Year-round, not just at deadline
Tax plan
Forecast your cash flow, provisional-tax reserve and deduction opportunities. Every estimate shows the assumptions and tax year it applies to.
What-if scenario
Assumptions (DEMO — not a certified calculation): illustrative 28% marginal rate net of rebates. Real 2026 SARS bracket table not applied. RA cap conceptually 27.5% of income / R350,000 (verify against current legislation). Excludes CGT and s10 exemptions. Signs: liability shown positive; a negative value would mean an over-recovery.
Projected position
Move the sliders to see how earning an extra R50k, adding to your RA, or claiming home office costs changes the picture.
Deduction & evidence checklist
Top up RA before 28 Feb
Up to 27.5% of income capped at R350,000
Confirm medical scheme dependants
Additional s6B credit if unclaimed
Attach logbook to travel claim
SARS requires opening + closing odometer
Capture S18A donation receipts
Only from approved PBOs
Reconcile invoice 014 payment
Timing may push into next YoA
Home office floor plan photo
Supports s23(m) apportionment