Instant Fund

Tax & Savings Guides

Make the most of tax season and your savings. Guides to SARS tax refunds, tax year-end, tax-free savings accounts, the two-pot retirement system, claiming UIF, tax clearance and writing a will. Clear steps and deadlines help you keep more of your money, plan ahead and avoid costly mistakes with SARS and your retirement savings in South Africa.

8 guides

Tax paperwork on a desk
Tax & Savings

Tax Year-End in South Africa: What Must Happen Before 28 February

The tax year-end for South African individuals is the last day of February, which is 28 February 2027 for the coming year.

6 min read

Tax and payslip documents on a desk with a calculator
Tax & Savings

SARS Tax Season 2026: Dates, Documents and How to Avoid Penalties

Tax season is when South Africans submit their income tax returns to SARS.

6 min read

Ready to see your options?

One free 5-minute form, referred to NCR-registered lenders.