Individual Taxpayer Submission Checklist (ITR12) | 2025/2026 Tax Year | Editable PDF

Tick it. Confirm it. Submit it. Before SARS asks.

The Deadline Is 23 October 2026. Do You Have Everything?

You're about to submit your ITR12. You've logged into eFiling. You've reviewed your auto-assessment.

But do you actually have everything SARS wants?

Most taxpayers discover they're missing documents after they've submitted — when SARS sends a verification letter and gives them 21 days to produce proof.

The Individual Taxpayer Submission Checklist ensures you never submit unprepared again.

What's Inside

📋 Section A: Personal Information

• Full name verification
• ID number and tax reference number
• Address and contact details
• Banking details (with proof requirement)
• Marital status and spouse details

📋 Section B: Income Documents

• IRP5/IT3(a) from every employer
• IT3(b) interest and dividend certificates
• IT3(c) capital gains certificates
• IT3(s) tax-free savings account certificates
• Rental income records
• Foreign income records
• Crypto asset records
• Side-hustle and freelance income

📋 Section C: Deduction Documents

• Medical aid tax certificate
• Out-of-pocket medical expenses
• Retirement annuity certificates
• Pension/provident fund contributions
• Travel logbook (with opening and closing odometer readings)
• Vehicle expense records
• Home office schedule, floor plan, and invoices
• Section 18A donation receipts
• Disability confirmation form (ITRDD)
• Financial statements for sole proprietors

📋 Section C2: Occupation-Specific Deductions

• Medical Professionals & Locums
• Teachers & Tutors
• Engineers & Technical Consultants
• Sales & Commission Earners
• IT Consultants & Software Developers

📋 Section D: Before You Submit

• Income certificate verification
• Missing deduction check
• Banking details verification
• Outstanding returns and tax debt check
• 5-year retention reminder
• Auto-assessment review reminder

📋 Section E: After You Submit

• Submission confirmation saved
• Case number noted
• Refund follow-up diarised
• ITA34 Notice of Assessment saved

📋 Declaration

• Signature and date lines

Who This Is For

• Salaried employees filing an ITR12
• Auto-assessed taxpayers who want to verify before accepting
• Anyone with medical expenses, RA contributions, or a travel allowance
• Anyone who has been selected for verification before

What You Get

• ✅ Editable PDF with fillable checkboxes
• ✅ Fillable text fields for signature and date
• ✅ Occupation-specific deduction references
• ✅ 2025/2026 tax year
• ✅ Instant digital download

Guarantee

If you use this checklist and don't feel more confident about your submission, email us within 7 days for a full refund.

Disclaimer

General information only — not tax advice. Always verify current SARS requirements with SARS or a registered tax practitioner before filing.