South Africa Individual (ITR12) Tax Return Checklist | 2025/2026 Editable PDF

Submit your 2025/2026 ITR12 return with more confidence — and fewer “did I forget something?” moments.

The Virtus Individual Taxpayer Checklist is a practical, editable 5-page PDF for South African taxpayers preparing an ITR12 return, reviewing an auto-assessment, or gathering documents before the 23 October 2026 non-provisional deadline.

Use it on screen or print it. Tick off your personal information, income certificates, deductions, banking details, submission proof, and post-submission records before you file.

You receive an instant digital download for R99.

Editable PDF • Instant download • Fill on screen or print • South Africa focused

No subscription and no complicated software — just a clear checklist to help you organise your records and reduce last-minute pressure.

Independent Virtus Group planning resource. Not a SARS publication or endorsement. Verify current SARS requirements before filing.

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.