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IRP5 certificates, IT 3(a) certificates and any other certificates from your employer.
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Tax certificates reflecting contributions to retirement annuity and income protection funds.
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1) Tax certificates from the medical institution for contributions paid.
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2) List medical expenses not recovered from a medical aid and paid by you. (click here for a medical expense list)
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Note that non-prescribed medicine does not qualify as a deduction. Retain proof of payment for all medical expenses.
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IT3(b) certificates from financial institution or any other institution.
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From 2010 you may not claim for traveling if you have not kept a logbook! (click here for a excel logbook)
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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.
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Dividends, donations, commission, rental, business, foreign or freelance income, all other income.
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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)
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