Your tax, tracked all year round.

No. EazyTax is a tax tracking and document preparation tool, not a registered tax practitioner. All outputs — including IRP6, ITR12, and ITR14 guides — are for reference only. You remain responsible for the accuracy of your SARS submission. We strongly recommend having a registered tax practitioner review your return before submitting, especially for complex tax situations.

If you earn income outside a regular salary — including freelance income, rental income, investment income above R30 000/year, or any business income — you are likely a provisional taxpayer. All companies are automatically provisional taxpayers. EazyTax calculates your IRP6 estimate based on your actual year-to-date transactions and flags penalty risk before the 31 August and 28 February deadlines.

EazyTax supports CSV and OFX exports from all major South African banks including FNB, ABSA, Standard Bank, Nedbank, Capitec, and Investec. PDF statements are also supported via our AI parsing engine. If your bank is not listed, you can add transactions manually or contact us to request support.

Yes. EazyTax is built on Supabase with row-level security — your data is strictly isolated to your account. Files are stored in encrypted Supabase Storage. We do not sell or share your financial data with any third party. All data is stored in South Africa-region infrastructure.

Not currently. SARS does not offer a public API for third-party direct submission by consumer apps. EazyTax generates a pre-filled guide — with every field value and plain-English instructions — that you enter into SARS eFiling or the SARS MobiApp yourself. This takes most users under 20 minutes.

The Free plan covers the current SA tax year (1 March → end of February) for one bank account, with up to 50 receipt OCR scans and the IRP6 calculator in read-only mode. You can categorise transactions manually and view ITR12 / ITR14 wizard previews. Pro adds: current + future tax years (plan ahead), unlimited bank accounts and receipts, AI auto-categorisation across the whole year, saved IRP6 drafts + deadline reminders, PDF exports for every return, CSV P&L exports, and the accountant review workflow. You can upgrade any time without losing data.

Pro covers the current + future tax years — great if you're on top of your filings and just want to stay there. Enterprise adds three on-product features: (1) past tax years for retrospective filing — useful when you've missed a year, SARS has asked for a back-return, or you're catching up after a life event; (2) dual-entity tracking — file both your individual ITR12 and your company ITR14 under one login, with separate SARS reference numbers, separate bank feeds, and a one-click persona switch (perfect for owner-operators who don't want two accounts); and (3) up to 3 accountant, bookkeeper, or team seats per workspace, so a registered tax practitioner can manage your books year-round from their own login (read + edit access; they cannot change your subscription or invite others). Enterprise also includes priority support (1 business day response) and a free 30-minute onboarding call. You can upgrade from Pro to Enterprise at any time, and your existing data carries over.

No — Enterprise is built for exactly this. Turn on dual-entity tracking under Settings → Profile and you'll get two tabs (Individual and Business), each with its own SARS reference, full name, trading name, and tax year. The sidebar's tax-year switcher then lets you flip between your individual books (ITR12) and your company books (PTY/CC, filing ITR14) in one click. Transactions, receipts, provisional tax estimates, and annual returns all stay scoped to whichever persona is active — so the two never bleed into each other. Pro and Free users stick to a single persona, which is what most filers need; dual-entity is the differentiator that makes Enterprise worth it for owner-operators.

Yes, via a secure share link. You generate a time-limited review link from the Reports page and send it to your accountant. They can view your full tax pack, leave notes, and mark it as approved — without needing an EazyTax account. The link expires after 14 days.

Your data remains accessible for 90 days after cancellation. You can export all your transactions, receipts, and generated PDFs during this period. After 90 days, your data is permanently deleted from our servers.