Before You Accept or Submit Your 2026 Tax Return— Make Sure It Has Been Reviewed Properly.
Whether SARS has issued an auto-assessment or you still need to submit your annual tax return, AccountWorx reviews your tax position, supporting documents, deductions and disclosures before your return is accepted or finalised.
Which of These Best Describes Your 2026 Tax Position?
Select the option closest to your situation. You do not need to understand the tax terminology or know which documents SARS requires before contacting us.
SARS Has Already Assessed You
I Received a SARS Auto-Assessment
SARS has issued an assessment and you want it reviewed before deciding whether to accept it.
- Income and tax certificates
- Deductions and tax credits
- Medical and retirement information
You Still Need to File
I Need to Submit My 2026 Tax Return
You need AccountWorx to review, prepare and submit your annual individual income tax return.
- Reviewing your tax information
- Confirming the documents required
- Preparing and submitting the ITR12
More Than a Basic Return
My Tax Affairs Are More Complex
You have additional income, claims or disclosures that require closer review.
- Rental, freelance or business income
- Travel claims, investments or capital gains
- Foreign income or multiple income sources
Not sure which option applies?
Start with the general tax review request. AccountWorx will confirm the correct service, documents required and starting fee.
You Tell Us What You Need. We Guide You From There.
You do not need to determine which tax rules, documents or SARS processes apply before contacting us. Start with your situation and AccountWorx will guide you through the appropriate next steps.
Choose Your Situation
Tell us whether you received a SARS auto-assessment, still need to submit your annual return or have more complex tax matters.
We Confirm the Service
AccountWorx reviews your initial information and confirms the appropriate service, starting fee and likely documents required.
Upload Your Documents
You receive a relevant and secure document request based on your tax position. You are not expected to decide what SARS needs alone.
We Review and Complete the SARS Step
Your auto-assessment or tax return is reviewed, prepared and explained before anything is accepted or submitted to SARS.
Ready to start your 2026 tax review?
Complete the short request and AccountWorx will confirm the service you need, the supporting documents required and the applicable starting fee.
2026 Filing Dates At a Glance
You do not need to memorise every SARS date. Use this quick guide and contact AccountWorx if you are unsure which category or deadline applies to your tax position.
SARS Auto-Assessments
1–12 July 2026
Selected taxpayers receive their SARS auto-assessment notices during this period.
Non-Provisional Individuals
13 July–23 October 2026
The main filing period for individuals who are not provisional taxpayers and must submit an ITR12.
Provisional Taxpayers
13 July 2026–22 January 2027
This may include taxpayers with business, rental, freelance, investment or other qualifying income.
Trust Tax Returns
19 September 2026–22 January 2027
Trust returns require review of income, distributions, capital gains, beneficiaries and supporting records.
An auto-assessment notice period is not the same as your filing deadline.
If you agree that the auto-assessment is complete and correct, SARS generally requires no further action. If information is missing or incorrect, the appropriate return may need to be corrected and submitted by the deadline applying to your taxpayer category.
Unsure which filing date applies to you?
Start with a tax review request. AccountWorx will confirm your taxpayer category, the relevant deadline and the next step required.
Choose the Service Closest to Your Tax Position
Select the option closest to your circumstances. AccountWorx will confirm the correct service, supporting documents and final fee before any work proceeds.
Auto-Assessment Review
For taxpayers who received a SARS auto-assessment and want it reviewed before accepting the result.
Includes:
- Review of the SARS auto-assessment
- Income and deduction indicator checks
- Medical and retirement information review
- Confirmation of the recommended next step
Corrected returns, verifications and additional SARS work are quoted separately.
Request an Auto-Assessment Review →Basic Salary Tax Return
For straightforward salary earners with one IRP5 and basic medical aid or retirement contribution certificates.
Includes:
- Review of income certificates
- Basic deduction review
- ITR12 preparation
- Submission to SARS after approval
Excludes rental, business, travel, foreign income, capital gains and other complex matters.
Request My Basic Tax Return →Standard Individual Tax Return
For taxpayers with more than one income certificate, investment income, additional medical claims or other standard deductions.
Includes:
- Review of multiple income certificates
- Supporting-document checks
- Tax-return preparation and submission
- Assessment outcome review
Straightforward investment income and additional deductions may be included, subject to review.
Request My Standard Tax Return →Complex Individual Tax Return
For taxpayers with rental property, commission income, travel claims, business income, investments or other complex tax matters.
May include:
- Rental, freelance or business income
- Travel allowance or company vehicle claims
- Capital gains, crypto or foreign income
- Detailed supporting-document review
Final pricing depends on the number of properties, transactions, schedules and records requiring review.
Request a Complex Tax Review →Separate Tax Service
Individual Provisional Tax Support
Estimated taxable-income calculations, IRP6 preparation and submission guidance for qualifying provisional taxpayers.
Post-Submission Support
SARS Verification Support
Review of the SARS verification request, document checklist, supporting-document preparation and submission guidance.
Complex work and additional SARS services are priced separately.
Starting fees assume that the relevant supporting documents and records are complete and organised. Additional fees may apply where records must be reconstructed, multiple properties or income streams are involved, transaction-level analysis is required, or specialist calculations must be completed. Objections, disputes, penalty remission requests, prior-year returns, payment arrangements and extended SARS correspondence are quoted separately.
Still unsure which pricing option applies?
Complete the short tax review request. AccountWorx will assess your position and confirm the correct service, documents required and applicable fee before work proceeds.
You Do Not Need Every Document Ready Before Contacting Us
Start with the tax review request. AccountWorx will assess your circumstances and confirm which supporting documents apply to your return.
We Tell You What Is Required
Tax documents differ according to your income, deductions and tax position. You will receive a relevant document request instead of a generic list that may not apply to you.
- Confirm the tax service that applies
- Identify the supporting documents required
- Explain what may be missing or unclear
- Provide a secure document-submission process
Income Information
- IRP5 and IT3(a) certificates
- Pension or annuity income certificates
- Business, freelance or commission income
- Foreign-income records where applicable
Medical and Retirement
- Medical-aid tax certificate
- Out-of-pocket medical expense records
- Retirement-annuity certificates
- Pension or provident-fund information
Travel, Rental and Business
- Travel logbook and vehicle information
- Rental-income and expense schedules
- Business income and expense records
- Supporting invoices and statements
Investments and Capital Gains
- IT3(b), IT3(c) and investment statements
- Property or asset purchase and sale records
- Capital-gains calculations and transaction details
- Crypto or foreign-investment information
The final document list depends on your individual tax position.
Additional records may be required where there are multiple income sources, home-office claims, donations, foreign income, rental properties, capital gains, business activities or a SARS verification request.
Your Tax Return Is Reviewed by a Registered Tax Practitioner
AccountWorx provides professional tax support with clear scope, secure document handling and practical guidance throughout the submission process.
Carol Lawrence
FCG • CBAC • FCIBM
Your tax matter is reviewed with professional judgement and consideration of the information, deductions, disclosures and supporting records relevant to your circumstances.
- SARS Registered Tax Practitioner
- Chartered Governance Professional
- Chartered Business Accountant – Commerce
- Chartered Business Manager
- Commissioner of Oaths
Professional Review
Your return is assessed according to the information and supporting records relevant to your tax position rather than treated as a generic submission.
Secure Document Process
Supporting documents are requested according to your situation and handled through a structured submission process.
Clear Scope and Fees
The relevant service, supporting documents and applicable fee are confirmed before work proceeds.
SARS Support Where Required
Additional SARS correspondence, verification, objection or dispute work is scoped and quoted separately where required.
Professional review does not guarantee a refund or prevent SARS from requesting further information.
SARS may select any return for verification, audit or further review. AccountWorx assists with preparing and submitting accurate information based on the records provided and can quote separately for additional SARS support where required.
Questions About Your 2026 Tax Return?
These answers explain the most common questions about auto-assessments, tax-return preparation, fees, documents and additional SARS work.
01 Should I accept my SARS auto-assessment?
Only accept the auto-assessment once you are satisfied that the income, deductions, tax credits and other relevant information used by SARS are complete and correct.
Where information is missing or incorrect, further action may be required before the assessment is finalised.
02 How do I know which tax service I need?
Choose the service closest to your circumstances. AccountWorx will review your initial request and confirm whether you need an auto-assessment review, basic return, standard return, complex return or another SARS service.
03 Do I need all my supporting documents before contacting you?
No. Start with the short tax review request. Once your circumstances have been assessed, AccountWorx will confirm which documents are relevant to your return.
04 What if I have rental, business, travel or investment income?
These matters usually require a more detailed review because additional calculations, schedules and supporting records may be required.
The final service and fee are confirmed after reviewing the number of income sources, properties, transactions and records involved.
05 Are SARS verifications included in the tax-return fee?
No. A SARS verification takes place after submission or assessment and may require a separate review, document pack, submission and follow-up process.
Verification support is scoped and quoted separately before the additional work proceeds.
06 How is the final fee confirmed?
The advertised prices are starting fees. AccountWorx reviews the initial information and confirms the correct service, scope and fee before substantive work begins.
Additional fees may apply where records are incomplete, transactions must be reconstructed or specialist calculations are required.
07 What happens after my tax return is submitted?
SARS will issue an assessment or further request. AccountWorx can review the assessment outcome and advise if additional action appears necessary.
Verifications, audits, objections, disputes and extended SARS correspondence are handled as separate services where required.
Each taxpayer’s circumstances are different.
The information above provides general guidance. The correct tax treatment, documents, service scope and fee depend on the facts and records relevant to your individual tax position.
Unsure Which Tax Service Applies? Start With the Short Review Request.
Tell AccountWorx what has happened. We will confirm the correct service, supporting documents and applicable fee before work begins.
Complete the short request first. Supporting documents can follow.