Sometimes, even SARS waves the wrong wand đȘ⊠and thatâs exactly what happened to one of our clients. Luckily, the Tax Fairy was on call to sprinkle some compliance magic and set things right!
The Situation
Our clientâletâs call her Lindiweâreceived a shiny SARS auto-assessment. It looked quick, neat, and even suggested a small refund. She almost clicked âacceptâ without blinking.
But Lindiwe had a hunch something was missing. Spoiler: she was right!
What Went Wrong
When we reviewed her auto-assessment, we spotted major issues:
- SARS had left out her retirement annuity contributions
- Her medical aid deductions were missing
- One IRP5 was mismatched, underreporting her income
If she had accepted as-is, Lindiwe would have:
- Lost over R8,000 in valid deductions
- Triggered a compliance risk down the line
- Ended up paying more tax than she should
The Tax Fairyâs Fix
We waved our wand (okay, opened eFiling), corrected the assessment, added the missing deductions, and ensured her employerâs IRP5 aligned with SARSâs records.
 The Outcome
Instead of paying extra tax, Lindiwe:
- Got her full refund
- Stayed 100% compliant with SARS
- Walked away stress-free, knowing her return was accurate
The Lesson
Auto-assessments are convenientâbut theyâre not always correct. Even one missing certificate or deduction can cost thousands.
If youâve received a SARS auto-assessment, donât click âacceptâ without checking. Book a consult with us at Tax Shop TaxEy and letâs make sure your return works for you, not against you.
SARS may auto-assess, but only humans (and fairies) can catch the magic in the details!
