2027 Provisional Tax Calculator | Du Preez Tax & Bookkeeping Services

Your details

Age at 28 February 2027

Disability (self, spouse, or child)?

Income & deductions

Income (gross, for the full year)

Salary / remuneration (all employers)

Business / freelance / consulting income

Rental income (net)

Interest income

Local dividends (taxable, non-exempt)

Other income (commission, director's fees, etc.)

Net capital gain after R40,000 annual exclusion — before 40% inclusion

Deductions

Retirement fund contributions paid pension / provident / RA — capped at 27.5% of income, max R430,000

Donations to registered PBOs (S18A) capped at 10% of taxable income

Other allowable deductions

Assessed loss brought forward

Medical scheme & expenses

Monthly medical scheme contribution whole family, per month

Dependants on the scheme excluding yourself

Out-of-pocket medical expenses not recovered from the scheme, for the year

Tax already paid / withheld

PAYE withheld — full 2027 tax year estimate for the whole year

PAYE withheld — Mar to Aug 2026 only optional override — leave blank to assume PAYE was withheld evenly, i.e. half the full-year figure above

Foreign tax credits / other rebates

1st provisional payment made optional override — leave blank to assume the calculated 1st period amount above gets paid in full

Tax calculation

Result

Total gross income (incl. taxable capital gain)R 0.00

Less: total deductionsR 0.00

Taxable incomeR 0.00

Tax before rebatesR 0.00

Less: rebatesR 0.00

Less: medical tax credits (6A + 6B)R 0.00

Less: foreign tax creditsR 0.00

Normal tax payable for the yearR 0.00

Effective rate: 0.0%

Provisional tax due (IRP6)

Result

1st period

R 0.00

Due 31 August 2026

2nd period

R 0.00

Due 28 February 2027

1st period = 50% of full-year estimate, less PAYE for Mar–Aug 2026

Mar–Aug PAYE not entered — using half the full-year figureR 0.00

2nd period = full-year estimate, less full-year PAYE and the 1st payment

1st payment not entered — assuming the 1st period amount above is paid in fullR 0.00

Under-estimation check

Result

Minimum safe taxable income estimateR 0.00

If taxable income exceeds R1,000,000, your 2nd-period estimate must be at least 90% of the actual figure or SARS may charge a 20% penalty on the shortfall, plus interest. Below R1,000,000, the safe harbour is the lower of your basic amount or 90% of actual taxable income.

Please note: this calculator is a planning estimate based on the published 2026/27 SARS tax tables. The additional medical expenses credit (Section 6B) uses a simplified formula and may differ for taxpayers with a disability or aged 65+ if your circumstances are unusual. It does not replace a full assessment. For a figure you can rely on for submission, or for anything not covered here (trusts, turnover tax, multiple assessed losses), please get in touch.