Terms

TaxUp lifts each client's year of bank-statement transactions into SARS-aligned buckets, calls business vs personal per row using an AI categoriser, and produces an income statement plus a SARS-ready 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 practitioner's sign-off.

South African accounting firms onboarding South African tax-resident clients. Individuals, sole proprietors, and owner-managed companies (ITR14) are in scope; 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. 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 PDF and the parser fails, we point at the page that broke and let your firm re-upload — 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 rows stick around for SARS's five-year retention window unless you ask us to delete them sooner.

TaxUp is operated by [Pty Ltd to be 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.