Tax Guide

The provisional tax guide

Everything a South African provisional taxpayer needs to know, in plain language.

What is provisional tax?

Provisional tax is not a separate tax — it is a method of paying income tax in advance, in at least two instalments, so that you do not face one large amount on assessment.

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Who qualifies as a provisional taxpayer?

Any person who earns income other than remuneration — typically freelancers, independent contractors, sole proprietors, and individuals with rental or investment income above the exempt thresholds.

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IRP6 deadlines: Period 1 and Period 2

Period 1 is due by 31 August (first half of the tax year) and Period 2 by the last day of February. A voluntary third payment by end September can reduce interest.

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Estimating your income

Your IRP6 requires an estimate of full-year taxable income. Estimates below the basic amount or the required accuracy thresholds can trigger penalties.

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Deductions overview

Key deductions include s11F retirement contributions (27.5%, capped at R350,000), home office under s23(b), travel, and qualifying business expenses.

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Penalties and interest

Late payment attracts a 10% penalty. Underestimation can attract a Paragraph 20 penalty of up to 20%, plus interest under s89bis.

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How the InspiredTax app helps

The app calculates IRP6 estimates from current SARS tables, applies your deductions, and flags penalty risk before you file — offline and private.

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