If you’ve paid too much tax or qualify for deductions, you may be eligible for a refund from the South African Revenue Service (SARS). This guide outlines the steps to follow when claiming your SARS tax refund and how to avoid delays.
Step 1: Collect All Supporting Documents
Before starting the process, gather the necessary documents, including:
- Your IRP5 or IT3(a) certificate (issued by your employer)
- Medical aid certificates and proof of expenses
- Retirement annuity contribution statements
- Records of travel expenses, if applicable
- Any other relevant receipts or documentation
Having these documents ready will make the process smoother and help you claim all eligible deductions.
Step 2: Check and Complete Your Tax Return
Ensure your income tax return (ITR12) is correctly filled in. This includes:
- Verifying all income sources
- Declaring deductions properly
- Ensuring accurate calculations
If you use SARS eFiling, the platform often pre-populates information — but you must still verify its accuracy.
Step 3: Submit Your Return on eFiling or at a Branch
If you haven’t submitted your return yet:
- Visit www.sarsefiling.co.za to log in or register
- Complete and submit your tax return online
- Alternatively, visit a SARS branch office if you prefer to file in person
Your return must be submitted during the official tax season.
Step 4: Wait for Your SARS Assessment
Once you submit your return, SARS will review your details and issue a Notice of Assessment (ITA34). This document shows:
- If you owe SARS
- If your account is balanced
- Or whether a tax refund is due to you
Step 5: Review the Assessment (ITA34)
Carefully check the assessment:
- Are all your deductions reflected?
- Does the refund amount look accurate?
- Is there a discrepancy?
If everything seems correct, you don’t need to take further action — just wait for the refund to be processed.
Step 6: Dispute or Request a Correction (if necessary)
If you believe the SARS assessment is incorrect:
- Log into your eFiling profile
- Select the option to dispute the assessment or request a correction
- Upload supporting documents and provide a clear explanation
This can help resolve refund issues or errors quickly.
Step 7: Follow Up with SARS
To track your refund or get clarity:
- Call the SARS Contact Centre at 0800 00 7277
- Visit a SARS branch with your ID and tax reference number
- Use the eFiling platform to check refund status
Being proactive can help you resolve delays or verifications faster.
Step 8: SARS Verification Process
In some cases, SARS may need to verify your return before issuing a refund. They may request additional documents or clarification.
This is routine and helps prevent fraud. If your return passes verification, the refund will move forward.
Step 9: Refund Payment via EFT
If approved, SARS will pay your refund via electronic funds transfer (EFT) directly into your bank account.
Make sure your banking details are up to date on your eFiling profile — incorrect details can cause delays or rejected payments.
Important Notes
- Not all taxpayers qualify for a refund — it depends on your income, deductions, and PAYE contributions
- Refunds can take a few days to several weeks to process
- Always consult with a registered tax practitioner if you’re unsure about your return
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For official information, always visit the SARS website or speak to a registered tax consultant.