Terms

autotax categorises bank-statement transactions, calculates your South African income tax, and helps you prepare and submit the return to SARS. We support IRP6 (provisional), ITR12 (individual), and ITR14 (one-person Pty Ltd) returns.

The accuracy of the data you give us and the statements you upload. If the numbers change, tell us. You also agree not to submit returns for anyone other than yourself or the entity you're authorised to represent.

Always verify your tax return before submission. autotax's categorisations are an aid, not a substitute for your judgment.

autotax is a software service. We are not a tax advisor and we don't give tax planning advice. We compute and help you submit returns based on the information you provide. If you need advice, the practitioner consult add-on (R 399) gets you 30 minutes with a registered tax practitioner.

South African tax residents only. Individuals, sole proprietors, and one-person Pty Ltds with annual turnover under R1 million. Out of scope: VAT (VAT201), payroll (EMP201/501), trust returns (ITR12T), multi-employee company returns, multi-signatory consent flows, foreign income beyond basic declaration.

SARS eFiling has scheduled and unscheduled downtime. If your submission is queued rather than immediate, you'll see it in the app. If a submission fails definitively, we'll notify you and work it out — no extra charge for resubmission of a SARS rejection.

The Auto tier adds three things to the standard service: a unique forwarding address for inbound bank emails, year-round transaction capture, and a magic-link review notification when a return is ready to file. By subscribing to Auto, you agree to the following:

• Forwarded emails are statements only. You set up filters in your mail client (Gmail, Outlook, etc.) so that only your bank's monthly statement emails are forwarded to your unique address. Forwarding unrelated correspondence is a breach of these terms because we don't have processes to handle it.
• You're responsible for the accuracy of forwarded statements. Forwarded PDFs go through our parser and categoriser; you remain responsible for confirming the result before tapping Approve. We never auto-submit a return without your tap on the magic-link.
• One-tap approval is a legal taxpayer affirmation. When you tap Approve & file with SARS on a magic-link review page, we record the timestamp, IP address and user-agent in our append-only audit log. That record stands as your affirmation of the return's accuracy under section 102 of the Tax Administration Act. Treat it like signing a paper return.
• We never log into your bank. We have no bank credentials, ever — for any tier. The only data we receive is what you forward to us by email or upload directly.
• You can revoke the forwarding address at any time. Rotating the address from the dashboard kills the previous one immediately; future emails to it are dropped. Already-captured transactions remain in your account.

You can cancel your subscription at any time from your account settings. If cancellation happens before we have submitted a return for the current tax year, you're entitled to a full refund of the annual plan.

autotax is operated by [Pty Ltd to be incorporated]. This page will be updated with the registered entity name and CIPC registration number once incorporation completes. Until then, the founder operates as a sole proprietor at the contact details on the privacy page.

We'll email you about any material change before it takes effect. Material changes that disadvantage existing subscribers don't apply retroactively.