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

What Can I Claim as a Sole Proprietor in South Africa?Home Office Deduction for a Sole Proprietor in South Africa How to Claim Travel from SARS

Frequently asked questions

What does OptiTax do for categorising and tax rules?

Every line sorted into the right South African tax category, with the rule behind it. It includes automatic categories from a south african expense catalogue, south african supplier directory, ask tax questions in plain english, make a slip claimable or personal, fix the category on your last slip, and 19 more listed on this page.