autotax

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Freedom report

Two barsScore 6.9

Free tierA free tier is on its own pricing page
Runs widely1 of 6 device platforms
DocumentedPlans, terms and facts published

autotax is ranked #34 of 123 in personal tax software on Freedom251. It runs on Web. There is a free plan.

autotax plans and pricing

All plans

Free Tax Calculator Free Tax-liability estimate · No signup required autotax.co.za · 22 Sept 2026

Personal Income ZAR 99/mo billed monthly Salary earners · ITR12 returns autotax.co.za · 22 Sept 2026

Business Tax ZAR 299/mo billed monthly Freelancers · Sole proprietors · One-person Pty Ltds autotax.co.za · 22 Sept 2026

Accounting Firm Up to 10 active clients autotax.co.za · 22 Sept 2026

Enterprise 100+ clients autotax.co.za · 22 Sept 2026

Settled Auto $449/mo R 449/mo or R 4,499/yr Add-on to Personal or Business · year-round capture · three approval notifications a year autotax.co.za · 7 Oct 2026

Compared on personal tax software

Free plan: No
Self-employment support: Yes
Investment income: Yes
Rental income: Yes
State filing: none
Mobile access: web_only

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The record

Purpose: autotax categorises bank statement transactions, calculates South African income tax, and helps prepare and submit returns to SARS.
Returns supported: The service supports IRP6 provisional, ITR12 individual, and ITR14 one-person Pty Ltd returns.
Workflow: Users upload PDF bank statements, review categorised transactions, and approve returns before submission; the service says it never auto-submits.
Bank statement sources: The site lists PDF statements from FNB, Standard Bank, Nedbank, Absa, Capitec, Investec, TymeBank, and Discovery Bank.
Integrations: Settled Auto can forward statement emails using user-configured Gmail or Outlook filters and supports the eight listed South African banks.
Tax categorisation: Transactions are categorised against a SARS-aligned chart of accounts, and uncertain items are flagged for user confirmation.
Security: The security page describes column-level AES-256-GCM encryption, per-user data isolation, passkey-only authentication, and append-only audit logs.
Data handling: The maker says uploaded statements are deleted within 24 hours after processing and that data remains in South Africa.
AI privacy: The FAQ says Anthropic Claude is used for transaction categorisation, that Anthropic does not train on data sent through its commercial API, and that autotax sends transaction descriptions and amounts without PII.
Support: The security page lists [email protected] for vulnerability reports and says it acknowledges reports within 48 hours.
Eligibility: The terms describe eligibility as South African tax residents who are individuals, sole proprietors, or one-person Pty Ltds with annual turnover under R1 million.
Notable limits: The maker lists VAT, payroll, trust returns, multi-employee company returns, multi-signatory consent flows, and native mobile apps as future roadmap items.
Platform availability: The pricing page says autotax currently ships as mobile-responsive web and lists native mobile apps as future work.

Where it ranks on Freedom251

Best Personal Tax Software in 2026#34 of 123

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Sources

autotax.co.za/terms· checked 7 Oct 2026
autotax.co.za/how-it-works· checked 7 Oct 2026
autotax.co.za· checked 7 Oct 2026
autotax.co.za/auto· checked 7 Oct 2026
autotax.co.za/security· checked 7 Oct 2026
autotax.co.za/faq· checked 7 Oct 2026
autotax.co.za/pricing· checked 7 Oct 2026
autotax.co.za/pricing· checked 22 Sept 2026