Keeping track of your SARS Auto Assessment ensures you stay on top of your tax obligations and avoid unexpected surprises. SARS issues auto assessments to simplify filing for taxpayers with straightforward affairs, notifying you by SMS or email once your assessment is ready.
What Is an Auto Assessment?
An Auto Assessment is SARS’s automated calculation of your personal income tax return using third-party data such as employer submissions, bank interest statements, medical scheme contributions, and retirement fund information. You don’t have to complete or submit a manual return if you qualify.
Why You Should Check Your Status
- Confirm whether SARS has processed your auto assessment.
- Identify if you owe additional tax or are due a refund.
- Catch discrepancies early and correct third-party data if needed.
Step-by-Step Guide to Checking Your Status
- Visit the SARS website.
- In the top navigation bar, click Digital Channels, then select SARS Online Query System (SOQS).
- Wait for your SMS or email notification; auto assessments are released in batches between 7 and 20 July 2025.
- On the SOQS dashboard, click the My Auto-Assessment Status icon.
- Enter your Tax Reference Number, ID number, registered cellphone number, and email address.
- Submit the form to view your current auto-assessment status.
Common Issues and Troubleshooting
- No Notification Yet: SARS rolls out assessments in batches. If you haven’t received an SMS or email, check again after 24–48 hours between 7 and 20 July.
- Data Discrepancies: If the figures don’t match your records, contact the relevant third-party provider (e.g., your employer or medical scheme) to correct the data and have them refile with SARS.
- In Agreement?: If you agree with the auto assessment, there’s no further action required – you need not “accept” it manually.
Tips for a Smooth Experience
- Ensure your contact details on eFiling or the SARS MobiApp are up to date to receive notifications promptly.
- Bookmark the SOQS page for quick access during the filing season.
- If you prefer mobile, download the SARS MobiApp and look for the Auto Assessment section once your notification arrives.
