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Professional Accountants And Tax Consultants

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Professional Accountants And Tax Consultants

Your Trusted Accountants since 1992 Remote Accounting, Bookkeeping and Tax Solutions Serving South Africa and Beyond!
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Expert Advice and Hassle Free Service
www.patc.co.za Professional Accountansts, based in Pinetown, South Africa has a dedicated team of 12 staff, including 2 qualified accountants, 2 trainee accountants and 3 assistants. We offer our clients peace of mind, which comes from knowing that all their affairs (concerning the Receiver of Revenue and other Statutory Bodies) are under the care of Professionals.

31/07/2026

Provisional Taxpayers: Do You Qualify for Auto Assessment This Year?

For the 2026 Filing Season, SARS is testing auto assessment for a group of provisional taxpayers for the first time. Historically, auto assessment was reserved for salaried employees with simple affairs. The expansion reflects better third party data and more sophisticated risk modelling on SARS's side.

Who might qualify
SARS identified provisional taxpayers whose income streams are largely already captured through third party reporting: salaried employees with a small amount of investment or rental income, directors with dividend income, and similar profiles. Where SARS had confidence that the third party data would give an accurate assessment, an invitation was sent to opt in.

If you did not receive an invitation
You are still a provisional taxpayer this year, and your filing window runs from 13 July 2026 through to 22 January 2027. The extended deadline reflects the additional complexity of provisional tax filings. Provisional taxpayers also have the two annual provisional payments to manage (31 August for the first, 28 February for the second, with an optional 30 September top up).

The important caveat
Even where a provisional taxpayer receives an auto assessment this year, the review discipline is the same. If SARS's third party data is incomplete or if your circumstances have changed mid year, the auto assessment will be too. The onus remains on the taxpayer to submit a corrected return where needed.

⚑ Provisional taxpayer checklist: Check your provisional tax history for the past two years to confirm your status. Confirm your first provisional payment (31 August 2026) is estimated and ready. Diarise the January 2027 filing deadline.

→ Provisional tax is one of PATC's specialist areas. Where the recent changes leave you uncertain about what applies to you, book a complimentary discovery call. T's and C's apply.

For appointments and enquiries, contact us:
✉ [email protected]
☎ 031 702 8112
🌐 www.patc.co.za

29/07/2026

What Is New for Filing Season 2026: WhatsApp Assessments, Simpler Returns, and the Waiting Room.

SARS has rolled out several changes for the 2026 Filing Season that are worth knowing about. Some are helpful, some create new pitfalls, and one or two will genuinely reduce filing friction for millions of taxpayers.

ITA34 by WhatsApp
Auto assessed taxpayers can now receive their Notice of Assessment (ITA34) directly through WhatsApp, alongside the traditional SMS and email channels. Just verify the message is from an official SARS business account before acting on it.

Simplified ITR12
The manual filing form has been reworked. Fewer repeated questions, clearer wording, and a dropdown list of approved medical aid schemes to prevent the classic error of typing a scheme name incorrectly and having the return rejected. Small changes, meaningful impact.

Investment income now pre populated
SARS now receives investment income data directly from most banks and brokers, and pre populates it on your return. This reduces manual entry work, but it also means SARS knows about that Easy Equities account you may have forgotten to mention. Double check the figure against your IT3(b) certificate before submitting.

The SARS Waiting Room
During peak times, eFiling and the MobiApp now use a virtual Waiting Room to manage traffic. If too many users log in at once, some are held in a queue. Do not close your browser tab or you will lose your place. Read only access to your auto assessment status is available inside the Waiting Room.

Auto assessment expands to select provisional taxpayers
For the first time, SARS is testing auto assessment for a subset of provisional taxpayers with more straightforward tax affairs. Where you are a provisional taxpayer and received an SMS or email invitation to express interest in auto assessment, this is what it referred to. This is still early days, so treat any auto assessment received as provisional (pun intended) and review it carefully.

For appointments and enquiries, contact us:
✉ [email protected]
☎ 031 702 8112
🌐 www.patc.co.za

27/07/2026

The Three Most Missed Deductions on South African Tax Returns.
Across the hundreds of returns we prepare each Filing Season at PATC, three deductions come up over and over as the ones taxpayers get wrong or miss entirely. Getting all three right, in the right way, is often where the meaningful refund sits.

1. Medical aid credits and out of pocket expenses
The medical aid tax credit is calculated automatically from your medical scheme contributions. What often gets missed is the additional relief for out of pocket medical expenses. Prescription medication paid outside the medical aid, medical device costs, and treatments not covered by your scheme all qualify. Keep receipts and invoices. Where your out of pocket expenses exceed 7.5% of taxable income, additional deductions kick in.

2. Retirement annuity contributions
Contributions to a retirement annuity are deductible up to 27.5% of taxable income, capped at R350,000 per year. Contributions made to a workplace pension or provident fund are usually already reflected on your IRP5. Contributions to a separate RA outside your employer, however, are not, and this is where taxpayers most often lose the deduction. Where you paid into an Allan Gray, Old Mutual, Sanlam, Ninety One, or similar RA during the year, the contribution certificate must be attached to your return.

3. Home office expenses
Where you use a portion of your home exclusively for work, a proportional share of rent, bond interest, rates, electricity, internet, security, and repairs becomes deductible. The space must be used regularly and exclusively for trade. The most common mistake is a taxpayer claiming for a dining table used part time. That does not qualify. A dedicated room or clearly demarcated workspace does. Keep utility bills and take a photograph of the workspace as supporting evidence.

The principle behind every deduction is the same. It must be incurred in the production of income, must be of a revenue nature rather than capital, and must be supported by documentation.

For appointments and enquiries, contact us:
✉ [email protected]
☎ 031 702 8112
🌐 www.patc.co.za

24/07/2026

The taxpayers who file calmly are the ones who prepared their documents before opening eFiling.

Documents to Gather Before You File.
A tax return that goes through cleanly on first submission is almost always the return where the paperwork was ready before the taxpayer opened eFiling. Here is what to pull together before you start.

Income documents
• IRP5 or IT3(a) from every employer during the tax year (1 March 2025 to 28 February 2026)
• IT3(b) certificates from banks and investment institutions (interest income)
• IT3(c) certificates for investment disposals
• Records of any rental, freelance, or business income earned during the year
• Statements for any foreign income received

Deduction documents
• Medical aid tax certificate (contributions and claims details)
• Records of medical out of pocket expenses
• Retirement annuity fund contribution certificate
• Travel logbook where a travel allowance was received
• Home office square metre calculation and utility invoices
• Section 18A certificates for donations to registered Public Benefit Organisations

Personal details to verify
• Banking details on eFiling (SARS delays refunds where accounts have recently changed)
• Marital status and any dependent details
• South African residency status if you spent time working abroad
Where a document is missing, request it now rather than at the last minute. Medical aid tax certificates and retirement annuity certificates are the two most commonly missed, and both can take several days to reissue.

→ Save this post for reference. Better still, screenshot the lists. Or hand everything to PATC and we will assemble it for you.

For appointments and enquiries, contact us:
✉ [email protected]
☎ 031 702 8112
🌐 www.patc.co.za

22/07/2026

If SARS did not message you, you are filing manually. Manual Filing Season Is Open.

Here Is How to Approach It.
Where you did not receive an auto assessment notification between 1 and 12 July, you are filing manually this year. That includes anyone whose tax affairs are outside the auto assessment ecosystem: freelancers, business owners, landlords, expats, high earners, and anyone with a more complex mix of income and deductions.

Who has to file a manual return
• Anyone earning over R500,000 from a single employer with additional income
• Anyone with rental, freelance, or business income
• Anyone with foreign income or foreign investments
• Anyone claiming home office, travel logbook, or Section 18A donation deductions
• Provisional taxpayers not selected for auto assessment
• Anyone whose auto assessment was inaccurate and needs correction

The deadlines to diarise
• 23 October 2026: Non provisional individual filing deadline
• 22 January 2027: Provisional taxpayer and trust filing deadline

Filing early has practical advantages. SARS systems are less congested, refunds process faster, and there is time to fix anything that gets flagged for verification. Filing in late October is a well documented recipe for a stressful few weeks.

⚑ SARS Waiting Room: During peak Filing Season traffic, SARS uses a virtual Waiting Room on eFiling and the MobiApp. If you land in the queue, do not close the browser tab. You will lose your place. Wait it out or come back at a less busy time.

→ PATC has been filing tax returns for South Africans for over three decades. Where you want the return handled properly first time.

For appointments and enquiries, contact us:
✉ [email protected]
☎ 031 702 8112
🌐 www.patc.co.za

20/07/2026

Auto assessment includes your IRP5. It does not include your side hustle.

What Auto Assessment Does NOT Include:
SARS auto assessment is powerful, but it has clear limits. Understanding what it can and cannot see is the difference between a filing season that goes smoothly and one that lands you with an unwelcome surprise letter later in the year.

What SARS does have
Auto assessment is built from third party data submitted directly to SARS. Employers submit IRP5s. Medical aids report contributions. Retirement funds report contributions and withdrawals. Banks and financial institutions report interest and, from 2026 onwards, investment income. Where you fit neatly inside this ecosystem, auto assessment works reasonably well.

What SARS does not have
• Rental income and property expenses
• Freelance and consulting income (unless a client issued an IRP5, which is unusual)
• Business income from a sole proprietorship
• Foreign income earned during the year
• Cash income of any kind
• Capital gains on property, shares held outside a stockbroker, or crypto assets
• Home office expenses
• Retirement annuity top ups made outside your employer
• Section 18A donations to Public Benefit Organisations
• Travel logbook claims

Where any of these apply to you, auto assessment on its own will be incomplete. You will need to file a corrected ITR12 with the missing information included. Failing to do so is not a shortcut. SARS cross references data across years and across sources, and undeclared income catches up eventually, usually with penalties attached.

→ Not sure whether your auto assessment is complete? PATC's tax team can review it against your actual situation. Call 031 702 8112 for a discovery call. T's and C's apply.

For appointments and enquiries, contact us:
✉ [email protected]
☎ 031 702 8112
🌐 www.patc.co.za

13/01/2026

Provisional Taxpayers, the IT12 deadline for the 2025 Tax year is approaching.

The 2025 Individual Income Tax Return (IT12) must be submitted to SARS by 19 January 2026.

To avoid penalties and interest, ensure all income, expenses and supporting documents are correctly prepared and submitted before the deadline.

The PATC team is ready to assist with the full submission process, from verification of figures to SARS filing and compliance.

📩 Contact PATC today to stay compliant and stress free this tax season.

05/01/2026

We are back and ready to help you achieve the most out of your 2026!

Whether there is help needed with Accounting, Bookkeeping, Tax, Payroll or anything SARS related, our dedicated team is ready to assist. From quick questions to full monthly services, everything is running as normal, just handled digitally and remotely as always.

You can reach the team by email, WhatsApp or phone, or set up a virtual meeting whenever it suits you. The goal is to make managing finances simple, efficient and stress free without needing to visit an office.

Looking forward to working with you and keeping everything moving forward.

05/09/2025

💣 Let’s be honest — SARS will always win… unless you get ahead of them.

Every year, thousands of business owners and freelancers are hit with penalties, interest, or audits because they:
Filed late
Didn’t know what documents SARS would want
Assumed they could “sort it out later”

Sound familiar?

Here’s the thing → SARS is a machine. They’re consistent. Efficient. Automated.

If you want to stop playing catch-up every tax season, you need to be proactive, not reactive.

✅ Keep monthly bookkeeping clean
✅ Track every income stream (even freelance jobs)
✅ Reconcile and file before deadlines
✅ Get a tax practitioner who doesn’t ghost you in August

Don’t wait for a letter of demand. Beat SARS at their own game — by being better prepared.

📩 Need help setting up a tax calendar or automating your financials?
We’ve helped 100+ clients go from panic to peace of mind.

👉 Let’s talk — your future self (and your bank account) will thank you.

Contact Professional Accountants and Tax Consultants today on:
Email: [email protected]
Tel: +27 75 439 1315
Web: www.patc.co.za

19/08/2025

🚨 Provisional Tax Deadline Approaching: Are You Ready for 31 August 2025?

If you’re self-employed, a freelancer, or earn income outside of a regular salary, you’re likely required to file Provisional Tax — and the first due date is around the corner.

📆 Important Dates:
•1st Payment Deadline: 31 August 2025
•2nd Payment Deadline: 28 February 2026
•Optional 3rd Payment (Top-Up): 30 September 2026

Don’t wait until it’s too late. Failing to submit or underestimating your income can lead to penalties, interest, and serious SARS headaches.

👉 Swipe through our quick guide to:
✅ Understand if it applies to you
✅ Learn how to calculate what you owe
✅ Avoid costly mistakes
✅ Get peace of mind with PATC’s expert help

📩 Rather let the experts handle it?
Let Professional Accountants and Tax Consultants calculate, submit, and manage your provisional tax — stress-free and on time.

📞 Call: +27 31 702 8112 | +27 75 439 1315
📧 Email: [email protected]
🌐 Visit: www.patc.co.za

Address

34 Hillside Road
Pinetown
3610

Opening Hours

Monday	07:30 - 16:30
Tuesday	07:30 - 16:30
Wednesday	07:30 - 16:30
Thursday	07:30 - 16:30
Friday	07:30 - 15:00

Telephone

+27317028112

Website

http://www.patc.co.za/

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