SARS tax invoice checklist (printable, 2026)

Before you send: the full tax invoice checklist

• The words "Tax Invoice" clearly at the top
• Your business name, address and VAT registration number
• Your client's name, address and VAT number
• A unique, sequential invoice number
• The date the invoice is issued
• A full description of the goods or services and the quantity
• The value of the supply, the VAT at 15% and the total — or a statement that the total includes VAT

Abridged tax invoice checklist

SARS allows a shorter (abridged) tax invoice for smaller supplies. It can leave out some of the client's details. Most business clients still ask for a full tax invoice so they can claim input VAT.

Getting-paid checklist

• Due date (for example 14 or 30 days)
• Bank, account name, account number and branch code
• A payment reference — use the invoice number
• Sent as a PDF, not an editable file

Not VAT registered?

• Do not use the words "Tax Invoice"
• Do not charge VAT
• Add "Not VAT registered" to the invoice
• Keep every other field — numbering, dates, description and banking details

Common mistakes

• Skipping or reusing invoice numbers
• Charging VAT without a VAT number
• Editing an issued invoice instead of issuing a credit note
• Leaving out the client's registered company name