Home office

  Written by Marc   Posted 19 November 2015

What evidence do I need to claim expenses for a home office?
What expenses can I claim besides rental?

Allocation of rental income on jointly registered bond.

  Written by Marc   Posted 18 November 2015

My partner and I rent out the garden cottage of our primary residence, the bond of which is jointly registered in both our names. We are not married. The rental is paid into her account, but I pay for most of the expenses from my account... The bond on the property etc. How should the rental income be declared - hers since it is paid into her account, or jointly (50%-50%) since the asset is in both our names and we otherwise share household expenses?

What type of forms to submit to represent your vehicle logbook

  Written by Marc   Posted 18 November 2015

When asked to submit your logbook to SARS, can I use the petrol claim forms for the starting and ending month of that financial year or should I include all the months?

Subsistence allowance expenses

  Written by Marc   Posted 18 November 2015

If I received a taxable subsistence allowance, but did not keep record of expenses (or proof) will I be able to deduct a deemed expense on my tax return.

How should I complete the ITR12 form without a IRP5?

  Written by Marc   Posted 18 November 2015

I was employed full-time until end of September. After that I did locum work. I don't have an IRP5 for this period, since I was never permanently employed. How do should I complete the ITR12 form in this case?

Documents for verification with SARS?

  Written by Marc   Posted 18 November 2015

I submitted documents for verification last Friday via your site to SARS. I've still not heard anything from them. How long do they take to respond? Do they respond?

Multiple rental properties

  Written by Marc   Posted 18 November 2015

I have multiple rental properties. Do I add all the income and expenses together? On the SARS form, it was always specified separately

Supporting documents

  Written by Marc   Posted 18 November 2015

Hi Tim, I am going through a bit of a nasty divorce and I was working for my inlaws, Submitted my tax return and SARS is now asking for supporting documents. Even tho I was not up for Audit. I have spoken to my attorney and he said he would request the documenst from my inlaws eg my IRP5. I do have a refund due, but the only thing I claimed for was medical aid. Can I just submit that or must I wait for my IRP5?

How do I pay tax as an independent contractor

  Written by Marc   Posted 18 November 2015

I am an independent contractor. I started working part-time but have since progressed to full-time. Previously I did not earn enough to qualify to pay tax. However, from the beginning of this year working full-time I would need to pay tax. I have been onto the SARS website which shows my ITA34. I submitted this to SARS and it came back that I don't owe anything, which I am not sure is true. I don't want to have any trouble with SARS for not paying. What is the best way to go about in this situat...

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How will the last year tax returns affect the new year if its not paid?

  Written by Marc   Posted 17 November 2015

If I have an outstanding amount to pay, will it affect the new year tax returns?

Home office Expenses disallowed

  Written by Marc   Posted 17 November 2015

I'm a normal salary employee (not a commission earner) that work from home in a dedicated office 4 days a week, and I travel to the office one day a week. I tried to claim for a home office, and on my tax return I got the message "Home office Expenses disallowed". No reason given. I've tried querying, but they give me a case number, but never resolve the query. My employee contract is very old, and doesn't have the arrangement in. Can I give a letter from my employer as proof? What other documen...

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Medical Aid and Annuity deductions

  Written by Marc   Posted 17 November 2015

Good afternoon. I have medical aid and a retirement annuity, which is registered under my name and details, but the payments are made in full directly by my employer. It does not reflect on my monthly salary slip but is part of my formal yearly package. Can I claim tax on my medical aid and annuity?

Med deductions

  Written by Marc   Posted 17 November 2015

Med expenses R29227. 00 for year 28/2/15
Single
Income R150000. 00
78 years old
What can I claim for medic

Earn a salary but fill my own fuel

  Written by Evan   Posted 17 November 2015

Hi, hope you can assist me with a question. I currently earn a basic salary as I'm employed as a rep, I fill my own fuel when going out to see customers. My question is : can I claim for km I travel for business?

Can I still log Notice of objection after more than 30 days

  Written by Marc   Posted 17 November 2015

Hi. I submitted my tax in July but only claimed disability however did not put in my expenses. Like school fees. Can I still log a Notice of objection

Subsistence allowance claim

  Written by Marc   Posted 16 November 2015

My employer gave me a subsistence allowance for local travel. But they have shown it under Code 3713 (other allowances) instead of under the subsistence allowance code. The subsistence allowance field on the tax return is greyed out and so is the other allowances field. How do I claim my expenses?

Timeframe on Verification and Auditing?

  Written by Marc   Posted 16 November 2015

Hi there, I submitted my tax 2015 to my registered tax practitioners. I was told that SARS wanted verification on all supporting documents. I was further told that it would take up 3 months for SARS to verify the info. How is it possible that usually verification takes a 'quick look' and auditing takes 3 months? It sounds that I wax misinformed that verification should not take more than three months. If it were more than 3 months, then does it look like verification stage or auditing?

If verification was supposed to be a quick check, and there is a hold up on it - what is the likely cause to the delay of the refund?...

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Where to put things on tax return

  Written by Marc   Posted 16 November 2015

I worked for a company for two months last year and then worked for myself and invoiced out work. This means I have a IRP for the 2 months and then have to declare my income and expenditure on the balance of the year. When I populate the form I say yes to other income (trade). Where do I declare my expenses - such as computer, printing stationery, vehicle, medical, telephone, bank charges?

What will happen with the remaining

  Written by Marc   Posted 16 November 2015

I have submitted 4 IRP5's and each an every IRP5 has a tax refund but so far I have only received half of the amount what will happen with the remaining?

Is it better to buy or lease a vehicle for a commission earner?

  Written by Evan   Posted 16 November 2015

I am a real estate agent and require a vehicle to travel to appointments, etc. Would it be better to buy a vehicle (new or used) or lease a vehicle? My understanding is there are greater tax benefits in leasing (claim 100%) while buying a vehicle there is only a portion of the vehicle and interest you can claim. Is this correct? Which would you recommend?

Travel Claim for independent contractor

  Written by Evan   Posted 16 November 2015

Firstly, thanks for this very informative site!

I am an independent contractor. I have used my vehicle for business use (without making a claim for re-imbursement) and have recorded this in a logbook. May I claim depreciation for my vehicle (under 4027)? Also where do I claim my business mileage travelled (code 4015 is greyed out)? And what value do put in as a claim? Is it the km multiplied by some rate? And what rate would that be?

I also have used my cell phone to make business calls and have ADSL which I use for doing work related activities. Where do I claim these amount?...

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Following the receipt of an ITA34 indicating the refundable amount, are there further steps needed?

  Written by Marc   Posted 15 November 2015

Following the submission of my tax return I received an ITA34 (on the 25th October) stating that a certain amount was refundable to me. I've yet to receive this amount. Is this the usual waiting period? Is there something else I need to do?

Can a spouse be a dependent?

  Written by Evan   Posted 15 November 2015

My wife stopped working in December last year to further her studies. I have been supporting her financially this year. Can I claim dependency deductions for her costs of living?

Does a foreigner with a 5 year contract to work in SA need to file a tax return?

  Written by Evan   Posted 14 November 2015

If a taxpayer from Germany has a 5 year contract to work in South Africa for a South African employer (of an international company), would that taxpayer need to file a tax return? The employer registered the taxpayer for income tax and is deducting PAYE on a monthly basis. The taxpayer earns more than the threshold and will be tax returning to Germany after the contract.

Those who pay own medical - where do I input Medical Tax Credit (MTC) on efiling?

  Written by Evan   Posted 14 November 2015

If you pay your own medical aid (employer contributes nothing) and you wish to get your Medical Tax Credit (MTC) do you input the MTC on e-filing under code 4116? Or is that only for when an employer contributes. If not where do you put it or does SARs calculate it based on your medical deductions section?
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