How to submit your 2023 tax return | SARS eFiling Tutorial

[@IS-77]

We thank God for selfless people like you brother. Thanks

[@AndreBothmaTax]

Thank you, that's very kind

[@WandaMan.]

This was quite helpful - as i first time self filer, you made the process easy to understand.

[@AndreBothmaTax]

Ah, glad to hear!

[@thabosonjani9103]

Thank you Andre apologies for missing the free consult will not miss the next one but your services are appreciated 🤝🤝👍👍😊😊

[@AndreBothmaTax]

Any time

[@yasmeenphiri4729]

Thank you so very much sir! This has been so helpful and easy, just saved me a R1000.

[@AndreBothmaTax]

Glad it helped!

[@ZiphozonkeButhelezi-nf3qc]

Hi

[@erica6825]

Thank you thank you thank you, I really needed to calm myself down by watching this before submitting my income tax today (of course the last day due for 2023!).

[@AndreBothmaTax]

You got this!

[@phaleztsotetsi7032]

This helped a a lot i'm now up to date.... I mean had not done my taxes since 2018 🥺🥺🥺🥺😢🥺 band i owe so much molla for non compliance

[@AndreBothmaTax]

Glad to hear it helped!

[@manelisigwala9322]

NOT ALL HEROES WEAR CAPES . THANK YOU SIR, THIS WAS REALLY HELPFUL 🏆.

[@AndreBothmaTax]

Ah, thank you so much for the compliment and happy to hear it helped!

[@bondigreygroup348]

I owe SARS R55k because of my investment interest that pushed my tax bracket higher. This country’s tax laws are flawed 😢

[@AndreBothmaTax]

Did you know that you were earning the investment interest? If yes, then you need better tax planning.

[@bondigreygroup348]

@@AndreBothmaTax yes i knew and i still have. The only thing people suggest is Retirement Annuity

[@mzwandilemalambe9999]

I'm convinced they don't want us to succeed 🤞

[@daniescholtz5268]

Thanks for this Andre - very helpful indeed. However, my 2023 return does not load even after waiting for half and hour for the system to process it. Never happened before. I was not auto assessed.

[@AndreBothmaTax]

Try a different browser - if you get stuck - email my team at [e-mail]

[@daniescholtz5268]

@@AndreBothmaTax Thanks - I got in at around 7am and submitted before the next round of loadshedding.

[@LeroyDunn]

It didn't work with chrome, firefox, and safari for me. It only worked with microsoft edge browser

[@xolanidhlamini4114]

Before submitting my return, the Net debit amount on Original Assessment was R11088, but After submitting my return the Net debit amount on Additional Assessment is R347 I would like to know what this means? What is Original Assessment and what is an Additional Assessment? Which amount am I supposed to pay to SARS?

[@realdiole]

1000 X more helpful, got very confusing information from SARS own website, not even one screenshot to accompany their confusing information.

[@bopheloandstuff]

Thanks so much for the tutorial - it's super helpful!

[@AndreBothmaTax]

You're very welcome!

[@LimpopoTree-TV]

Hi bro, how do I file dormant Company returns for 2023.

[@powertechnical]

I was not able to return the ITR12 as you did with Chrome or Edge. Luckily I was able to do it via the mobi app.

[@AndreBothmaTax]

Glad you got right!

[@Sylvester_Mashile]

Thank you for your comment! Life saver :)

[@FBS.2gs]

Why don’t I have a submit return option

[@AndreBothmaTax]

I don't know, I can't see what you're seeing

[@Gadg3t_01]

How do you complete for a sale of house?

[@morolong8360]

Andre, thank you brother, God Bless You

[@AndreBothmaTax]

Any time

[@kholiswalorrainenqubelani9582]

Thank you for this.

[@AndreBothmaTax]

Any time!

[@NyadiLekalakala]

If you used a different bank account in the year of assessment to the one you are currently using, should you update the banking details to your current account even if it was not the one used during the year of assessment?

[@AndreBothmaTax]

Generally speaking, the bank account entered on your tax return is your "main" bank account.

[@judymakgethwa]

Hi, mine says issued but not calculated. How do i get my calculations?

[@AndreBothmaTax]

You need to prepare the return, then click "Calculate"

[@valerischneiderman6425]

Thank you for the tutorial- if i can ask for your help- I follow your instruction and beginning of filling tax and save it , but now I am unable to retrieve it. Any help from you? Much appreciated

[@AndreBothmaTax]

You may have to re-do the tax return. Remember to click on "Refresh Data" to retrieve the pre-populated info (IRP5, medical, RA)

[@anelentombela79]

Thanks Andre 😊 just submitted

[@AndreBothmaTax]

Awesome thank you!

[@opensauce]

When I hit return request, it just hangs on " Processing. Your request is processing, this might take a few seconds."

[@AndreBothmaTax]

Have you been able to get access?

[@opensauce]

@@AndreBothmaTax Hi Andre - not yet. Still just hangs...

[@thabomohlabai9924]

Hi, same as mine. Is yours okay yet?

[@LeroyDunn]

It didn't work with chrome, firefox, and safari for me. It only worked with microsoft edge browser

[@IzweLethu1000]

If you are keeping money for son from Inheritance....why sars still tax me for interest received? How can i correct that

[@santhoshsudhaan7957]

Should we round of the values when we insert values in Non-automatic boxes like 1,1A,2,2A...Please reply

[@AndreBothmaTax]

The tax return always uses rounding - so, yes. Round to the nearest rand.

[@elizevanrooyen1043]

Hi Andre if I'm retired and get monthly payment, do I choose I worked or not working? Thank you xx

[@AndreBothmaTax]

Is the monthly payment from an annuity? If yes, then you can say you have been "working"

[@palesamabokela6822]

Hi Andre, Is it possible to claim tax from my grocery shopping receipts? if so may you please advise how.

[@AndreBothmaTax]

No. You can deduct business related expenses from business income. Groceries are in general considered a personal expense.

[@profs.srepinga7036]

Hello how are please help i want to submit 2018 tax return but i dont see the option where i must upload

[@AndreBothmaTax]

You must request the 2018 return in order to submit it.

[@lindokuhlekhimba8240]

Hi 👋 bro For help and guidance. Please do are video on person who is (non compliance)red flag 🚩and has failed to file returns for the past two years

[@AndreBothmaTax]

If a person is non-compliant, they just have to submit those outstanding returns.

[@dennisvanvreden8018]

Hi Andre, I struggle to get past my return. Tried now with Edge and Chrome, and tried over several days and weeks but it seems that the system blocks me. I tried early mornings and late at nights, during day time. And it is the same with my wife's e-filing. Can't get a return to load?

[@V77710]

Would a cellphone allowance claim paid from work monthly, but separately from Salary need to bw declared under other income?

[@ntsoakisuping9601]

Hi Andre. I am trying to complete ITR14 for my dormant company. I have never traded since I registered the company with CIPC in the year 2021. I am the only owner/ director in this company. I don’t remember having to do anything with shares. Now I am stuck on the section “classes of shares”, what should I say on the Q1. Description of the class of shares? Q2. How many holders of shares in this class of shares? On section “details of a company” Q3. number of shares owned?

[@sechabamichaelmodise8931]

How do you claim if your tax return was done by SARS? As I can see the amount due to me.

[@AndreBothmaTax]

You must check if your banking details are updated with SARS.

[@stevenburrow8804]

Hi Andre, it seems SARS have disallowed my home office claim. Why would the possible reasoning be there?

[@AndreBothmaTax]

SARS hates home office claims with a passion. During COVID they actually disallowed over 70% of all claims (legitimate or not)

[@sonjamyburgh212]

Hi Andre, I have my current SARS Statement of account: Assessed Tax and they do owe me money. I work for the Government. In the transaction details, 1st column is a date: 2023-08-01 and next to it in 2nd column called "Transaction reference" are the numbers 56 What does this mean? Is it the date that I am going to be refunded? Thanking you in advance. Sonja

[@Mimik70-w3t]

Thank you so much for this informative video. I want to submit my returns, but when i request it shows that "Processing this might take a few seconds" but it goes on and on and then freezes, i get a warning that my session is ending. I have been logging and out and still does the same. What could be the problem.😪

[@AndreBothmaTax]

Is this still happening?

[@LeroyDunn]

It didn't work with chrome, firefox, and safari for me. It only worked with microsoft edge browser

[@noniscina2259]

Is it possible to delete an assessment that was requested by mistake? Accidentally clicked on the incorrect year which i was not employed, so there is no IRP5.

[@AndreBothmaTax]

No, unfortunately not

[@marikadeklerk2021]

Can you maybe please make a video regarding commission earners

[@AndreBothmaTax]

Yes we certainly can! Adding it to our video topics list :)

[@Sylvester_Mashile]

Thank you Andre !

[@AndreBothmaTax]

No worries!

[@loratomodisaotsile]

Thank you so much, it was very helpful!

[@AndreBothmaTax]

Glad it helped!

[@user-mc6cs7pu8m]

If you're working for a company under contract, how will it work?

[@amie6587]

How do it if they have automatically already how do I dispute it

[@MarvinLucas-tu9ig]

Thanks for your help appreciate it godly

[@AndreBothmaTax]

It`s a pleasure!

[@leonaopera]

Hi Andre thank you for this video. Sooo helpful. Please could you advise me on how to get my return wizard to open once I click on itr12 to edit it. I initially had trouble when requesting it. Got stuck on processing. Someone else did that for me. #taxtalks

[@AndreBothmaTax]

Did you win?

[@kevinjenneke3574]

Outstanding advice. Thank you Andre.

[@AndreBothmaTax]

Glad you enjoyed it!

[@belinatsuna6772]

Thank you for this

[@AndreBothmaTax]

It`s a pleasure!

[@nonations7420]

on the assessment if i have a negative next to the indicated figure, does that mean i owe SARS?

[@ntombifuthimacheke7050]

Negative means SARS owes you

[@kenconcepts]

@@ntombifuthimacheke7050 Hi i started paying tax n working in 2022 February and somehow I owe sars about R2000 and last time I checked I get a payslip and salary from my employer. How do I rectify that? It doesn’t make sense cuz they deduct tax from my payslip automatically

[@AndreBothmaTax]

Negative - SARS owes you Positive - You owe SARS

[@Laughgalore-k7l]

Hi I have tax return for 2022 and they owe but when i try click on the link it doesn't go through

[@AndreBothmaTax]

Please email my team at [e-mail] or use this link to book a free consultation with me: calendly.com/irhafu/15-min

[@Castanzah]

Thanks for this video. it really helped me.

[@AndreBothmaTax]

Glad to hear it!

[@ThokozaniDhlamini-gf8iw]

​@@AndreBothmaTaxhi Andre can you assist

[@danievandermerwe7410]

Must I wait for SARS to contact me or must I send my rp5 to them

[@AndreBothmaTax]

Just send your IRP5 to them via eFiling. Don't wait for SARS.

[@thapelomotsoeneng4897]

Is it my phone or the screen is a bit blurry? Not clear to read off the info

[@AndreBothmaTax]

This is best viewed on a laptop or PC

[@user-sl9sp7zl5t]

Hi I owe Sars too my previous company didn't tax almost 1 year and 4 months now company don't want to take responsibility it's left with me can you advise way forward.

[@AndreBothmaTax]

Unfortunately a taxpayer is responsible for their own tax affairs.

[@andreaminnaar-julius4853]

Hi Andre, what do I click if I’m retired, still have medical aid and an investment account with a bank?

[@kenconcepts]

Hi i started paying tax n working in 2022 February and somehow I owe sars about R2000 and last time I checked I get a payslip and salary from my employer. How do I rectify that? It doesn’t make sense cuz they deduct tax from my payslip automatically

[@AndreBothmaTax]

You have to check you statement of account how much you owe SARS.

[@mbulelolupondwana3879]

Hi Andre, last year I was taxed on my provident fund, and it was less than R500k. Can I claim tax on that?

[@AndreBothmaTax]

How old are you? Provident fund payouts for people younger than 65 are only exempt up to 50k, not 500k

[@MphoMontle-sy2pl]

How to claim sars investment it(3)b

[@juankarelse5594]

Thanks, this really helped me allot!!

[@AndreBothmaTax]

Glad it helped!

[@VELDA3]

Good day. Please confirm the final submision date for Provisional Tax Final 2023 tax return. I see a date on or before 23 January 2023.

[@AndreBothmaTax]

Provisional Tax 2023 deadline was 28 February 2023

[@andiesithole2049]

Hi Sir I did submit the tax return status say Return assessed what does it mean

[@tobiasbotwood]

Thank you Andre👍

[@AndreBothmaTax]

All good!

[@zozozodwa]

The whole day I have recieving this message after I have clicked on request return "Processing your request is processing,this might take few seconds" what must I do?

[@robynmiller1484]

Hi Zodwa, I'm receiving the same. How did you fix yours?

[@BusisiweMkhize-lf4fv]

Same here ... Please help

[@karenfilander67]

Yes...can you pls assist ?I have the same problem

[@robynmiller1484]

After waiting 2 hours to speak to a consultant, she informed me that I should use a different Browser to google chrome such as Microsoft edge. The minute I did that, the problem was solved. Hope this helps.

[@AndreBothmaTax]

Seems like people have had success using a different browser

[@lunganingquseka9747]

Where do you find tax practitioners registration no.?

[@AndreBothmaTax]

You should not complete that section if you're not a tax practitioner. However you can search SAIT's website to validate a practitioner

[@haseebhassan8207]

Why when I request for 2023 tax return , it gets stuck on “your request is processing

[@predictionsza5827]

Hi Mr A, been trying to do my return, I wasn’t auto assessed. It doesn’t show documents when I refresh data , even when I click on my tax return, it doesn’t open? Please help

[@MphoMontle-sy2pl]

Hi how to claim sars investment on it(3)b

[@hainkasselman7634]

Good morning Andre Please can you assist. How to get access to my e filing it's locked under one tax practitioner profile with over 1000 clients

[@AndreBothmaTax]

Create your own login details here: secure.sarsefiling.co.za/app/register That will allow you to "Remove Practitioner Access"

[@hainkasselman7634]

@@AndreBothmaTax Thanks for the information much appreciated 👍

[@joshuamoodley5366]

Hi Andre any advice on submitting for earners who only earn full commission so no basic travel allowance etc

[@AndreBothmaTax]

Sure Joshua - we provide free initial consultations. Here's a link that you can use: calendly.com/irhafu/15-min

[@candymash2280]

Hi Joshua.... I personally advice you get an accountant for that. The submission is easy... it's the follow ups with SARS that can be problematic with regards to supporting documents and regulations around how they want these documents. As a commission earner, you'll most probably get a refund...so finding a reasonable accountant to handle all that for you can save you the headache. Yes I'm an accountant lol

[@MarleneSmit]

Hello Andre, baie dankie vir jou handige videos. Ek kry my salaris vanaf SA maar werk in Mosambiek. Ek kwalifiseer vir die belasting terugbetaling volgens jou riglyne. 277 dae uit SA plus 60 dae is aaneenlopend. Dink ek kies die verkeerde opsies op my tax return om te verseker dat belasting terug betaal word. Help asb. Groete

[@AndreBothmaTax]

You can just email my assistant to set-up a free 15 min call: [e-mail]

[@MarleneSmit]

@@AndreBothmaTax thank you

[@osimanmabhachi5047]

system not accepting my IRP5 certificate number. Do you know how i can rectify this?

[@dramandabowen9246]

Thank you!

[@VictorMpumeleloDube]

Thanks man ✌🏾

[@AndreBothmaTax]

No problem 👍

[@kingsleymoeng3758]

Tax payer deduction on pension or provident fund additional voluntary i don't know what to put

[@AndreBothmaTax]

There may be a section for that under "Retirement Annuity contributions"

[@user-ep3tu8mb2e]

When I put my phone number the block say they invalid number. Please assist

[@AndreBothmaTax]

Leave out the phone number

[@sizakeledube4057]

I followed all the steps calculate and it gave an amount that is due to me .. when I click submit. The estimate amount is gone 😢 from 10k to 20c . How do I fix this as it won't let me re submit

[@AndreBothmaTax]

You can send my assistant email to set-up a free 15 min call with me: [e-mail]

[@samukelisiwenkabini7656]

Thank you

[@AndreBothmaTax]

You're welcome

[@thabisapeter7344]

What do I tick on the part where it says, we’re you unemployed for the tax period if you’re a pensioner?

[@AndreBothmaTax]

I personally don't tick that my client is unemployed when they're a pensioner

[@jessewilmot2166]

Im unable to type in my date of birth when filling in details

[@AndreBothmaTax]

You have to update those details with SARS first.

[@siddikamalki5285]

Hi, Andre! The system is not taking me to the Returns and the system is hanging saying its processing past few days.

[@sandrashekwa5044]

Me also 😢 so frustrating

[@user-cm9og8nc8l]

thanks

[@AndreBothmaTax]

You're welcome!

[@mornebegemann5162]

Baie dankie Andre

[@AndreBothmaTax]

Dis 'n plesier!

[@annak4045]

Thank you.

[@AndreBothmaTax]

It`s a pleasure!

[@slayerofheroes8613]

Hi Andre, I'm overseas and need to declare foreign income earning under R1250000. Please advise what source code I should be using as the calculator shows I'll owe SARS over R200k tax.

[@bondigreygroup348]

Where do you work? Some countries have double tax unlike Saudi or Oman.

[@AndreBothmaTax]

Foreign income for if you meet Section 10(1)(o)(ii) requirements. Email us if you get stuck: [e-mail] // [e-mail]

[@slayerofheroes8613]

I'm living and working in Queensland Australia, but I'm here on a work visa. If I earn less than R1250000 do I need to declare and under what source codes do I need to capture it?

[@danievandermerwe7410]

Moet ek wag vir sars of moet ek my forms in stuur

[@AndreBothmaTax]

Stuur jou forms in. Deadline is 23 October 2023

[@sindi_mba5317]

Where have you been all my work life?????

[@AndreBothmaTax]

I've been around!

[@snethembathabethe6467]

Good day kindly please assist I have received this message.. but I’m unable to submit for 2015 on my e filing .. “Dear Taxpayer, your Income Tax refund for 128......is on hold due to the fact that you have outstanding returns for prior years 2015. Please submit the outstanding returns in order to enable SARS to pay your refund. #YourTaxMatters”

[@leratomokhere4874]

this was so helpful😢

[@AndreBothmaTax]

This makes me happy!

[@ShumandreyDavids]

I need help with my tax

[@AndreBothmaTax]

Just email my assistant to start the process for you: [e-mail]

[@langa_two]

Hi Andre, I need someone to help with my personal and business taxes. Ive got someone im paying right now but I don't think they are helpful. Please assist. #taxtalks

[@AndreBothmaTax]

You can email me at [e-mail] // [e-mail]

[@V77710]

Im 31...never too late to learn right?

[@AndreBothmaTax]

True!

[@trevorflannagan1418]

I need help wth my tax return

[@AndreBothmaTax]

Just email my assistant to start the process for you: [e-mail]

[@trevorflannagan1418]

Will do

[@syabongambatha6551]

NYC bro ❤

[@AndreBothmaTax]

Thanks man! Appreciate it.

[@thandiwenonjuzana9996]

❤❤❤🙏

[@AndreBothmaTax]

Glad it helped!

[@clintonmohlale7682]

Keeps saying it can’t submit

[@bee5631]

We are on the same boat

[@clintonmohlale7682]

@@bee5631 try it again finally went through

[@theressajones7003]

❤❤❤❤

[@mrsoso5500]

Please hide your id number

[@danievandermerwe7410]

I recieve a fastpay sms. from sars they ask my bank details i block the num can they still go in my bank details

[@AndreBothmaTax]

Ignore SMS from FastPay re SARS.

[@igsaanlisttitus8050]

Hi there, I am having issues with filing my Tax return as I need to declare a pension lump sum that I collected when I changed jobs. Are you able to assist in this regard?

[@AndreBothmaTax]

Sure, you can just email my Executive Assistant to set up a free 15 min call: [e-mail]

[@MphoMontle-sy2pl]

How to claim sars investment it(3)b