Latest Posts in Tax Q&A

Claim tax on Affinity Health Medical Scheme?



I have a hospital plan with Affinity Health Medical scheme. Does that fall under medical insurance or medical aid? Please note that the plan pays for in-hospital expenses only. I already gave them a call and they advised me they cannot provide me with a tax certificate, they are a medical insurance company. So do I still proceed under the medical aid section if I have pathology expenses and prescription medication which I paid for which I want to claim?

Accepted auto assess forgot my travel logbook



What will happen if I already accepted my auto assessment, but I have done so without submitting my travel log book, am I able to fix this myself, what should I do? Am I correct in saying that I would need to request some sort of correction on eFiling and how would I go about doing this? How and where on the eFiling system should I go to get the request for correction?

SARS still need more information from me?



I have submitted my supporting documents directly to SARS as per their request, but somehow it seems like they still need something more from my side? Can you please assist me regarding this as I am very much confused. I initially thought that I have submitted all the documents which they need and now they are back asking for more.

Auto Assess and Travel expenses



I have received a sms, stating that my tax has been assessed automatically, and that a refund is due of R7000,00 however I do not know if my travelling has been taken into account as I have not sent anything yet. Could you help me in clarifying this matter. Should I accept it as it is, would this not have an impact on my tax return to SARS when I do finally submit it?

SARS discrepancy sms



I got a sms from SARS reviewing discrepancies identified between 3rd party (TaxTim) and my last Income Tax tax return. Also they are advising me that I should ensure that the information is captured correctly. My information is captured by Sanlam and assume it is correct. Please advise what the discrepancy could be? And why do they mention the word "discrepancy"?

I received an auto assessment sms from SARS



SARS has sent me an SMS saying they have calculated my assessment tax and I can accept or edit this. I have done an early tax return with TaxTim and I'm not sure what to do now as I cannot submit that tax return until 1 September.

Claimable medical expenses



I would like to find out whether I can claim antenatal multivitamins and non-script items as part of medical expenses not covered by medical aid? I have been buying these since the beginning of the year and I was just wondering that since I use them for medical purposes would I be able to claim them. Kindly assist as I am very much confused. I heard somewhere that one is able to claim medical expenses from SARS, but I am not sure which expenses can be claimed. I tried looking for the list of med...

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What does SARS mean by auto-assessment?



I saw something in a news article about SARS issuing auto-assessments this year from 1 August. I tried to research but couldn't find much and this is all very new to me. Please can you explain what this is? Are there any new changes which I need to be aware moving forward? I have been filing my own tax return for the past years, but I hear that I might not need to do so this year.

What must I do with the auto-assessment from SARS?



I received an SMS from SARS which says something about an auto-assessment. When I login to eFiling I see there is an option to accept or edit it. Are there any risks involved with accepting it? What should I look out for? Please help, I know nothing about this new SARS process.

Why am I getting auto-assessed? Where is my tax return?



I received an auto-assessment from SARS but I am confused what this means. Why have I been selected by SARS and how did SARS get my data? Can I still submit a tax return if I want to?

Overseas income



I have been working overseas and will be doing so for the whole of 2021 tax year making me provisional:
a. What average exchange rate will I use as February 2021 has not yet arrived?
b. When is the first Provisional tax return due and, if necessary payable?
c. Can I deduct my overseas pension and medical from my gross income or is this only if I have a pension/RA and medical in South Africa?
d. I know that R1. 25 mil is exempt so how would I work out the tax on that as I know...

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Will I get a tax refund if I accept the SARS auto-assessment?



My auto-assessment shows that I am due a tax refund. Can this be correct? Do you think I will receive the refund if I accept it, or should I rather reject it and file a tax return?

Why am I being auto-assessed on SARS eFiling?



I received an auto-assessment from SARS. My husband did not receive the SMS but my friend also received an SMS saying she has been auto-assessed. Why have SARS introduced this new process? Why are there some being auto-assessed and not others?

What happens to previous late/incomplete tax returns after a penalty has been paid in full?



I have been working abroad permanently for more than three years and I reside outside of South Africa. I have never fully understood the tax rules and see that I have some penalties (fines) for late/incomplete submissions. I do not have any way of receiving all information needed to submit old tax returns, so I want to know what will happen when I pay the penalties? Will it just start racking up again for the same infringements or will I have a clean slate to do things the right way going forwar...

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SARS sent me an SMS about auto-assessment? Is this legit?



I received an SMS from SARS which mentioned something about an auto-assessment. I have not heard of this before. I don't trust anyone these days, and because of that I just want to ensure that this is legit - do you think this is a scam?

Difference between Vat and Tax numbers



What is the difference between a VAT registration number and a tax reference number. When do I use which one? Are they not the same thing?

Can I reject the SARS auto assessment and fill in my tax forms?



I received an auto-assessment from SARS and I am not certain how to work around it. What I do know is that I would prefer to complete a tax return as normal, like I usually did in the past years. Would this be possible? If I reject it, what will happen?

Income tax on drop-shipping



I am currently doing drop-shipping, the products which come from over sea, so I would like to know what income tax would I need to pay. What do I need to know about this if I am doing it for the first time? Could you kindly share tax material with me which I can use to also work my way through this.

Individual Tax Consultation



In January 2018 I stopped working as a full time employee and for the 2018/2019 tax year I did various things (including foreign travel and work) and earned different kinds of incomes. I did not register as a provisional taxpayer as at that stage I really did not know how the year was going to pan out and if I was going back into full time employment again. I would like to settle any tax I may owe for the 2018/2019 year, however with my different incomes, working out the country for more than 18...

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Tax Certificate Needed



I am newly registered business owner and I registered just before the lockdown took place and I did not receive my tax certificate. I do have my registration number. Please advise on what I should in order to get my tax certificate. This is new to me and I am confused.

What is a tax residence?



What is a residence tax number for South African citizen? I would like to get some more clarification on this because I am not certain whether I am a tax resident in South Africa or whether I am not such.

What is cut-off date for tax return submissions?



What is the cut-off date for submitting a tax return this year? I am struggling to get a hold of my IRP5 from my previous employer and I am therefore concerned that I will miss the submissions cut off date.

Shareholder Loan and own company



I have a loan with my company (payable from the company). I would like to know what the effects are that we need to consider regarding interest-free loans? I am aware that we can create a tax deduction for the company and I will have the interest exemption, but I feel there is something I'm missing?

Also if the shareholder already exceeded his R23k exemption, will it be fine if we do not levy any interest on this loan? Will there be any unknown tax consequences for that?

Is VAT on commission subjected to income tax?



If an an individual who is a registered as VAT vendor acts as an Agent and earns commission ad obviously charges output tax and declare it to SARS.

I.e. Someone who has invoiced out R100.00 and declared an output tax of R13.04 to SARS, when the time comes to file their personal income tax does the person have to declare the same amount being R86.96 excluding VAT as their commission income and do they have to pay income tax on the above amount?

Will that not be double taxa...

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When can I submit my tax return?



When can I submit my tax return for the 2020 tax season? Are the filing dates still the same as those of the previous year?
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