How to Handle SARS if You’re Audited or Disagree with Your Assessment
Getting audited by SARS or receiving an assessment you disagree with can feel overwhelming — but it doesn’t have to be. At Biz Evolution, we help South Africans navigate audits and disputes with confidence and professionalism.
Here’s a step-by-step guide on how to handle SARS if you’re audited or disagree with your assessment, and what you should know to protect your rights and avoid unnecessary stress.
What is a SARS Audit or Assessment?
SARS (South African Revenue Service) conducts audits to verify the accuracy of your tax return. An audit may be random or triggered by suspicious discrepancies in your submission.
An assessment, on the other hand, is SARS’s calculation of what they believe you owe — which may sometimes differ from what you filed.
If you’re audited or disagree with an assessment, you have the right to question it and to submit supporting documents or lodge a formal dispute.
Step 1: Don’t Panic — Read Carefully
If you receive an audit notice or assessment from SARS, carefully read the letter, email, or SMS to understand what is being requested or why the amount differs.
Look for:
- Deadlines for responding
- Specific documents or information SARS needs
- The reason for the audit or adjustment
Step 2: Gather and Organise Your Documents
SARS may request supporting documents like IRP5s, bank statements, invoices, medical aid certificates, or proof of deductions.
Tip: Keep your records organised and accessible for at least five years, as required by law. If you’re unsure which documents to send, speak to a professional accountant like Biz Evolution for guidance.
Step 3: Respond Within the Deadline
You usually have 21 business days to respond to an audit or assessment. Late responses can lead to SARS finalising the assessment against you, with possible penalties and interest.
Submit the requested documents via the SARS eFiling platform, at a branch, or with the help of a tax practitioner.
Step 4: Disagree with the Assessment? File a Dispute
If you still disagree with the outcome after submitting supporting documents, you have the right to lodge a formal dispute.
This involves:
- Filing a Request for Reasons if SARS’s explanation isn’t clear
- Submitting a Notice of Objection (NOO) within 30 business days of the assessment
- Providing clear evidence to support your position
If SARS rejects your objection, you may escalate by filing a Notice of Appeal.
Step 5: Get Professional Help
Audits and disputes can be technical and stressful. Having an experienced tax professional on your side can save you time, money, and unnecessary frustration. At Biz Evolution, we specialise in helping South Africans respond to SARS efficiently and effectively.
Final Thoughts
Being audited or receiving an unexpected assessment from SARS doesn’t mean you’ve done anything wrong. With the right guidance and timely action, you can resolve the matter smoothly and move forward.
Contact Biz Evolution today — let us help you handle SARS with confidence!
