The three boxes
- Retirement annuity / pension — section 11F allows 27.5% of your taxable income, up to R430 000 a year from 2026/27 and R350 000 before that (the rate and the ceiling come from the year’s tax tables). Type what you contributed; Worklog shows what is allowed and carries the rest.
- Donations with a section 18A receipt — allowed up to a tenth of taxable income after the retirement deduction; the excess carries to next year.
- Home office — not a figure you type. Give the office’s floor area and your home’s total area, then the home’s rent or bond interest, rates and levies, utilities, other running costs and any repairs to the office alone; Worklog claims the office’s share. The room must be used regularly and exclusively for the business.
The caps are measured against taxable income after the home office and every other ordinary trade deduction — so the home office is worked out first, then the retirement cap, then the donation cap. Anything over a cap can’t reduce that year’s figures. SARS carries it forward on your assessment, but Worklog doesn’t add it to next year’s boxes — ask your accountant what to enter there.
Saved per tax year
The boxes are under Adjust the estimate on the "IRP6 — provisional" tab, and under Adjust the computation on the annual return tab. Tap “Save these for 2026/27” (the year on screen). The figures are remembered for that tax year and read by both IRP6 periods and the annual return, so a contribution is typed once and every estimate agrees. Step the year with ‹ › to see or enter another year’s.