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Plumbline Accounting & Tax

Services

Personal tax returns

We check your auto-assessment or complete your ITR12, claim every deduction you are entitled to, and deal with SARS if it asks for supporting documents.

What is included

  • A check of your auto-assessment before you accept it
  • ITR12 return, including rental, freelance, investment and foreign income
  • Retirement, medical and travel deductions worked out properly
  • Responses to SARS requests for supporting documents (verifications)
  • Objections where an assessment is wrong
  • Registering you for tax, or deregistering if you no longer need to file

How it works

  1. Step 1

    Send

    You send your IRP5, medical certificate, retirement annuity certificate and anything else we list for you.

  2. Step 2

    Prepare

    We prepare the return and show you the expected outcome before anything is submitted.

  3. Step 3

    Submit

    With your go-ahead we file on eFiling and send you the assessment once SARS issues it.

  4. Step 4

    Follow through

    If SARS asks for documents or gets it wrong, we handle the reply.

FAQs

Personal tax returns: common questions

Do I need to file if I was auto-assessed?

If the auto-assessment is correct and complete, accepting it is enough. If it is missing income or deductions, you must file a corrected return within 40 business days of the assessment.

When is the deadline?

For the 2026 filing season, non-provisional taxpayers had until 23 October 2026 and provisional taxpayers have until 22 January 2027.

I earn under R500 000 from one employer. Must I file?

Often not, if you have no other income and claim no extra deductions. We can check your situation in a few minutes.

Thirty minutes, no charge, no pressure.

Tell us where your books and SARS profile stand. We will tell you what we would do and what it would cost.