Tax Q&A

answers

Treatment of a provident fund lump sum payout in a provisional tax return (IRP6)

If one is not of retirement age and receives a provident fund lump sum payout in the 2015/16 tax year - net amount after tax is deducted - how is this amount

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Code 3713 and 3703

I get my Car Payment Private Petrol and Car Payment Insurance from my Employer under source code 3713. Can I claim against this on my Tax return? and if so un

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Why do I have to pay SARS?

I have submitted by tax return, but I owe SARS R1200, why do owe I them money? I am a straight salaried employee who has no other income/expenditure, etc.

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Can I submit my IRP5?

it's my first time, I resign last year can I submit my IRP5? Yes you must do this because you will probably receive a refund. Register for SARS eFiling the

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How should I show dividends

I have received a dividends statement showing that my dividends have been taxed. How do I include this on my tax return? You would include this under the A

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Should I only complete source code 4020 if my medical aid contributions is already on my IRP5?

If my medical aid contributions is already on my IRP5 under source code 4005 and 4474. Should I leave sorce code 4040 and only complete 4020 for expenses not

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Explanation of source codes 4040, 4020 and 4022

Can you explain source codes 4040, 4020 and 4022 on the tax return. 4040 -medical scheme contributions made by yourself and not reflected on your IRP5/IT3

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Why is my refund a lot less than the calculator

Have submitted my tax with TaxTim, but just want to check if it is better to submit including expenses (Fuel, oil, etc) as I left it blank? Why is my travel all

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UK pension paid to SA resident

I receive a UK pension from my late husband private pension paid to me from the UK - would I have to declare it to SARS - I pay tax to in the UK though . . .

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Does Taxtim file on my behalf?

Do you actually do the tax returns on behalf of me? so I just have to submit the correct documents to you? TaxTim helps you file, by asking you questions r

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Admin penalty due

I am really worried about an sms I got from SARS saying I have an admin penalty!- I have not submitted a return since 2013 because I didn't think I needed to

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Do you do personal as well as trust income tax returns?

I currently have 4 properties in my personal name plus my salleried income and then I also have a trust which holds an property of which myself and my mother

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Can you claim back a monthly contribution paid towards health insurance?

I pay R1900 monthly for me and 3 dependants on a health insurance. Can I claim these contributions back on my tax return as a out of pocket expense? Is it

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Is TaxTim costs tax deductable?

Is the price I pay for TaxTim for a single assessment or is it renewable yearly? Secondly, can I claim the price back as a deduction, as I would if I used a t

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Can we claim for our Rates Account?

Our bond is in my name and so is our municipal rates account. Am I allowed to claim for the Rates payments from SARS? I am a normal individual tax payer Un

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How long does my TaxTim subscription last for or is it valid per tax return filed?

Do I have to pay TaxTim per tax return filed or is the subscription valid for a year? I am not sure if I need to pay again to do my 2016 tax return or if my s

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Can I fole if I am unemployed?

Hi I was retrenched last year in August and got another job in November the 1st and resigned in January. I have been unemployed since then, can I claim tax re

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Tax return submission 2014/2015 finalised without disability declared

My son has been moderate to severe disability and met the criteria since September 2014. Submitted al extra medical expenses on my tax return but never declar

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Is there a limit on refreshments for a sole proprietor?

What am I allowed to deduct as a sole proprietor for refreshments? Is there a limit per day or per month I can deduct for lunches, breakfast and dinner? Pe

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How do I submit my tax return if I have changed jobs within the tax year?

How do I submit my tax return if I have changed jobs within the tax year? It gets quite confusing. . . New salary, new employer paying for half of my medical

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Provisional Tax on capital gain

Have just sold a property and have made a large capital gain and will have to pay tax on this in 2017 tax return, will I need to include more funds to Provisi

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How to deregister for provisional tax

Hi Tax Tim, I used you guys last year, was very happy and want to make use of your service again this year, this year I need some assistance to deregister mys

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3805 calculation

Is the renumeration factor referred to in the formula to calculate free or cheap accomodation as a fringe benefit equal to pensionable salary, or does it incl

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Can you claim for travel (log book) as well as depreciation on the car?

I receive a travel allowance and keep a logbook accordingly. Am I able to claim for the travel as well as depreciation on the car? Yes, please have a look

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Employer contributions to provident funds

Do I get taxed on my employer contributions to my pension/provident fund? My Salary is R21400 and I don't contribute directly to the fund. My employer contribu

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