SOMETHING WRONG?TELL A PERSON.
No account, no login and no ticket number to quote back at you. Say what happened and somebody on the team answers by email.
Every one of these is read by a human.
Tell us what is wrong
The questions that come up most
No. Section 240 of the Tax Administration Act requires anyone preparing returns for reward to be registered with SARS and to belong to a recognised controlling body. A registered practitioner submits, with their name on it. OptiTax organises the evidence and the review.
No. The form below needs a name, an email and what is wrong. Nothing else, and no login. We use those details to answer you and for nothing else.
Reply pdf in your WhatsApp thread and the summary is built from your return as it stands at that moment and sent back as a document in the same conversation. download and summary pdf do the same thing.
Reply menu for the list. Typing a tab name gives you that tab back as text: dashboard, documents, bank matching, balance, home office, tax summary, review and assets all work. The full list is here.
Usually less than a working day. A practice has to be checked before it can take on clients, because of the same section 240 requirement above: we check the practitioner number and controlling body you gave us. Your account exists and your documents are safe while that happens, and we email you the moment it opens.
No. Estimates are guides, not tax advice, and OptiTax does not promise a refund. It shows what your own documents support and names the section behind every claim, so a practitioner can decide.
OptiTax support team
If you are part of the support or admin team, this door opens the Ops Console. It is not a client login.