SARS audits don’t always mean trouble, but they do mean it’s time to get your paperwork together. Fast.
If you’re a South African taxpayer, SARS has the right to request supporting documents for any return you file. Whether you’re a sole proprietor, freelancer, or company director, here’s what you should always keep aside — just in case that verification letter lands in your inbox.
Keep These Documents for at Least 5 Years:
- IRP5 or IT3(a) certificates
- Bank statements for all business and personal accounts
- Invoices (issued and received)
- Logbooks for travel claims
- Medical aid certificates
- Retirement annuity and RA contribution statements
- Proof of rental or freelance income and expenses
- SARS correspondence and submission confirmations
We generally advise keeper them much longer, as sometimes years can be reopened by SARS for an audit if they need to check into something.
Digital Records Count — If They’re Clear
Don’t rely on paper alone. Save scanned copies in labelled folders (per year). Cloud-based backups like Google Drive or Dropbox work well — just make sure they’re private and secure.
Common Mistakes That Trigger Deeper Audits:
- Mismatched income declarations
- Claiming deductions without receipts
- Submitting late or ignoring SARS requests
- How to Respond If You’re Audited:
- Respond within the deadline — usually 21 working days
- Upload all requested documents clearly labelled
- Ask a registered practitioner for help if you’re unsure
Need a compliance check or help responding to SARS?
Let us handle it for you. We’ll review your paperwork, handle uploads, and protect your peace of mind.
WhatsApp us to get audit-ready before SARS even asks.
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