If you’ve paid more tax than you owe, you may be eligible for a refund from the South African Revenue Service (SARS). The process of claiming a tax refund is fairly straightforward, especially if you’re using the SARS eFiling system. However, it’s important to follow the correct steps and submit all required documents to avoid delays.
Here’s a step-by-step guide to help you claim your SARS tax refund online.
Step 1: Gather Your Supporting Documents
Before you start the process, make sure you’ve collected all the necessary paperwork. Common documents needed include:
- Your IRP5/IT3(a) certificate from your employer
- Medical aid certificates
- Proof of retirement annuity contributions
- Travel logbook (if claiming against a travel allowance)
- Any other documents related to deductions or income earned
These documents are used to complete your annual tax return accurately and ensure SARS calculates your refund correctly.
Step 2: Register for SARS eFiling
If you haven’t already registered, go to www.sarsefiling.co.za and create a SARS eFiling profile. This is the official online portal where you can submit your tax return, upload documents, and track the status of your refund.
eFiling is free and can be accessed via desktop or smartphone.
Step 3: Log In and Open Your Tax Return
Once registered, log into your SARS eFiling account. Go to the “Returns” tab and select “Personal Income Tax (ITR12).” Choose the tax year for which you want to file your return.
SARS may auto-populate some of your information from third-party data (like your employer or medical aid), but you should still check everything for accuracy.
Step 4: Complete Your Tax Return
Fill in your return carefully. Make sure to declare:
- Your income (including salary, freelance income, rental income, etc.)
- Your deductions (such as medical aid, pension fund, or RA contributions)
- Any additional income or allowable expenses
Always double-check figures before submitting. Inaccurate returns may delay your refund or trigger an audit.
Step 5: Submit Your Tax Return
Once you’ve completed your return and verified everything, click “Submit” on eFiling. SARS will acknowledge receipt and begin processing your return.
Try to submit during off-peak hours if you’re using a mobile connection, to avoid site slowdowns.
Step 6: Wait for Your SARS Assessment
SARS will now assess your return. This can take a few days to a few weeks, depending on the complexity of your return and whether additional documents are needed. You’ll be notified of your assessment via SMS or email.
Log into eFiling to view your assessment notice (ITA34). This will show whether you are due a refund and how much.
Step 7: Review and Accept the Assessment
If you’re happy with SARS’ assessment, accept it on the eFiling platform. If you believe there’s an error, you can object or correct the return by following the dispute process outlined on the SARS website.
Only once the assessment is accepted will SARS proceed with the refund.
Step 8: Receive Your Tax Refund
After accepting your assessment, SARS will deposit your refund into the bank account linked to your eFiling profile. Make sure your banking details are up to date and verified on your account to avoid delays.
Refunds typically reflect within a few working days, but it may take longer during peak tax season or if further verification is required.
Also read: How do I check my refund status?
Important Tips
- Use the SARS MobiApp for easier access on mobile devices.
- Respond quickly if SARS requests additional documents.
- Keep copies of all submissions and correspondence for your records.
- Don’t forget to check the tax season dates so you file on time.
Final Thought
Claiming your tax refund from SARS is simple if you follow the correct process and submit a complete return. Always refer to the official SARS website or contact their support for the most recent updates or if you’re unsure about your eligibility for a refund.