ITR12 Individual Tax Return Checklist 2026/2027 — Complete Filing Guide

Are you about to file your personal tax return and not sure what documents to gather? This checklist removes all the guesswork — tick off every item before you open eFiling and file with confidence.

What's included (7 comprehensive sections): ✔ Section A — Personal information & eFiling access ✔ Section B — Employment income, IRP5 certificates & travel allowance ✔ Section C — Business / freelance / sole trader income & expenses ✔ Section D — Investment income, rental income & capital gains ✔ Section E — Tax deductions (RA, medical aid, Section 18A donations) ✔ Section F — Foreign income & foreign assets disclosure ✔ Section G — 2026/2027 filing deadlines at a glance

Perfect for: — Salaried employees filing their own ITR12 — Freelancers, consultants, and sole traders — Landlords with rental income — Investors with interest, dividends, or capital gains — Anyone who wants to avoid missing a deduction

Compiled by Accounting and Tax Hub (Pty) Ltd — Registered Accountants (AGA(SA), SAICA) and SARS Registered Tax Practitioners. All deadlines verified against SARS 2026/2027 filing season dates.

Format: PDF (instant download) | Works on phone, tablet, laptop, or print it | Yours forever

One missed deduction costs you more than R79. Download once, use every tax season.

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Disclaimer: This checklist is a practical guide compiled from SARS sources. It does not constitute professional tax advice. Always verify on sars.gov.za.