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Mid-Year Tax Check-In: 5 Smart Moves to Stay Ahead Before the Deadline
It’s July — and that means we’re officially in the thick of tax season. If you haven’t submitted your return yet, don’t panic. You still have time to file correctly, reduce stress, and even boost your refund.
At TTT Financial Group, we believe tax season shouldn’t be a burden. That’s why we’re sharing 5 smart moves to help you stay ahead, stay compliant, and make the most of the 2025 tax year.
1. Know Your Filing Dates
Manual filing for individuals, provisional taxpayers, and trusts opens on 21 July 2025. Mark your calendar and avoid the last-minute rush — SARS deadlines are strict, and penalties can add up quickly.
2. Gather Your Supporting Documents
Now’s the time to pull together your:
- IRP5/IT3(a) certificates
- Medical aid and retirement fund summaries
- Investment and interest income statements
- Business or rental income records
A little prep now avoids big headaches later.
3. Don’t Rely on Auto Assessments Blindly
SARS may send you an auto assessment — but that doesn’t mean it’s correct. Always double-check your return. Auto assessments often miss deductions and additional income.
Tip: Let the TTT team review it before you click “accept.” It could mean money in your pocket.
4. Check for Missed Deductions
Are you claiming everything you’re entitled to? Common missed deductions include:
- Travel for work
- Home office expenses
- Medical aid gap payments
- Tax-free savings contributions
We’ll help you find every cent you deserve.
5. Let the TTT Team Handle It for You
Don’t go it alone. We’re a family-run business that takes pride in helping South Africans file smarter — with real, personal service.
We don’t just file and forget. We guide you, explain your return, and make sure you’re supported the whole way.
