autotax

Plans and prices

Every plan, in full

On the record

AI categorisation

Anthropic Claude categorises transactions against a SARS-aligned chart and sends uncertain items for user confirmation.autotax.co.za · read 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.privacy.claude.com · read 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.autotax.co.za · read 7 Oct 2026

API and SDK

The public product pages provide no API, SDK or developer documentation.autotax.co.za · read 15 Oct 2026

Authentication

Authentication uses WebAuthn passkeys through Better Auth, with MFA required for bank uploads, submissions and payout-detail changes.autotax.co.za · read 15 Oct 2026

Automation integration

Settled Auto uses a unique forwarding address with Gmail or Outlook filters to capture monthly bank statements.autotax.co.za · read 15 Oct 2026

Bank inputs

Users upload PDF statements from FNB, Standard Bank, Nedbank, Absa, Capitec, Investec, TymeBank or Discovery Bank.autotax.co.za · read 15 Oct 2026

Bank statement sources

The site lists PDF statements from FNB, Standard Bank, Nedbank, Absa, Capitec, Investec, TymeBank, and Discovery Bank.autotax.co.za · read 7 Oct 2026

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.autotax.co.za · read 15 Oct 2026

Company location

The company describes itself as built in South Africa, but does not publish a city headquarters or founder name.autotax.co.za · read 15 Oct 2026

Data handling

The maker says uploaded statements are deleted within 24 hours after processing and that data remains in South Africa.autotax.co.za · read 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.autotax.co.za · read 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.autotax.co.za · read 7 Oct 2026

Email integrations

The product documents Gmail and Outlook forwarding rather than bank-login or open-banking connections.autotax.co.za · read 15 Oct 2026

External filing process

SARS eFiling pre-populates taxpayer details and validates an IRP6 for errors or omissions before filing confirmation.sars.gov.za · read 15 Oct 2026

External outage record

SARS published a maintenance notice for eFiling downtime on 24 May 2026 from 00:00 to 06:00.sars.gov.za · read 15 Oct 2026

External tax context

SARS states that non-auto-assessed non-provisional individuals must submit ITR12 by 23 October 2026 to avoid administrative penalties.sars.gov.za · read 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.autotax.co.za · read 15 Oct 2026

Alternatives to autotax

WS WISO SteuerAndroidiPhone & iPad+4 TC TurboTax CanadaAndroidiPhone & iPad+4 S SteuerSparErklärungAndroidiPhone & iPad+3 F FreeTaxUSAAndroidiPhone & iPad+1 T TaxSlayerAndroidiPhone & iPad+1 E EZTaxAndroidiPhone & iPad+2 MI Meu Imposto de RendaAndroidiPhone & iPad+4 T TaxDownAndroidiPhone & iPad+1

Every alternative, ranked