AI TAXMAN Help Screen
How to Use AI TAXMAN Version 2
AI TAXMAN is designed to help tax practitioners deal with SARS queries, tax law, VAT law, objections, interpretation notes, SARS overreach and tax administration issues.
Use AI TAXMAN as a practical assistant when you need to understand a SARS letter, research the law, draft a response, prepare an objection, deal with penalties, or learn more about the relevant sections of the Acts and SARS interpretation notes.
1. Start a New Chat
Click New Chat when you want to start a fresh matter.
Use a new chat for each separate taxpayer, SARS query, objection, VAT issue or tax matter. This helps keep the facts and answers separate.
Example:
“SARS has issued an additional assessment for the 2025 tax year and disallowed travel expenses. What should I do?”
2. Ask Your Question Clearly
Type or speak your question in plain language.
You do not have to use legal wording. Explain the facts as you understand them. AI TAXMAN will help identify the legal and procedural issues.
Good examples:
“SARS has requested bank statements for the full year. Is this request too broad?”
“SARS rejected my objection as invalid. What must I do next?”
“Draft an objection where SARS disallowed input VAT because the invoice was allegedly defective.”
3. Upload or Convert SARS Documents
Where possible, provide the SARS letter, assessment, verification notice, penalty letter, outcome letter or request for relevant material.
AI TAXMAN can use the contents of the document to help identify:
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whether the issue is tax law, VAT law or tax administration;
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whether SARS has given proper reasons;
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whether the matter is a verification, audit or objection;
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what response should be prepared;
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what facts and placeholders are needed.
4. Use AI TAXMAN to Draft SARS Letters
AI TAXMAN can help draft:
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condonation applications;
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penalty remission requests;
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responses to requests for relevant material;
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Tax Ombud escalation letters.
Always review the draft before sending it to SARS. Insert the correct taxpayer name, tax number, case number, tax year, assessment date and amounts.
5. Use AI TAXMAN as a Learning Tool
AI TAXMAN is also a learning system.
It can explain sections of the Tax Administration Act, Income Tax Act, VAT Act, SARS interpretation notes and important court cases.
You can ask questions such as:
“Explain section 46 of the Tax Administration Act.”
“What does SARS say in the interpretation notes about this issue?”
“Give me court cases dealing with adequate reasons for an assessment.”
“Explain the difference between verification and audit.”
This helps practitioners and staff learn while dealing with real tax matters.
6. Ask About SARS Overreach
AI TAXMAN has been trained to identify and deal with SARS overreach.
Use it where SARS appears to be acting outside proper procedure, asking for excessive information, failing to give reasons, treating a verification like an audit, or ignoring taxpayer rights.
Example:
“SARS has requested every invoice, proof of payment and bank statement for the full year. Is this overreach and how should I respond?”
7. CPD Time Tracking
AI TAXMAN tracks user time and average reading time.
Where applicable, the system can generate CPD certificates based on the time spent using the system for learning, research and professional development.
This is particularly useful where users are reading explanations of Acts, interpretation notes, case law and tax administration principles.
Important Reminder
AI TAXMAN is a professional support tool. It assists with research, drafting, learning and legal structure. The practitioner remains responsible for reviewing the facts, checking the final letter and deciding what should be submitted to SARS.
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Start New Chat
Start a fresh SARS, tax or VAT matter.
Upload SARS Letter
Use a SARS document to help AI TAXMAN analyse the issue.
Draft a Response
Prepare a structured SARS letter based on the facts and the law.
Research the Law
Ask about Acts, interpretation notes and court cases.
CPD Certificate
Track learning time and generate CPD records.
