1 AUTO ASSESSMENT RECEIVED?

1 AUTO ASSESSMENT RECEIVED? Don't ignore it. Review it. Protect your refund and avoid penalties. SARS Auto Assessment 1 2 CHECK YOUR STATUS Follow these steps to view your auto-assessment: Log in to the SARS eFiling Platform OR Use the SARS MobiApp This is a read-only notice. Review all your details carefully. 3 REVIEW THE DETAILS Auto-assessments are based on third-party data and may be incomplete. CHECK FOR COMMON ISSUES: MISSING DEDUCTIONS Legitimate deductions such as business travel logbooks, home office expenses, or charitable donations are not automatically populated. UNDERSERVED INCOME Additional income streams like a side hustle, rental properties, or freelance work must be manually added. THIRD-PARTY ERRORS Discrepancies or omissions in employer IRP5 data or medical aid certificates can skew the calculations. Review carefully to ensure you claim what you're entitled to and avoid penalties or delays. 4 IF CORRECT NO FURTHER ACTION IS REQUIRED If you agree with the calculation, no further action is required. Refunds are typically paid out within 72 hours. Keep a copy of your assessment for your records. Review it today. Protect your refund. Avoid penalties. 5 IF INCORRECT TAKE ACTION TO CORRECT IT X Do NOT accept the auto-assessment. File a corrected return on or after 13 July 2026 to add missing details. JULY 2026 SUN MON TUE WED THU FRI SAT 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 WHAT TO CHECK BEFORE YOU FILE: All income (salary, side hustle, rentals, freelance) All deductions (travel, home office, donations, etc.) Employer IRP5 details Medical aid certificates Any other supporting documents Filing a corrected return ensures you pay the correct amount and avoid penalties, interest or delays. Take charge of your tax. Correct it. Protect it. Get your refund. 6 KEEP RECORDS DOCUMENT. STORE. PROTECT. Good records are your best protection in case of queries or audits. Keep a copy of your auto-assessment and all supporting documents. WHAT TO KEEP: AUTO-ASSESSMENT Notice from SARS INCOME RECORDS Salary, side hustle, rentals, freelance, etc. DEDUCTION RECORDS Receipts, invoices, logs, mileage, etc. EMPLOYER DOCUMENTS IRP5, IT3(d), pay slips MEDICAL AID RECORDS Medical aid certificates and proof of payments OTHER SUPPORTING DOCUMENTS Bank statements, contracts, agreements Well-organised records save time, reduce stress and strengthen your case if SARS requests more information. BE PREPARED. BE ORGANISED. STAY PROTECTED. You've got this! MZANSI BUSINESS SERVICES TAX ACCOUNTING ADVISORY TRAINING www.mzansibiz.co.za/taxation tax@mzansibiz.co.za 071 332 9989 www.mzansibiz.co.za/taxation tax@mzansibiz.co.za 071 332 9989 www.mzansibiz.co.za/taxation tax@mzansibiz.co.za 071 332 9989 www.mzansibiz.co.za/taxation tax@mzansibiz.co.za 071 332 9989 www.mzansibiz.co.za/taxation tax@mzansibiz.co.za 071 332 9989 www.mzansibiz.co.za/taxation tax@mzansibiz.co.za 071 332 9989