Terms

TaxUp sorts each client's year of bank-statement transactions into SARS-aligned categories and calls business or personal per row. Saved rules and a South African merchant list settle what they can, an OpenAI model categorises the rest, and anything it isn't confident about goes to review. From that, TaxUp produces an income statement plus a return preview (ITR12, or ITR14 for companies, with provisional-tax IRP6 periods tracked) your firm can file from. We don't file. Your firm files the return through its own eFiling channel using your own SAIT-registered practitioner number — TaxUp's part ends at a field-by-field transcription assist and your firm's sign-off.

South African accounting firms onboarding South African tax-resident clients. Individuals, sole proprietors and companies (ITR14) are in scope. Small business corporation relief isn't applied yet: company tax is calculated at the standard rate. Trusts can sit on your roster for the books side, though their returns can't. Past our line, and past what TaxUp is built to support:

• VAT (VAT201) and VAT-registered businesses
• Payroll (EMP201 / EMP501) — single-employee or otherwise
• Multi-employee company returns
• Trust returns (ITR12T)
• Foreign-income returns beyond a basic declaration

Your call on the accuracy of the data your firm and its clients put in: the statements uploaded, the categorisations confirmed, the personal details on each client profile. Tell us when something changes. And: only onboard clients your firm is engaged to represent.

TaxUp generates the books; the accountant remains in the chair. Our categorisations are an aid; your firm's judgement on whether each row is right is what stands at SARS when the return is filed.

TaxUp is a software service, not a tax advisor. We don't do tax planning, year-end structuring, or strategic advice; the optimisation suggestions in the app are rule-based prompts for your firm to weigh. We also don't file returns on your firm's behalf — the income statement we produce is the books-side of the workflow only.

If the AI categoriser is temporarily unavailable, affected rows are tagged so your firm can pick them up later without losing context. If a bank reformats its statement and we can't read it, the upload is marked failed and your firm can re-upload. There's no re-run charge.

Cancel from the firm dashboard at any time. If you cancel mid-month, the band fee for that month is refunded on a pro-rata basis. Client records stay after you cancel, for at least SARS's five-year record-keeping period, unless you ask us to delete them. We don't yet delete them automatically after that.

TaxUp's operating entity is being incorporated. This page gets the registered name and CIPC number the moment incorporation completes. Until then, the founder operates as a sole proprietor at the contact details on the privacy page.

We'll email you about any material change before it takes effect. Anything that disadvantages existing subscribers doesn't apply retroactively — your existing terms stand until renewal.