About You

Select the year of assessment (1 March – 28/29 February).
Age sets your tax threshold, which is one of the two carve-outs.
Tick everything that applies. The tests are applied in the order SARS applies them.
Your total taxable income for the year from all sources.
R
Taxable income from interest, dividends, foreign dividends, rental from the letting of fixed property, and remuneration from an employer not registered for employees' tax.
R

Guidance only — not tax advice. This tool applies the definition of "provisional taxpayer" in paragraph 1 of the Fourth Schedule to the facts you enter; SARS decides on your actual circumstances. Note that directors of private companies and members of close corporations are not automatically provisional taxpayers unless they have other business income. Consult a registered tax professional for your personal situation.

Your Status

Yes — provisional

You carry on a business, so the de minimis carve-outs cannot apply to you — they are only open to a natural person who derives no business income.

First IRP6 due

31 August 2026

Second IRP6 due

28 February 2027

2027 (Mar 2026 – Feb 2027)Threshold R 99 000

The R30 000 Line

Only open to you if you carry on no business.

How We Got There

Specifically excluded entity

Not a deceased estate, PBO, body corporate or similar.

A company or close corporation

You are a natural person, so the individual tests below apply.

Notified by the Commissioner

SARS has not designated you a provisional taxpayer.

Labour broker with an exemption certificate

Not a labour broker with a paragraph 2(5)(a) certificate.

Carrying on a business

Freelancing, consulting, sole-trader trade or any other business income counts. The R30 000 and tax-threshold carve-outs are closed to you.

What This Means For You

You file two IRP6 returns a year.

The first by 31 August 2026, the second by 28 February 2027 — plus your normal ITR12 at the end. A return is due even when the payment works out to nil.

Provisional tax is not an extra tax.

It is the same normal tax, paid in advance. Everything you pay is credited against the assessment, and any excess is refunded.

Under-estimating is expensive.

A second estimate below both 90% of your actual taxable income and the basic amount attracts a 20% penalty, and late payment carries a further 10%.