Separate your certificates: Look out for your IRP5 from your employer, but also remember your IT3(b) and IT3(c) certificates from your financial institutions (which show your investment interest, dividends, and capital gains).

Grab medical and retirement certificates: Secure your Medical Aid Tax Certificate and your Section 11(1)(n) certificates for any retirement annuity contributions you made outside of your corporate payroll before 28 February.

Track logbooks (if applicable): If you receive a travel allowance and maintain a logbook, ensure your closing odometer reading from the end of February is noted, and your business kilometres are cleanly calculated.

Commission earners & business owners – gather your expense receipts: If you run your own business, or if more than 50% of your total income comes from commission (SARS code 3606), you can deduct a much wider range of business-related expenses. Start rounding up invoices and proofs of payment for:

• Vehicle costs: Fuel, maintenance, and insurance (backed by a pristine logbook).

• Communication: The business-use portion of your cell phone and data bills.

• Marketing & Subs: Personal advertising, business cards, and professional body fees (like FPI, PPRE, etc.).

• Home Office: Pro-rata rent/bond interest and electricity, provided you have a dedicated, exclusive workspace.