Paying a medical aid where you are not the main member

Written by Alicia
Posted 4 July 2017
I pay the medical aid contributions for my mother-in-law and her mother who are financially dependent on me. They are the main members, but I pay the premium. Can I claim this?
How does medical dependents work?

Written by Alicia
Posted 4 July 2017
I have myself and my 4 children and my wife on the medical aid, do I say that my medical dependents are 5 or do I include myself and state that I have 6?
Claim travel without a logbook

Written by Alicia
Posted 4 July 2017
I have source code 3802 on my IRP5 but I did not keep a logbook, can i claim for the perks tax paid via source code 3802 if I don't have a logbook?
Package for a commission and salary earner

Written by Nicci
Posted 4 July 2017
If I earn commission and a salary as an employee, which package should I select, Ultra or Smart? I also have a travel allowance and a medical aid contribution.
Claim electricity and rates

Written by Nicci
Posted 3 July 2017
Can I claim electricity in full and the rates too? I don't live there, but there are tenants who d, but I pay the electricity, rates and water.
Leased company use and tax

Written by Nicci
Posted 3 July 2017
I don't receive a travel allowance, but I'm on a company vehicle lease scheme. It assumes I receive fuel, which I don't. I also do business mileage and I have source code 3802 on my IRP5. What should I do?
Maintance plan of pvt car

Written by Nicci
Posted 3 July 2017
Can I claim maintenance on a plan for my car (I do make use of the car for work purposes)?
This query relates to question 4437 "Please enter the amount spent on maintaining or repairing the car. This includes vehicle services." in the Travel Allowance section.
Immigrating

Written by Nicci
Posted 21 June 2017
Will you be able to help me with our tax return once my
wife and I permanently immigrate to Australia? We'll be keeping three properties in SA and we'll receive rental income from it.
Tax Directive for a settlement agreement.

Written by Nicci
Posted 7 June 2017
I'm receiving a settlement from my company as part of an exit agreement. Can I apply for a directive, and how?
Employed on Contract Basis (PAYE)

Written by Nicci
Posted 1 June 2017
I've gone from working for an employer to freelancing and now I'm working on
a contract basis. I'm not taxed on my contract income. All I do is send an invoice and they pay me and deduct nothing off that. I'd like to still pay SARS the PAYE, is that possible? (I have my own retirement fund).
Tax on my foreign salary

Written by Nicci
Posted 31 May 2017
I work for a company based in China and they pay me a monthly salary in US
dollars. I won't be getting an IRP5 from them. So, how do I pay tax and how do I complete my tax return?
Tax help for freelancers

Written by Nicci
Posted 29 May 2017
I've recently become a full-time freelancer and I wanted to know if you'd be able to help me file my tax returns?
Donation deduction on school fees

Written by Nicci
Posted 26 May 2017
If I pay school fees for a previously disadvantaged child - who isn't a family member - and the school isn't a registered PBO. Can I deduct the school fees as a donation?
What type of tax category do I fall into?

Written by Nicci
Posted 2 May 2017
I have one client in the US, I use all my own equipment and work from home. What type of taxes should I be filing? I am based in South Africa and bring funds through via PayPal, I am not taxed in the US as I am considered a independent contractor.
Petrol and travel allowance claims

Written by Nicci
Posted 26 April 2017
How do I claim petrol on tax? For the previous tax year I've kept a detailed petrol log through your app and I've been using my own petrol card and claiming back. I do receive a travel allowance. The company has now given us petrol cards, do I still need to keep a log to claim or can I not claim because the company is paying?
Help with past tax returns

Written by Nicci
Posted 25 April 2017
I've been working for the past 5 years and have never claimed back tax. I have all my IRP5 certificates since I started working. I have no travel allowance, I usually pay for everything with my own finances. I'm registered for tax with SARS, but I'm not sure if I'm registered on SARS eFiling.
Tax Deductible Donations

Written by Nicci
Posted 24 April 2017
I made a tax deductible donation in the previous tax year, but the amount was over the allowable 10% deduction limit (as reflected in my ITA34). Will the excess amount be automatically added to the new tax year as an add-back, or do I need to add the excess amount to the current years tax deductible donations?
Can I claim if not reimbursed by my employer?

Written by Nicci
Posted 20 April 2017
My employer doesn't reimburse me for traveling in between the office and our sites. I don't have a company car but I drive about 92KM per day between the office and on of our sites. Would it be possible to claim KMs from SARS for the use of my private car? And the company doesn't provide a cellphone allowance but I'm required to use my phone a lot at work. I receive no allowance and I'm not a commission earner. Can I claim for the contract I was forced to take?
Are orthodontist expenses tax deductible?

Written by Nicci
Posted 19 April 2017
Can I claim tax on an orthodontist expense for my child's braces? They are not covered by medical aid.
Pension fund with half paid up taxes

Written by Nicci
Posted 19 April 2017
Can I get my pension fund if I have payed up half of my taxes
Maintenance claims on pension fund

Written by Nicci
Posted 19 April 2017
Will monthly maintenance claims by ex-spouse as per a successfully lodged divorce order against my pension fund be taxable in the hands of my ex-spouse, or deemed as income for myself? Will it be treated as exempt from normal tax?
VAT and Tax concerns

Written by Nicci
Posted 19 April 2017
I'm a registered company, but not VAT registered. We do not charge VAT on our second hand goods. Should we register for VAT? Also, should we complete a tax return, would we be able to do by ourselves?
On an internship - do I pay tax?

Written by Nicci
Posted 18 April 2017
I'm currently working as an intern. The income is 8000 for 11 months, am I required to pay tax?
Waiting period for retirement from GEPF?

Written by Nicci
Posted 18 April 2017
How long does a retirement file from GEPF take in SARS for a pay out date? I took my retirement claim at GEPF and completed all forms they gave me but I have waited so long with no reply.
Which costs are deductible prior to receiving rental income?

Written by Nicci
Posted 17 April 2017
In respect of a second property that one rents out, starting off, can one deduct the following for personal income tax:
(1) Bond transfer fees and registration costs;
(2) Costs incurred on repairs to the property in the month prior to receiving the 1st rental for the property?
Older posts →← Newer posts
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20