Filing season open067 465 2243Tax Pig ↗
Features

Every OptiTax featureIn one chat.

Snap a slip, send a voice note, forward a statement. OptiTax reads it, files it and answers on WhatsApp, with a tap to see the detail. Search all 225 things it does.

225work today
16categories
0apps to download
The big six

What people use it for

Everything works from the WhatsApp chat. Here is what that looks like.

01

Snap a slip

Photograph it, send it. Every line, the shop, the date and the VAT, read and filed in seconds.

See how it works
02

Just say it

A voice note is a command. "Fuel for last month", "slips for Tuesday", answered with a tap to view.

See Voice and WhatsApp
03

Bank statement to CSV

Send the PDF statement. Every line read, matched to your slips, and out as Excel, CSV, Xero or Sage.

See how it works
04

Financials on tap

Income statement for any dates you ask for, as a clean page and a PDF, straight from the chat.

See how it works
05

Payroll and EMP201

PAYE, UIF and SDL worked out, payslips made, and your EMP201 figures ready to submit.

See how it works
06

Split the bill

Tick your items, add the tip. Only your share is claimed and your friend gets theirs on WhatsApp.

See how it works
Browse

Pick a category

16 groups, each with its own page, examples and answers.

20

Capture and email in

Every way a slip, invoice or document gets in: WhatsApp, email, upload and staff.

20 work today
12

Reading slips and documents

What the reader pulls off a slip, PDF or certificate, and how it learns from your fixes.

12 work today
24

Categorising and tax rules

Every line sorted into the right South African tax category, with the rule behind it.

24 work today
7

VAT

Input VAT tracked from the paper, checked and totalled.

7 work today
17

Bank and reconciliation

Bank statements read line by line and matched to the slips that prove them.

17 work today
10

Exports and accounting links

Get your figures out: spreadsheets, accounting packages, packs and ZIPs.

10 work today
18

Tax return preparation

Your return figures prepared and organised, ready for you or your tax practitioner to submit.

18 work today
17

Business and SME

Payroll, petty cash, stock, debtors and the paperwork a small business runs on.

17 work today
21

Voice and WhatsApp

Everything works from a chat: type it or say it in a voice note.

21 work today
7

Search and slips

Find anything you bought, and the slip that proves it.

7 work today
10

Calendar, lists and email

Reminders, to-dos, shopping lists and emails, by voice or text.

10 work today
18

Bill split

Split a restaurant bill with friends on WhatsApp, no app needed.

18 work today
14

Lifestyle extras

Restaurants, menus, specials, warranties and home costs, from the same slips.

14 work today
13

Account and security

Your account, your numbers, your privacy.

13 work today
14

For accountants

A practice workspace: client queue, review, sign-off and team.

14 work today
3

Pricing and plans

Simple monthly pricing in rand.

3 work today
The full list, A to Z by categoryAll 225 features, with what to say on WhatsAppShow all 225Hide the list

225 features225 work today

Capture and email in20

  • Send slips by WhatsApp
    Photograph a slip and send it. It is read, sorted and on your dashboard in seconds.
  • Upload photos and PDFs on the web
    Drop slips, invoices and statements into your dashboard from a computer.
  • Your own email address for slips
    Ask for "my email address" and get one to send or forward receipts to.
    Say my email address
  • Forward receipts by email
    An emailed receipt is filed exactly like a slip sent on WhatsApp.
  • Gmail auto-forward in two steps
    Set Gmail to forward receipts by itself. The confirmation code comes to you on WhatsApp.
  • Outlook and Microsoft 365 forwarding rule
    A step by step rule guide, with a note you can hand to your IT person.
  • Connect your Outlook mailbox (read only)
    Invoices in your mailbox are found and filed automatically.
  • Invoice and receipt in one email, counted once
    When a supplier sends both, you are not charged twice in your books.
  • No double counting across email and WhatsApp
    The same purchase sent both ways is flagged and only counted once.
  • Same slip photographed twice, counted once
    Send a better photo of the same slip and it replaces the first.
  • Email privacy log
    Only receipts are kept from your mailbox, with a "what we have read" log you can delete.
  • Staff send slips to the business
    Your team send their slips from their own phones and they land on the business file.
  • Long slips in two photos, joined into one
    A slip too long for one photo is sent in two and joined automatically.
  • Say what a slip was for in the caption
    Write "client meeting" or "personal" on the photo and it is filed that way.
  • Odometer photo or typed km reading
    Send a photo of the odometer or just type the reading for your logbook.
  • FICA documents kept and sent back on request
    ID, proof of address and similar documents stored, and sent back when you ask.
  • Store payslips and IRP5s
    Keep every payslip and IRP5 in one place, with the figures read for your return.
  • Help with a blurry photo
    Tells you how to retake a slip that did not come out clearly.
    Say my photo came out blurry
  • Notes sent while a slip is reading still apply
    Send "this was for work" straight after the photo and it is applied once the read finishes.
  • Share your last slip by WhatsApp
    Forward the slip you just sent to someone else in one step.

Reading slips and documents12

  • Reads the shop, date and amount
    The basics off every slip, read in seconds.
  • Reads every line item on a slip
    Each item is read, so you can search, split and track prices by item.
  • Items sold by weight read correctly
    Kilograms times price per kilogram worked out properly.
  • Re-read a document or mark it as a sales invoice
    Ask for a fresh read, or tell it the document is an invoice you sent.
  • Read a document as a delivery note
    Send the document, then say "read it as a delivery note" and it is read again as one.
    Say read it as a delivery note
  • Learns from your corrections
    Fix an amount, category or VAT by chat and it remembers the merchant next time.
  • Remembers new merchants
    A shop it did not know is learned, so next time it is recognised.
  • Reads Word documents
    Send a .docx and it is read like any other document.
  • Reads scanned PDFs page by page
    A scanned PDF is turned into pages and read, not rejected.
  • Understands tax documents, not just slips
    Certificates and statements are read for the figures that matter on a return.
  • Clear message when a document cannot be read
    You are told why, instead of a document that looks like it is still waiting.
  • Live camera scan
    Point your phone camera at a slip and it is quality checked and read while you hold it.

Categorising and tax rules24

  • Automatic categories from a South African expense catalogue
    562 everyday expenses with their tax treatment and common traps.
  • South African supplier directory
    Knows who you bought from and what they sell, across 22 sectors.
  • Ask tax questions in plain English
    "Can I claim a bakkie?" answered from the rules, in plain words.
  • Make a slip claimable or personal
    Say "make the last slip personal" or "business" and it moves.
    Say make the last slip personal make the last slip business
  • Fix the category on your last slip
    Say "change fuel" and the last slip is recategorised.
    Say change fuel
  • Move a merchant to another category
    "Move Spar to groceries" fixes every slip from that shop.
    Say move Spar to groceries
  • Move slips in bulk by chat
    Make a shop personal, move a batch, or park lines in one message.
  • Park a payment you do not recognise
    Say you do not know what it is and it waits in suspense, out of your claims.
    Say I don't know what the Spar one is
  • Recheck my categories
    Runs every slip through the latest rules again.
    Say recheck my categories
  • Category totals by chat
    Ask "repairs for this year" for a total by category.
    Say repairs for this year
  • Edit a slip: nine fields
    Fix the date, shop, amount, VAT and more, not just the category.
  • Tap to pick a category
    A tappable category list in WhatsApp, no typing.
  • Review three at a time
    Tap Business, Personal or Not sure on three cards, then the next three.
  • Rules for business meals, waste removal and staff welfare
    Common small business costs coded to the right account.
  • Bar and liquor slips filed as entertainment
    Handled as entertainment with no VAT claimed, as the law requires.
  • Wear and tear on assets
    Write-off periods from the SARS tables applied to what you buy.
  • Home office claim
    Worked out on floor area, with a warning where the claim would not hold.
  • Set up a home office claim by chat
    A few questions on WhatsApp and the claim is set up.
    Say hoset cancel
  • Travel logbook by km difference
    Say "increased by 39 km" and it is added to the last reading.
    Say increased by 39 km
  • Ask for your last km reading
    "What is my last km reading" gives the latest odometer figure.
    Say what's my last km reading
  • Subsistence and travel claims
    Daily allowances and travel worked out at the SARS rates.
  • Capture in any tax year
    Old slips are kept and shown whatever year they fall in; the tax year only decides what is claimed.
  • Split a mixed basket
    One slip with business and personal items is split between the two.
  • What you spend on, totalled
    Your spending by type, with what is claimable.

VAT7

  • VAT tracked on slips and invoices
    The VAT on every slip and invoice is read and kept.
  • Your input VAT total by chat
    Ask "my vat" for the total so far.
    Say my vat
  • Add VAT to the last slip
    Say "vat 17" when a slip did not show it clearly.
    Say vat 17
  • VAT and payment method in every slip reply
    Each reply shows the VAT and how you paid, with running totals.
  • Checks a slip is good enough for a VAT claim
    Tells you when the paper behind a line cannot support input VAT.
  • Bad supplier VAT number warning
    A wrong VAT number blocks the input VAT claim, and you are warned when you capture it.
  • VAT201 figures
    Your VAT return figures worked out, for you or your practitioner to submit.

Bank and reconciliation17

  • Bank statement PDF import
    Send a statement PDF and every line is read.
  • Bank statement PDF to Excel or CSV
    Statement lines exported as a spreadsheet.
  • Match slips to bank lines
    Each slip is tied to the bank line that paid it, with the gaps shown.
  • Running balance checked on every line
    Opening, running and closing balances checked, so a missed line shows up.
  • Bank charges recognised and coded
    Bank fees found and coded by rule.
  • Bank balance by chat
    Ask "bank balance" for the latest figure from your statements.
    Say bank balance
  • Learns which card is your business card
    Card numbers on slips are learned, so business and personal sort themselves.
  • Recognises your saved beneficiaries
    Payments to pre-approved beneficiaries on a statement are recognised.
  • Group similar lines and decide once
    Ten Uber trips are one decision, not ten.
  • Sort money in: income, loan or your own money
    Tap a card for each deposit so loans and your own money are not taxed as income.
  • How much have I made
    Ask in chat for money in this tax year, with a Tap to view page.
  • Statement period and balances in your tax summary
    Opening, closing and period shown with your tax summary.
  • Recurring payments and bank rules
    Recurring payments are found in your bank lines, and you can build your own rules.
  • Bank line review queue
    Every unmatched line in one queue to approve, rematch or reject.
  • Bulk approve or recategorise bank lines
    Select several lines and apply one decision.
  • Import your own bank reconciliation
    Already reconcile in a spreadsheet? Upload it and it is read.
  • Live financials from your bank lines
    What the bank actually did, kept as facts and rolled into your figures.

Exports and accounting links10

  • Sage and Xero export files
    CSV files shaped for the accounting package your books live in.
  • QuickBooks export
    Export in the format QuickBooks imports.
  • Financials pack on WhatsApp or email
    Income statement and trial balance sent to you on request.
  • Debtors, creditors and ledgers with age analysis
    Who owes you, who you owe, and for how long.
  • Everything for your accountant in one ZIP
    Sheets, history, VAT201 figures and receipts in one download.
  • Slips as CSV and a ZIP of images
    Download your slip list and every photo.
  • Spreadsheet export of every figure
    The figures and how each was reached, in a file you can open.
  • Change history for every slip
    See every change made to a slip, and export it as a spreadsheet.
  • Printable "what we read" slip sheet
    A printable sheet of what was read off a slip.
  • Summary PDF by chat
    Ask for a summary PDF and it is sent to you.

Tax return preparation18

  • Individual tax return figures (ITR12)
    Your return figures and tax summary prepared, ready for you or your practitioner to submit.
  • Free tax calculators
    Tax refund, income tax, PAYE, VAT and medical credit calculators that run in your browser.
  • Tax estimate by chat
    Ask "estimate my tax" for a figure from your own records.
  • How much do I owe SARS
    Ask in chat for your estimated position.
    Say how much do I owe SARS
  • Tax calendar and deadlines
    The dates that matter to you, with reminders.
  • Year on year comparison
    This year against last year, line by line.
  • SARS and IT certificates read
    Tax certificates read for the figures your return needs.
  • What you may be able to claim
    The deductions, credits and exemptions you may qualify for, with the proof each needs.
  • Finds claims you may be missing
    Shows gaps between what you have and what you could claim.
  • Life events to claims
    Tell it what changed this year and it shows what that puts on the table.
  • Tax health score
    A 0 to 100 read of how ready your tax position is.
  • Guided tax questions
    Only the questions that apply to you, prefilled from what it already knows.
  • Capital gains on private assets
    Keep the history of an asset and see the gain when you sell.
  • Tax answers for your line of work
    Performers and other jobs: "can I claim this if I am a ...", by voice or text.
  • What do you need from me
    Lists the questions still open on your file.
    Say what do you need from me
  • Find me an accountant
    Ask and you are referred to a registered practitioner.
    Say I need an accountant
  • Send notes to your accountant
    Leave a note for your practitioner from WhatsApp.
    Say sendnotes
  • Estimated monthly disposable income
    What is left each month after tax and costs.

Business and SME17

  • Payroll: PAYE, UIF, SDL and IRP5 codes
    A payroll register with the deductions and certificate codes worked out.
  • Petty cash tin
    Track cash in and out on your phone.
  • Closing stock
    Record stock on hand at year end.
  • Credit applications and FICA packs
    A credit application pack built from your own records.
  • Loan readiness
    How strong your evidence is before you apply for finance.
  • Fill in a real PDF form by answering questions
    Ten questions at a time, read back before saving, by voice or text.
    Say ask me the questions for my form give me 10 questions at a time
  • Chase an unpaid invoice by email
    Say who and it sends the reminder.
  • Who owes whom
    Money owed to you and by you, on one page.
  • Match purchase orders, delivery notes and invoices
    Three-way match for supplier paperwork.
  • How is my business doing
    Ask in chat for a quick read of your figures.
    Say how is my business doing
  • General ledger
    Every line posted to the right account.
  • Financial statements
    Income statement and balance sheet from your own records.
  • Mark a document as a sales invoice
    Say "this is an invoice I sent to my client" and it is recorded as income.
  • Staff join your business with a code
    Workers join with a staff code and their slips go to the business.
  • Spend per staff member
    A view of what each staff member spent, from the slips they send to the business.
  • List your business by WhatsApp
    One page for your business, with tracked links.
  • Share page with a QR code for your customers
    A page your customers can scan, with code word sign-up on WhatsApp.

Voice and WhatsApp21

  • Voice notes understood as commands
    Say it instead of typing it.
  • Any request as a voice note
    Slips, lists, km, statements and forms, all by voice.
  • Answer questions by voice
    Reply to a question with a voice note.
  • Tap buttons, never typed numbers
    Every step is a button that opens a page.
  • Typo help
    "Did you mean" when a word is off, and help on a simple hello.
  • Ask "what can you do"
    Ask whether it does something and get a straight answer.
  • Morning WhatsApp summary
    One message each morning. Stop or start it any time.
  • Yesterday in one 07:00 message
    Slips, what is waiting, your diary and bank, in one message.
  • Ask for statements and financials in chat
    Your figures sent to you on request.
  • Open any dashboard panel by voice
    Say "banking", "ledger" or "creditors" and the panel opens.
  • Correct the amount on the last slip
    Just send the right amount.
    Say 250
  • Delete a slip by chat
    Say "delete" or "delete Spar".
    Say delete Spar
  • Dashboard totals by chat
    Ask "totals" for the headline figures.
    Say totals
  • Open your dashboard from WhatsApp
    Say "my dashboard" and tap the button.
    Say my dashboard
  • Your documents list
    Ask "documents" to see what is on file.
    Say documents
  • Support from a person
    Say "support" and a person picks it up.
    Say support
  • Tell it "you got that wrong"
    Report a wrong answer and it is looked at and fixed.
    Say you got that wrong
  • Understands South African English
    "Howzit" and everyday greetings understood.
    Say Howsit what happens next
  • Friendly, human replies
    Warm replies to banter, and a kind one to serious news.
  • Long answers as a headline and a page
    One line in chat, with the detail behind a Tap to view button.

Search and slips7

  • Find anything you bought
    "Where did I buy coffee" searches every line on every slip.
    Say find milk show me the Spar slip
  • Prove when you bought something
    Find the item and the slip that proves it, for warranty or insurance.
  • Find a slip by shop name
    Say "show me the Spar slip" and the slips from that shop come back.
  • Slips for a period
    "My slips last week".
    Say my slips last week
  • Yesterday's slips
    See what you sent yesterday.
    Say yesterday's slips
  • Email me this slip
    Have a slip emailed to you.
    Say email me the last slip
  • Price changes
    The biggest price rises and falls on what you buy, once you have a few months of slips.

Calendar, lists and email10

  • Calendar with WhatsApp reminders
    Times like "3 p.m.", ranges and several days in one message.
    Say my calendar
  • Add calendar entries by voice note
    "Monday morning, call the bank, 10 o'clock".
  • Asks for a time if you forget one
    An appointment without a time gets a quick "what time?".
  • Meeting agendas sent at meeting time
    Your agenda arrives when the meeting starts, with a page to open.
  • To-do and ideas lists
    "Things to do tomorrow is A and B" adds both.
    Say my to do list my ideas
  • Shopping list grouped by shop
    With an estimated total from what you last paid.
  • Loyalty cards at the till
    Save card photos and get them back in chat when you pay.
  • Dictate an email by voice
    Say who and what, check the draft, send.
    Say dictate an email
  • Emails that send later
    Schedule an email and cancel it from the draft page.
  • Email contacts by voice
    Add contacts by voice or paste many at once.

Bill split18

  • Split a restaurant bill
    Send the slip, pick who had what, and everyone gets their share.
    Say split the bill
  • Split by item from the slip
    The slip is read and each person picks their items.
  • Table QR code to join a bill
    Friends scan a code to join the split.
  • Tips split with each share
    Each person's tip goes with their share.
  • Shares sent to friends on WhatsApp
    Everyone gets their amount in chat.
  • No app needed for friends
    Friends use a web link.
  • Your share lands in your records
    A business share is claimed, the rest set aside.
  • Tag a friend on a slip and split with them
    "Split bill with a friend".
    Say split bill with a friend
  • Add friends from your phone contacts
    Share a contact card or say a name.
  • Split an older bill
    "Split my last slip" or a named one.
    Say split my last slip
  • Who owes me
    One page of who still owes you.
    Say who owes me
  • "Splitting this one?" after a restaurant slip
    One tap to split or keep it.
  • Running tabs with friends
    Unpaid shares add up until settled.
  • Shared tabs, netted both ways
    Accept a tab request and both sides see one running total.
  • Mark a tab paid
    A shared page where you mark paid and the other side confirms.
  • Quantity buttons when splitting
    Two beers each? Tap the quantity, no typing.
  • Voice guide to bill split
    Ask "how does bill split work" for a short voice note.
    Say how does bill split work
  • Invite friends to a place and time
    Send a crew alert from WhatsApp.

Lifestyle extras14

  • Rate restaurants and keep My restaurants
    Every place you rated, in one list.
  • Rate your meal and find the best dish nearby
    Rate the dish, then ask where the best one is.
  • Restaurant menus read from photos
    Menu items and prices kept per restaurant.
  • Restaurant specials near you
    Current specials from approved restaurants.
  • Invite a mate to a special
    Friends reply "I'm in" or "Can't make it".
  • Find a plumber, restaurant or dentist nearby
    Ask on WhatsApp for one in your town.
  • Warranty tracking from slips
    Say "warranty 2 years" on a slip and it is tracked.
  • Electricity and prepaid meter tracking
    Bill history and trend from your slips.
  • Solar feed-in credit tracking
    Track credits for power you feed back.
  • Bond and finance agreements
    Capture the agreement and keep its figures.
  • My top places and my savings
    Where you spend most, and what you saved.
  • What you spent on drinks
    Total plus each kind with count and price.
  • Official restaurant menus kept current
    Where a restaurant publishes its menu as a PDF on its own site, that menu is fetched and kept current.

Account and security13

  • Link a second WhatsApp number
    Pair another number to one account with a code.
  • SIM-swap protection
    A changed SIM is checked before your data is shown.
  • Delete your account and data yourself
    No form, no waiting.
  • Personal slips stay private from your accountant
    Only what is for the business is shared.
  • Choose what your accountant can see
    You decide what your practitioner has access to.
  • Encrypted safe keeping for codes
    Codes you give us are encrypted and only sent back to your own number.
  • Ask who can see your data
    A straight answer in chat.
    Say who can see my data
  • New login link on request
    "Send me a new link" if one has not arrived or stopped working.
    Say send me a new link
  • Install your dashboard as a home-screen app
    An app icon on your phone, no app store.
  • Simple home screen
    A simplified home by default, with a switch for the full view.
  • Sign up on the website, finish on WhatsApp
    The form makes your account and WhatsApp opens to carry on.
  • Signup QR codes
    Show a QR code a friend can scan to join.
  • Refer friends
    Referrals recorded, with commission for referrers.

For accountants14

  • Practice console
    Clients, returns queue and what is outstanding.
  • Work queue
    What needs you today, per client.
  • Scan slips for a client
    Pick a client, open the camera, review the read.
  • Team and sign-off rights
    Who works at the practice and who may sign a return.
  • Practitioner sign-off
    Sign off a return once it has been reviewed.
  • Client approves the draft pack
    Your client reviews and approves what you prepared.
  • Client consent, line by line
    What the client accepted, kept in their own words.
  • Lock a closed period
    Lines in a closed period cannot be edited or deleted.
  • Private working notes per client
    Your own notes, not shown to the client.
  • Firm year on year
    Your whole book of clients, this year against last.
  • Practice commission
    What the practice has earned, from payments actually made.
  • Import clients from a CSV
    A ready template to bring your client list in.
  • Invite a client directly
    Send an invite link to one client.
  • White label
    Your practice name on the front.

Pricing and plans3

  • Full product under R100 a month
    Tax Pig from R49, OptiTax from R99.
  • Free to start
    One free trial per person.
  • Monthly plan by card
    Pay monthly through PayFast.

Try it on a slip in your wallet

Free to start. Nothing to download. OptiTax works in the WhatsApp you already have.

OptiTax prepares and organises your records and figures; you or your registered tax practitioner submit to SARS. Every feature marked as working was checked in our own code on 19/10/2026. Coming soon means it is being built and is not live yet.