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Mastering Your Tax Return with SARS E-Filing: A Step-by-Step Guide

In this comprehensive guide, you will learn how to effortlessly submit your Tax Return with SARS E-Filing. Filing your taxes can often feel like navigating a maze, but fear not! We will walk you through the process, unraveling the complexities and ensuring you emerge victorious in your tax-filing journey.

Logging onto Source E-Filing

Before you dive into the process, you’ll need to access the Source E-Filing platform. Follow these simple steps:

1. Visit the Source E-Filing website and log in to your account.
2. Auto Assessment: Is it Your Lucky Day?
   • Some lucky individuals might find an auto assessment waiting for them under “Returns Issued.”
   • If not, don’t worry. We’ll guide you through the next steps to request your tax return.

Requesting Your Tax Return with SARS E-Filing

If an auto assessment isn’t already available, requesting your return is a breeze:

1. Head to the right-hand section and click “Request Return.”
2. Clear any messages by clicking the “x” button.
3. Ensure accuracy by clicking “Refresh Data” and filling out the required sections like RP5 and more.
4. Click “OK” to save your return.

Navigating the Tax Return with SARS E-Filing

Now that your return is ready, it’s time to tackle the tax return form itself:

1. Start by clicking the sandwich button at the top of the screen to open the form.
2. Respond to the practitioner question – “Yes” if a practitioner filed for you, “No” if not.
3. Answer “No” to sections that don’t apply to you, and “Yes” where necessary.

Pre-Populated and Self-Declared Information

Ensure your information is accurate and complete:

1. Verify that pre-populated details like RP5 data, Medical Aid, and Retirement annuities match your records.
2. If you received interest income or other investments, declare them by selecting “Yes” and filling in the relevant sections.
3. Banking Details: Whenever you answer “Yes” to a section, such as rental income, corresponding spaces will appear under Banking Details.

Declaring Additional Income and Deductions

Don’t miss out on declaring potential deductions:

1. Answer “Yes” if you received any foreign income, sold property or shares, had side hustles, or were self-employed.
2. Ensure you declare non-taxable income, like inheritances or insurance payouts.
3. Fill in all relevant sections to avoid red flags.

Calculating Your Tax Return with SARS E-Filing

Get a sneak peek at your potential refund or tax due:

1. Click “Calculate” to see an estimate of your tax refund or amount due.
2. Review the calculation and make edits if needed.

Submitting Your Tax Return with SARS E-Filing

The final steps to seal the deal are: