Determining tax residency

  Written by Evan   Posted 24 November 2015

In determining whether one is a tax resident, you use two criteria: one is born in SA, the other if one resides in SA or has formally emigrated. I am in doubt - I am born in SA, moved to Europe 20 years ago, renounced SA citizenship and now have just moved back (on a foreign passport).

What is the definition of 'formally emigrated' and how to determine my tax status?

Tax Deduction for Personal Vehicle

  Written by Evan   Posted 24 November 2015

I am busy completing my Tax tax return with TaxTim, under the Tax Deduction section there is a wear and tear section. Can I depreciate the value of my personal car if I am still paying it off?

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?

Why must I go into SARS branch again - I was just there

  Written by Evan   Posted 24 November 2015

I went to SARS on 13 November and got paid out on 18 November. Which is good work. I took my necessary documents, certified copy of my ID, proof of banking. Now today 24 November they phone me to tell me I must come in with the same documents to verify my banking. I was just there.

Is the cost per tax year or once off?

  Written by Evan   Posted 24 November 2015

Is the once off fee of R249 per tax year or once off for more than 1 tax year submission?

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.

When am I getting the refund for late husband's deceased estate?

  Written by Evan   Posted 24 November 2015

In August I submitted my late husband's IRP5 and I was told that I am going to receive R2100 for the year 2015. They told me that its still going for an audit.

What should I do because I am still waiting for that money. And when you call them you keep on holding until the airtime is finished without being helped. What do I need to do?

Latest date to complete registration for e-filing

  Written by Evan   Posted 24 November 2015

What is the latest date to register for e-filing? I've submitted my documents to SARS on 20th November.

I have filled in my tax form but I don't see any confirmation

  Written by Evan   Posted 24 November 2015

I have filled in my tax form but I don't see any confirmation anywhere that it has been submitted.

Please do not submit my tax return to SARS after reviewing it as I need to make adjustments

  Written by Evan   Posted 24 November 2015

Hi, Please do not submit my tax return to SARS after reviewing it as I might need to make adjustments. Please confirm.

Branch Code Length Error on Filing Return

  Written by Evan   Posted 24 November 2015

Hi Tim, I'm trying to wrap up my tax return but your system has a check on branch code length and is not allowing me to enter the one that is on file at SARS - 51001 which is an ITB number and which I use all the time. I don't have time to go into a SARS branch to change this to my specific branch's code so I would appreciate if you could assist. I'm stuck at the "Finalise your tax return form" with the "Please enter a branch number of at least 6 characters. " error.

Learnership tax return

  Written by Evan   Posted 24 November 2015

SARS says that I have an outstanding tax return for 2010, I was on a learnership through BankSETA which did not contribute for PAYE and UIF, the stipend was R2500 a month. I see no historical tax return on SARS eFiling for that year but SARS consultants are adamant that I do the tax return. I received a UI-19 document from BankSETA stating it was a learnership and there was no UIF and PAYE. Should I take this document to SARS and will I need any other supporting documents?

Deduction for travelling to work

  Written by Evan   Posted 24 November 2015

Where do I enter my deduction for travelling to work as an independent contractor?

All I find is this:
"Did you spend any money on business travel which you do not get a travel allowance or reimbursement for? You must be a commission earner to answer Yes. Look for source code 3606 on your IRP5. Your Commission MUST also be more than 50% of your total income as stated on your IRP5. "

And this:
"Do you receive a travel allowance from your employer? Click Yes if source codes 3701 or 3702 appear on your IRP5, AND if you kept a vehicle logbook. "...

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Any tax on inheritance of a house

  Written by Evan   Posted 24 November 2015

My daughter will inherit my primary residence. Are there any tax implications for her and/or for my estate? Like CGT for example.

What taxes would be applicable to my gross salary in UK?

  Written by Evan   Posted 24 November 2015

Dear Tim, I am a provisional tax payer in South Africa. What would my tax parameters be if employed and paid by UK company?

Completing Statement of Assets & Liabilities being married in community of property-what do I do?

  Written by Evan   Posted 24 November 2015

1. With respect to completing the Statement of Assets & Liabilities: I am married in community of property. Do I declare the value of joint assets/liabilities & SARS does the 50/50 split or do I declare 50% & my wife the same?

2. We receive income from our profession taxed in our own hands so how does this work re the completion of the Statement of Assets & Liabilities with respect to business assets, income & profit etc?

Income from consulting

  Written by Evan   Posted 24 November 2015

Where do I indicate my income from freelance consulting? I was not employed and thus did not receive an IRP5/IT3a from an employer.

Do all provisional tax payers pay twice a year?

  Written by Evan   Posted 24 November 2015

I am sure I am a provisional tax payer, however, I have only paid tax once a year in the past. Is this right?

Find out if I am a provisional tax payer?

  Written by Evan   Posted 24 November 2015

Am I a provisional tax payer?

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?

Declaring financial derivative gains on the ITR12

  Written by Evan   Posted 24 November 2015

I earned income as the result of trade in financial derivates. I am not a professional trader and do this in my spare time. How do I declare this on the ITR12 and how do I claim expenses against this income? Is this defined as a business or as investing and capital gains? I used my home office and own equipment for financial research and online trading. In a previous answer you stated that this type of income can be declared on the ITR12 but somehow I missed it in the TaxTim Q&A process. When I ...

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Can you assist me to retrieve my SARS eFiling log in details?

  Written by Evan   Posted 24 November 2015

Can you assist me in retrieving my SARS eFiling log in details?

Total tax withheld

  Written by Evan   Posted 24 November 2015

Good day, I've completed my tax return. Section 4149 on the completed form says "tax withheld". what does that mean?

Wrong IRP5 submitted by employer

  Written by Evan   Posted 24 November 2015

My employer submitted wrong IRP5. What do I do?

Medical aid claim for claims submitted after year end

  Written by Evan   Posted 23 November 2015

Hi. I submitted a medical aid claim after the tax year end for a procedure which was done in February 2015. Medical aid only paid a portion of the claim due to the nature of my medical aid plan. The amount not paid for by the medical aid is not reflecting on my medical aid tax certificate for 2015. I do have the original invoices. Can I add it on my tax return for this year or only next year?
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