Estimate your provisional tax (IRP6)

What this tool does

Provisional tax is how businesses and individuals pay income tax during the year, in bites, instead of one lump at the end. Worklog adds up the income and expenses you have logged, works out your profit, and shows you an estimate of what a provisional tax payment might be for the period you pick. The screen is headed Provisional Tax — IRP6. If your business is registered for Turnover Tax instead, the same screen becomes Turnover Tax — interim payment (TT02) and works on your turnover rather than your profit.

Think of it as a planning number, not your real return. It helps you set money aside and know roughly what is coming. Your actual IRP6 (or TT02) return is submitted on SARS eFiling or by your accountant.

Before you start

The estimate is only as good as what you have captured. Log your income and expenses for the year first, so the profit the tool reads is close to reality.

• Provisional Tax is included on every plan.
• You will find it under Compliance → SARS, on the Income tax tab.
• Set your Business type in Business Details first — the tool reads it automatically, so your estimate starts on the right tax rules.
• Have any allowable deductions in mind (for example a home office or retirement annuity), and if you are doing Period 2, know what you already paid in Period 1.

Get your estimate

1. Open SARS and choose the Income tax tab.
2. Under Tax period, tap the period you are estimating for. Each button shows the year, the months it covers and the due date, for example 2026 Period 1 (Feb–Aug) or 2026 Period 2 (Aug–Feb).
3. Check Business type — how you're registered with SARS. It starts on whatever you saved in Business Details, and you can tap a different one to try a what-if: Sole proprietor / Individual, Partnership, Company (Pty) Ltd, Close corporation (CC), Co-operative or Trust.
4. If your business is registered with SARS for Turnover Tax, choose the Turnover Tax card in Business Details (it lists who qualifies). The screen then becomes Turnover Tax — interim payment (TT02) and works on your turnover. Trusts do not see this.
5. For a Company, CC or Co-operative, a Small Business Corporation (SBC) toggle appears — switch on Qualifies as an SBC to use the reduced sliding scale instead of the flat company rate.
6. If you are taxed as an individual (Sole proprietor or Partnership), pick Your age: Under 65, 65 – 74, or 75 or older. From 65 SARS gives you a bigger rebate, and bigger again from 75, which lowers what you owe.
7. For a Partnership, fill in Your share of the partnership (%) — you are taxed only on your slice of the profit.
8. Look at the block headed From your Worklog records (year-to-date). It shows your income, expenses, net profit and an annualised profit (or, on Turnover Tax, your turnover). You do not type these in — they come from your records.
9. In Allowable deductions - optional, type any deductions you can claim, for example 50000. Leave it blank if you are not sure. Turnover Tax has no deductions box.
10. If you are an individual, choose your number of Medical aid members from 1 to 5. Worklog works out the medical tax credit for you and shows it just below, as a credit per year applied.
11. If you picked Period 2, fill in Amount already paid in Period 1 so the tool can subtract it.
12. Read the dark blue block headed Estimated IRP6 (or Estimated TT02). It shows your taxable income or turnover, the tax before credits, any rebates and medical credits taken off, your annual tax liability, and the amount due for that period, with the due date.

Understanding the numbers

The tool annualises your figures. For Period 1 it takes what you have logged so far and doubles it, since P1 covers the first six months, then shows half of the year's tax as due. For Period 2 it works on the full year and takes off what you paid in Period 1.

• Sole proprietor or partner: your profit (your share, for a partner) is taxed on the SARS individual tables, then your age rebate and medical tax credits come off.
• Company, CC or co-operative: the flat company tax rate, with no rebates or medical credits — unless you marked it as an SBC, which uses a reduced sliding scale instead.
• Trust: the flat trust rate, with no rebates.
• Turnover Tax: the Sixth Schedule scale on your turnover, replacing income and provisional tax — no deductions, rebates or medical credits.
• Income is counted after VAT. If you are VAT-registered, the VAT portion of your sales is SARS's money passing through, so it is not treated as your income. Turnover Tax works on your gross turnover.

Submitting and paying

Worklog does not submit anything to SARS and does not pay for you. Once you have your estimate, submit the actual IRP6 return (or the TT02, if you are on Turnover Tax) and pay on SARS eFiling, or hand your figures to your accountant or tax practitioner to do it.