Second-look review
We compare SARS's prefilled figures to your actual certificates and circumstances.
2026 filing season is open
Tax season waits for no one.
Your return deserves more than a rushed click through eFiling. We check the figures, spot what SARS may have missed, and help you file correctly.
Qualified accountants
Tax practitioners
Cape Town & nationwide
Received an auto-assessment?
If it is correct, SARS says no further action is needed. If anything is missing or wrong, correct it. We can review it before you leave money—or trouble—on the table.
Start with your situation
Not every tax return is a copy-and-paste job.
You earn a salary
We check the prefilled information and make sure your valid deductions and supporting documents have not been overlooked.
- IRP5 / IT3(a)
- Medical aid
- Retirement annuity
- Travel or home office
The smart check
One missing certificate can distort the whole result.
Third-party data helps SARS prefill a return, but you remain responsible for its accuracy. We compare the return to the evidence before filing.
Ask David what you needWhere we add value
Simple return or complicated year—we know where to look.
The risk is rarely the button you click. It is the income, deduction or supporting evidence that never made it onto the return.
Salary & deductions
Medical aid, retirement annuities, qualifying travel, donations and other relevant claims.
Rental property income
Income, allowable expenses, finance charges, repairs and supporting schedules.
Business & freelance
Clean schedules for turnover, expenses, assets and provisional-tax implications.
Investments & disposals
Capital gains, local and foreign investments, property sales and crypto records where relevant.
Late or outstanding returns
A practical route through backlogs, SARS correspondence and missing historic information.
No tax-season theatre
A clear three-step route to done.
You send what you have. We identify what is missing, prepare the return, and explain the result before submission.
Send your details
WhatsApp or email us with a short summary of your tax position. We tell you which documents matter.
We check and prepare
We review SARS data, supporting schedules, deductions and inconsistencies before filing.
You understand the result
We explain the assessment, payment or refund position and flag any follow-up needed.
Get ready once
Your tax-return document list.
You may not need every item. Open the categories that fit your situation and start gathering the evidence now.
Email documents queryIncome and tax certificates
- IRP5 / IT3(a) certificates from all employers
- IT3(b), IT3(c) and investment tax certificates
- Details of other income not already reflected by SARS
Medical, retirement and donations
- Medical scheme tax certificate and qualifying out-of-pocket expenses
- Retirement annuity contribution certificate
- Section 18A donation receipts from approved organisations
Travel, commission or home office
- Vehicle logbook and opening/closing odometer readings
- Vehicle costs where actual expenses are claimed
- Commission income and relevant expense evidence
- Home-office measurements and qualifying cost records
Rental, business and freelance income
- Income and expense schedules with invoices and statements
- Bond interest certificates, rates and levies
- Asset purchases and disposal information
- Business bank statements and accounting records
Capital gains, property and offshore matters
- Purchase and sale agreements plus improvement costs
- Broker capital-gains schedules
- Foreign income, assets and tax-paid information
- Dates of entry and exit where tax residency or foreign employment is relevant
Your Cape Town tax partner
David Hartley
Smarter Accounting · Tokai, Cape Town
A real person, not a tax-season queue
Your numbers deserve an accountant who asks the next question.
Smarter Accounting helps individuals, sole proprietors and South African SMEs with tax, cloud accounting, bookkeeping, payroll and management reporting. The goal is simple: accurate work, clear explanations and fewer nasty surprises.
- Qualified accounting and tax support
- Personal help from Cape Town
- Online service across South Africa
- Practical support beyond the annual return
Tax client testimonialReserved for a verified client comment about personal tax service.
Tax client testimonialReserved for a verified client comment about clear advice and support.
Straight answers
Tax-season questions.
Do I need to do anything if SARS auto-assessed me?
If the assessment is completely accurate, SARS says no further action is needed. Check your income, deductions, banking details and supporting certificates first. If something is wrong or missing, correct and submit the return.
What is the non-provisional filing deadline?
For the 2026 filing season, SARS lists 23 October 2026 as the deadline for non-provisional individuals.
What is the provisional taxpayer deadline?
SARS lists 22 January 2027. Provisional status commonly applies where you earn qualifying income beyond regular employment, such as business, freelance, investment or rental income.
Can you help if I have outstanding returns?
Yes. We first establish what is outstanding, what information exists, and what needs to be reconstructed. Then we agree a practical catch-up plan.
Can you guarantee a refund?
No credible tax practitioner can guarantee a refund. We can make sure the return is supported, complete and prepared on the facts. Anyone promising magic money is selling smoke with a calculator.
Your next step can be simple
Let’s get your 2026 tax return off your mind.
You do not need to work everything out before asking for help. Tell David briefly what you need, and we will explain the documents and next steps.
Send David a short, confidential WhatsApp message. Tell us whether you need help with a personal return, an auto-assessment, provisional tax or outstanding returns. We will explain what is needed for the first review.
Tax practitionerDavid Hartley
Telephone+27 82 061 2300
Emaildavid@smarteraccounting.co.za
Websitesmarteraccounting.co.za