Claim what's yours.
Upload your IRP5 and bank statements — ClaimX matches every SARS code and finds the deductions you may be owed. In about 10 minutes.
No sign-up to estimate · 60 seconds · nothing stored
Three steps. That's it.
No jargon, no confusion. Upload your docs, we do the heavy lifting.
Upload your documents
Drop your IRP5, bank statements, medical aid certificates, IT3s, and receipts. We accept PDF, images, and CSV.
We match everything
Every transaction is scanned, categorised, and linked to the correct SARS source code. Business, personal, deductible — sorted.
Claim what's yours
Get a practitioner-ready tax pack with your potential deductions identified. Hand it to your tax pro or file directly.
Built for South African tax.
Every feature designed around SARS requirements, SA tax law, and the documents you already have.
Instant Document Scan
Drop your IRP5, IT3(a), or bank statements. Every figure extracted automatically — no manual data entry.
Smart Transaction Matching
Every bank transaction linked to the right SARS code. Business, personal, deductible — sorted instantly.
SARS Compliance Check
Validates against current SA tax law. Flags limit breaches, missing documents, and audit risks before you file.
Deduction Maximiser
Designed to surface the deductions you may qualify for — medical credits, RA contributions, home office, travel, donations.
Practitioner-Ready Export
Export PDF or CSV for your tax professional. Source code mapping, audit trails, and flagged items included.
Your Data Stays Yours
256-bit encryption, processed in your browser. Your financial data never leaves your device. POPIA compliant.
Every SA tax category. Covered.
ClaimX handles the full spectrum of SARS income and deduction source codes.
Employment Income
Salary, bonuses, commission
Investment Interest
Interest, dividends, capital gains
Rental Income
Residential & commercial property
Medical Aid s18
Scheme contributions & credits
Retirement Annuity s11F
RA fund contributions (27.5% cap)
Home Office s11a
Rent, utilities, internet (proportional)
Travel Allowance
Business km, logbook claims
Donations s18A
PBO donations (10% cap)
2025/26 tax year · indicative — always verify codes against your certificates and SARS.
What is SARS holding of yours?
60-second refund estimate. Runs in your browser — nothing is stored or sent.
Built on trust, not promises.
South African tax, handled with the security and rigour your financial data deserves.
Key SARS tax season 2026 dates
- 1 Jul 2026 Filing season opens for individual taxpayers
- 23 Oct 2026 Deadline for non-provisional taxpayers
- 31 Jan 2027 Deadline for provisional taxpayers (eFiling)
Tax year: 1 March 2025 – 28 February 2026 (2025/26). Prepare early with ClaimX so you're ready the day filing opens.
256-bit encryption
Bank-grade AES. Your documents are processed in your browser.
POPIA compliant
Your data never leaves your device without consent. Nothing sold, ever.
2025/26 SARS tables
Current brackets, rebates, and source codes — built around SA tax law.
By KTH Tech
A South African technology company, building for South Africans.
“It found deductions my previous return completely missed. The medical and RA credits alone paid for it many times over.”
“As a freelancer with income from three sources, tax season used to take me a weekend. This sorted my source codes in minutes.”
“I handed my practitioner a clean, coded pack instead of a shoebox of receipts. She was genuinely impressed.”
“SARS auto-assessed me and I nearly just accepted it. ClaimX flagged a home-office and s18A claim it had left out — glad I checked first.”
“Interest, dividends and a small rental — the investment codes always confused me. It sorted the IT3s and CGT exclusion automatically.”
“As a provisional taxpayer I dread August and February. Having my figures already coded and ready made the IRP6 painless.”
Early-access feedback. ClaimX makes no guarantees of any specific tax outcome — see our Terms.
Simple pricing. No surprises.
Once-off per tax year. No subscriptions, no recurring charges.
Individual
Salaried employees
- Salaried income (single IRP5)
- Basic deductions
- Document OCR & matching
- SARS-ready output
- Email support
Professional
Multiple income sources
- Multiple income sources
- Investment & rental income
- Full deduction suite
- Priority support
- Practitioner export (PDF/CSV)
Business
Companies & provisionals
- Company returns (ITR14)
- Provisional tax support
- VAT integration
- Dedicated support
- Multi-user access
🔒 Secure checkout via Paystack · once-off, no subscription · try the full demo free before you pay
Built on trust. Verified by design.
Your data stays yours. Every layer of ClaimX is built around privacy and compliance.
SARS Compliant
All outputs structured to SARS ITR12/ITR14 specifications
POPIA Compliant
Full compliance with the Protection of Personal Information Act
Client-Side Processing
Documents processed in your browser. No financial data stored on servers
256-bit Encryption
Bank-grade AES-256 encryption for all data in transit and at rest
ClaimX is a tax preparation tool. We are not a registered tax practitioner. All output should be reviewed by a qualified tax professional before submission to SARS. Tax tables reflect published SARS rates — verify at sars.gov.za.
Frequently asked questions.
Everything you need to know about filing your SA taxes with ClaimX.
ClaimX is a tax preparation platform built specifically for South African taxpayers. You upload your tax documents (IRP5s, IT3 certificates, bank statements, medical aid certificates), and ClaimX automatically scans, categorises, and matches every transaction to the correct SARS source code. It then generates a practitioner-ready tax pack you can use to file directly or hand to your tax professional.
No. ClaimX is a tax preparation tool, not a registered tax practitioner. We help you organise, categorise, and prepare your tax documents. We recommend having a qualified tax professional review your return before submission to SARS, especially for complex situations.
At minimum, your IRP5 (employee tax certificate) and 12 months of bank statements. For maximum deductions, also upload your medical aid tax certificate, retirement annuity certificate, IT3(b) interest certificates, and any receipts for claimable expenses like home office costs, travel logbooks, or s18A donation receipts.
ClaimX uses 256-bit AES encryption and processes your documents client-side in your browser. Your financial data never leaves your device and is never stored on our servers. We are fully POPIA compliant and do not share any personal information with third parties.
For the 2025/26 tax year (1 March 2025 to 28 February 2026), non-provisional individual taxpayers can file from 1 July 2026 to 23 October 2026. Provisional taxpayers have until 31 January 2027 for e-filing. ClaimX lets you prepare year-round so you're ready the day filing season opens.
ClaimX is for any South African taxpayer who wants to claim every allowable deduction and file accurately. Whether you're a salaried employee with a single IRP5, a freelancer with multiple income sources, a property investor with rental income, or a business owner filing ITR14 — ClaimX handles it all.
Stop leaving money on the table.
Every year, South Africans leave billions in unclaimed deductions. ClaimX helps you claim what you may qualify for.