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Tax season, sorted

Tax returns,
on autopilot.

Forward your bank statements once. We capture every transaction all year, then send you a return to approve when SARS comes knocking. One tap. Done.

statements@autotax.co.za

10 this month

9:41
a

autotax

now

Your provisional return is ready to submit.

Provisional · IRP6

Tax year 2026 · Period 2

R 14,387

Estimated payable

  • IncomeR 184,200
  • DeductionsR 28,940
  • Effective rate9.27%
12 checks passed · 0 warnings

Need to amend before you submit?

The autopilot year

This is everywhere you have to think about your tax.

Mar6
Apr12
May8
Jun15
Jul11
AugP1
Sep19
OctITR12
Nov13
Dec9
Jan11
FebP2

153 statements captured across the year. You act 3 times — at P1, ITR12, and P2 — for as long as it takes to read a notification.

Prefer to do it yourself?

Three steps. One afternoon.

Solo, Hustle, and Company tiers keep you in the driver's seat — upload statements when you're ready, confirm what we sorted, then submit. Same engine, manual rhythm.

Step 1

Drag in your bank statements.

Drop in PDF statements from FNB, Standard Bank, Nedbank, Absa, Capitec, Investec, TymeBank, or Discovery. We parse them on upload — most months take under a minute.

No account linking. No bank passwords. Read-only PDFs only.

autotax.co.za/dashboard/statements/new

Statements

Upload

Browse

Drop bank statements here

PDF only · FNB, Standard Bank, Nedbank, Absa, Capitec, Investec, TymeBank, Discovery

Queue · 3 files

  • FNB-business-feb-2026.pdf

    284 KB

    Parsed · 47 transactions
  • Standard-Bank-jan-2026.pdf

    412 KB

    Parsed · 47 transactions
  • Capitec-statement-2026.pdf

    198 KB

    Parsing · 64%

Step 2

We categorise. You confirm.

Every transaction is categorised against a SARS-aligned chart of accounts. Anything we're not sure about goes to a one-tap confirmation screen — never auto-submitted.

You stay in control. We just remove the spreadsheet.

autotax.co.za/dashboard/transactions

Transactions

February 2026 · 47 entries

44 categorised
3 need you
DateDescriptionCategorySourceAmount
  • 27 FebInv #2402 — BlueDotIncome98%+R 7,500.00
  • 26 FebTAKEALOT.COMOfficeRule−R 412.50
  • 26 FebVodacom airtimeCommsRule−R 199.00
  • 25 FebDISCOVERY HEALTHMedical62%−R 3,247.00
  • 24 FebInv #2401 — AcmeIncome99%+R 14,200.00
  • 23 FebUber businessTravel91%−R 87.30
  • 22 FebSteers Sea PointPersonalYou−R 124.00
  • 21 FebMicrosoft 365Software95%−R 309.00
Showing 8 of 47AI · 41Rule · 3You · 1Review · 3

Step 3

Submit straight to SARS.

Provisional returns (IRP6) and final personal returns (ITR12) for individuals; ITR14 for one-person Pty Ltds. Validated against twelve pre-submission checks before anything leaves your device.

Your SARS password is never shared with us.

autotax.co.za/dashboard/review

Review & submit

IRP6 — Period 2 (Feb 2026)

Ready to submit

Calculation

  • Gross incomeR 184,200.00
  • Less: Allowable deductions−R 28,940.00
  • Taxable incomeR 155,260.00
  • Tax before rebatesR 30,952.00
  • Less: Primary rebate−R 17,235.00
  • Tax payable for the yearR 13,717.00
  • Period 2 estimate60% of annual liabilityR 14,387.20
Submit to SARS
Save & exit
Submitted under SAIT-XXXX

When you do open it

The dashboard, ready when you are.

Every transaction. Every line item. Every check that ran before the return was prepared. Open it once a year, or every week — it's the same calm view either way.

Provisional return — IRP6

Period 2 · due 28 February

Ready

R 14,387.20

Estimated payable

Income
R 184,200
Deductions
R 28,940
Rate
9.27%
12 checks passed · 0 warnings
Submit to SARS
Download PDF

Built for South Africa

ZAR. SARS. SA banks. POPIA.

Most tax software is built for someone else's tax system. taxo isn't.

  • FNB
  • Standard Bank
  • Nedbank
  • Absa
  • Capitec
  • Investec
  • TymeBank
  • Discovery Bank
  • ZAR
  • SARS eFiling
  • DD/MM/YYYY
  • POPIA

Security

Four promises we don't bend.

Read-only bank access

We have read-only access to your bank data. We cannot move your money.

Your SARS password stays yours

Your SARS password is never shared with us.

24-hour deletion

Your statements are deleted within 24 hours of processing.

Data resident in South Africa

All your data stays in South Africa.

Pricing

From R119 a month.

Monthly or annual — annual saves around two months. Founding pricing locked in for waitlist signups. Settled Auto adds year-round capture and one-tap WhatsApp approval.

Solo

R 119/mo

IRP6 + ITR12

Hustle

R 179/mo

+ statement parsing

Company

R 249/mo

ITR14 included

Auto

R 449/mo

Autopilot · WhatsApp

The next tax season starts now.

Reserve your spot. Founding-member pricing is locked in for life.