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ChecklistTax LawMedium
Tax Dispute Checklist
Tax Dispute Checklist for preparing documents, facts, dates, and questions connected to tax law.
Time to prepare2-5 hours
Before you start
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Get support from a lawyer who works with tax law matters.
Before submission
0/2 completedOn consultation day
0/2 completedAfterwards
0/2 completedWhen It Applies
You received a SARS assessment, audit letter, request for relevant material, objection outcome, appeal issue, or tax-debt notice.
You need a preparation pack before speaking to a tax lawyer or tax practitioner.
Not For
- Tax advice, calculations, filing strategy, or deadline calculations without specialist review.
Documents
- Assessments
- SARS letters
- Statement of account
- Tax returns
- eFiling screenshots
- Invoices
- Bank statements
- Payroll records
- Contracts
- Calculations
- Objection or appeal records
Timeline
- Immediately: identify the assessment and dates.
- Before submission: gather SARS records and supporting proof.
- After submission: track references and outcomes.
- Ongoing: monitor payment and collection risk.
Tips
- Do not calculate dispute deadlines casually.
- Keep eFiling proof and PDFs.
- Separate merits documents from payment-risk documents.
- Ask about suspension of payment where collection risk exists.
Warning Signs
- A deadline may have passed.
- SARS collection action is threatened.
- Large penalties, interest, VAT, PAYE, or customs issues are involved.
- Records needed to prove the position are missing.
Official sources
- SARS disputes and appealsSARS dispute-resolution route context.
- Office of the Tax OmbudTax complaint and escalation context.
- Tax Administration Act 28 of 2011Tax administration and dispute context.
This checklist is for general information only and does not constitute legal advice.
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