What is a SARS auto-assessment ? || Why did I get auto-assessed and where is my tax refund?

[@lungamqotsi]

I don't think you understand how much your channel helped me, many black young professionals or newly graduated students, or recently hired professionals don't get the financial education that we need - to make informed financial decisions. You are doing the Lords work, and I hope this channel reaches as many people as possible...

[@tdkrage]

Thank you for this video. I got auto assessed and did not know what to do. U cleared things up and took some stress away.

[@nokuhlekumalo]

BE CAREFUL OF TAX SCAMS ⛔️ hey guys there are a lot of scammers sending false smses right now telling you you have a refund. Please be careful ⚠️ Do not click on any links via sms ⚠️ Do not submit any card details on websites ✅ Log in via official SARS efiling website secure.sarsefiling.co.za/landing to check your refund / auto assessment status OR ✅ Download SARS MobiApp on google play store / AppStore to check your status Any refund you receive does NOT require you to first pay anything. Not everyone will receive a refund. Contact SARS for any assistance (not me).

[@melusisikhakhane6949]

If you do a video on reading and understanding an iRp5, it would be so helpful.

[@nicolamaseko4909]

Yes Yes Yes Pleeeeease !!!!

[@bensenzo]

It's basically all the money your employer pays to SARS. Broken down

[@melusisikhakhane6949]

@@bensenzo i hear you but I want to be able to read the paper and understand what it says to me, you telling me what it basically says is not teaching me how read it with understanding or giving me an understanding hence my request in the first place.

[@girldido]

@@melusisikhakhane6949 You can download the tax guide it has a breakdown of what the SARS IRP5 codes mean

[@butiseate9846]

​@@nicolamaseko4909😅

[@noyvodlams]

Thanks a lot. Well explained: " No button to press" if I'm happy with my auto assessment. Checked it some time back- accurately captured by Sars , but was not sure what to do next .

[@itumelengmonare6516]

hey just wanted to say that you are a life saver,amazing video 👏👏👏👏👏,thank you very much for this.can't wait for the updated one on the numbers to put the amount next to. great work that you are doing. 🙌🙌🙌

[@clarisekylander5431]

Can you please make a video on how to keep track of your expenses and income (as a provisional tax payer) to keep it easy for returns, and how to do the return? 🙏

[@cynric-u4m]

Very professional and informative video, thank you! 1 Question - In the 2024 tax period I was employed for 6 months (received IRP5) and unemployed for 6 months receiving UIF benefit as an income. Are the UIF payments I have received regarded as taxable income ?

[@naledimonaheng9836]

Thank you so much for all this information. Your time and all the effort you put into this is highly appreciated. ☺☺☺

[@hlengiwemotau4324]

These are so informative! Thanks Nokuhle!😊

[@nicolamaseko4909]

Looking forward to the video. I was not selected to get auto assessment coz apparently I have additional information. What information !! Yho hai

[@suvenpillay4949]

Thank you Nokuhle! Just the advice I needed!

[@ernestinedeanemusictv4398]

You are fanstastic. So glad I found you. This is an important service you are offering.

[@ryanmaledu4993]

Please do a detailed video on how forex traders/influences/ self employed people can go about taxes

[@jaburadebe3587]

SARS auto assessment said I owe sars over 14000. Last year they made me pay over5000. question is how do I get to owe so much tax when I got only one source of income and my expenses are taxed through my employer?

[@khutsoseroka5025]

Get yourself a consultant

[@girldido]

Do you have taxable benefits such use of motor vehicle or a travel allowance?

[@vuyobubu8525]

Finally some informative content in my recommended!!

[@Ntandokhubisa]

So clear and informative you've just a subscriber 😊💯

[@lihleizulu4373]

You always come through for us. Thank you❤

[@zandilekay7362]

Hey. Informative video. I have a little question, I have medical aid my saving depleted and I paid cash for my medication. The pharmacist gave me a piece of paper and told me to use it when filing for my tax, when do I submit this if I'm auto assessed

[@valerie6575]

Hello Nokuhle, thank you for your video, it is much appreciatted. What do we do if the Bank details are incorrect on the auto-assesment?

[@simphiwemapholoba]

You always share invaluable info lady. Thank you.

[@aliflettmakhutle5184]

Very informative 👍... Please do a video about Forex and how it works, the dos and don'ts about it. Basically every myth and fact about forex.

[@lilesaltar8212]

It worked as you said I got the refund although I would have preferred it to be sent to a different bank account

[@anjoes8428]

Damn. .. concise and too the point. I'm a fan❤❤

[@mellznockpali7952]

So wish I can get a guide from the beginning of e-filing

[@siphoowen2801]

Hi Nokuhle, tell me.. if SARS request my outstanding returns of eg: 2017 and my IRP5/IT3 information is missing on my efiling profile who to call from my Employors 1st Employer i worked from 4 July 2016 - 29 Sep 2017 2nd Employer i worked from 2 Oct 2017 - 30 Sep 2018 Who to call between the two Employers to inquire about the missing information? And who is responsible to fill all those info as i noticed they already filled when you submit your returns online.

[@suzanneloubser2525]

Hello, I have just watched your post, thank you,awesome. Please tell me ,my husband is a pensioner, he got a message that they auto assessed him but nothing has come through? Is this correct? Thank you

[@shamirsas709]

Thank you very much. When I see SARS sms's I panic.

[@nomcebomamba4133]

What if you've submitted your tax returns and have been calculated but nothing shows on your ITR34

[@Stabizzie]

I’ve been getting correspondence from SARS for 3 years now. I paid them R5000+ to settle what I owed, but I still keep getting the correspondence and now it’s back up into the thousands. I don’t know what they want or what to do. It just keeps increasing

[@heelayahbahtisrael8438]

Have you considered going to your nearest SARS branch to make enquiries 😊

[@Angelo1.11]

I have a small credit after auto assessment. Money not paid after 72hours, it's 2 weeks now

[@subbinaidu9157]

Hi I was auto assessed and was informed no need for returns for 2024.but now in December I get a sms stating I am in arrears for R8000 .impossible.no way.please help.

[@dikeledinhlapho4]

Hi Nokuhle how do you update if you submitted wrong I declared that I have retirement annuity instead of provident fund and the correction icon shows a pop up that I can’t change anymore

[@MHP_X]

But if the bank account is closed, how can you say somebody else will get lucky ? Can a closed bank account be allocated to someone else ?

[@kgomotsotlhapane1161]

I tried doing the efiling using your past video, they just requested for my bank statement, ID, proof of address and a photo of myself holding my ID, they didn't ask for my irp5, I've been waiting for correspondence since the 16th. Is there anything wrong I did?😭

[@Lioness632]

My auto assessment was reflecting that they owe me 4700 and I owe them R250 so they said they will take R250 from my refund. I checked again and the refund was reduced to R4400… now when I check it says R0.00 and I have not received any money 😩😩 please help.

[@girldido]

don't just look at the top check your entire statement of account it will show you when you refund will be paid out.

[@mncedisikobo5871]

Good morning Nobuhle, I have received money from Old Mutual, but SARS says I must wait till next year to receive it. I won’t submit anything next year because I am not working. Is there anything that I can do to get the money.

[@palesa_elisa]

Hi Nokuhle, I've heard that if you have a retirement annuity from a 3rd party chances are you'll get a refund. Is that true and if so how does that work? Also overtime which is already taxed does that affect your tax bracket

[@mphulom]

My refund is kept on hold because of outstanding documents but I struggle to upload them on sars portals because it says it requires a case number, which I don't have. Please assist

[@thandodlamini4605]

Thanks my dear. This was very helpful❤

[@ZIZLISTO]

Is an IT88 deduction on my salary negotiable for a reversal by SARS?

[@naturallybecca4360]

Who is stuck on the verification of banking details step.😢? How long does it usually take?

[@malwandemthethwa]

You're truly amazing for this video 🤞🏽🌼

[@aleckmatshidi3312]

I have changed my banking details a day after the mail via the e-filing website after a day of receiving an email that I am being auto assessed , so my question is will they pay to the new bank account?

[@Sanza-J]

In that 72 hours waiting period... are weekends considered?😅

[@kholekaposwa732]

No

[@tshekophilcocia5995]

😂😂😂😂

[@aprilmotau-pm6gr]

SARS once paid me on Saturday so its possible.

[@Tbose1820]

Dl​@@aprilmotau-pm6gr🎉

[@bhekanizitha1394]

Good question😂😂😂 Auto-Assessed on Thursday, been waiting 😩 I guess weekends are out ke! Or perhaps lemme wait, we shall see😅

[@kgothatsocalvin4926]

Hi Nokuhle, i received 2 semses " A Statement of Account has been issued on SARS eFiling" But nothing is showing when i click 2024 returns. It displays the message "you will be able to retrieve on the 15th July"

[@valerie75]

I have always owed sars. For the past 2 years I've been automatically assessed and even with that I owe. Please advise what may be wrong? I have 6 dependents on my medical aid and I work for govt . Please help

[@Joking_Munky]

Thank you for this content. I've already subscribed! I was just telling a friend recently that this is the knowledge that needs to be taught in schools. How do we get you in contact with Dept. Of Education? 🤔

[@MHP_X]

I have 1 Q to ask, if SARS does an auto assessment and statement shows a refund to you from SARS for 2024 assessment, how long do they take to action the payment. I think the auto assessment is running till the 15th July 2024. If you have changed your banking details and your old account on your SARS profile is closed, do u know the process to add the new banking details ?

[@DeonBronkhorst]

Hi good day,can you please help me i need to know the difference between credits and adjustments for example assessed tax after rebate shows R1000 credits and adjustments show -R1000 what does that mean please coz to my understanding if theres a negative amount then sars owes me

[@ednahbabongile6235]

Thank you Nokuhle

[@ChelestoneCloete]

Please explain where exactly on the app or website I go to see whether I owe or not. Please because I have checked assessment status, but it does not give me that information.

[@brandonkruger9040]

Question, I live in a house with friends, we split the rental equally and they transfer their portion of the rental to me which I then in turn pay to the agency managing the property. Does this need to be declared and if so how would I do it?

[@shenaaznaidoo6729]

As stated in your video that if you haven’t worked a full tax year you could get a refund. This is the case with me. I was worried that SARS made a mistake and that I should be cautious about using the refund money. Could SARS come back in the following year and claim back that amount?

[@bomkazizuma6397]

Thank you so much for this video, its so informative

[@reggiethebe2818]

Good morning Kuhle 2016 the company i was working for decided to close shop everything went well in term of my funds that was due to me, went to SARS i was owing about R 1000 which was deducted, year after i got another job it's been 5 years working every year i submit my rp5 till this auto asses which i also log on and follow prompt, but i never get refund or owing tax, just want to know if it's like that is my tax correct ?

[@pulanemotha8417]

Hey can you please explain how this situation works. I have two incomes coming into 2 different banks. SARS Is Auto assess 1 income. Is it possible to submit both banks coz i pay tax twice .

[@charlsmith6548]

If I see an account assessment statement do I need to submit

[@mmakaipea]

My title at Sars is written as Mr. and I am Ms. How do I change it?

[@sybongawiseman7565]

Is it possible that I can calculate my PAYE,if yes than how?

[@khanyitracy3123]

So what is a statement of account based on?i received an email from sars too

[@TumishoBillson]

Speaking of rental income, do you declare the entire amount you received or you have to minus expenses like maintenance on the rental units?

[@mbusiswa1]

Gross rental income is declared before any deductions. Your expenses are deducted separately. This is because some expenses may not be deductible so, so they will ‘look’ at them separately.

[@tarakimlayman]

If my bond is 8000 but my rental is 5000 , I pay the rates as well . Do I still need to declare this?

[@mbusiswa1]

@@tarakimlayman Credit goes to the video poster for her content. She will respond to questions but since I had already jumped in, i’ll just answer you here then bow out. Rental income you receive will be included in full as Gross income. So you must fully declare that. Your bond repayment will not be deductible as SARS will see it as capital in nature. Meaning, this will not be seen as a deduction expense, SARS will not agree to that, so you don’t need to include it. You can however, include the interest you paid on your bond as a deduction, SARS would permit this as a deduction. You can include your rates as a deduction. If you are paying an agent to manage that rental property, you can include the amount you pay the agent as a deduction.

[@ThembalethuXulu]

What must I do if I want to update my cellphone number en banking details

[@hungwekuhlase4332]

Please help me. I am in the app trying to locate where I can dispute or reject this assessment, but I can't find it.

[@keaotshepakumang4788]

Please help, can I upload documents ( ID, bank statement) without IRP 5 since am not longer employed?

[@jabulilevalencia4399]

Hi Nokuhle, thanks Sis for the video, very helpful..... last period they rejected my Sars filling , n Now for this period an auto assessment was done, they want me to go to the branch to sort out last period. Can I go this week or only when they open? Do I just walk in? Thanks

[@samanthadutoit1247]

Why would i get R5800 in 20230 and now 2024 i only got Ro.36?😢

[@happymagcaba]

Girl last year I got 13k and this year 4k🥲

[@banelebuzz8353]

Thank you very much. Very informative video 🔥🔥❤️❤️❤️

[@SportzenRSA]

Great informative content ,thank you.

[@siphokazidongwana480]

Ive been auto assessed but I did not receive money but I can see money on my tax certificate in my nebank app

[@siphokazidongwana480]

And is 15 today ,they said autoassessment is between1 july to 14 july

[@trevormay8622]

Beautiful you are a life saver. Quick Q...Is it 72 business hours or 72 normal hours for the refund to be paid? I received the notification of Friday evening.

[@simpiwestokwe5314]

ive worked for 1 company for 7 years i have never received any tax refunds nor owe SARS

[@kinie43]

Is your company not submitting sars details on your behalf? You better check, you might end up owing

[@CosmicTT]

Get a consultant. I used tax time. One year and they are good. Google them

[@NtswadiSekele]

Hi i received an sms on Friday ,so i want to know 72 they are talking about working hours or?

[@vlogswithvarden3727]

Ok so i got a refund but i dont want it will the money stay there or what happens

[@sivikelemphathiswa267]

Thank you thank you thank you!!!

[@kwaneleqonono4403]

Why would it say, you some return but it say awaiting approval, what does this mean?

[@astonmartin2727]

Keep up the videos. Listen to the people in the comments. They will help you to become the Tax Doctor 😀

[@agnesnhlapo8579]

So sars receive tax certificate from our medical aid and old mutual ?

[@patriciashange7718]

Same to me.

[@lindiwemathebula4679]

I did receive email about assessment. Thank you 🙏

[@siphamandlasosibo2196]

Awesome. Thank you. 🙏🏾

[@kwakha6103]

Awesome, informative videos ❤

[@mathaboramashala2224]

I have a company and I don't know how to submit I would like your assistance

[@MHP_X]

I think they dont adhere to the 72 hours cause some people havent received their refunds as yet.

[@Puls151]

Is it true that I can claim the money I spent if I traveled overseas during the year

[@lilesaltar8212]

What happens if I am no longer employed with sars

[@robinrex2413]

Why have I been audited twice by SARS during tax season?

[@HangWithRosy]

Thank you so much, I have a question though. Are you reachable on any platform for a dm?

[@nabilamoosa561]

Hi, very helpful video thank you. Does 1 have to upload documents of a money maximizer account as well?

[@VanidaChetty]

Your bank will forward your interest earnings directly, which will be taxed for that period

[@lerekomotseko3129]

MY SISTER IF YOU CAN HELP WITH THE REAson why are the tax returns so low now , they literally gave back what they take from me a month...

[@PinkyNgema]

Can i also declare rental as a pensioner, becausebi also receive my dividends every month?

[@PinkyNgema]

I meant do I

[@lanla6838z]

And what will happen if I consider this to "constitute financial advice"? Is like saying my KZbin video does not constitute a tv programme.

[@garthfortuin]

What happens when i change my banking details after i have been already auto assessed?

[@MercZoo]

We're in the same boat😢😢. Found mine had been tampered with and changed them. Not sure if it wasn't too late though.

[@TsholoMotlhabane]

I recirved an auto assessment and Sars owe me but requires me to send IRP5 for 2019

[@YoliswaMakhunga]

Same applies and I so confused on what to do

[@colleenmodise5803]

Sars requires me to submit 2008 return, inorder for them to refund me. I don't even have those records anymore.

[@lorrainemashile6477]

You are really helpful ❤

[@melissaryan9443]

Hey Nokuhle. If I gamble and win for example R1 000 000.00 do I have to pay tax on that?

[@kamogelomononyane663]

Lol yes!!! Or else you’ll be in for a surprise. Someone I know won forex money and now he owes SARS

[@ntsako_nxu]

@@kamogelomononyane663I hear it’s different with lotto is that true

[@melissaryan9443]

@@kamogelomononyane663 oh dear

[@thulanimthembu1164]

How long does it take for account details to be verified after changing the banking details

[@MultiNombulelo]

For me they said they had incorrect bank details therefore i need to upload my bank statement on my efiling. Its been 2 weeks of waiting 😭 when i check it says documents uploaded

[@thulanimthembu1164]

@MultiNombulelo I ended up changing the details via the app, after 5 days payment finally came through

[@hellenralesai9176]

If you're unemployed but paying for a medical aid and you're charged levies through out the year, can i be auto assessed

[@francinahmasemola-jb4tw]

Thank you so much cc

[@mfundogumede7815]

Please explain "playing with numbers"

[@mapsmaps805]

Falsifying information (defrauding SARS) 😂. Not to be done. Their arm is too long

[@balungilemkhize6134]

Thank you so much, this was helpful ❤

[@SJ_KingMthembu]

I havent opened a company, I just purchased a swiping machine to swipe and they said I must record this as a sole proprieter &give my hustle a name. And only did one job selling food. Do I need to declare? I was charged a tax &have tax certificate, If I submit this will it increase my tax or I will get a discount