Built around how SARS counts
VAT201 dates follow the vendor's category, EMP201 follows the month, provisional tax follows the year-end — including the different rule for February year-ends.
Every SARS deadline for every client, without the spreadsheet
Income tax, provisional tax, VAT, PAYE and the rest — scheduled from each taxpayer's profile, so the VAT category or a February year-end changes the date, not your memory.
What it does
One engine, tuned for this regulator
Dates calculated, not typed
Due dates come from each client's year-end, VAT category, incorporation date or certificate expiry — rolled off weekends and public holidays — and are scheduled 13 months ahead.
A checklist on every filing
Each obligation opens with the working steps and the documents you need from the client, an owner, a status, comments and the submission reference once it is filed.
Reminders that escalate
Staff are reminded as the date approaches and daily once it is overdue; client reminders are optional per firm. Every reminder is logged, and nothing is sent twice.
Registration numbers and expiry dates
Keep the client's reference numbers, certificates and expiry dates for this regulator in one place, with a health status for anything about to lapse.
Proof and audit trail
Status changes, comments and uploads are recorded against the obligation, so you can show who did what and when.
How it works
From client profile to filed return
Switch the pack on
It is included in your plan or added as a monthly add-on from Settings → Plan & modules.
Pick the services per client
The product suggests the services that fit the client's entity type, registrations and employees; you confirm.
The calendar fills itself
Obligations are generated 13 months ahead and topped up automatically as time moves on.
Work, file, close
Tick off the checklist, record the reference number, attach proof and mark it submitted.
What is tracked
46 services across 2 bodies, straight from the live catalogue
This is the actual list inside the product, with the rule each due date is calculated from. It is maintained centrally, so when a rule changes every firm gets the update.
South African Revenue Servicewww.sars.gov.za
43 services| Service | How often | How the due date is worked out |
|---|---|---|
| ITR12 Income Tax Return (non-provisional)Annual income tax return for salaried individuals; review auto-assessment and file if incorrect or not auto-assessed. | Annual | Filing season closes about 20-23 October (23 Oct 2026); auto-assessments issued early July.Admin non-compliance penalty R250-R16,000 per month outstanding (up to 35 months) plus interest. |
| ITR12 Income Tax Return (provisional taxpayer)Annual income tax return for provisional taxpayers, sole proprietors and directors. | Annual | Provisional taxpayers: filing season closes about the third/fourth week of January (19 Jan 2026; 22 Jan 2027).Admin non-compliance penalty R250-R16,000 per month outstanding (up to 35 months) plus interest. |
| ITR14 Company Income Tax ReturnAnnual corporate income tax return supported by signed AFS and a tax computation. | Annual | Within 12 months after financial year-end.Admin non-compliance penalty R250-R16,000 per month outstanding (up to 35 months) plus interest. Understatement penalties 0-200%. |
| ITR12T Trust Income Tax ReturnAnnual trust return including beneficial ownership and distribution details. | Annual | Trust filing season opens about 19-20 September and closes about 19-22 January (22 Jan 2027 for 2026).Admin non-compliance penalty R250-R16,000 per month outstanding (up to 35 months) plus interest. |
| IT3(t) Trust Third-Party ReturnThird-party data return reporting amounts vested in trust beneficiaries. | Annual | Due 30 September following the year of assessment.TAA s210 administrative penalties. |
| IRP6 Provisional Tax - 1st periodFirst provisional tax estimate and payment. | Annual | Within 6 months from the start of the year of assessment (31 August for February year-ends).10% late-payment penalty plus interest at the prescribed rate. |
| IRP6 Provisional Tax - 2nd periodSecond provisional tax estimate and payment at year-end. | Annual | On or before the last day of the year of assessment (28/29 February for February year-ends).10% late-payment penalty plus interest at the prescribed rate. 20% underestimation penalty if estimate is below 80% of actual (taxable income over R1m) or below the lesser of basic amount / 90% of actual. |
| IRP6 Provisional Tax - 3rd top-upVoluntary top-up payment to avoid s89quat interest. | Annual | Within 7 months after year-end for February year-ends (30 September); 6 months for other year-ends.Interest on underpayment from the effective date. |
| VAT201 ReturnVAT return and payment per the vendor's tax period category. | Every 2 months | 25th of the month after period end (manual); last business day of that month if submitted and paid via eFiling.10% late-payment penalty plus interest at the prescribed rate. Admin penalty for non-submission. |
| EMP201 Monthly Employer DeclarationMonthly PAYE, SDL, UIF and ETI declaration and payment. | Monthly | 7th of the following month; if a weekend or public holiday, the last business day before.10% late-payment penalty plus interest at the prescribed rate. |
| Employment Tax Incentive claim reviewMonthly ETI eligibility check and claim through the EMP201. | Monthly | Claimed monthly with the EMP201; unclaimed ETI is forfeited at each six-month reconciliation.Penalty of 100% of incorrectly claimed ETI. |
| EMP501 Interim ReconciliationEmployer reconciliation for March to August. | Annual | Interim window about late September to 31 October (21 Sep-31 Oct 2026).Admin penalty 1% of annual PAYE per month, up to 10%. |
| EMP501 Annual ReconciliationEmployer annual reconciliation for March to February with IRP5/IT3(a) certificates. | Annual | 1 April to 31 May each year; employee income tax numbers are mandatory.Admin penalty 1% of annual PAYE per month, up to 10%. |
| IRP5 / IT3(a) Employee Tax CertificatesIssue employee tax certificates after the annual reconciliation. | Annual | Issued with the annual EMP501 (by 31 May) or within 14 days of termination. |
| Dividends Tax Return (DTR01/DTR02)Dividends tax return and payment when a dividend is declared and paid. | Event-driven | Last business day of the month following the month in which the dividend was paid; return required even if exempt.10% late-payment penalty plus interest at the prescribed rate. |
| Tax Compliance Status PIN renewalRequest a new TCS PIN (tender / good standing) before the current one expires. | Annual | TCS PIN is valid for one year from issue but reflects live compliance status. |
| SARS Statement of Account reviewQuarterly review of all SARS statements of account for unallocated payments, penalties and balances. | Quarterly | Practice control: review at each calendar quarter-end. |
| IT3 Third-Party Data Returns (b/c/e/s)Annual third-party data submissions by financial institutions and other reporting entities. | Annual | Annual submission 1 April to 31 May; interim (Mar-Aug) by 31 October where applicable.TAA s210 administrative penalties. |
| Turnover Tax registrationElect into the turnover tax regime for micro businesses (turnover up to R2.3m from 1 April 2026). | Once-off | Apply before the start of the year of assessment, or within two months of commencing business [verify]. |
| Turnover Tax interim payments (TT02)Six-monthly turnover tax payments. | Twice a year | First payment by last business day of August; second by last business day of February.10% late-payment penalty plus interest at the prescribed rate. |
| Turnover Tax annual return (TT03)Annual turnover tax return. | Annual | Within the annual filing season deadlines announced by SARS [verify].Admin non-compliance penalty R250-R16,000 per month outstanding (up to 35 months) plus interest. |
| CbC Report, Master File and Local FileCountry-by-country report (groups R10bn+) and transfer pricing master/local file (affected transactions R100m+). | Annual | Within 12 months after financial year-end.Admin penalties for non-submission. |
| Carbon Tax annual return (DA180)Annual carbon tax environmental levy account and payment. | Annual | Annual return and payment by end of July for the preceding calendar year [verify exact day].10% late-payment penalty plus interest at the prescribed rate. |
| Excise / levy account (EXD01, HPL, environmental levies)Periodic excise duty and levy returns for licensed manufacturers. | Monthly | Per licence conditions - typically before the last business day of the following month [verify].10% late-payment penalty plus interest at the prescribed rate. |
| Customs importer/exporter registration (RLA)Register or update the customs client code on eFiling RLA. | Once-off | Before first import/export; changes within 21 days.Goods detained without a valid customs code. |
| Income tax registration / eFiling activationRegister taxpayer for income tax and link to the practitioner eFiling profile. | Once-off | Companies are auto-registered via CIPC; trusts within 21 days of Master registration; individuals when liable. |
| VAT registration (VAT101)Compulsory (taxable supplies over R2.3m from 1 April 2026) or voluntary (over R120,000) VAT registration. | Once-off | Within 21 business days of exceeding the compulsory threshold.Backdated VAT, penalties and interest if late. |
| PAYE / SDL / UIF employer registration (EMP101e)Register the employer for employees' tax; SDL only if payroll exceeds R500,000 a year. | Once-off | Within 21 business days of becoming an employer. |
| RAV01 registered details updateUpdate address, banking, contact and representative details at SARS. | Event-driven | Within 21 business days of any change.Admin penalty for failure to update. |
| Public officer / registered representative appointmentAppoint or change the public officer and activate the registered representative on eFiling. | Event-driven | Within one month of commencing business; changes within 21 business days. |
| Tax directive applicationLump sum (Forms A&D, B, C, E), IRP3(a), fixed-percentage IRP3(b)/(c) or hardship IRP3(q) directives. | Event-driven | Before payment; IRP3(b)/(c) directives are renewed every tax year. |
| Notice of ObjectionObject to an assessment or decision. | Event-driven | Within 80 business days of the date of assessment (16 Dec-15 Jan excluded). |
| Notice of Appeal / ADRAppeal a disallowed objection, optionally with alternative dispute resolution. | Event-driven | Within 30 business days of the notice of disallowance. |
| Request for Remission / ReasonsRequest remission of penalties (RFR) or reasons for an assessment. | Event-driven | Request for reasons within 30 business days of assessment; RFR before objecting to penalties. |
| Suspension of payment (s164)Request suspension of disputed tax pending objection or appeal. | Event-driven | Submit with or shortly after the dispute; SARS collection steps pause for 10 business days after a decision. |
| Instalment payment arrangement (s167)Negotiate deferred payment of tax debt. | Event-driven | Before SARS takes collection steps; all returns must be up to date. |
| Compromise of tax debt (s200)Apply to compromise a portion of irrecoverable tax debt. | Event-driven | Event-driven. |
| Voluntary Disclosure Programme (VDP01)Disclose defaults voluntarily for relief from understatement penalties and prosecution. | Event-driven | Before SARS gives notice of audit or investigation. |
| SARS verification / audit responseRespond to a request for relevant material, verification or audit letter. | Event-driven | Within 21 business days of the letter (10 business days for a final demand).Estimated / additional assessment if ignored. |
| Securities Transfer Tax (TSD)Declare and pay 0.25% STT on transfer of unlisted shares. | Event-driven | Within two months of the transfer of unlisted securities.10% late-payment penalty plus interest at the prescribed rate. |
| Donations Tax (IT144)Declare and pay donations tax. | Event-driven | By the end of the month following the month of the donation.10% late-payment penalty plus interest at the prescribed rate. |
| Withholding tax on interest / royalties / non-resident sellersWTI, WTR and NR02 declarations for payments to non-residents. | Event-driven | By the last day of the month following payment.10% late-payment penalty plus interest at the prescribed rate. |
| Approval of International Transfer / tax residencyAIT TCS PIN, cease-to-be-resident and tax residency certificate applications. | Event-driven | Event-driven; AIT PIN valid 12 months. |
SARS Tax Exemption Unit - Public Benefit Organisationswww.sars.gov.za/businesses-and-employers/tax-exempt-institutions
3 services| Service | How often | How the due date is worked out |
|---|---|---|
| PBO / s18A exemption application (EI1)Apply to the SARS Tax Exemption Unit for PBO approval and s18A status. | Once-off | Once-off; exemption can be backdated only in limited cases. |
| IT12EI Exempt Institution ReturnAnnual income tax return for approved PBOs and exempt institutions. | Annual | Within 12 months after financial year-end.Admin non-compliance penalty R250-R16,000 per month outstanding (up to 35 months) plus interest. |
| IT3(d) s18A Donations Third-Party ReturnReport s18A receipts issued to SARS. | Twice a year | Annual by 31 May (Mar-Feb); interim by 31 October (Mar-Aug).TAA s210 administrative penalties. |
Statutory rules are summarised for planning; always confirm against the regulator's current notice. You can add your own services to any client alongside these.
Good to know
Questions about SARS Tax Compliance
Each service carries a statutory rule — a day of the following month, an offset from the client's financial year-end, the anniversary of incorporation plus business days, fixed calendar dates, the client's VAT category, or the expiry date of a registration. The engine applies the rule to the client's profile and moves dates that land on a weekend or a South African public holiday. You can always override a single due date by hand.
No. mandm-comply plans, tracks and evidences the work; you still file on eFiling and record the reference number and proof against the obligation.
Yes. Add your own service with its own frequency and due-date rule under Compliance → Service Catalogue. It appears on the same calendar, gets the same reminders and can carry its own checklist and required documents.
All modules
One client record, one calendar — add what you need
Practice CoreSARS Tax ComplianceCIPC & SecretarialLabour & Payroll ComplianceTender Readiness (B-BBEE & CSD)Construction (CIDB & NHBRC)Health Products (SAHPRA)Sector Licences PackGovernance & AML PackDocument Vault & OCRBank Statement IntelligenceTime, WIP & BillingClient Portal & Document RequestsSMS & WhatsApp Reminders
Try SARS Tax Compliance with your own clients.
Every trial includes all the modules in the plan you pick. No card required.