Free SARS Tax Resolution Planner
Prepare a clearer response to a SARS tax issue. Choose what has happened, note what you know, identify information still needed and build a practical action checklist. Try the free starter without an account, download your brief, or create an account to save matters.
Free to try. No account needed to start. Distinct from a consultation booking.
Four ways to start
Each path opens the planner on the relevant issue and asks the questions that matter for it. You do not need to enter contact details or original documents to try one.
SARS tax debt
Organise what SARS says is owed, the tax periods and the questions to clarify before considering repayment or relief.
Plan a SARS debt issueSARS letter or notice
Capture the notice type and issue/receipt dates, then identify the records and questions needed for review.
Organise a SARS noticeDelayed SARS refund
Record assessments, SARS correspondence and follow-up references, then prepare a refund enquiry checklist.
Prepare a refund follow-upOutstanding tax returns
List potentially outstanding periods and the accounting records to locate before confirming filing obligations.
Plan outstanding returnsWhat the free planner helps you prepare
The planner organises what you already know and surfaces what you still need, so a SARS matter is easier to discuss — whether with SARS or a professional. It does not calculate a statutory deadline or perform filing or eligibility checks.
A practical information and evidence checklist
Work through the records and details a SARS matter typically needs, grouped by issue, so nothing obvious is missed.
Editable facts, notes and actions
Record what you know, flag what is still unclear, and note the steps you have taken or still need to take.
Questions for SARS or a professional
Surface the clarifying questions worth asking before you respond, apply, or seek scoped assistance.
A downloadable preparation brief
Export a short brief summarising your issue, the evidence gathered and the open questions, ready for discussion.
For the official references the planner draws on, see the planner's official sources page.
How it works
Choose an issue
Select tax debt, a notice, a delayed refund or outstanding returns. Each path asks the questions relevant to that issue.
Organise known details and actions
Add the facts you have, note what is missing, and record the steps already taken or still to do.
Download your brief or sign in to save
Download a preparation brief to keep, or create an account to save matters and return to them later.
Guest drafts are held in your browser session. If you leave or refresh without downloading, the draft may be lost. Creating an account lets you save matters and return to them — but saved work is not delivered to Tax Relief SA on your behalf.
An example of how it is used
A director receives a SARS final demand but is unsure which period it relates to. They select the notice path, record the issue date and the available reference, and identify the missing statement or supporting records. The planner turns that into a short checklist they can download for discussion — without claiming it validates any statutory period, guarantees a suspension, or replaces a court or SARS step.
This is an explicitly fictional illustration. It does not represent a client result or a prediction of any outcome.
When professional assistance may be appropriate
The planner helps you prepare, but it does not file with SARS or engage Tax Relief SA on your behalf. To have a matter reviewed, you need to contact us separately. These pages explain where paid professional assistance fits:
Request an assessment
Contact Tax Relief SA to request a confidential review of your specific facts.
SARS tax debt relief
Compare payment plans, compromise and suspension of payment for an acknowledged debt.
Tax disputes & audits
Objections, appeals and audit representation where an assessment is disputed.
SARS debt compromise
Where full repayment is genuinely impossible, assess whether a compromise may apply.
Questions about the planner
Is the planner free?
Yes. The starter flow is free to try and no account is needed to begin. You can build a checklist and download a brief without paying.
Do I need an account?
No. You can use the guest starter without an account. Creating an account is optional and lets you save matters and return to them; guest drafts are held in your browser session and may be lost if you leave or refresh unless you download them.
Can a business use it?
Yes. The planner is designed for South African individuals, businesses and their authorised representatives. Choose the issue that matches your matter.
Does it read or submit information from SARS eFiling?
No. The planner does not connect to SARS eFiling, read your SARS account, or file anything on your behalf. You enter the details you choose; it helps you organise them.
Can it calculate my legal deadline?
No. The planner does not calculate statutory deadlines or verify eligibility. Which period applies depends on the specific notice and your facts. Use it to gather the details, then confirm the deadline against the actual notice and current SARS guidance.
How do I ask Tax Relief SA to review my matter?
The planner does not send your matter to Tax Relief SA. To request a professional review, download your brief and separately contact us through the enquiry page. Using the planner is not an enquiry and does not create an engagement.
Prepare first, then decide
Use the free planner to organise your matter, then request a professional assessment when you are ready. The planner does not file with SARS or engage Tax Relief SA for you.