Ready, set, tax! Everything you need to know about the 2025 tax season

Mthobisi Nozulela|Published

Discover how auto-assessment will simplify your tax returns and what you need to do to ensure a smooth filing process.

Image: Pixabay

Calling all taxpayers! The South African Revenue Service (SARS) has officially announced the dates for the 2025 tax season - July 7 to October 20, 2025.

The revenue collector said, "This season marks an important period where income tax returns of the majority of taxpayers will be automatically assessed."

"The taxpayers in the auto assessment category do not have to do anything if they are satisfied with the calculation on their tax returns.

"If the taxpayer is of the opinion that SARS has not captured all the necessary information, they are free to make changes on their tax returns and submit the missing information through eFiling by October 20," read a statement from SARS.

Who needs to file and when

The revenue collector said taxpayers who are not automatically assessed must file their tax returns themselves. Filing opens on July 21 and closes on October 20 2025 for non-provisional individuals.

"Taxpayers who do not receive notifications from SARS that they are automatically assessed, are encouraged to submit their tax returns in a timely and accurate manner from 21 July 2025," SARS said.

Provisional taxpayers and trusts have until January 19  2026 to submit their returns.

What is auto assessment?

Auto assessment is a process in which SARS uses data from employers, medical aids, and financial institutions to complete tax returns for individuals with straightforward tax situations.

The steps in the auto-assessment process will work as follows:

  1. From the 7th of July, SARS will communicate directly with affected taxpayers by SMS and/or email, notifying taxpayers of their auto-assessed tax returns.
  2. If there is a refund due to the taxpayer, it will be paid directly to the taxpayer’s bank account within 72 business hours after the notification. If there is money owing to SARS, it must be paid to SARS’ Bank Account, eFiling or through the SARS MobiApp by the stipulated date.
  3. Taxpayers can access their auto assessed income tax returns through any of SARS’s channels, such as the SARS MobiApp or SARS eFiling, to review and verify the completeness and accuracy of the information that resulted in the auto assessment.
  4. If a taxpayer is satisfied with the auto assessment, they don’t have to do anything further and the process terminates at this point.
  5. If the taxpayer finds that there is missing and/or inaccurate information, pertaining to either income or expenses, which may have affected the outcome, it must be declared to SARS by submitting a tax return to SARS.

Taxpayers who are still required to file a tax return (non-provisional taxpayers and other taxpayers..

"This population represents taxpayers in respect of whom their tax matters are deemed complex. This population will be able to start filing tax returns from the 21st of July 2025 until the 20th of October 2025,

What to do now

SARS is encouraging all taxpayers to:

  • Check that their banking and contact details on eFiling are up to date.
  • Use digital platforms like SARS eFiling and the SARS MobiApp to avoid branch visits.
  • Respond quickly to any SMS or email notifications from SARS about their tax return.

mthobisi.nozulela@iol.co.za

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