Welcome to the 2025 Tax Season. Let us handle your return with care. We file, you smile!

🗓️ KEY TAX SEASON DATES

• Auto-Assessments: 7 July – 20 July 2025
• Filing opens for non-provisional taxpayers: 21 July – 20 October 2025
• Closing date to submit your info to us via our secure tax portal: 7 October 2025
• Tax Season closes for regular taxpayers: 20 October 2025
• Deadline for provisional tax returns: 19 January 2026

✅ Step 1: Are You Auto-Assessed?

This year, SARS will auto-assess many taxpayers with simple tax affairs.
Here’s what you need to know:

• If SARS sends you an auto-assessment, and you agree with the amount, you don’t need to take any action — your refund (if due) will be paid automatically.
• If you disagree, we’ll help you submit a corrected return with the supporting documents.
• Act early — there are deadlines to respond or amend!

🧾 Step 2: Everyone Else – File Through Us

Filing your return doesn’t have to be stressful. Our simplified digital platform makes the process easy:

• No logins, no scanning, no back-and-forth.
• Just answer a few smart questions, upload only the documents we ask for, and we’ll do the rest.
• We provide templates for common documents like logbooks and home office expenses.

🔒 Your information is stored in a secure, POPIA-compliant environment.

Jump to our video walkthough of the improved tax submission platform

💸 Step 3: What Does It Cost?

Legal&Tax offers an affordable tax service with professional support.

Here’s how pricing works:

• 💳R450 once-off fee for Solace clients

You get a fully submitted return, expert review, and peace of mind — all for a fraction of the usual R1 200+ charged by most tax consultants.

We’ll start working on your return as soon as:

• You’ve submitted your documents via our new tax platform
• (If required) We’ve received your proof of payment

📤 What Documents Will You Need?

You’ll only be asked to upload the documents relevant to you.

Examples include:

• IRP5 income tax certificate (must show your tax number)
• Copy of your ID
• Proof of address (e.g. municipal bill or lease)
• Bank statement (with your name, account type and number)
• SARS communications
• Signed Power of Attorney (we provide the template)

🧾 If you need help with extras — like investment statements, travel logs, or home office claims — we’ll provide clear guidance and templates.

🔁 Already a Legal&Tax Client?

You’ll follow the same simple steps as last year — only smoother.
All your advisor needs is your updated info and your documents uploaded via the secure link.

👤 First Time Filing with Us?

No problem. We’ll register you under our tax practitioner profile.
⚠️ You’ll get an OTP from SARS — so make sure your SARS contact details are correct.

🚨 Protect Yourself from Tax Scams

SARS will never:

• Ask for your bank details over email or SMS
• Send links asking for passwords or personal info

Not sure if a message is legit? Send it to us — we’ll confirm.

📌 Don’t Miss These Tax Deadlines!

• 7–20 July 2025: SARS issues auto-assessments
• 21 July 2025: Filing opens for non-provisional taxpayers
• 7 October 2025: Final day to submit your info to Legal&Tax if you're not provisional
• 20 October 2025: Tax Season closes for regular taxpayers
• 19 January 2026: Deadline for provisional tax returns

🧭 Platform Walkthrough

Your advisor will send you a secure link to start.
Step 1: Answer a few simple questions
Step 2: Upload only the documents we request
Step 3: We’ll confirm what’s missing (if anything), then file your return

🔐 Authentication and document access is fully secure and POPIA-compliant.

With Solace, you’re not alone

💬 Need Help from a Tax Advisor?

We’re here to make this easy.
Reach out now to start your return early and avoid the filing rush.

💬 WhatsApp: +27 (76) 412 9990 (type "Hi" to start chatting)
☎️ Call: 0860 765 223
✉️Email: info@solacebenefits.co.za