Start a plan
Answer a few questions to organise your matter and export a brief. Nothing is uploaded — it runs in your browser. No name, email, tax number, or document is required to try it.
I owe SARS
You have an outstanding balance — an assessment, a statement of account, or an agreed amount you have not yet paid.
I received a notice
SARS sent you a letter or notice — an assessment, a demand, an audit letter, or a request for documents.
My refund is delayed
You expect a refund but it has not been paid — it may be under review, held, or stopped.
I need to catch up returns
You have outstanding or unsubmitted tax returns and want to become compliant.
Runs in your browser. Refreshing or leaving can discard this draft — download it first if you want to keep it.
- 1Issue
- 2Who it's for
- 3Details
- 4Actions & records
- 5Your starter plan
Where do you want to start?
Pick the situation that best describes your matter. You can change it later.
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.