How Do I Check my SARS Tax Return Balance?

Knowing your SARS tax return balance can help you plan your finances effectively. Whether you’re expecting a refund or owe outstanding taxes, this article will guide you on several ways to check your status with the South African Revenue Service (SARS).

How do I check my SARS tax return balance?

Follow these steps to check your SARS tax return balance:

1. Visit the SARS website (https://www.sars.gov.za/) and register for an eFiling profile if you haven’t already. 
2. You’ll need your tax reference number and other identifying information readily available.
3. If you’re already registered, log in using your existing credentials.
4. Once logged in, navigate to the “Refunds” section within eFiling. This section will display any outstanding refunds or indicate if you owe any taxes.
5. SARS will typically issue an ITA34 document after processing your tax return. This document details your tax assessment, including any refunds or amounts owed. 
6. You can access the ITA34 within the “Notices” section of your eFiling profile. A negative amount on the document signifies a tax refund.

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How to check your SARS tax return balance using the SARS Mobi app

1. Download the SARS Mobi App from the app store on your smartphone.
2. Register for a SARS Mobi App profile or log in using your existing eFiling credentials.
3. The app provides a user-friendly interface to view your tax balance. Navigate to the relevant section within the app to check for refunds or outstanding payments.

How to check your SARS tax return balance via SMS

• Send an SMS containing “Balance” followed by your ID number/Passport number/Asylum Seeker number to 47277. SARS will respond with a limited account statement.
• Or dial 1347277# on your mobile phone. The USSD service allows you to select options and receive basic tax information, including your balance, upon verification of your ID number.

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How to check your SARS tax return balance via phone

Call the SARS Contact Centre at 0800 00 7277. A SARS agent can assist you in retrieving your balance after verifying your identity. Be prepared to provide your tax reference number.

Important Notes:

• Ensure you have submitted your latest tax return for an accurate reflection of your balance.
• Outstanding tax returns can delay your refund.
• SARS may impose penalties for late filing.
• For detailed information on any outstanding amounts or refunds, refer to the assessment details provided in the ITA34 document or through eFiling.

What if I’ve forgotten my eFiling login credentials?

The SARS website offers options to recover your username or reset your password. Follow the prompts on the login page to retrieve your credentials.

Is there a deadline to check my tax return balance?

No, there’s no specific deadline to check your balance. However, it’s recommended to check it periodically to stay informed about any outstanding refunds or payments.

If my SARS balance shows a negative amount, does that mean I owe SARS money?

No, a negative amount on your SARS balance or the ITA34 document signifies a tax refund you’re due from SARS.

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What does it mean if my SARS balance shows a positive amount?

 A positive amount indicates that you owe SARS money. It’s crucial to settle any outstanding payments to avoid penalties and interest charges.

How long does it typically take to receive a tax refund?

The processing time for tax refunds can vary depending on SARS’ workload and the complexity of your tax return. It usually takes a few weeks, but it could be longer in some cases.

What if I disagree with the information on my SARS balance or assessment?

If you believe there’s an error, you can contact SARS through their website, app, or call center to inquire about a reassessment

Are there any fees associated with checking my SARS balance?

Checking your balance through eFiling or the Mobi App is free. However, SMS and USSD services might incur standard messaging charges depending on your mobile network provider.

How can I check if my tax return has been submitted?

If you submitted your return  through SARS eFiling, you should have received an acknowledgement email upon successful submission. This email serves as a confirmation that SARS has received your return. Similar to eFiling, submitting your return through the SARS Mobi App should generate a confirmation message within the app itself.

For the most definitive answer, you can contact SARS directly by  calling the SARS Contact Centre at 0800 00 7277. Be prepared to provide your tax reference number for verification.

How can I check which account my tax refund is on?

SARS refunds are typically issued electronically through Electronic Funds Transfer (EFT) to the bank account you designated during your tax return submission. If you filed electronically through eFiling, revisit your tax return submission. The designated bank account details should be included within the return itself.