How to Calculate Income Tax in South Africa

By | April 28, 2023

As a responsible citizen, it is important to pay your taxes on time and accurately. Income tax is one of the most important taxes that adult individuals of every country need to pay. 

It is a tax on the income earned by individuals, and it is calculated based on the amount of income earned during a financial year. 

In this article, we will guide you through the process of how to calculate income tax in South Africa.

What is Income Tax?

Before we get into all the calculations and other details, it is important to have a basic understanding of how income tax works in South Africa. 

Income tax is calculated based on the taxable income earned by an individual during a financial year. 

Taxable income is calculated by subtracting any allowable deductions from the total income earned.

How to Calculate Income Tax in South Africa

To calculate income tax in South Africa, you need to follow the steps below:

Step 1: Determine Your Taxable Income

The first step in calculating your income tax is to determine your taxable income. Your taxable income is calculated by subtracting any allowable deductions from your total income earned during the financial year. 

Allowable deductions include items such as retirement annuity contributions, medical aid contributions, and donations to certain types of charities.

Step 2: Determine Your Tax Bracket

Once you have determined your taxable income, the next step is to determine your tax bracket. 

South Africa has a progressive tax system, which means that the more you earn, the higher your tax rate will be. There are different tax brackets depending on your level of income.

Step 3: Calculate Your Tax Liability

Once you have determined your tax bracket, the next step is to calculate your tax liability. 

This is done by applying the relevant tax rate to the portion of your income that falls within that tax bracket. The tax rates for the 2022 tax year are as follows:

  • 18% on the first R216,200 of taxable income
  • 26% on taxable income above R216,200 but not exceeding R337,800
  • 31% on taxable income above R337,800 but not exceeding R467,500
  • 36% on taxable income above R467,500 but not exceeding R613,600
  • 39% on taxable income above R613,600 but not exceeding R782,200
  • 41% on taxable income above R782,200 but not exceeding R1,656,600
  • 45% on taxable income above R1,656,600

Step 4: Deduct Any Tax Credits

After you have calculated your tax liability, the next step is to deduct any tax credits that you may be eligible for. 

Tax credits are deductions that are subtracted directly from your tax liability, and they can help to reduce the amount of tax that you owe. 

Examples of tax credits include the employment tax incentive, the foreign tax credit, and the medical tax credit.

Step 5: Calculate the Amount of Tax Payable

The final step in the process is to calculate the amount of tax payable. This is done by subtracting any tax credits from your tax liability. 

The amount that you are left with is the amount of tax that you need to pay to SARS.

RELATED POST: Tax guide for small businesses in South Africa

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