autotax

autotax categorises bank-statement transactions, calculates South African income tax and helps users prepare and submit returns to SARS.

Visit autotax.co.za ↗ What it costs

Free plan · From 999 ZAR/yrprice, as published
Oct 15, 2026read on

autotax's own site, as our research read it — autotax.co.zaas read Oct 15, 2026

What autotax costs

Enterprise Not published
Custom contract Not published
Free tax calculator Free
Tax calculator Free
Remove autotax brand 299 ZAR / month
Business Tax 2,990 ZAR / year
Settled Auto 4,499 ZAR / year
Accounting Firm 590 ZAR / year
Full firm branding 599 ZAR / month
Personal Income 999 ZAR / year

As autotax.co.za publishes them, read Sep 22, 2026. Fees, tax and exchange rates can differ when you pay; check the provider's own page first.

Its statement

Free plan: Yes
Free trial: Not stated
Runs on: iPhone Android Web
Facts on record: 50

Facts we read

AI categorisationAnthropic Claude categorises transactions against a SARS-aligned chart and sends uncertain items for user confirmation. · autotax.co.za, Oct 15, 2026
AI data trainingautotax 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, Oct 15, 2026
AI privacyThe 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, Oct 7, 2026
API and SDKThe public product pages provide no API, SDK or developer documentation. · autotax.co.za, Oct 15, 2026
AuthenticationAuthentication uses WebAuthn passkeys through Better Auth, with MFA required for bank uploads, submissions and payout-detail changes. · autotax.co.za, Oct 15, 2026
Automation integrationSettled Auto uses a unique forwarding address with Gmail or Outlook filters to capture monthly bank statements. · autotax.co.za, Oct 15, 2026
Bank inputsUsers upload PDF statements from FNB, Standard Bank, Nedbank, Absa, Capitec, Investec, TymeBank or Discovery Bank. · autotax.co.za, Oct 15, 2026
Bank statement sourcesThe site lists PDF statements from FNB, Standard Bank, Nedbank, Absa, Capitec, Investec, TymeBank, and Discovery Bank. · autotax.co.za, Oct 7, 2026
Company legal statusThe terms say the operating Pty Ltd is still to be incorporated and the founder currently operates autotax as a sole proprietor. · autotax.co.za, Oct 15, 2026
Company locationThe company describes itself as built in South Africa, but does not publish a city headquarters or founder name. · autotax.co.za, Oct 15, 2026
Data handlingThe maker says uploaded statements are deleted within 24 hours after processing and that data remains in South Africa. · autotax.co.za, Oct 7, 2026
Data residencyThe database and object storage are described as Johannesburg-region services, with data kept in South Africa except non-PII queue metadata. · autotax.co.za, Oct 15, 2026
EligibilityThe 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, Oct 7, 2026
Email integrationsThe product documents Gmail and Outlook forwarding rather than bank-login or open-banking connections. · autotax.co.za, Oct 15, 2026