SARS Correspondence and Statement of Account Agent
The SARS Correspondence and Statement of Account Agent reads SARS letters, notices and statements of account across your whole client base and explains what each one means: penalties, interest, misallocated payments or requests for information. It drafts remission requests, payment allocation queries and suspension of payment requests under the Tax Administration Act, and tracks every open item until SARS responds.
Ideal forTax practitioners
The difference
From 1-2 hours per SARS matter to 30-45 minutes
Your team clears the SARS backlog faster and partners see every open matter in one place instead of chasing emails.
Done by hand
1-2 hours per SARS matter
With the Vanine agent
30-45 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.
No letter slips through
SARS correspondence arrives across many clients and tax types, and missed response periods quickly turn into penalties and collection steps. The agent logs every letter with its due date so nothing goes unanswered.
Payments that land where they should
Misallocated payments are one of the most frustrating SARS problems for practices. The agent matches statement entries to proof of payment and drafts the allocation query with the evidence attached.
Better requests, better outcomes
Remission and suspension requests succeed or fail on the facts presented. The agent prepares well-structured drafts with the supporting history, ready for your practitioner to refine.
Capabilities
Turn every SARS letter and statement into a clear answer and next step.
Built for tax practitioners, accounting and tax practices, and in-house tax and finance teams that manage SARS correspondence and statements of account for many taxpayers.
Letter classification
Reads verification letters, audit letters, requests for relevant material, penalty notices and assessments and classifies each by client, tax type and urgency.
Statement of account analysis
Breaks down statements of account into tax, penalties and interest per period and explains in plain language how each balance arose.
Payment allocation queries
Matches SARS statement entries to bank proof of payment and drafts allocation queries for payments posted to the wrong period or tax type.
Remission requests
Drafts requests for remission of administrative penalties, setting out the facts and the grounds available under the Tax Administration Act for your practitioner to review.
Suspension of payment requests
Prepares suspension of payment requests where an assessment is under objection or appeal, so collection does not proceed while the dispute is open.
Response tracker
Keeps a register of every open SARS matter with due dates, status and next action, and reminds the responsible staff member before deadlines.
How it works
From your systems to a result you sign off
A registered tax practitioner reviews every draft and submits the response on eFiling. The agent prepares and tracks; it never corresponds with SARS on its own.
Connect the places your SARS correspondence already live.
SARS letters and statements of account downloaded from eFiling, shared tax inboxes in Outlook, and proof of payment from the client file or bank statements. 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 correspondence and statements of account
- Karbon and practice management tools
- Outlook and shared tax inboxes
- Excel and SharePoint tracking registers
Runs daily on the incoming correspondence queue, or on request in Teams or OpenAI Frontier, using the models your practice approves.
Plain-language summaries, draft remission, allocation and suspension requests, and an updated matter register in Excel or SharePoint.
Step by step
- 01
A SARS letter or statement arrives in eFiling or the tax inbox.
- 02
The agent reads it, identifies the client and tax type and logs the due date.
- 03
It explains the issue and matches payments and history from the client file.
- 04
It drafts the remission, allocation or suspension request with supporting evidence.
- 05
Your tax practitioner reviews, edits and submits the response on eFiling.
- 06
The agent tracks the matter until SARS responds and closes it in the register.
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.
"What is SARS asking for?"
- tax type
- PAYE and VAT
- client
- Manufacturing company
On a model you host yourself
Run the agent on open-weight models in your data centre or private cloud. Your SARS correspondence 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 SARS correspondence stay yours.
The agent runs inside your tenancy, reads only what each task needs, and never trains on your SARS correspondence. Every step is logged so your auditors can see exactly what it touched.
Built for regulated work.
+YOUR SARS CORRESPONDENCE 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.
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