Refund waiting period once selected for an audit

  Written by Marc   Posted 21 August 2014

I filed my return on the 07th July 2014 via eFiling, immediately received my ITA34 and statement of account, I was requested to submit supporting docs immediately which I submitted on the 09th July via eFiling, I then received a call to resubmit these docs on the 21st July 2014, which I uploaded on the 24th July 2014 via eFiling. I received a notice letter for referral for an audit on 06th August 2014. I contacted the call center on the 01st August and they confirmed they received all documentat...

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DEDUCTIONS DISALLOWED on NET MEDICAL DEDUCTIONS Section?

  Written by Marc   Posted 21 August 2014

After submitting my return this year, I was requested to submit the supporting documents
My Original assessment state: -8076.00 (2 Adults and one child for 10 months and 2 Adults and 2 children for 2 months)
I received the completion letter one week after the completion letter with "no change was made on your assessment".
After 2 weeks from the date I received the completion letter, I received another request to submit supporting documents.
The additional assessment state: 8076.00 Final amount:0 With the reason...

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What about my out of pocket medical expenses?

  Written by Marc   Posted 21 August 2014

Last tax year I paid almost R5000 in medical bills that medical aid did not cover?

when I did my return online I got nothimng back

how come

Does SARS verify medical information with the medical schemes?

  Written by Marc   Posted 21 August 2014

I submitted my return on the 3rd July 2014, and still have not received my refund, I was requested to submit supporting docs which I did, I even went to the branch to submit the documents on the 11th July 2014, every time I call their call center i'm being told its still being assessed? why so long? I have medical aid, do they actually call the medical schemes to verify information with them or what?

Can my wife claim medical expenses that we pay jointly on her return alone?

  Written by Marc   Posted 20 August 2014

Both my wife and I are employed taxpayers. Her gross salary is in the order of 24000/month and mine is in the order of 34000/month as of January 1st of next year (it's slightly less at the moment). Our medical aid payment is about R1900/month. Last year, I didn't get any benefit for this on my tax return, since the total contributions were less than 7.5% of my salary. Is it legal and acceptable for me to stop claiming any medical expenses on my tax return, and having her claim it all on hers? If...

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WHEN SUBMITTING A TAX RETURN, DO I RECEIVE MONEY BACK?

  Written by Marc   Posted 20 August 2014

WHEN SUBMITTING TAX, DO I RECEIVE MONEY BACK?

Will I get my refund even though ITSA has been selected for audit?

  Written by Marc   Posted 20 August 2014

Amazing blog u help so many people.

What does it mean when says my statement of account assessed but on my ITSA it says YES I have been selected for audit .

SARS supporting docs - Home Office Expenses?

  Written by Marc   Posted 20 August 2014

I have a client who needs to submit supporting docs for income received from the employer while working at home. A SARS rep mentioned it needs to be submitted in standard calculation format. What is this format?

Refund after audit - why are SARS taking so long?

  Written by Marc   Posted 19 August 2014

I'm referring to your post on the 6th of August regarding the delay in the refunds. I was selected for audit/verification and submitted supporting docs on the 2nd of July. The 3rd I received a letter of completion that stated that no adjustments will be made and that the verification has been completed. After a week I phoned in to enquire about the refund and the call centre told me their is a special stopper on my account and that they will have to escalate the call to get the stopper removed. ...

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Time duration to payment on SARS income tax verification

  Written by Marc   Posted 19 August 2014

Hi there. I've submitted my tax return. I received a notification that SARS has to verify my tax return. I've submitted all the necessary documentation. How long does this normally take, for them to verify and pay me?

Please give an example how to calculate the medical rebates?

  Written by Marc   Posted 19 August 2014

Tim,I am a Mathematical Literacy teacher and we do tax calculations. Is it possible to give an example how to calculate the medical rebates?

Does a "Statement of Account: Assessed Tax" mean the process is complete?

  Written by Marc   Posted 18 August 2014

My original tax assessment was submitted on 29 July. SARS requested for supporting documentation and this was uploaded through eFiling on 30 July. On 6 August a document named "Statement of Account: Assessed Tax" was uploaded to my eFiling profile, but I have not received any notification or payment from SARS. Does the Statement of Account mean that the process is now complete? I have always received my refund within a matter of days, but it is now 12 days later and I haven't heard anything from...

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Is my travel allowance too high for tax purposes?

  Written by Marc   Posted 18 August 2014

Please help, I receive a fixed travel allowance of R9400pm (car R4400 fuel R5000) under code 3701 which is taxed at 80% by my employer. My cars value is 160K and I do approximately 45K a year (12-15K personal) I keep a logbook. Will this be regarded negatively by SARS and more importantly would I possibly have to pay in an amount?

I'll pay the amount in months to SARS?

  Written by Marc   Posted 17 August 2014

I owe sars 2200 how do I pay that amount cause I dont have cash. i'll pay that amount in 8months

Why am I not receiving my refund from SARS?

  Written by Marc   Posted 16 August 2014

I submitte my return but they didn't pay me

Does electronic refund shows my funds are coming

  Written by Marc   Posted 15 August 2014

What does it mean if my statement of account reads electronic refunds" showing a date for tomorrow? i.e. checked today, 15/08/2014 and electronic refund shows 16/08/2014. does it mean that my refund will reflect in my bank account tomorrow, 16/08/2014?

Tax Free Unit Trust Investments?

  Written by Marc   Posted 15 August 2014

Is there any other tax saving unit trust that one can invest in other than an RA or Pension fund. I heard there is a R 30 000 pa allowance if you invest in the right unit trust (or is this from 2016?)

When am I getting tax refund from SARS ?

  Written by Marc   Posted 15 August 2014

I have already submitted my request for the year 2014 but did not receive money from SARS as yet, I have scanned and emailed through the documents and 21 days is over since.

What is Personal Income Tax Assurance Audit?

  Written by Marc   Posted 15 August 2014

Hi Tim,

I submitted my tax return on the 1st of July and got a letter to submit documents which I did and corrected a mistake that was in filling the return on the same day. I am not sure why but I received 2 letters and I decided to attach the documentation to the other one on the 17th. I have a refund due to me but every time I call the tell me I am still being audited. PIT Assurance Audit- what kind is that? I haven't heard anything from them asking for anything but they tell me th...

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need to submit another irp5

  Written by Marc   Posted 15 August 2014

Could you please help me? I am registered on eFiling and received a ITR12 from my previous employer submitted on eFiling, I filled in all the details and submitted to SARS and was assessed and I received a refund. Now I received a IRP5 from my current employer but is not submitted on eFiling by them. Can I submit this IRP5 on eFiling and if so how do I do that?

Full time with extra income tax bracket query

  Written by Marc   Posted 14 August 2014

I am a full time employee, but I recently earned extra income by doing freelance work. The income earned from my freelance work was not taxed before I received payment.

How do I calculate the correct amount to keep aside for tax from the freelance income?
I understand its something to do with adding my full time taxable salary with the income from freelance work, but there is potential that I may fall into a new tax bracket, is there a formula that I can apply to derive the corr...

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How to get ITR12 from SARS eFiling?

  Written by Marc   Posted 14 August 2014

How do I submit my documents through eFiling? I registered in eFiling but I cannot get ITR12 form when I login?

What is an ITA34?

  Written by Marc   Posted 13 August 2014

I received a letter subjected as income tax ITA34 - what does this mean?

Aug 1st "Completion letter" now "Assessment received"

  Written by Marc   Posted 13 August 2014

Hi Tim, You have a really good and informative site, that is the best I have ever seen regarding "SARS"...pfft that dreaded name.I received a letter on efilling on 1 August '14 - "Completion letter" and everyone told me I will get the refund money in 2-3 day. Now the status reads "Assessment received". What does this mean??? I changed my banking details and submitted all documents manually and on effiling in July Already.... What shall be the problem or what is...

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Assessment audited, now, "awaiting case selection approval".

  Written by Marc   Posted 13 August 2014

I recently got a completion letter from SARS on my SARS eFiling profile. This was given on the 4th of August 2014. This explained that there had been no adjustments to my previous assessment. I have called SARS for a payment release date and I am told that my assessment is now "waiting case selection approval". This is after having been audited already. Is this a new audit introduced by SARS and if so what is the next step from here?
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