Individual Tax Return Agent
The Individual Tax Return Agent gathers each client's IRP5s, IT3(b) and IT3(c) certificates, medical aid and retirement annuity certificates, travel logbooks and home office records, and builds a complete ITR12 working paper. It compares the result with the SARS auto-assessment or prefilled return, flags missing or incorrect items, and highlights likely refunds and audit risks before a registered tax practitioner submits on eFiling.
Ideal forTax practitioners
The difference
From 2-3 hours per return to 45-75 minutes
Your practitioners review more returns each filing season and spend their time on the claims that need professional judgement.
Done by hand
2-3 hours per return
With the Vanine agent
45-75 minutes
Time returned to your team
60%
Indicative figures. We measure your own baseline in the first fortnight so the numbers you see are yours.
Auto-assessments you can trust
SARS auto-assessments often miss retirement annuity contributions, additional medical expenses or investment income from a second provider. The agent finds the gaps so clients do not accept an assessment that costs them money or invites a later correction.
A filing season that does not swallow the practice
Chasing certificates and capturing them by hand drives the overtime of every filing season. The agent turns a client's document pile into a reviewed working paper, so your team spends its time on judgement calls.
Fewer verifications and penalties
Logbooks, home office claims and medical credits are common triggers for SARS verification. Each claim arrives with its supporting evidence attached and its risk flagged before submission.
Capabilities
Every ITR12 complete, checked and refund-ready before your practitioner submits.
Built for tax practitioners, accounting and tax practices, and payroll and HR teams that prepare ITR12 returns for South African salaried employees, commission earners and individual investors.
Certificate extraction
Reads IRP5 and IT3(a), IT3(b), IT3(c), medical scheme and retirement annuity certificates in any format and captures the amounts and source codes the ITR12 needs.
Auto-assessment comparison
Compares the SARS auto-assessment or prefilled return with the client's own documents and lists every missing certificate, duplicated income item or wrong figure.
Medical tax credit calculation
Works out medical scheme fees credits and the additional medical expenses tax credit from scheme certificates and out-of-pocket receipts, with the supporting schedule.
Travel and home office review
Tests travel logbooks for business kilometres and records, and home office claims against the requirements for a deduction, flagging weak evidence before it reaches SARS.
Refund and liability estimate
Estimates the expected refund or amount payable, including the effect of retirement annuity contributions and capital gains, so the client knows what to expect.
Missing document requests
Drafts plain-language requests to clients for outstanding certificates or proof, ready to send by email or WhatsApp.
How it works
From your systems to a result you sign off
A registered tax practitioner reviews the working paper, accepts or corrects the return and submits it on eFiling. The agent never submits on its own.
Connect the places your tax certificates already live.
Client documents from email, WhatsApp, your practice portal or SharePoint, plus the SARS auto-assessment or prefilled return downloaded by the practitioner. Already use something else? We connect that too.
- OpenAI Frontier
- Your own AI platform or models
- Microsoft 365 (Teams, SharePoint, Outlook, Excel)
- Copilot Studio
- SARS eFiling-ready ITR12 working papers
- Sage Tax, TaxShelf and TaxTim
- Karbon and practice document portals
- WhatsApp and email client document requests
Runs on request in Teams or OpenAI Frontier, or in batches across your client list during filing season, using the models your practice approves.
An ITR12 working paper, comparison report, client document request and evidence pack stored in the client's file.
Step by step
- 01
Filing season opens or a client sends their documents.
- 02
The agent reads every certificate and supporting record in the client file.
- 03
It builds the ITR12 working paper and compares it with the SARS auto-assessment.
- 04
It flags missing items, refunds and risks and drafts any client requests.
- 05
Your tax practitioner reviews and approves the return.
- 06
The practitioner submits on eFiling and the evidence pack is retained for SARS.
Deployment
Runs inside the tools your team already uses
The same agent and the same cited output, delivered three ways: through the AI assistant you have rolled out, on a model you host yourself, or inside your own software.
In the frontier assistant you already pay for
We publish the agent as an MCP server. Add it as a connector and your team calls it from the chat they use every day, with no new tool to learn.
"Extract every IRP5, IT3(b) and medical certificate"
- client
- Salaried employee
- year
- 2025
On a model you host yourself
Run the agent on open-weight models in your data centre or private cloud. Your tax certificates never leave your network, which keeps POPIA and data residency straightforward.
- Llama
- Mistral
- Ollama
- or any OpenAI-compatible endpoint
Inside your own software
Trigger a run from your own workflows, and push the finished output into your ERP, GRC or reporting systems. We build the integration with your team.
- REST API
- Webhooks
- Batch jobs
- Embeddable review panel
Governed the same way, every route
Whichever way your team reaches the agent, identity, permissions and audit stay with your existing controls.
- Single sign-on through Entra ID, Okta or Google Workspace
- Reads only the documents each user is already allowed to open
- Every tool call written to an audit log you can export
How we deliver it
One agent, three ways to hold it
Start where your team already works, then take it as far into your systems as the value justifies.
DATA SECURITY & PRIVACY
Your tax certificates stay yours.
The agent runs inside your tenancy, reads only what each task needs, and never trains on your tax certificates. Every step is logged so your auditors can see exactly what it touched.
Built for regulated work.
+YOUR TAX CERTIFICATES NEVER LEAVE YOUR ENVIRONMENT
More agents
More agents we build for South African enterprises
Each one is built on the same foundation: your documents, your rules, and your people signing off.
Precision AI for Institutional Workflows
