What to do if your auto-assessment is incorrect

Receiving an automated assessment from SARS can be a relief, until you look at the numbers and realise something is wrong. Whether SARS missed key deductions, miscalculated your income, or auto-assessed you using incomplete data, you do not have to accept an inaccurate result. Here is what you need to know and the exact steps to take if you disagree with your auto-assessment:

1. Do not accept the assessment in eFiling

If you agree with an auto-assessment, accepting it finalises your return. If you disagree, do not accept it. Instead, file a normal tax return via SARS eFiling or the SARS MobiApp to correct the details.

2. Gather supporting documentation

Before submitting adjustments, ensure you have all relevant tax certificates and proof ready. Common missing items include:

• Medical scheme tax certificates and qualifying out-of-pocket medical expenses
• Retirement annuity contribution certificates
• IT3(b) and IT3(c) certificates for investment income and capital gains
• Travel logbooks and home office expenditure records (if applicable)

3. Submit an updated return before the deadline

You must submit a complete and corrected return to replace the auto-assessment within the standard tax season timeline. SARS will then process your return and issue a revised Notice of Assessment (ITA34).

4. Lodge a dispute or objection (if needed)

If SARS rejects your submitted return or issues an assessment you still disagree with, you have the right to lodge a formal Dispute or Notice of Objection (NOO) on eFiling. This must generally be done within 80 business days of the assessment date, backed by clear evidence.

Let PRN Advisory & Tax Services handle it for you

Navigating SARS objections, missing tax credits, and dispute processes can quickly become complex and time-consuming. Missteps during an objection can lead to penalties or unnecessary tax liabilities.

At PRN Advisory & Tax Services, our team evaluates your tax position, identifies missing deductions, prepares your corrected return, and manages all correspondence or disputes with SARS on your behalf.

Get in touch with us today to ensure your tax affairs are resolved accurately and efficiently.