01 / 02Most useful place to start
Individual Taxpayer Checklist
One editable checklist for the documents SARS may need — so salaried taxpayers can prepare with confidence.
Tax season 2026 · South Africa
Tax season,
with less guesswork.
Get your documents, deductions and next steps clear before 23 October 2026 — with practical tools from people who understand the detail.
Deadline note: 23 October 2026 applies to non-provisional individual taxpayers. Provisional taxpayers have until 22 January 2027.
Practical tax preparation tools
AccountingTaxCompliance
Your next clear step
23OCT
Ready your records.
01 Know what SARS needs
02 Keep evidence together
Scroll to get organised
The Virtus Tax Vault
Good preparation
changes the feeling.
When you know what to gather, what to track and what to ask, tax season becomes a process — not a panic.
Browse the full shop02 / 02For side-hustlers
Freelancer & Provisional Checklist
Track side-hustle income, provisional tax dates and the evidence behind every deduction you claim.
Looking for logbooks, guides or more tools?Visit the Virtus Payhip shop
Free download
Start with five
simple checks.
Download the free SARS pre-filing checklist before you log in to eFiling. It is a calmer first move and takes less than a minute to access.
01 Gather the basics
02 Spot missing evidence
03 Know what to ask next
FREE RESOURCE
5-Point SARS
Pre-Filing Checklist
Download the checklist directly and start organising your records with five simple checks.
Download the free checklist Free download. No payment required.
Who’s behind Virtus?
Clarity is a
professional service.
Virtus Group exists to make the moving parts of accounting, tax and compliance easier to understand — and easier to act on.
Meet Antionette van der Westhuizen and Chantelle van der Westhuizen, the people behind the Virtus name. Their public LinkedIn profiles show complementary strengths across compliance, audit, risk and tax.
Director profile↗
Antionette van der Westhuizen
Senior compliance, governance and audit professional with 15+ years’ experience in regulatory reviews, internal controls, risk evaluations and decision-ready reporting.
View LinkedIn profileDirector profile↗
Chantelle van der Westhuizen
Senior audit and risk professional with 20+ years across public and private sectors, with experience in internal and external audit, financial controls, tax and advisory work.
View LinkedIn profileACCOUNTINGTAXCOMPLIANCEPractical · Clear · South African
Professional services
Beyond digital tools,
practical expertise.
Our digital tools help you organise your own compliance. For businesses and organisations that need hands-on support, Virtus also provides practical accounting, tax, risk and advisory services across four areas: accounting and reporting; taxation and statutory compliance; governance, risk and advisory; and digital business tools.
Accounting & Financial Reporting
Practical accounting, financial administration, reporting and record-keeping support for businesses and organisations.
SME & Business Advisory
Financial, administrative and compliance guidance for entrepreneurs, freelancers, small businesses and growing organisations.
Digital Business Tools
Practical digital tools to help South African businesses manage financial and compliance administration efficiently.
Policies & Procedures
Development and review of practical policies, procedures and internal documentation aligned with applicable requirements.
Governance, Risk & Compliance
Compliance reviews, control frameworks and organisational processes that strengthen governance and reduce avoidable risk.
Audit & Assurance
External and internal audit, assurance and financial-controls support focused on identifying gaps and strengthening control environments.
Internal Controls & Risk
Review of business processes and internal controls to identify gaps, strengthen procedures and reduce operational and financial risk.
CIPC & Statutory Compliance
Support with company administration, CIPC requirements, statutory records, annual returns and related business obligations.
Tax & SARS Support
Practical assistance with South African tax administration, SARS-related requirements, submissions, records and tax compliance.
Business Compliance
Helping South African businesses identify, organise and monitor their statutory, regulatory and administrative obligations.
Practical support, without the jargon. We tell you what we need, what it costs, and when it will be done.
We work with individuals, freelancers and small businesses across South Africa.
A clear process
How we work
with you.
Enquire
Tell us what you need help with. A short email or WhatsApp message is enough.
Scope
We confirm the work, timeline and fee before we start.
Engage
We do the work, keep you informed and give you clear records.
Before you click
Questions,
answered plainly.
A little context helps you choose the right next step.
Are these tools tax advice?
No. The Virtus tools provide general information and record-keeping support. They are designed to complement professional advice, not replace it. Always verify current SARS requirements with SARS or a registered tax practitioner before acting.
Who are the tools for?
They are designed for individual taxpayers, freelancers, side-hustlers and small business owners in South Africa who want to prepare their records and evidence more clearly.
Do the tools file my return for me?
No. They help you gather, track and organise information. You still submit through SARS eFiling or provide the organised documents to your tax practitioner.
What if I’m not ready to buy?
Start with the free 5-Point SARS Pre-Filing Checklist. Download it directly and use it to organise your records before you access eFiling.