# SA Tax — South African Tax

> South African tax calculator for income, CGT, and retirement fund lump sums. (iPhone/iPad app by Joao Frasco.)

- Source: https://appshunter.io/ios/app/sa-tax/id1454143944 (this page in markdown: same URL + `.md`)
- Developer: [Joao Frasco](https://appshunter.io/developer/1105081507)
- Category: Finance, Utilities
- Price: $4.99
- Age rating: 4+
- Requires: iOS 26.0 · 5 MB
- Languages: American English
- Released: 2019-02-26
- Data updated: 2026-08-27
- Monetization: paid
- User reviews in markdown: https://appshunter.io/ios/app/sa-tax/id1454143944/reviews.md

## What is SA Tax?

SATax - Your Complete South African Tax Companion
Take control of your financial future with SATax, the most comprehensive and intuitive tax calculator for South African taxpayers. Whether you are planning your finances, comparing tax years, or exploring different income scenarios, SATax provides the insights you need to make informed decisions about your money.

INCOME TAX: Calculate your personal income tax with precision using official SARS tax tables. The app automatically applies age-based rebates for taxpayers under 65, between 65-74, and over 75 years old. See both your marginal tax rate on the last rand earned and your effective tax rate across your total income. Adjust income levels dynamically and watch calculations update in real-time.

CAPITAL GAINS TAX: Estimate your CGT liability on investments and asset sales. Apply annual exclusions of R40,000 or lifetime exclusions up to R2 million for primary residences. The app calculates the 40 percent inclusion rate and applies it to your marginal rate, showing you exactly what you will owe.

RETIREMENT FUND LUMP SUMS: Navigate the complex world of retirement fund taxation. Calculate tax on both retirement payouts when you retire and withdrawal lump sums if you withdraw early. The app uses SARS special tax tables with different brackets and tax-free portions for each scenario.

TAX YEAR COMPARISON: This powerful feature lets you compare tax calculations between any two tax years side-by-side. See exactly how much more or less tax you would pay under different tax regimes. Enable inflation adjustment to compare in real terms using any base year from 2014 onwards. The evolution chart visualizes how your tax liability has changed over time, helping you understand the impact of tax policy changes and inflation on your finances.

HISTORICAL TAX TABLES: Access complete SARS tax data from 2015 to 2026, including all tax brackets, marginal rates, and age-based rebates for each year. Perfect for historical analysis, tax planning, and understanding long-term trends.

POWERFUL VISUALIZATION TOOLS
Understanding your taxes becomes intuitive with SATax's interactive charts and graphs. Visualize how your marginal and effective tax rates change across different income levels. The tax evolution chart shows trends over multiple years, making it easy to spot patterns and plan accordingly. Zoom, pan, and explore different income ranges with smooth, responsive controls.

INFLATION-ADJUSTED ANALYSIS
Make meaningful comparisons across different years by adjusting for inflation. SATax includes comprehensive inflation data allowing you to convert between nominal and real rand values. Choose any base year and see your income and tax calculations in real purchasing power terms. This feature is invaluable for long-term financial planning and understanding how inflation impacts your tax burden.

PROFESSIONAL ACCURACY
All calculations use official SARS tax tables and formulas. The app is regularly updated to reflect the latest tax legislation and rates. While SATax provides accurate educational demonstrations of tax calculations, we always recommend consulting with a qualified tax professional for personalized advice and official tax submissions.

PERFECT FOR
- Individual taxpayers seeking to understand their tax liability
- Investors calculating capital gains tax on investments
- Retirees exploring retirement fund withdrawal options
- Financial advisors demonstrating tax scenarios to clients
- Anyone interested in understanding how South African taxation works

PLAN WITH CONFIDENCE

Model different income scenarios, compare historical tax rates, adjust for inflation, and visualize trends over time. SATax gives you the knowledge to plan your finances with confidence and make better-informed decisions about your income, investments, and retirement.

Download SATax today and transform the way you understand and plan for South African taxes. Your financial clarity starts here.

## Key features

- Income tax calculation
- Capital Gains Tax estimation
- Retirement fund lump sum tax
- Tax year comparison
- Inflation-adjusted analysis
- Historical tax tables
- Interactive charts and graphs

## Recent user reviews (2 of 2)

All indexed reviews: https://appshunter.io/ios/app/sa-tax/id1454143944/reviews.md

### 1/5 — Ergonomics

*2019-06-22, version 2.1*

Not easy to use. Very confusing. What was the point of this app🤷🏿‍♂️

### 5/5 — Export to pdf

*2019-03-10, version 1.2*

Great application! Please add a function to print the calculation. Thank you

## Frequently asked questions about SA Tax

### What is the price of SA Tax?

SA Tax is a paid application with a price of $4.99. This one-time purchase grants you access to all its features for calculating South African taxes.

### Does SA Tax have ads?

No, SA Tax does not contain advertisements. As a paid application, it provides an ad-free experience for users focused on tax calculations.

### What tax calculations can SA Tax perform?

SA Tax can calculate personal income tax, capital gains tax (CGT) on investments, and tax on retirement fund lump sums, utilizing official SARS tax tables and formulas.

### Can I compare tax years with SA Tax?

Yes, SA Tax allows you to compare tax calculations between any two tax years side-by-side. You can also enable inflation adjustment to compare in real terms from 2014 onwards.

### What devices is SA Tax available on?

SA Tax is available on iPhone and iPad devices. It is designed for iOS users looking for a comprehensive tax companion.

### How often is SA Tax updated?

The latest version of SA Tax is 2026.02.26, last updated on 2026-02-27. This indicates frequent updates to incorporate the latest tax tables and features.

### What is the age rating for SA Tax?

SA Tax has an age rating of 4+, making it suitable for a wide range of users. This rating suggests the content is appropriate for most ages.

### Does SA Tax support tax calculations for different age groups?

Yes, SA Tax automatically applies age-based rebates for taxpayers under 65, between 65-74, and over 75 years old in its income tax calculations.

## Version history (last 5 releases)

### 2026.02.26 — 2026-02-27

Updated with the new 2027 tax rates!

### 2025.10.19 — 2025-10-20

• New Tax Comparison tab to compare years side-by-side
• Inflation adjustment feature for real-term comparisons
• Interactive evolution chart showing tax trends over time
• Updated for latest tax year
• Improved deduction and rebate support
• Enhanced calculation accuracy
• UI and performance improvements

### 2025.10.05 — 2025-10-06

New icon, and added haptic feedback to all controls!

### 2025.09.24 — 2025-09-25

Updated to iOS 26. Smashed bugs and added a more comprehensive help view!

### 2025.03.12 — 2025-03-12

Updated to the latest Tax Tables. Bad news is that they have not changed!

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-27.*