Knowledge Centre

Tax Tables &
Resources

2026/27 tax rates, income tax calculator, SARS forms and useful government links.

Tax Tables Calculator Other Rates Deductions SARS News Forms Compliance Gov Links

Individual Income Tax Rates

Tax year: 1 March 2026 to 28 February 2027. Brackets adjusted by 3.4% for inflation as announced in the February 2026 Budget Speech. Source: SARS Budget Tax Guide 2026.

ℹ️ Brackets and rebates adjusted upward by 3.4% — the first inflation adjustment since 2023/24. The entry threshold for taxpayers under 65 rises from R95 750 to R99 000. Figures sourced from the official SARS Budget Tax Guide 2026 published 25 February 2026.
Taxable Income (R)Rate of Tax
R1 to R245 10018% of taxable income
R245 101 to R383 100R44 118 + 26% of income above R245 100
R383 101 to R530 200R79 998 + 31% of income above R383 100
R530 201 to R695 800R125 599 + 36% of income above R530 200
R695 801 to R887 000R185 215 + 39% of income above R695 800
R887 001 to R1 878 600R259 783 + 41% of income above R887 000
R1 878 601 and aboveR666 339 + 45% of income above R1 878 600

Primary Rebate

R17 820

All taxpayers under age 65

Secondary Rebate

R9 765

Persons aged 65 and older

Tertiary Rebate

R3 249

Persons aged 75 and older

Tax Thresholds: Minimum Income Before Tax is Payable

Below Age 65

R99 000

Age 65 to 74

R153 250

Age 75 and above

R171 300

Income Tax Calculator

Enter your income, retirement annuity and medical aid details for a full personalised tax estimate. Based on official 2026/27 SARS rates.

Step 1: Select your pay period

The calculator converts your income to annual and shows results in your chosen period

Step 2: Enter your details

Step 3: Retirement Annuity (Optional)

Deductible up to 27.5% of taxable income, max R430 000 per year. Source: SARS 2026/27

Step 4: Medical Aid (Optional)

R376 per month per person for first 2 members. R254 per month for each additional member. Source: SARS 2026/27

Your Tax Breakdown
Gross income entered
Annual gross income
Retirement annuity deduction (annual)
Taxable income after RA deduction
Gross tax on taxable income
Less: age rebate
Less: medical scheme tax credit (annual)
Annual tax payable
Effective tax rate on gross income
Monthly tax payable

This calculator provides a general estimate only. It does not account for all allowances, fringe benefits or complex tax situations. The RA deduction is limited to 27.5% of remuneration up to R430 000 per year per SARS 2026/27 rules. Always consult a registered tax practitioner for personalised advice.

Company & Other Tax Rates

Key rates for companies, small businesses, VAT and other taxes. Source: SARS Budget Tax Guide 2026.

Companies & Trusts

Corporate Income Tax27%
Trusts (other than special trusts)45%
Dividends Tax20%
Capital Gains: Individuals (max effective)18%
Capital Gains: Companies21.6%
Securities Transfer Tax0.25%

VAT & Small Business

VAT Standard Rate (2026/27)15%
VAT Compulsory Registration ThresholdR2.3 million
Small Business Corp: R1 to R99 0000%
Small Business Corp: R99 001 to R365 0007%
Small Business Corp: R365 001 to R550 00021%
Small Business Corp: R550 001 and above27%

Transfer Duty on Property

Property Value (R)Rate
R1 to R1 210 0000%
R1 210 001 to R1 663 8003% of value above R1 210 000
R1 663 801 to R2 329 300R13 614 + 6% above R1 663 800
R2 329 301 to R2 994 800R53 544 + 8% above R2 329 300
R2 994 801 to R13 310 000R106 784 + 11% above R2 994 800
R13 310 001 and aboveR1 241 456 + 13% above R13 310 000

Key Deductions & Credits

Important limits and credits that reduce your tax liability for the 2026/27 tax year.

Tax-Free Investment

Individuals may invest in a tax-free savings account each year. Returns are fully exempt from income tax and capital gains tax.

R46 000 per year limit

Interest Exemption

Interest earned from South African sources is exempt from income tax up to these annual limits.

R23 800 for under 65. R34 500 for 65 and older.

Medical Scheme Tax Credit

A monthly rebate applied directly against your tax for contributions to a registered medical scheme.

R376 per month for first 2 members. R254 per month for each additional.

Retirement Fund Contributions

Contributions to pension, provident and retirement annuity funds are deductible. One of the most effective legal ways to reduce taxable income.

27.5% of taxable income, capped at R430 000 per year

Donations to Public Benefit Organisations

Donations to approved public benefit organisations are deductible up to a limit. Excess amounts carry forward to the next tax year.

10% of taxable income per year

Capital Gains Annual Exclusion

Individuals and special trusts receive an annual exclusion from capital gains tax. This increases significantly in the year of death.

R50 000 annual. R440 000 in year of death.

SARS & CIPC Latest News

Direct links to official announcements. All links open on the official government websites.

Downloadable SARS Forms & Guides

Commonly used SARS forms and employer guides for the 2026/27 tax year. All links go directly to SARS.

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SARS Budget Tax Guide 2026

Official summary of all 2026/27 tax rates and changes

Download PDF
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All PAYE Tables: 2027 Tax Year

Weekly, fortnightly, monthly and annual tables effective 1 March 2026

View All Tables
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Monthly PAYE Tables 2027

Direct download: monthly deduction tables effective 1 March 2026

Download PDF
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Guide for Employers: PAYE 2027

Complete employer guide for employees tax deductions 2026/27

Download PDF
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Employer Guide: Employees Tax 2026

PAYE-GEN-01-G20: Full employer guide including fringe benefits and allowances

Download PDF
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All SARS Forms & Publications

Browse and download all SARS forms, guides and legal documents

Visit SARS Website

Key Compliance Areas

Short summaries of the main compliance obligations for South African businesses. Full detail is on our Compliance Hub page.

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CIPC: Company Registration

All businesses must register with the Companies and Intellectual Property Commission. This includes company registration, annual returns, director amendments and beneficial ownership filings updated within 10 business days of any change.

Full CIPC Guide
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POPIA: Data Protection

The Protection of Personal Information Act requires all businesses that collect personal data to obtain consent, protect the information, appoint an information officer and use data only for its stated purpose.

Full POPIA Guide
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FICA: Client Verification

The Financial Intelligence Centre Act requires accountable institutions to verify the identity of all clients before any services are rendered, including identity documents, proof of address and company registration documents.

Full FICA Guide
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B-BBEE Compliance

Broad Based Black Economic Empowerment applies to businesses in South Africa. Only SANAS accredited verification agencies may issue official B-BBEE certificates. Rootman can assist with compliance preparation.

Full B-BBEE Guide
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PAIA: Access to Information

The Promotion of Access to Information Act requires companies to maintain a PAIA manual. Individuals may request access to records held by companies. This is a legal obligation for most South African businesses.

Full PAIA Guide
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Annual Returns: CIPC

Every registered company must file annual returns with CIPC each year. Failure to file results in deregistration. Annual returns cannot be filed without up-to-date beneficial ownership information on record.

Annual Returns Guide

Need Help With Tax or Compliance?

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