Filing Season Just Got Easier: 37 Quick Tips from the Tax Ombud
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The Office of the Tax Ombud (OTO) has just issued its latest Fair Play newsletter, and it’s a goldmine for anyone filing tax returns this season. Whether you're a taxpayer, accountant, or small business owner, these 37 tips can help you stay on top of SARS, avoid penalties, and even claim back what’s rightfully yours.
What’s Inside?
Get your stuff ready early
Start by collecting everything—IRP5s, medical aid, retirement info, etc.
Double-check that you can log into SARS eFiling.Know the deadlines
Different people = different due dates. Don’t miss yours!Use eFiling smartly
Keep your profile safe.
Use the built-in tools to check for errors before submitting.Claim what you’re allowed
Medical expenses? Travel? Home office? Don’t leave money on the table.Sort out problems quickly
If SARS asks for documents or delays your refund, act fast.
And if things get stuck—call the OTO.
Why It Matters
The OTO is there to protect your rights. They’re reminding everyone that:
Keep your records for at least five years.
If SARS isn’t playing fair, the OTO can help.
The more you know, the less stress you’ll have.
What To Do Now
Log into SARS eFiling and start prepping.
Use the OTO’s tips as your personal filing checklist.
Share this with clients, colleagues, or anyone filing tax.
Need help? The OTO has your back.
