Individual income tax, ITR12
Get through individual filing season without your seniors chasing paper.
The filing-season document chase and intake, run for your individual tax book.
Next 90 days
1 December 2026 to 28 February 2027
| Due | Return | What it covers |
|---|---|---|
| 7 Dec 2026 | EMP201 | November payroll: PAYE, UIF and SDL, return and payment by the 7th. |
| 31 Dec 2026 | VAT201 | October to November period, Category A, filed on eFiling by the last business day of the month. |
| 7 Jan 2027 | EMP201 | December payroll, return and payment. |
| 5 Feb 2027 | EMP201 | January payroll, brought forward because the 7th is a Sunday. |
| 26 Feb 2027 | VAT201 | December to January period, last business day of February. |
| 26 Feb 2027 | IRP6 second | Second provisional payment for the year to 28 February 2027, twelve months in; the 28th is a Sunday. |
| 26 Feb 2027 | ITR14 | Return for the year ended 28 February 2026, due twelve months after year end, so it moves back to the Friday as well. |
The first IRP6 payment for this year fell due on 31 August 2026, six months into the year, and is already in. The EMP501 annual reconciliation for the year opens on 1 April 2027 and closes on 31 May 2027.
Three problems every filing season brings.
For South African practices that file individual income tax returns and lose the season to chasing IRP5s, medical-aid certificates, retirement annuity certificates, and rental schedules.
Clients are slow to send their documents
Filing season runs from 13 July to 23 October. The IRP5s, medical-aid certificates, retirement annuity certificates, and rental schedules arrive slowly as the deadline nears.
Your seniors are chasing instead of reviewing
Your seniors spend the season sending a fourth follow-up for one missing certificate, when they should be reviewing returns.
A SARS verification reopens a closed file
A return gets flagged for verification, the supporting document was never collected, and a senior reopens a file that should have been closed weeks ago.
C-Suite Individual is the document chase and intake engine for the ITR12 client book. Through filing season, 13 July to 23 October, it chases the clients who are slow with their paperwork, then checks each document against the right return and marks anything missing or mis-categorised, so your reviewer opens a file that is already clean.
What does C-Suite Individual do for each return?
Chases the clients slow to send
Every client still owing paperwork gets a follow-up in your firm voice, with the specific documents named, stepping up as the deadline nears.
Reads and sorts what comes back
IRP5s, certificates, and schedules come in over email, WhatsApp, or a portal, and arrive read, named, and filed against the right client and the right return, so the file opens already in order.
Flags the gaps before the reviewer
A missing certificate, a mismatch, a return with a document still outstanding: these surface early, while there is time to fix them, instead of at review with the deadline on top of you.
Hands your reviewer a file that is already in order
What reaches your reviewer is the client file with every document matched and the gaps named, plus the drafted messages waiting to be cleared or edited, and the log records who approved what and when.
The learn guides on the 2026 filing-season intake head start and the SARS auto-assessment decision firms face explain the season's mechanics in how-to depth.
Start with a free week on your own clients.
See the engine run on five of your slowest clients for a week at no cost, then run the whole filing season on your book when you are ready. The free SARS provisional tax estimator is there too if you want a quick self-serve check first.
Built so an outside party can never act in your practice’s name.
The biggest fear is an outside party getting near your clients and your SARS eFiling and getting something wrong in your firm’s name.
Your practitioner files every return
The only credential C-Suite holds is a read-only scope on your firm mailbox and drive, which you grant and can revoke, since it has no connection to your SARS eFiling and no login to your ledger, and a named person on your team approves every message before it sends.
The mailbox and drive scope is granted by your practice, covers reading the documents clients send and the threads the chase runs in, and can be withdrawn at any time by the person who granted it. Client data stays in infrastructure hosted in South Africa and is never used to train a model.
Sign-off you cannot switch off
The approval step is built in with no setting that turns it off, so a message nobody at your practice has approved waits until someone does, and the reviewer who clears it is the name the log records against it.
A full, exportable audit log
Every action is logged with the person who approved it, the time, and the message or document it touched, and the log exports as a file, so you have a clean answer ready for SARS or your professional-indemnity insurer whenever one is asked for.
It runs in your practice's name
It works on the tools you already use, in your practice’s name, so your client sees your own firm being efficient.
You stay the practitioner of record
You remain the practitioner of record on every return. We run the operations underneath, and the professional judgement and the SARS relationship stay with your team.
| Scope | What it allows | What it cannot do |
|---|---|---|
| SARS eFiling | Nothing, because no connection exists and none is requested | Read, file, or amend a return, which stays with your practitioner logging in as today |
| Xero, Sage, Pastel, GreatSoft, CaseWare | Reads the general ledger data your practice exports to a watched folder | Log in, post an entry, or change a figure inside the package |
| Firm mailbox and drive | Reads the documents clients send and drafts the chase, under a read-only scope your practice grants and can revoke | Send a message before a named person on your team has approved it |
The questions practices ask before they start.
Do you get access to our SARS eFiling?
No. Your practitioner logs into eFiling and clicks submit exactly as today, and what C-Suite gathers during the chase arrives filed against the client and the return, so the file is complete by the time your practitioner prepares the ITR12.
How does this sit with our reviewers?
It sits underneath them. C-Suite Individual runs the chase, the intake, and the flagging, then hands your reviewer a file that is already in order, and the reviewing and the filing stay with your people.
Is our client data safe?
Yes. It is hosted in South Africa under a POPIA operator agreement signed before any client data is visible, processing is logged per matter, deletion on request happens inside seven days, and you see the data processing agreement before the pilot starts.
Who stays responsible for the return?
You do, as the registered practitioner who prepares and submits the ITR12, and when SARS raises a verification afterwards the response goes out from your practice under your practitioner number, with C-Suite chasing the supporting documents the letter asks for and assembling the bundle in the order the letter lists them.
Hand the first job over this week.
Start with a free week on your own clients, then talk to Ty Panaino about running the season on your whole book. He scopes the work and agrees what good looks like before anything starts.
Source: the paragraph 20 underestimation penalty and section 89quat interest are set by the Fourth Schedule to, and section 89quat of, the Income Tax Act 58 of 1962. See SARS, Guide to Provisional Tax.