PKF Tax Guide vs SA Tax Usage & Stats

SATax - Your Complete South African Tax Companion Take control of your financial future with SATax, the most comprehensive and intuitive tax calculator for South African taxpayers. Whether you are planning your finances, comparing tax years, or exploring different income scenarios, SATax provides the insights you need to make informed decisions about your money. INCOME TAX: Calculate your personal income tax with precision using official SARS tax tables. The app automatically applies age-based rebates for taxpayers under 65, between 65-74, and over 75 years old. See both your marginal tax rate on the last rand earned and your effective tax rate across your total income. Adjust income levels dynamically and watch calculations update in real-time. CAPITAL GAINS TAX: Estimate your CGT liability on investments and asset sales. Apply annual exclusions of R40,000 or lifetime exclusions up to R2 million for primary residences. The app calculates the 40 percent inclusion rate and applies it to your marginal rate, showing you exactly what you will owe. RETIREMENT FUND LUMP SUMS: Navigate the complex world of retirement fund taxation. Calculate tax on both retirement payouts when you retire and withdrawal lump sums if you withdraw early. The app uses SARS special tax tables with different brackets and tax-free portions for each scenario. TAX YEAR COMPARISON: This powerful feature lets you compare tax calculations between any two tax years side-by-side. See exactly how much more or less tax you would pay under different tax regimes. Enable inflation adjustment to compare in real terms using any base year from 2014 onwards. The evolution chart visualizes how your tax liability has changed over time, helping you understand the impact of tax policy changes and inflation on your finances. HISTORICAL TAX TABLES: Access complete SARS tax data from 2015 to 2026, including all tax brackets, marginal rates, and age-based rebates for each year. Perfect for historical analysis, tax planning, and understanding long-term trends. POWERFUL VISUALIZATION TOOLS Understanding your taxes becomes intuitive with SATax's interactive charts and graphs. Visualize how your marginal and effective tax rates change across different income levels. The tax evolution chart shows trends over multiple years, making it easy to spot patterns and plan accordingly. Zoom, pan, and explore different income ranges with smooth, responsive controls. INFLATION-ADJUSTED ANALYSIS Make meaningful comparisons across different years by adjusting for inflation. SATax includes comprehensive inflation data allowing you to convert between nominal and real rand values. Choose any base year and see your income and tax calculations in real purchasing power terms. This feature is invaluable for long-term financial planning and understanding how inflation impacts your tax burden. PROFESSIONAL ACCURACY All calculations use official SARS tax tables and formulas. The app is regularly updated to reflect the latest tax legislation and rates. While SATax provides accurate educational demonstrations of tax calculations, we always recommend consulting with a qualified tax professional for personalized advice and official tax submissions. PERFECT FOR - Individual taxpayers seeking to understand their tax liability - Investors calculating capital gains tax on investments - Retirees exploring retirement fund withdrawal options - Financial advisors demonstrating tax scenarios to clients - Anyone interested in understanding how South African taxation works PLAN WITH CONFIDENCE Model different income scenarios, compare historical tax rates, adjust for inflation, and visualize trends over time. SATax gives you the knowledge to plan your finances with confidence and make better-informed decisions about your income, investments, and retirement. Download SATax today and transform the way you understand and plan for South African taxes. Your financial clarity starts here.