Start My Tax Return | TAXology Growth Partners

Start My Tax

The Start My Tax form is your first step to begin accurate, efficient, and compliant tax preparation with TAXology Growth Partners. By completing this form, you provide key details we need to assess your situation and start your tax return the right way.

Whether you’re an individual, freelancer, commission earner, or business owner, this form helps us understand your:

Income structure and tax status
Deductible claims (like travel, rental, or medical)
Filing history and compliance position

We handle all types of returns, including:

Individual income tax
Sole proprietors and commission earners
Capital gains and rental income
Corporate tax filings

Starting your tax return through TAXology ensures a professional, POPIA-compliant experience with personalized advice from real tax experts.

Start your tax return with TAXology Growth Partners—where accuracy, speed, and support come standard.

Start My Tax

💳 Your Income Type

Please provide us with information about your main source of income to ensure we process your tax return accurately.

What does your main income source consist of?

What is your compliance status?

Tell us anything we need to know here:

Tick all the areas you need us to include or review in your tax return

	Select
Investments
Medical Aid Claims
Retirement Annuity Claims
Donations
Capital Gains Tax Claims
Travel Claims
Rental Income Claims
No Additional claims

Do you need to claim a travel allowance?

Yes

Do you need to claim a use of Company Car?

Yes

Do you earn Rental Income?

Yes

🚘Travel Allowance/Car Details

If you have a car or receive a travel allowance, please provide your details below. This helps ensure we accurately reflect your travel expenses and vehicle use in your tax return.

Vehicle Make

Vehicle Model

Year Of Manufacture

Date Of Purchase

Vehicle Registration Number

Vehicle Original Cost Price

How did you buy your vehicle?

Cash

Lease

Installment Sale

Was this vehicle used for the full tax year?

Select this option if you used this vehicle for the entire tax year (01 March to 28 February).

When did you start using this vehicle?

When did you stop using this vehicle?

Opening Odometer Reading at start date

Closing Odometer Reading at end date

Do you want to add another vehicle for travel claims?

Yes

Please provide the details below if you used more than one vehicle for work-related travel during the tax year.

This vehicle may have been:

🚗 A replacement for another vehicle you used earlier in the year
🚙 Used at the same time as another vehicle (e.g., two cars used concurrently)

Only enter the portion of travel that qualifies under a travel allowance.

Was this vehicle used in the same period as another vehicle?

Yes

Vehicle Make Second Vehicle

Vehicle Model Second Vehicle

Year Of Manufacture Second Vehicle

Date Of Purchase Second Vehicle

Vehicle Registration Number Second Vehicle

Vehicle Original Cost Price Second Vehicle

How did you buy this second vehicle?

Cash

Lease

Installment Sale

Was the second vehicle used for the full tax year?

Select this option if you used this vehicle for the entire tax year (01 March to 28 February).

When did you start using this second vehicle?

When did you stop using this second vehicle?

Opening Odometer Reading at start date for second vehicle

Closing Odometer Reading at end date for second vehicle

⛽Use of Company Car

If you received a company car as part of your employment benefits, please complete this section. We need these details to correctly reflect the fringe benefit on your tax return.

Car Make

Car Model

Year Of Manufacture

Registration Number

Original Cost Price

Private Mileage Travelled

Period Used:

When did you start using the car

When did you stop using the car

Odometer Readings

Odometer at start of period

Odometer at end of period

Is the vehicle covered by a maintenance plan?

Yes

Did you contribute to fuel or maintenance costs?

I pay for fuel

I pay for maintenance

I pay fuel & Maintenance

I don't pay any additional costs

🏠Rental Income Details

If you earn rental income from a property you own, please complete this section so we can apply the correct tax treatment. Providing full and accurate details will ensure that your tax return reflects allowable expenses and complies with SARS requirements.

Address of Rented Property

Address Line 1

Address Line 2

City

Province

Zip Code

Annual Rental Income Received

20000

Annual Rates

8000

Annual Levies

9000

Estate Agents Commission

5000

Other Expenses

Do you want to add another rented property?

Yes

Address of Rental Property #2

Address Line 1

Address Line 2

City

Province

Zip Code

Annual Rental Income Received Property #2

20000

Annual Rates Property #2

8000

Annual Levies Property #2

9000

Estate Agents Commission Property #2

5000

Other Expenses Property #2

Do you want to add a third rental property?

Yes

Address of Rental Property #3

Address Line 1

Address Line 2

City

Province

Zip Code

Annual Rental Income Received Property #3

20000

Annual Rates Property #3

8000

Annual Levies Property #3

9000

Estate Agents Commission Property #3

5000

Other Expenses Property #3

Do you want to add a fourth rented property?

Yes

Address of Rental Property #4

Address Line 1

Address Line 2

City

Province

Zip Code

Annual Rental Income Received Property #4

20000

Annual Rates Property #4

8000

Annual Levies Property #4

9000

Estate Agents Commission Property #4

5000

Other Expenses Property #4

⚠️Upload Your Supporting Documents

Please upload your IRP5s, medical aid certificates, interest income certificates, proof of rental income or expenses, and any other relevant tax documentation. Submitting these documents helps us prepare your return accurately and without delay.

IRP5 Upload

Choose File

Medical Information Upload

Choose File

Retirement Annuity Information

Choose File

Travel Information Upload

Choose File

Rental Information Upload

Choose File

Donations Upload

Choose File

Investments Upload

Choose File

Additional Information Upload

Choose File

Bank Details Upload

Choose File

🛡️Declaration

By submitting this form, you confirm that the information provided is true and complete to the best of your knowledge. You agree to allow TAXology to prepare and file your return based on the details you’ve supplied.

I declare that the information provided in this form is true and correct to the best of my knowledge. I understand that this information is collected in compliance with the Financial Intelligence Centre Act (FICA) and will be used to assess the risk and legal compliance of the client listed above.

I confirm that I am authorized to provide this information in the capacity stated and understand that false or misleading information may lead to legal or regulatory consequences.

I also acknowledge that this information may be shared with regulatory bodies where legally required and that TAXology Growth Partners complies with the Protection of Personal Information Act (POPIA) in handling all personal and business data..

I have read and agree to the Terms and Conditions and Privacy Policy

I agree to the Personal Client Agreement

Signature

Sign Here

Start My Tax

✅ Submit Your Personal Tax Details

💳 Your Income Type

🚘Travel Allowance/Car Details

⛽Use of Company Car

Period Used:

Odometer Readings

🏠Rental Income Details

⚠️Upload Your Supporting Documents

🛡️Declaration

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