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Tax residency status assessments (SA vs. overseas)

Tax residency status assessments (SA vs. overseas)

Are You a South African Tax Resident? Know Where You Stand.

Understanding your tax residency status is crucial to ensuring compliance with SARS (South African Revenue Service) and avoiding unexpected tax liabilities. Whether you’ve recently moved abroad, are planning to emigrate, or have international ties, determining your tax residency status is the first step in proper financial planning.

Why Tax Residency Matters

  • Which income you are taxed on – worldwide vs. South African-sourced income.
  • Whether you qualify for foreign income exemptions or double tax agreements.
  • Your reporting obligations to SARS and foreign tax authorities.
  • Your estate and long-term tax planning strategy.

SARS uses both statutory and common law tests to determine residency, and getting this wrong could cost you in back taxes, penalties, and administrative headaches.

Our Tax Residency Assessment Services Include

  • Detailed analysis of your circumstances against SARS criteria (ordinarily resident test, physical presence test, etc.)
  • Assessment of exit tax implications if you’re planning to cease SA tax residency
  • Review of supporting documentation to substantiate your status
  • Guidance on SARS formal processes, including tax emigration and non-resident declarations
  • Cross-border tax advice if you’re working or living overseas
  • Assistance with ongoing compliance and international disclosures

Who Needs This Service?

  • South Africans working or living abroad
  • Individuals with dual residency or income sources across borders
  • South African expats considering formal tax emigration
  • Foreign nationals who spend significant time in South Africa
  • South Africans returning home after living overseas

Avoid Costly Mistakes – Get Peace of Mind

Tax residency is not always clear-cut. We help you navigate the legal and regulatory complexities with confidence.

Book a Consultation

Let us help you understand your tax position and make informed decisions. Whether you need a one-time assessment or ongoing advisory, our tax experts are ready to assist.

Call us: (+27)7978072032
Email: dubetafy@gmail.com
Schedule a Consultation: https://tafytax.com/