Are auto assessments taking away taxpayer rights?

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Some auto-assessed taxpayers had already received their refunds even before the official opening – and at that time had not had an opportunity to query their assessments. Moneyweb Tax SARSAutoAssessment

The official start of the South African Revenue Service 2023 filing season for individuals and trusts commenced on 7 July. This is a break from tradition in that the season normally commences on the first day of July. In fact, Sars started a week earlier – it began notifying taxpayers that they had been auto-assessed on 30 June. Taxpayers are able to check if they qualify for auto assessment via the Sars Online Query Service functionality on the Sars website.

Onus on the taxpayer Taxpayers need to understand that filing a correct tax return ultimately remains their responsibility, and an auto-assessment by Sars does not absolve them of it. The auto-assessment process is that Sars receives data from third parties such as employers, medical schemes, banks, retirement annuity funds, and other institutions. It uses this data to pre-populate each taxpayer’s return, thereby generating an automated assessment.

 

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