Tax filing season is here again, and for many South African households, it is time to gather documents and submit their annual tax returns. SARS has announced the 2026 filing season dates and new requirements that affect individual taxpayers.
This guide covers everything you need to know about filing your taxes in 2026, including key deadlines, required documents, and tips to maximize your refund.
Whether you are filing for the first time or have been filing for years, this guide will help you navigate the process smoothly.
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Key dates for 2026
- Filing season opens: July 2026
- Deadline for non-provisional taxpayers: 31 October 2026
- Deadline for provisional taxpayers: 31 January 2027
Documents you need
Before you start filing, gather these documents:
- IRP5/IT3(a): Your employer tax certificate
- Medical aid certificates: From your medical scheme
- Retirement fund statements: From your pension or provident fund
- Travel logbook: If you claim vehicle expenses
- Investment income: Bank statements showing interest and dividends
- Proof of deductions: Donations, education expenses, etc.
How to file your return
SARS offers several ways to file:
1. eFiling
Log in to the SARS eFiling portal at sars.gov.za and complete your return online. This is the most popular method.
2. SARS MobiApp
You can file using the SARS mobile app on your smartphone or tablet.
3. Visit a SARS branch
If you need assistance, visit your nearest SARS branch for help filing your return.
Portal: sars.gov.za/eFiling
Hours: Monday to Friday, 08:00 – 16:00
Common deductions to claim
Make sure you claim all eligible deductions:
- Medical scheme contributions: Tax credits for medical aid
- Retirement fund contributions: Deductible contributions to pension/provident funds
- Donations: To registered charitable organizations
- Education expenses: Tuition fees for dependants
- Home office expenses: If you work from home
Disclaimer: This article is for general informational purposes only.