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SARS Tax Portal: Login Links, Forms & Tax-Benefit Checklist

Ready to claim the deductions and credits from our tax guides? This page is the bridge: the real SARS web addresses, the forms where tax benefits are actually claimed, and a printable checklist of the certificates and receipts to have next to you before you log in.

Open SARS eFiling Tax benefits guide

This is not SARS. Plain English SA Forms is an independent guide. Every link below opens the official SARS site in a new tab. SARS never sends you a login link by SMS, WhatsApp or email — if you did not type the address yourself, treat it as phishing.

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SARS forms for claiming tax benefits

Most SARS forms are generated inside your eFiling profile rather than downloaded. Here is what each one does and the exact menu path to reach it.

  • ITR12
    Income Tax Return (Individuals)
    Open

    The return where every tax benefit is claimed: retirement contributions, medical credits, Section 18A donations and travel allowances.

    Issued on your eFiling profile under Returns → Returns Issued → Personal Income Tax (ITR12). Not a downloadable PDF.

  • ITA34
    Notice of Assessment
    Open

    SARS's result after you file — refund, amount due, or nil. Check it line by line to confirm your deductions were allowed.

    eFiling → Returns → SARS Correspondence → Search Correspondence, immediately after submission.

  • IT150
    Notice of Registration
    Open

    Official proof of your tax number — needed by employers, banks, bursary offices and retirement funds.

    eFiling → SARS Registered Details → Notice of Registration, on the MobiApp, or via SOQS 'What's my tax number'.

  • RAV01
    Registration, Amendments and Verification
    Open

    Update banking details (refunds only pay into your own account), address, contact details, or add a tax type.

    eFiling → SARS Registered Details → Maintain SARS Registered Details. Bank changes trigger a verification request.

  • TCS PIN
    Tax Compliance Status PIN
    Open

    The modern tax clearance — used for tenders, emigration and proof of good standing.

    eFiling → Tax Status → Tax Compliance Status → Activate, then request a PIN per purpose.

  • NOO
    Notice of Objection
    Open

    Dispute an assessment that disallowed a deduction (for example medical expenses or an 18A donation) — normally within 80 business days of assessment.

    eFiling → Returns → Disputes → New, select the assessment and lodge the objection with your supporting documents.

Printable checklist: have these ready

Tick these off before you open eFiling — each one maps to a real deduction, credit or verification step.

  • South African ID number (or passport and permit)
  • Your SARS tax number
    On any payslip, IRP5, IT150 or ITA34. Lost it? Use SOQS 'What's my tax number' before registering.
  • Cellphone and email you control
    SARS sends a separate OTP to each; update outdated details before filing season.
  • Bank account in your own name
    SARS never pays a refund into a third-party account. Verify details on the RAV01 before filing.
  • IRP5 / IT3(a) employee tax certificates
    Usually pre-populated on the ITR12 — keep yours to check the figures.
  • Retirement annuity / pension contribution certificates
    Needed to claim the 27.5% deduction up to the R430,000 annual cap.
  • Medical scheme tax certificate
    For the section 6A medical scheme fees credit — your scheme issues it each tax year.
  • Out-of-pocket medical receipts
    For the Additional Medical Expenses Tax Credit (section 6B) — claimed only on the ITR12, not through payroll.
  • Section 18A donation receipts
    Must show the PBO reference number — verify the organisation on sars.gov.za before donating.
  • TFSA statements from every provider
    Track your own combined contributions: over R46,000 a year or R500,000 lifetime triggers a 40% penalty tax.
  • IT3(b) / IT3(c) interest and investment certificates
    For the interest exemption and capital gains calculations.
  • Travel logbook
    Only if you claim a travel allowance — SARS rejects logbook-less claims on audit.

Frequently asked questions

SARS Contact Centre: 0800 00 7277 (0800 00 SARS), weekdays 08:00–17:00. For the step-by-step filing walkthrough, see the SARS eFiling portal page and the tax benefits guide and the SARS compliance calendar for every filing deadline.