Delayed refund from SARS?

  Written by Marc   Posted 9 August 2015

Hi there,

I submitted my tax rerun for this year and SARS have requested returns for 2011 and 2012. Since they didn't ask for these last year, am I correct in assuming that I didn't need to submit them in the past and will therefor not be penalized?

Also, my 2012 return has been selected for verification. Im assuming this is a random selection or perhaps because the three returns together equate to a refund due to me of around R12 000. I cant see any other reason fo...

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Impact of MA contributions less than allowed credit

  Written by Marc   Posted 7 August 2015

I am over 65, my medical contributions are less than 3 times the tax credit. Does this negative value get carried forward and offset against any allowed medical deductions or is it zeroed?

Being audited - why is it taking so long?

  Written by Marc   Posted 7 August 2015

I submitted by tax return via SARS eFiling on 7 July 2015. On 9 July 2015 I checked what progress had been made only to find a letter stating that they require documentation for review. My employer does not pay my medical aid, I pay the total contribution myself. I submitted the IRP5 again as well as my medical aid tax certificate and RA tax certificate. I have not even claimed to medical expenses I paid out of my own pocket. Every time I call them, I am told that they are still busy with the au...

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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?

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

If I also can claim for tax return

  Written by Marc   Posted 3 August 2015

Can u also get tax return if ur monthly pay is 6700

I have a question, I paid for my brothers hospital fees can I claim this as my medical expense

  Written by Marc   Posted 31 July 2015

Thank you for your valuable help. I have a question, I paid for my brothers hospital fees can I claim this as my medical expense. The costs were quite high.

Tax treatment of medical aid contribution of an adult dependent who is a student .

  Written by Marc   Posted 30 July 2015

My son is over 21 years and still my dependent , as he is still going to university . He has fallen off my existing medical aid as a dependent due to his age . I have now arranged a new medical aid for him and I personally contribute with my after tax income . How do I claim this expenses as he is not working?

Claims not paid by medical aid and code 4020

  Written by Evan   Posted 30 July 2015

The claims not paid by my medical aid that they have record of which is depicted on my medical aid tax certificate. Is this already taken into account on my tax return, or do I have to explicitly put this value under code 4020?

Medical tax credits refunded into my account?

  Written by Evan   Posted 29 July 2015

I have a medical scheme tax credit of R12,360.00, claims not recovered from scheme of R10,455.29 and out of pocket expenses R5,295.84. Usually the receiver would refund me this expenses straight into my bank account. They told me that the legislation has changed when I queried this. Who receives this credit and how do I claim it back? I have unpaid medical expenses for 2015.

Claiming Medical Expenses paid as part of divorce agreement to ex-wife.

  Written by Evan   Posted 29 July 2015

I am divorced and as part of the settlement agreement, I pay my ex-wife's Medical Aid premium over to her. She belong to a registered medical aid in SA. I also refund her medical expenses to her which the medical aid does not cover. Can I claim her the amount of medical expenses that I pay to her on my tax return. My ex-wife does not claim her Medical Expenses.

Medical deductions - sole beneficiary or payer?

  Written by Evan   Posted 29 July 2015

My mother pays for my medical aid. I am not a dependent on her medical aid, I am the only member/beneficiary on my own plan with a different provider. I earn my own income and as such have to submit a tax return. Is the amount that is paid by my mother deductible from my income or hers under the "Medical Deductions" section on e-filing?

Sars E-filing or not? Earn under R350 000

  Written by Evan   Posted 29 July 2015

Hi Taxtim. I already completed my tax return today via sars e-filing. The sars calculator shows a amount refundable to me. What I want to know is, is it correct for me to assume that I can still go ahead with this return despite of the fact that I didn't earn more than R350 000? Also I didn't change jobs, I worked for the same company for a year and 4 months but we were franchised so I have two different IRP5's from two different cc's. Also why I really want to do it because I have a really ex...

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What is the difference whether I add in the medical amount not covered by my medical aid?

  Written by Evan   Posted 29 July 2015

Hi There, Please advise if it is at all beneficial to add in the medical amount not covered by the medical aid when completing my tax return? (ie - Dr's bills and medicines covered out of my own pocket). What is the difference whether I add this in or not?

Allowable deductions for Travel Allowance and medicine

  Written by Evan   Posted 29 July 2015

1) I receive a Travel Allowance for my vehicle, am I allowed to claim the costs incurred on services done? 2) I am on my parents medical aid. If I pay for pills etc not covered by my parents medical aid, can I claim these expenses?

Medical Expense claim

  Written by Marc   Posted 29 July 2015

Hi. I am currently filling out my return. Regarding medical expenses not covered by my medical aid - do I have to have the receipts for these in order to claim. In many instances for prescriptions I have had filled out I have the invoices but not the receipts. The payments do reflect on my credit card statement though. Is this adequate or must I have a receipt ?

No Medical Aid - Pay all medical bills cash. I'm self-employed

  Written by Evan   Posted 29 July 2015

Hello. I do not have medical aid and am self employed. I pay all medical bills cash. May I still claim for this expense on my 2015 tax return? Thank you.

Apportioning claims on medical expenses between tax years

  Written by Evan   Posted 29 July 2015

Not sure if you can help me. I have a question re my personal tax return. I need to claim medical expenses covered that amounted to R19100-00, which my medical aid did not cover. This was paid in cash by me, but the problem is that this was paid in installments from 24-11-2012 up until 30-03-2015. Can I not declare the full amount on my tax return or do I have to calculate the amount only for 2014 tax year? And if I do this what happens to the amounts paid during 2012 and 2013?

Request for surporting docs, but all I have in an IRP5

  Written by Evan   Posted 29 July 2015

Thanks for an awesome blog!!!!! Its the first time that I submitted for a tax return. I completed it a few days ago for the last 5 yrs. It showed that a refund is due for 2013 and 2014, but for 2014 they want supporting docs. Since I have no medical aid, travel allowance etc I submitted my IRP5's - is this all I need to submit and what are the chances of the refund amount changing etc?

Out of pocket medical claims and gap cover

  Written by Evan   Posted 29 July 2015

I would like to know whether the medical expenses listed on your certificate as "not covered or paid by your medical aid" is recoverable as "out of pocket" medical expenses whether they relate to medical consultations with specialists and part payment for hospital fees. In certain cases, these part payments were recovered from gap cover.

No receipts for medical expenses, what happens now?

  Written by Marc   Posted 28 July 2015

I have been asked to submit supporting documents. I don't have the receipts for medical expenses just a tax invoice (as always) from my pharmacist for the total amount for the period, what happens now?

Claims for commission-earner

  Written by Evan   Posted 28 July 2015

Hi Tim, I earn a set salary with commission and allowances such as travel and cell phone and a small portion of medical aid. 1. Can I claim back for the additional Gap cover I pay for? 2. Can I claim for my monthly insurance on my car? 3. Can I claim for my car license I paid for? I had been using a broker over the last 2 years and I see they never put in for any of the above. Nor did she claim for the service I paid for on my car? Please can you help?

Can I claim a stay in hospital maternity room as medical deduction on tax return?

  Written by Evan   Posted 28 July 2015

Hi Tim
Am I allowed to claim the following as a medical deduction on my tax return - for a stay in a private room in hospital when we had a baby? My wife and I stayed there for 2 nights, and I did not send it through as a claim to medical aid. Thank you for your help
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