ClaimX Guides

Tax guides for South Africans

Plain-English answers to the questions that cost people money at tax time — and how to claim every deduction you're entitled to.

The Document Checklist for Your SARS Tax Return

Exactly which documents you need to file your South African tax return and claim every deduction you are entitled to — a plain-English checklist.

How SARS medical scheme fees tax credits work, who qualifies, and how to make sure you claim the full amount on your tax return.

Contributing to a retirement annuity can meaningfully lower your SARS tax bill. Here is how the deduction works and how to claim it correctly.

Who qualifies for a home office tax deduction with SARS, what you can claim, and the records you need to keep to survive a review.

Your IRP5 is the foundation of your tax return. Here is what the main source codes mean and what to check before you file.

Not everyone has to file — but many who do not, should. Here is how to tell whether you need to submit, and why filing can still pay off.

SARS auto-assessed you and it looks done. Here is why accepting without checking can cost you money — and what to review first.

If you receive a travel allowance, no logbook means no claim. Here is how the logbook works and what SARS expects to see.

Who is a provisional taxpayer, when the IRP6 returns are due, and how to avoid the penalties that catch freelancers out.

Rental income is taxable — but so is a long list of expenses deductible against it. Here is what you can claim and what to keep.

Earning on the side? Here is when it becomes taxable, what you can deduct, and how to stay out of trouble with SARS.