Individual tax submission deadline - 4th of December

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Reminder that the individual tax submission deadline is the 4th of December 2019!

 If you would like us to handle your tax affairs, please send us your tax documents and information and we will do your tax return as soon as possible, or contact us to discuss your requirements.

 If you have a sole trader business, please send your information through as soon as possible so that we can start preparing accounts and send you financial reports in time to review and submit before the deadline.

 If you have sent your information already and are waiting for your refund please send us an email and we will promptly follow up for you.

Information we will need:

  • IRP5’s from all employers

  • IT3’s (a-c) for all sources of income

  • Interest certificates other that IT3’s

  • Retirement annuity contribution certificate

  • Medical aid contribution certificate

  • Additional medical expenses paid that were not claimed through the medical aid. – This is currently a hot topic for SARS to audit so please ensure that additional expenses claimed was not already claimed through the medical aid and that you have proof of payment for these expenses.
    NB: All medical expenses should be in the name of the taxpayer. If it is in the name of the dependant, SARS will disallow it because they say that the dependant can also claim these expenses (double deduction)

  • Schedule and supporting documentation of other income earned and expenses deductible relating to this income.
    As you know this is currently a hot topic for SARS to audit and we require your participation in ensuring all expenses can be supporting and is a valid business expense

  • Capital gains or losses made on sale or disposal of fixed assets

  • Dividend tax paid certificate

  • Donation certificate with valid PBO number

  • Travel log – we can’t generate this for you. It is illegal, but we will gladly send you a travel log template that you can use to generate this logbook. SARS requires you to submit a logbook and might request this from us.

  • Any other document that might be relevant to your personal income situation i.e. out of country confirmation letter from employer, letter from school indicating disability