Transfer from one retirement annuity fund to another - how to handle on efiling?

  Written by Marc   Posted 10 July 2014

During the 2013/2014 tax year I moved a retirement annuity from one fund to another. As part of this process the accumulated value in the "old" RA was paid over as a lump sum into the "new" RA.

As a result, the "old" fund issued me with an IT3a for the lump sum payout. This IT3a used code 3920 for the lump sum payout, with an additional code 4 indicating it is a tax exempt lump sum payment (there is also a tax directive number on the IT3a).

How do I handle this on eFiling when completing my income tax return?...

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How can I get a tax number?

  Written by Marc   Posted 10 July 2014

How can I get a tax number?

Not registered for tax, but wants to submit returns?

  Written by Marc   Posted 10 July 2014

My husband worked for different small businesses(at home mechanical/panel shops) for 5 years now and received weekly wages per month in cash, which is currently R950 per week and started off on R450 . He was told because of his low income he doesn't need to worry about tax registering. What can he do about this as he has no IRP5's or payslips in order to register himself. We would like to take a life policy for him and heard that he would need a tax number if we should claim in even of his death...

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Message after submitting IRP5?

  Written by Marc   Posted 9 July 2014

What message will you get if you owe SARS on your mobile?

How will I know if my submission on SARS eFiling was successful?

  Written by Marc   Posted 9 July 2014

How will I know if my submission on SARS eFiling was successful?

Where can I check my tax return

  Written by Marc   Posted 9 July 2014

Where can I check my tax return

How do I close my tax account?

  Written by Marc   Posted 9 July 2014

I am a provisional taxpayer. I used to have my own business. I am no longer employed and I am leaving the country in December. I am wanting to know what the procedure is to follow in closing my tax account. Do I need to get a tax clearance?

Application denied in SARS application

  Written by Marc   Posted 9 July 2014

If you apply for a TAX number from SARS and it says "Identification denied ". What does that mean?

What does correspondence from SARS mean?

  Written by Marc   Posted 9 July 2014

I have submitted my IRP5 through eFiling and got a message saying A Statement of Account has been issued on SARS eFiling. Than after 2 days I received another message saying SARS has issued correspondence in my name. I'm so confused please explain 2 me what does all this mean.

Can I register with eFiling using a foreign bank account?

  Written by Marc   Posted 9 July 2014

I'm a foreigner who has a South African tax number and want to register for eFiling but it won't accept my foreign bank details. Do I need to have a South African bank account?

What is tax deductible?

  Written by Marc   Posted 8 July 2014

I am being retrenched 31 July, I will then pay my study fees in full. My question is eFiling be able to claim from SARS while I am studying and not working?

if it was succesful and how long will it take

  Written by Marc   Posted 8 July 2014

I registerd and submitted. My tax return on SARS eFiling for 2014. It was also my first time submitting for the last 8 years?

Groupscheme cash payout included on tax return and supported by tool

  Written by Marc   Posted 8 July 2014

I belonged to a group scheme with my previous employer. I resigned mid last year. I requested the group scheme to pay out in cash subject to tax in order to use the amount to fund a business opportunity. This means tax was correctly calculated and paid to SARS when it paid out. I am working for a new employer in the mean time as a permanent employee. Should I also add the group scheme pay out on my tax return and will your tool assist me in completing the tax return correct?

I cant remember my tax number

  Written by Marc   Posted 8 July 2014

I forgot my taxnumber

SARS status return - data submitted to ITS

  Written by Marc   Posted 8 July 2014

Return - data submitted to its. I see this under SARS status but I haven't been asked for supporting documents, what does this mean?

ITR12 option not available

  Written by Marc   Posted 7 July 2014

My SARS eFile does not have ITR12 option under my "Returns Issued"...it only has "Provisional Tax (IRP6)". What should I do?

Electronic refund and reversal on my ITSA from SARS?

  Written by Marc   Posted 7 July 2014

My ITSA for 2014 shows an electronic refund then a reversal. And I submitted my return on the 1st of July and still haven't received my refund. What does this mean?

Can I redo my tax return after submission?

  Written by Marc   Posted 7 July 2014

Can I resubmit my tax return after I eFiled? I am not happy with the figure?

Medical Aid deduction not calculating on eFiling?

  Written by Marc   Posted 7 July 2014

I pay my medical aid out of my own pocket every month and I have 3 dependents. When I fill out my medical aid on my e-filing section (4040 and 4020), the tax calculator does not change. I am sure I should be receiving something back for medical expenses. I pay - R5000 per months for medical aid and I have also had around R14 000 expenses that the medical aid did not cover. Is there something wrong with eFiling ?

Change SA address to overseas address

  Written by Marc   Posted 7 July 2014

I live overseas and need to change my address. I am not registered for eFiling and I wont be going to SA till next year. Can I do this online without having to print? What to do?

Reviewing assessment

  Written by Marc   Posted 5 July 2014

I got this message on my eFiling profile. Can you please tell me what it means?
Please note that your return cannot be processed as SARS is currently reviewing your assessment. The return will be reviewed as part of this process. SARS will advise you on the outcome in due course

And also it says selected for audit or verification. How do I know which one?

Do I need 2 tax numbers 1 for my business and 1 for myself?

  Written by Marc   Posted 5 July 2014

I am unemployed and would like to start a small business.
I am planing to open a business bank account under (CT Plumbing). Sole Priority.
1.) Do I have to get a new tax number from SARS for this business or can I use my tax number when I was still working for a company?
2.) If so how many tax numbers should I have? for example one for my business and one for me?

How does one submit a tax return, what does one require if its for the 1st time?

  Written by Marc   Posted 5 July 2014

For a first time user of the eFiling & tax returns, how does one go about it, if they do not remember their tax number or password?

Rental income

  Written by Marc   Posted 4 July 2014

We are declaring rental income and need to know where to put levies (paid to the body corporate, in lieu of water etc), as there is no section for that. I had it in the "other" block, but this gets reversed in the next section. Also, what would the source code be on the last page?

Earning R6 500 can submit tax return

  Written by Marc   Posted 4 July 2014

I am earning an amount of R6 500 monthly, am I entitle to submit my tax returns cause some said I must earn more than R10 000 monthly to submit
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