Tax FAQ

South African tax FAQ

Straight answers on provisional tax, deductions, and SARS compliance.

Who must pay provisional tax in South Africa?

Broadly, anyone earning income that is not subject to PAYE — freelancers, contractors, sole proprietors, and individuals with significant investment or rental income.

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When are the IRP6 deadlines?

Period 1 is due by 31 August and Period 2 by the last day of February. A voluntary third top-up payment can be made by the end of September.

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What happens if I underestimate my income?

Paragraph 20 of the Fourth Schedule imposes an underestimation penalty of up to 20% where your estimate falls short of the required threshold.

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What is the s11F retirement deduction?

Section 11F allows a deduction for retirement fund contributions of up to 27.5% of the greater of remuneration or taxable income, capped at R350,000 per year.

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Can I claim a home office deduction?

Yes, if a dedicated part of your home is used regularly and exclusively for work — the deduction is apportioned by floor area under section 23(b).

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How are medical expenses treated?

Medical scheme contributions earn Section 6A tax credits, and qualifying out-of-pocket expenses may earn additional Section 6B relief.

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What is the R1.8m threshold?

Above R1 million taxable income (moving to R1.8m contexts under review), stricter estimate accuracy rules apply for the Paragraph 20 penalty.

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Do provisional taxpayers still file an annual return?

Yes. Provisional payments are advance payments; the annual ITR12 return reconciles what you actually owe.

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