Income tax & refund estimate
See the tax on your income for the year and whether you can expect a refund or will owe SARS.
Income Tax Act 58 of 1962: section 5 (rates), section 6 (rebates) and section 6A (medical scheme fees tax credit).
See the tax on your income for the year and whether you can expect a refund or will owe SARS.
Income Tax Act 58 of 1962: section 5 (rates), section 6 (rebates) and section 6A (medical scheme fees tax credit).
Estimate your first and second provisional tax payments for the year.
Income Tax Act, Fourth Schedule, paragraphs 17 to 23 (provisional tax and estimates).
Work out monthly PAYE, UIF and take-home pay for an employee, and what the employee costs the employer.
Income Tax Act, Fourth Schedule (employees’ tax) and section 11F; Unemployment Insurance Contributions Act 4 of 2002; Skills Development Levies Act 9 of 1999.
See how much of a travel allowance is tax-free, using the SARS cost table and your logbook.
Income Tax Act, section 8(1)(b) and the cost scale in the Budget 2026 tax guide (2026/27). A logbook is required.
Estimate the tax on a lump sum from a pension, provident, preservation or retirement annuity fund.
Income Tax Act, Second Schedule and the lump sum tables in the Budget 2026 tax guide (unchanged from 2024/25).
Estimate the extra tax when you sell shares, property or another asset.
Income Tax Act, Eighth Schedule: paragraph 5 (annual exclusion), paragraphs 44 to 51 (primary residence) and paragraph 10 (40% inclusion for individuals).
See the dividends tax withheld from a dividend paid by a South African company.
Income Tax Act, sections 64D to 64N (dividends tax at 20%, withheld by the company or your broker).
Tax for a company or close corporation, including the lower rates for small business corporations.
Income Tax Act, section 5 and Schedule 1 rates (27%) and section 12E (small business corporations). Years of assessment ending 1 April 2026 to 31 March 2027.
Estimate a company’s first and second provisional tax payments and their due dates.
Income Tax Act, Fourth Schedule, paragraphs 19 to 23A (estimates, payment dates and the optional third payment) and paragraph 20 (penalty for underestimating). Rates for years of assessment ending 1 April 2026 to 31 March 2027.
A simple tax on turnover instead of income tax, VAT and some other taxes, for very small businesses.
Income Tax Act, Sixth Schedule. Qualifying turnover limit R2.3 million from 1 April 2026 (previously R1 million).
Add VAT to a price or work out the VAT included in an amount, and check whether you must register.
Value-Added Tax Act 89 of 1991, sections 7 (15% rate) and 23 (registration). Thresholds of R2.3 million (compulsory) and R120 000 (voluntary) announced from 1 April 2026.
Tax on income a trust keeps (does not distribute to beneficiaries) in the year.
Income Tax Act, section 5(2) (45% flat rate for trusts), the definition of “special trust” in section 1, and section 7 and 25B (conduit principle).
Work out donations tax when you give money or assets away.
Income Tax Act, sections 54 to 64 (donations tax at 20%, and 25% above R30 million); section 56(2)(b) annual exemption of R150 000 for individuals and R20 000 casual gifts for others.
Estimate the estate duty payable when someone dies.
Estate Duty Act 45 of 1955: section 4 (deductions), section 4A (R3.5 million abatement, portable between spouses) and the First Schedule (20%, and 25% above R30 million). For a full liquidation and distribution account, use our Estate Planner.
Work out the transfer duty when you buy property from someone who is not a VAT vendor.
Transfer Duty Act 40 of 1949, section 2, using the rates for 2026/27.
Call 012 004 1804 or 073 258 0756, email leseli@kattzmos.co.za, or send us a message and we will get back to you.
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