Planning for retirement is one of the biggest financial responsibilities in life. But when the time finally comes to receive your lump sum benefit from a retirement fund, many people get confused about how it is taxed. Understanding the tax rules can help you avoid surprises and even save money. In this article, you’ll learn […]
Treatment of Lump Sum Benefits Paid by Retirement Funds Read Post »
Marriage changes many things—your home, your routines, and in some cases, even your taxes. If you’re planning to get married, recently tied the knot, or trying to figure out how SARS treats different marriages, this guide will help you understand what actually matters. Below are the most common questions South Africans ask about tax and
Top Questions on Tax and Marriage in South Africa Read Post »
Learn how to accurately calculate your take-home pay under the 2026 South African PAYE system — and use our free PAYE calculators for instant, accurate results. Introduction Every employee in South Africa wants to know one thing at the end of the month: 👉 “How much will I actually take home after tax and deductions?”
How to Calculate PAYE Net Salary in South Africa (2026 Update) Read Post »
Applying for Public Benefit Organisation (PBO) status in South Africa is one of the most important steps for any non-profit organisation (NPO) that wants to operate legally, secure tax benefits, and receive donor funding. When approved by the South African Revenue Service (SARS), your organisation gains access to tax exemptions under Section 10(1)(cN) and may
How to Apply for Public Benefit Organisation (PBO) Status with SARS (Complete Guide) Read Post »
Introduction This proposed change, still open for public comment until 12 September 2025, has raised concerns among tax professionals and retirees alike, as it could reshape financial plans built over decades. South African expats and retirees who’ve been relying on their foreign pension funds as a tax-free safety net may soon face a major change.
Introduction Every year, thousands of South Africans eagerly await their tax refunds from SARS, only to disappointment when refund not receives in their bank account. If you’re one of them, don’t worry, it doesn’t always mean something went wrong. In this 2025 guide, we’ll explain why you might not have received a tax refund, who
Why Didn’t I Get a Tax Refund from SARS? (2025 Update) Read Post »
Introduction Receiving an Additional Assessment from SARS (South African Revenue Service) can be unsettling, especially when you thought your tax return was already finalized. But don’t panic, it’s not always bad news. This article will help you understand what an additional assessment means, why it happens, and what actions you should take next to stay
I Have Received an Additional Assessment from SARS. What Does This Mean ? Read Post »
When the South African Revenue Service (SARS) issues an auto assessment, it means the system has prepared your tax assessment for you using the existing data. This article explains what that means, how it works, key deadlines, who qualifies and who doesn’t, the benefits and risks, and what you should do if it’s issued to
What You Need to Know About SARS Auto Assessments Read Post »
Filing your SARS tax return initially seem confusing, but once you understand the process, it’s actually simple and even empower. Whether you’re a first time filer, a freelancer, or a full time employee, this guide will help you step by step for file your return with confidence. Why Filing Your Tax Return Matters Many South
File Your SARS Tax Return Read Post »
Introduction Paying taxes is a responsibility for every South African, but to understand how much exactly you owe or how much refund you are eligible for sometimes can feel confusing. With changing SARS regulations and annual tax updates, it’s easy to make mistakes or miss out on deductions. That’s where our Income Tax Calculator South
How to Calculate Your Income Tax in South Africa (2025 Update) Read Post »
