autotax
The facts below are what the maker publishes about autotax, checked and dated. Our editors have not written about it yet.
Plans and prices
From autotax's own pricing page, checked 15 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Personal Income | 99 ZAR a month | ITR12 salary earners · no business income · no provisional submissions · monthly |
| Business Tax | 299 ZAR a month | freelancers · sole proprietors · one-person Pty Ltds · monthly |
| Enterprise | — | 100+ clients |
| Settled Auto | $449 a month | automatic email forwarding · year-round capture · three approval notifications yearly · monthly |
| Tax calculator | Free | tax-liability estimate · no signup |
| Free tax calculator | Free | Tax liability estimate · no signup required |
| Remove autotax brand | 299 ZAR a month | removes autotax footer and wordmark · no custom logo or colours · per firm |
| Accounting Firm | 590 ZAR a year | practice bracket 51–200 clients · client roster · practitioner queue · audit-logged credentials · per active client, annual |
| Full firm branding | 599 ZAR a month | firm logo/colour · branded emails/PDFs/review page · custom Reply-To · per firm |
| Personal Income | 999 ZAR a year | ITR12 salary earners · investment/rental/dividend income · travel/retirement/medical deductions · annual |
| Business Tax | 2,990 ZAR a year | IRP6 P1/P2 · ITR12 · ITR14 one-person Pty Ltd · bank-statement parsing · practitioner review · annual |
| Settled Auto | 4,499 ZAR a year | automatic email forwarding · year-round capture · three approval notifications yearly · annual |
| Custom contract | Priced on request | Custom contract · Contact for custom SLA, dedicated CSM, custom-domain practitioner portal, or other off-menu needs |
The facts
Each one read from autotax's own pages, with the date it was checked.
What it does
- AI categorisation
- Anthropic Claude categorises transactions against a SARS-aligned chart and sends uncertain items for user confirmation.checked 15 Oct 2026
- AI data training
- autotax says only transaction descriptions and amounts are sent to Claude, and Anthropic says commercial API data is not used for model training unless customers opt in.checked 15 Oct 2026
- 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.checked 7 Oct 2026
- API and SDK
- The public product pages provide no API, SDK or developer documentation.checked 15 Oct 2026
- Authentication
- Authentication uses WebAuthn passkeys through Better Auth, with MFA required for bank uploads, submissions and payout-detail changes.checked 15 Oct 2026
- Automation integration
- Settled Auto uses a unique forwarding address with Gmail or Outlook filters to capture monthly bank statements.checked 15 Oct 2026
- Bank inputs
- Users upload PDF statements from FNB, Standard Bank, Nedbank, Absa, Capitec, Investec, TymeBank or Discovery Bank.checked 15 Oct 2026
- Bank statement sources
- The site lists PDF statements from FNB, Standard Bank, Nedbank, Absa, Capitec, Investec, TymeBank, and Discovery Bank.checked 7 Oct 2026
- Data handling
- The maker says uploaded statements are deleted within 24 hours after processing and that data remains in South Africa.checked 7 Oct 2026
- Data residency
- The database and object storage are described as Johannesburg-region services, with data kept in South Africa except non-PII queue metadata.checked 15 Oct 2026
- 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.checked 7 Oct 2026
- Email integrations
- The product documents Gmail and Outlook forwarding rather than bank-login or open-banking connections.checked 15 Oct 2026
- External filing process
- SARS eFiling pre-populates taxpayer details and validates an IRP6 for errors or omissions before filing confirmation.checked 15 Oct 2026
- External outage record
- SARS published a maintenance notice for eFiling downtime on 24 May 2026 from 00:00 to 06:00.checked 15 Oct 2026
- External tax context
- SARS requires provisional taxpayers to submit IRP6 through eFiling, with first and second payments generally due at the end of August and February.checked 15 Oct 2026
- Human review
- Year-on-year changes above 40 percent, large refunds and first-time provisional filers can be held for practitioner review.checked 15 Oct 2026
- Integrations
- Settled Auto can forward statement emails using user-configured Gmail or Outlook filters and supports the eight listed South African banks.checked 7 Oct 2026
- Investment income
- Yeschecked 22 Sep 2026
- Learning rules
- Corrected transaction categories become learned vendor rules, and users can create overriding rules themselves.checked 15 Oct 2026
- Limit: document format
- Scanned PDFs may fail parsing and require the user to provide a digital replacement.checked 15 Oct 2026
The company
- Company legal status
- The terms say the operating Pty Ltd is still to be incorporated and the founder currently operates autotax as a sole proprietor.checked 15 Oct 2026
- Company location
- The company describes itself as built in South Africa, but does not publish a city headquarters or founder name.checked 15 Oct 2026
- Limit: company size
- Eligibility is limited to South African tax residents, individuals, sole proprietors and one-person Pty Ltds with annual turnover below R1 million.checked 15 Oct 2026
Money
- Free plan
- Nochecked 22 Sep 2026
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