How it works
Three steps: identify the issue, organise your records and actions, then save or export a brief. It runs in your browser — no account needed to try it.
- 1. Identify the issue
Pick the entry path that fits — owing SARS, a notice, a delayed refund, or catching up returns — and answer a few plain questions.
- 2. Organise records & actions
Get a tailored evidence checklist and editable next actions. Mark anything provisional until you confirm it against the actual notice.
- 3. Save or export the brief
Download a concise starter brief (Markdown) or a portable draft (JSON). Optionally create an account to save it as a matter.
The dispute process (educational)
A high-level view of how a SARS dispute can progress. This is general guidance, not a merits assessment or a deadline calculation.
Notice received
SARS issues an assessment, demand, or request.
Objection
If you disagree, you may object within the allowed objection period.
Alternative dispute resolution
Unresolved objections may proceed to ADR before the dispute committee.
Appeal
A disallowed objection may be appealed.
Synthetic demonstration
This is a labelled, made-up example so you can see what a starter plan looks like. It is not a real matter and is not saved anywhere.
You're planning around "I received a notice" as an individual. Your position: the notice looks correct. You've already: gathered some documents.
- · Confirm the notice type and the date received.
- · Note any deadline stated in the notice.
- · Keep the original notice and any covering letter.
What this tool does not do
- Never share eFiling passwords, OTPs, or one-time PINs with anyone — including this tool.
- This tool does not log in to eFiling, submit returns, or access your SARS account.
- Do not rely on any 'safe until' date — confirm deadlines against the actual notice.
- A saved matter is not automatically sent to staff or a CRM.
This planner provides general educational guidance to help you organise a SARS tax matter. It is independent of SARS and is not endorsed by or affiliated with SARS. It is not legal or tax advice, not an eligibility or merits assessment, and does not calculate statutory due dates. Dates and amounts you enter are provisional until you confirm them against the actual notice or statement.