Medical aid claims for wife that does not work, and kids

  Written by Evan   Posted 7 August 2015

I have a separate medical aid for my wife (married in community of property, also she does not work) and 3 kids which I pay for from my account. The tax certificate that we get from Discovery is on her name.

Can I claim this on my tax return and if yes, what supporting documents should I keep ready just in case SARS asks? I also have a separate medical aid for myself (reason for 2 medical aids is because of the costs).

Do part-time workers with no fixed salaries qualify as temporary workers and tax refund?

  Written by Evan   Posted 6 August 2015

Good day. I am not formally employed. I only do part time work via an Agency (Labour broker) which then deducts tax money before paying me, per shift, on a weekly basis. I got a IRP5 form with a total income of ZAR 350,000 for the past financial year.

Am I a temporary tax payer?
Do I qualify for a tax refund?

Primary deduction deducted from taxable income?

  Written by Evan   Posted 6 August 2015

Is primary deduction deducted from taxable income or the amount of tax to pay?

Submitted supporting documentation.. what now?

  Written by Evan   Posted 6 August 2015

Hi Tim,

Firstly, I absolutely LOVE your website - it's put such a complicated system into an easy to understand format. Life saver tendencies :D!

I'm doing my own taxes (for the first time) via SARS eFiling and thanks to you the process has been rather easy. But I just need to double check on the following:

-I submitted supporting documentation. How long do I have to wait to receive my refund? I'm not being audited.
-Account statement shows a negative account balance (YAY) but what does 'aging transaction' mean?...

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Can I claim for cell and laptop without cell allowance or comission?

  Written by Evan   Posted 6 August 2015

I'm a sales rep. I get car allowance and am reimbursed for my mileage. Can I claim for cell and laptop if I do not get an allowance for it and I do not earn a commission? And 2nd, I have not kept any lunch slips for taken clients out for business lunches nor did I submit the slips to claim from the company. Can I use my bank statements and proof of purchase for these lunches?

Documents requested from SARS?

  Written by Marc   Posted 6 August 2015

How long after you submitted your supporting doc's to sars,after they requested it, will they tell you if you are getting something back or not? And if you uploaded everything via efiling,how do you know if they have everything they need and is working on your return. The working page does not seem to indicate they received or are working on my scanned documents.

How long does SARS take to pay out?

  Written by Marc   Posted 6 August 2015

I've done e filling for the 1st tym ever on the 14th of July. It was submitted and I got a negative so knowing that SARS owes me a refund I'd like to know how does it actually take for them to pay or must I submit some documents.

Tax refund, working abroad less than 60 consecutive days, and less than 183 days cumulative.

  Written by Marc   Posted 6 August 2015

I worked 80 days outside of South Africa in the 2014 tax year. I was employed by a South African company, but was stationed on a Turkish mine site for works conducted. It was not 80 consecutive days, with trips usually 2-3 weeks at a time. Am I eligible for any tax refunds?

Can I be taxed without a tax number?

  Written by Marc   Posted 6 August 2015

Is it possible that an employee can be taxed without having a tax number or never registered for tax no number?

I want to know if the same IT88 amount will be deducted until I finish my debt?

  Written by Evan   Posted 5 August 2015

I was issued with an IT88 which states that I owe R12500 and R3500 was deducted from my salary.

I pay medical aid contributions, but my wife is the main member and currently does not get an income

  Written by Marc   Posted 5 August 2015

I have exactly the same question as Immortal at the bottom of https://www. Taxtim. Com/za/blog/may-i-deduct-contributions-made-to-my-fathers-medical-aid. Is your answer still relevant for the current tax regulations? What do we need to do and how do I claim for the contributions made by me?

Short term medical insurance - can I claim it as a tax deduction?

  Written by Marc   Posted 5 August 2015

Can I claim for Short term medical insurance which I pay over R1000. 00 per month for?
Under the 'not covered by medical aid?

Medical Bill, in which tax year season do I claim back medical expenditure?

  Written by Marc   Posted 5 August 2015

Concerning Medical Expenditures: Say I went to the GP Dr in January 2015, Medical Aid did not cover and got the bill of Rxxx in post. My Question: If I only paid the bill in August 2015, do I include the claim for 2014/2015 tax return or the next year 2015/2016. Regards

My current employer underpaid my tax each month from June last year until Feb, now I owe SARS money

  Written by Marc   Posted 5 August 2015

My current employer underpaid my tax by not taking into consideration that I worked before I started the job here. Now I have to pay in approximately R1300 on my tax. I began my job here June 2014, I only started working full time Jan 2014 as I was studying prior to that. Can I hold my current employer accountable for this amount as they knew I was working prior to taking up my position here and never took that into consideration when paying PAYE for me?

Payments for AA88 not reflecting on employees annual ITSA

  Written by Marc   Posted 4 August 2015

I have an employee who gets issued an AA88 from SARS which I payover as per the documentation received. I made four payments this year, February, March, April and May, after which the notification when I synced with SARS Efiling via easy file, said cancelled or finalised, and no further payments requested. This employee completed her tax return on 22 July and her ITSA does not reflect the payments I made which I deducted from her salary. I have all the proof of payments made via ABSA bank to SAR...

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Vehicle allowance

  Written by Evan   Posted 4 August 2015

If my boss pays me a certain amount as vehicle allowance and I the use my vehicle mostly for work, how do I claim on ITR?

Costs for repairing of vehicle

  Written by Marc   Posted 4 August 2015

I was involved in an accident the insurance did not pay to repair, can I claim some of the cost of repairs back?

Insolvency with SARS?

  Written by Marc   Posted 4 August 2015

SARS did not accept my tax return for refund this year. I disputed this and the dispute was disallowed for the following reason:

2015 tax return to be submitted on the after insolvency number

What does that mean? Why am I not entitled to claim back on my car allowance as I have a detailed logbook for this.

Medical Scheme Fees Tax Credit

  Written by Marc   Posted 4 August 2015

Good day,

I just want to make sure about the Medical Scheme Fees Tax Credit, source code 4116. My husband joined my medical scheme from July 2014, thus every month I pay for myself plus one dependent. In terms of section 6A (Medical scheme contributions tax credit), do I have a right to R257 tax credit per month for myself and for my husband? (Thus: (R257*12)myself + (R257*8)first dependent). On my completed IRP 5,from my previous employer, they only took myself into account for the medical scheme tax credit and not my dependent as well...

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SECOND DUE DATE FOR A REFUND

  Written by Marc   Posted 4 August 2015

I submitted my son's tax return 8/7/2015. Changed his banking details as well. On his ITA34 was a due date 01/08/2015 (he is due a refund of aprox R 2800. 00) They have not asked for verification of change of bank as yet. However when I look today there is a second due date 31/01/2016, please can you tell me what this means he has not recieved his refund as yet ?

HOME OFFICE EXPENSES on SARS eFiling?

  Written by Marc   Posted 4 August 2015

I'm working from my home, but receive a salary monthly. There isn't a office where I can sit and work, and therefore all the employees work from home. Can I deduct home office expenses from my tax return?

Income Protection Insurance (4018) on previous returns

  Written by Evan   Posted 4 August 2015

How do I include Income Protection Insurance on previous tax return submissions? Should I?

Correction on submission to SARS on individual return

  Written by Evan   Posted 4 August 2015

My Fiance received a travel allowance last year, due to seeing patients at home, she submitted her tax return before putting in her car value along with her mileage that she needs to claim, and hence didn't get any rebate from SARS. Is there anyway in which we can ask for a correction on the tax return from SARS, or what should we do? I am sure she should be due a rebate.

What should reflect on income received

  Written by Marc   Posted 3 August 2015

On IRP5 what should reflect on INCOME RECEIVED is it Total amount received per year or Total Package. Thank you

Delays and confusion

  Written by Marc   Posted 3 August 2015

I submitted 1 July, immediately asked for docs, sent them through, then on 12 July asked for more docs, sent them through and since then no communication from SARS. Received an SOA indicating the refund amount a transaction reference and the date being 1 August. That's today but no completion letter. Have phoned several times and all they say is it's still in progress. No new notes or requirements. What is the meaning of all this?
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