Claim what your return missed.

What is Returns TaxBack?

Returns TaxBack is a review and support process for current and prior-year tax returns. Stratfin helps taxpayers check what was submitted, organise the documents SARS may need, respond to queries, and identify legitimate refund or correction opportunities that may have been missed.

Why taxpayers use it

1

Review the return position

Look at what was submitted, what was missed, and which supporting documents could change the tax outcome.

2

Recover older opportunities

Check prior years where records are available and there may still be a practical route to correction or follow-up.

3

Respond to SARS clearly

Organise SARS notices, verification requests, and refund delays into a focused response plan.

Where Returns TaxBack helps

Annual return review

We review the return position, supporting documents, and possible missed tax relief before submission or correction.

Prior-year returns

Older tax years can be checked where information is available and the tax position allows a practical follow-up.

SARS follow-up

Where SARS requests documents, raises queries, or delays a refund, Stratfin helps organise the response path.

Corrections and amendments

If a return was filed incorrectly or without relevant information, we help assess whether a correction is worth pursuing.

Refund readiness

We help ensure the document trail is strong enough before pushing a refund, correction, or SARS response forward.

Tax document pack

Certificates, proof of expenses, SARS notices, and allowance records are pulled into a clean working pack.

The document pack makes the return stronger.

Income

Certificates and return history

IRP5s, income certificates, prior submissions, and SARS account records that show the starting position.

Relief

Expense and deduction proof

Medical aid certificates, retirement certificates, home-office records, travel or allowance support, and other qualifying proof.

SARS

Queries and correspondence

Verification notices, audit requests, refund delays, assessment letters, and any supporting-document requests from SARS.

Current return reviewPrior-year follow-upSARS response support

The process

1

Collect the tax picture

We gather the relevant certificates, expense evidence, SARS notices, and return history so the review starts from the full picture.

2

Check the return position

The information is assessed for missed deductions, incorrect treatment, prior-year opportunities, and risk areas that need care.

3

Submit or resolve

Stratfin helps prepare the return, correction, or SARS response and keeps the next step clear until the matter is finalised.

Want us to review a return or prior tax year?

Contact us