As far as I know over the counter medical expenses cannot be claimed

  Written by Marc   Posted 30 November 2015

As far as I know over the counter medical expenses cannot be claimed, unless it is on doctor's prescription. You say I may claim it?

Medical Aid Deductions

  Written by Marc   Posted 27 November 2015

Can contributions to a hospital plan be deducted?

What does physical impairment include interms of expenses I can claim?

  Written by Marc   Posted 27 November 2015

What does physical impairment include in terms of expenses I can claim?

Can I claim from my monthly supplement expenses, or only actual medicinal expenses?

  Written by Marc   Posted 27 November 2015

Can monthly supplement expenses be included in the "medical expenses" I spend monthly as my medical aid is only a hospital plan.

Can I claim for med. Aid monthly contributions?

  Written by Marc   Posted 26 November 2015

Am I allowed to claim against my monthly contribution to my medical aid even if my company pays its portion?

Do I still have to submit a tax return having emigrated to Namibia?

  Written by Evan   Posted 26 November 2015

My friend lives in Namibia - she recently moved there about 2 years ago. She earns income there and pays medical aid and pension contributions there. She still has a bank account in South Africa together with investments so she is earning interest yearly. Would she still have to submit a tax return? The interest she has earned showing on her IT3b from the bank is just under R900. Would appreciate your help with this? Thank you

Are my medical expenses (besides contributions to medical aid) deductible if I earn R70 000 per mont

  Written by Marc   Posted 25 November 2015

Are my medical expenses (besides contributions to medical aid) deductible if I earn R70 000 per month

Medical aid supporting docs

  Written by Marc   Posted 25 November 2015

Hi. I have claimed for medical aid contributions and excess medical expenses out of pocket. SARS is auditing me, do I have to submit the actual slips for the out of pocket expenses (i. E. Every consult invoice and proof of payment)? Or is the summary from the medical aid (which shows claims and what was not covered - it has both full claim amount and out of pocket expense numbers reflected) sufficient?

Medical tax credit change upon SARS review, can you help?

  Written by Evan   Posted 25 November 2015

I calculated that since my wife and kids were on separate medical scheme and that I was contributing towards this I would be entitled to a refund, which appeared on SARS eFiling as such. However SARS subsequently requested my tax documentation and reversed the same credit that was in my favor to me now owing them?

Can you help with this?

Do we need to submit a tax return

  Written by Marc   Posted 24 November 2015

I get about R2000 /month from my living anuity and R900 / month from an investment. I no longer own property and my medical aid is about R1200/ month. I sometimes get about R2000 / month doing odd jobs and I supplement my income with the proceeds of the sale of my house. Do I have to submit a tax return
My mother is 92 and gets R8000/ month from one investment also has medical aid. Does she have to submit a tax return. Thank you

What is the amount that is medical contributions made only by me, not reflected in the IRP5?

  Written by Evan   Posted 24 November 2015

On the tax return,there's a section that requires me to fill in any medical contributions made by myself that are not reflected on my IRP5/IT(a) however the total contributions are reflected on my IRP5 so am I supposed to deduct the employer's contributions from the total contributions to calculate contributions made solely by myself or is is another amount they're referring to?

Cash co-payment on medical procedure

  Written by Evan   Posted 24 November 2015

Two questions relating to medical aid expenses:

1) I paid ~R5000 cash copayment for a medical procedure. Can I claim this medical expense on my tax return?

2) If I have medical aid gap cover can I use the total premium payments for the year as additional medical expenditure?

Medical aid premium

  Written by Evan   Posted 24 November 2015

Where on your website do I enter my medical aid premium? I paid it myself not through my employer. Your website only asks for expenses that I have incurred outside of my medical aid.

What to do with medical slips if not member of medical scheme?

  Written by Evan   Posted 24 November 2015

If I am not a member of a Medical Scheme; but keeping the slips of Medical Expenses, can I fill that amount to my Tax Return form. If yes; where to fill it?

Over the counter medication vs prescription medical claims

  Written by Evan   Posted 23 November 2015

Why can I not claim for over the counter medicines that I have to purchase and is then cheaper than going for a doctor's consultation and still pay for prescriptions?

Can you assist with complicated tax return, involving extra income, provisional tax etc?

  Written by Evan   Posted 23 November 2015

My situation is pretty complicated. I am a provisional tax payer. I earn extra income for 3 properties, but also from a side business. All goes through my own personal bank account, so it is personal tax all of it. I am fully employed, however I was retrenched in 2014 June. I have an income protector and claimed from it for 2 months, until I started work again in September 2014. I have retirement annuities, medical aid etc.

Am I able to use your services effectively and accurately in...

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Where do you include deductions in terms of a business as a sole proprietor?

  Written by Evan   Posted 23 November 2015

I know a medical practitioner who in addition to working at a hospital, started their own private medical operations in Jan. As a sole proprietor, I understand that the profit/loss should be included in their personal tax return.

Where on their tax return should they fill in deductions of expenses incurred in the production of income ito the practice?

Out of pocket medical expense of R3920. Will that help my refund?

  Written by Evan   Posted 23 November 2015

Out of pocket medical expense of R3920. Will that help my refund? I have no medical aid.

Out of pocket medical expenses deductions not showing on assessment

  Written by Evan   Posted 22 November 2015

I have completed my tax return via SARS eFiling and entered R10,200 rand worth of out of pocket medical expenses. When I click on "calculate" results I don't see any SARS reimbursements and the value SARS owes me doesn't change if I add and remove the out of pocket medical expense value. I don't see medical expenses on the calculated results on PDF it creates. Why is it being ignored?

Are medical aid details compulsory if below tax threshold?

  Written by Evan   Posted 22 November 2015

Do I have to fill in medical aid details if my income is below threshold and I know I will not receive any money back?

Medical Gap Cover - claimable

  Written by Evan   Posted 22 November 2015

I changed from a medical aid with gap cover to a hospital plan with gap cover. I don't have the gap cover tax certificate nor the expenses we paid cash for when on the hospital plan. Is this important to obtain? I think I may be able to get both.

Policies where does that go?

  Written by Marc   Posted 20 November 2015

Where do I put in medical aid contributions, retirement annuity, income protection, endowment policy, provident fund?

Thanking you
Debbie Mocke

where do I put medical aid savings interest earned INCOME TAX - IT3(b) in the tax returns?

  Written by Marc   Posted 19 November 2015

This year I received R400 from an INCOME TAX - IT3(b) from the medical aid as interest earned, this is the first time I receive it with an amount previously it will just be R0. 00. Do I need to include this amount in my tax return and if I do where do I put in?

Made my own medical contributions whilst unemployed. Can I claim

  Written by Marc   Posted 19 November 2015

If I was unemployed for the year and only received a payout from a provident fund, that was taxed by SARS. And continued to make contributions by myself to medical aid. Can I claim anything?

Medical expenses in my return

  Written by Marc   Posted 19 November 2015

My company pays my medical aid which is reflected on my IRP5 under code 4005. I have 4 dependants on their own medical aid. I pay the contributions from my bank account. Do I add these contribution amounts to my other medical expenses for same dependants also paid out of my bank account and reflect it under code 4020? Plus do I state the number of dependants including myself as 5/month?
I am never sure how to complete this each year. Thank you
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