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SALARY, PENSION AND ANNUITIES


IRP5 certificates, IT 3(a) certificates and any other certificates from your employer.

RETIREMENT ANNUITY FUNDS (RAF) AND INCOME PROTECTION FUNDS


Tax certificates reflecting contributions to retirement annuity and income protection funds.

MEDICAL FUND CONTRIBUTIONS AND ALL OTHER MEDICAL PAYMENTS


1) Tax certificates from the medical institution for contributions paid.

2) List medical expenses not recovered from a medical aid and paid by you. (click here for a medical expense list)

Note that non-prescribed medicine does not qualify as a deduction. Retain proof of payment for all medical expenses.

INTEREST RECEIVED AND/OR ACCRUED


IT3(b) certificates from financial institution or any other institution.

TRAVEL LOGBOOK - (If you received a travel allowance - code 3701 on IRP5 form)


From 2010 you may not claim for traveling if you have not kept a logbook! (click here for a excel logbook)

CAPITAL GAINS TAX (“CGT”)


Capital gain tax became effective from 1 October 2001 and you are requested to provide the market value as at 1 October 2001, as well as selling price and date of sale of any item that qualifies for capital gain tax, e.g. property which is not your primary residence, shares, bonds, kruger rands etc.

INFORMATION ABOUT OTHER INCOME AND EXPENSES RECEIVED AND/OR ACCRUED


Dividends, donations, commission, rental, business, foreign or freelance income, all other income.


If married in community of property, the rental and investment income of your spouse must also be provided, as well as the foreign taxes (if any) paid by your spouse. If the source of this income was as a result of an inheritance specifically excluded from the joint estate, you do not have to provide this information for your spouse. No expenses in respect of an office at home may be claimed, unless a business is run from home, etc (e.g. sole proprietors)

Email information, schedules and/or documents to dirk@taxaccountants.co.za or fax to
086 657 7850
NEED TO SUBMIT YOUR PERSONAL TAX?

Provide us with the following information (where applicabel) and we’ll take care of the rest ...