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

How Do I Do My Tax Return in South Africa?SARS Tax Refund Calculator (South Africa)Income Tax Calculator South Africa (2026/27 and 2025/26)SARS Deadlines for Small Business, 2026/27 Tax Return Documents Checklist (South Africa)What Can I Claim as a Sole Proprietor in South Africa?Help with SARS: Get Your Paperwork Ready on WhatsApp

Frequently asked questions

What does OptiTax do for tax return preparation?

Your return figures prepared and organised, ready for you or your tax practitioner to submit. It includes individual tax return figures (itr12), free tax calculators, tax estimate by chat, how much do i owe sars, tax calendar and deadlines, and 13 more listed on this page.