- Home office or other qualifying claim information
AccountWorx will guide the document request.
Once the correct tax route is identified, you will be told what documents are needed and how they should be provided. This keeps the process cleaner, safer and easier to manage.
Do not accept a SARS auto-assessment blindly. Review before you accept.
A SARS auto-assessment may look convenient, but it may not reflect your full tax position. Income, deductions, medical expenses, retirement contributions, rental income, travel claims or other supporting information may need to be reviewed before you accept the result.
Once accepted, fixing the assessment can become harder.
If the assessment is wrong or incomplete, the matter may need correction, supporting documents, a dispute process or further SARS engagement.
- Check that all income and tax certificates have been included.
- Review medical, retirement, travel, donation and other deductions.
- Confirm whether SARS has missed rental, side-income or investment information.
- Understand the refund, payment due or possible risk before accepting.
Start with a review before accepting, correcting or responding to a SARS assessment.
Common questions about individual tax and SARS auto-assessment reviews.
These questions clarify how AccountWorx assists with ITR12 tax returns, SARS auto-assessments, deductions, supporting documents and verification requests.
Should I accept my SARS auto-assessment?
Not before reviewing it properly. SARS may not have all your deductions, medical expenses, retirement contributions, rental information, travel details or other relevant tax information. Once accepted, correcting errors can become more difficult.
Can AccountWorx review my auto-assessment before I accept it?
Yes. AccountWorx can review the assessment, supporting information and available deductions before you accept or submit your return. This helps identify missing information, possible risks and documents required.
What documents do I need for my individual tax return?
The documents depend on your situation, but may include IRP5 certificates, medical aid certificates, retirement annuity certificates, travel logbooks, rental income and expense records, donation certificates, investment tax certificates and SARS correspondence.
Can I claim medical, retirement or donation deductions?
Possibly, if the deduction is allowed and properly supported. AccountWorx will review the relevant certificates and supporting documents before including a deduction on your tax return.
What happens if SARS selects my return for verification?
SARS may request supporting documents before finalising the assessment or refund. AccountWorx can assist with identifying the documents required and preparing the response based on the information available.
Can AccountWorx help if I have rental income or side income?
Yes. Rental income, freelance income, sole-proprietor income, foreign income, capital gains and investment income must be reviewed carefully so that the correct income, expenses and supporting records are considered.
Do you guarantee a tax refund?
No. A refund depends on the taxpayer’s actual tax position, PAYE paid, deductions, credits and SARS assessment outcome. AccountWorx focuses on preparing or reviewing the return correctly based on the information and documents provided.
Unsure whether your tax return or auto-assessment is correct?
Send a short enquiry and AccountWorx will guide you on the correct individual tax support route.
FCG • CBAC • FCIBM
Ready to handle your tax return properly? Start before you submit or accept SARS.
Begin with the individual tax submission process. AccountWorx will review your information, identify what may be missing and confirm the correct next step before your return, assessment review or SARS response proceeds.