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Get Ready for Tax Season 2025: Important Deadlines You Shouldn’t Miss

It’s that time of year again—SARS filing season is just around the corner, and we want to ensure you’re fully prepared to make the most of available deductions and avoid any penalties.


Here’s a quick overview of key filing dates and important information for both individuals and business owners:


📅 2025/2026 Tax Season Filing Deadlines


For Individuals:


  • Auto-Assessments: 

    7 July – 20 July 2025


    SARS will auto-assess many individual taxpayers. If you agree with the assessment, you won’t need to file. If not, you’ll need to submit a return from 21 July.


  • Non-Provisional Taxpayers (who are not auto-assessed): 

    21 July – 20 October 2025

    (three month window to submit tax returns)


  • Provisional Taxpayers: 

    First Provisional Payment: 31 August 2025 

    Second Provisional Payment: 28 February 2026 


    Final Income Tax Return Due: 19 January 2026


For Companies:


Provisional Tax Payments:

First Payment: 31 August 2025

Second Payment: 28 February 2026


Annual Income Tax Return: 

typically due 12 months after financial year-end, e.g., February year-ends = due 28 February 2026


What SARS Doesn’t Auto-Populate

Ensure you manually capture any of these items—SARS won’t include them in your auto-assessed return:


Individual Deductions

  1. Logbook – Travel Allowance Claim

  2. Working From Home (WFH) Claim

  3. Donations (Section 18A certificates)

  4. Expenses against Commission / Contracting Income


Additional Sources of Income

  1. Multiple IRP5s (pre-populates on e@syFile™, but won’t auto-assess)

  2. Foreign Interest & Dividends

  3. Rental Income


Complex Transactions

  1. Sale of Shares, Property, Crypto

  2. Foreign Income beyond simple interest/dividends

  3. Consulting or Side-Hustle Income as Sole Proprietor


Our Top Tax Season Tips

  1. Don’t ignore auto-assessments. If you’re selected and miss the deadline to file or correct, SARS may impose penalties.

  2. Check your records early. Start pulling together bank statements, invoices, receipts, logbooks, and medical aid certificates.

  3. Avoid last-minute stress. The earlier you file, the more time you have to correct any issues.

  4. Plan cash flow for provisional tax. Budget now for August and February provisional payments.

  5. Ask questions. We're here to help you maximise your return and avoid unnecessary tax.


Need Help?

HM Accounting is ready to assist with:

  • Individual and provisional tax returns

  • Company tax compliance (ITR14, provisional payments, EMP201s, EMP501s, VAT201s)

  • Annual Financials (Companies & Trusts)

  • SAGE Online training and admin support

  • Registrations & Compliance with SARS, CIPC, UIF, and COIDA

  • Tailored finance and strategy coaching for business owners


Want to maximise your tax return this season? 

📅 Book your tax planning consultation today: Click here

📲 WhatsApp: +27 67 121 3652 


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