Is there a tax deduction for spousal insurance?

  Written by Marc   Posted 15 July 2013

On my payslip there is a deduction for Spouse insurance.If my spouse dies, I get money from my employer to help. think its twice my annual salary.Are there any tax benefits for this?

Who must pay tax in South Africa?

  Written by Marc   Posted 15 July 2013

how much one one must earn per annum.

I did not receive my Medical Aid Contribution Certificate, what can I do?

  Written by Marc   Posted 14 July 2013

Would I be able to claim medical aid contributions if I don't have a medical aid tax certificate?
The medical aid no longer exists, and I have been unable to obtain a copy from them.

Tax Return - when I must I submit?

  Written by Marc   Posted 14 July 2013

I'm getting confused with regard of submiting tax return. If you earn more then R63556 you to submit your return and on the other side if your remuneration is R250000 you may not subtmit a income tax return. Can you clarify that for me please?

Source code for Home Office?

  Written by Marc   Posted 14 July 2013

The SARS info states the formula how you can claim for Home Office, but what is the source code. I work part time on a commission basis and would like to claim for home office.

We are married in community and I pay all the medical expenses including monthly installment, how do

  Written by Marc   Posted 14 July 2013

When we complete our eFiling, must I enter the medical expenses ONLY on my eFiling or must I enter it on BOTH (Myself and wife.)??

Medical Expenses Code 4020

  Written by Marc   Posted 14 July 2013

Hi Tim, thank you for the great service. My basic salary is R20k, my employer pays R400 and I pay R1200 towards medical aid. I am the principal member with 1 dependant. I would like to clain approx R6000 on code 4020 as my personal med expenses not claimed from med aid. Is this claim valid and approx how much will I get back if anything?

Maunual intervention on assessment?

  Written by Marc   Posted 14 July 2013

What does it mean when sars says that the assessment needs manual intervention (2007) and how long does this take?

Also I have to pay a penalty, do I pay after intervention? Or will they deduct penalty from my return?

Which supporting documents to send to SARS when being audited?

  Written by Marc   Posted 13 July 2013

I recently filed by return via eFiling and was selected for an audit or verification process. So SARS requires supporting documents from me. My question is when submitting these documents, do I only submit those documents pertaining to aspects that impacted the assessment (detailed under "Notes" at the end of the ITA34) because that's what I am assuming or do I have to submit all documentation? Also how long after I have submitted these documents will I get a response from SARS, also my refund s...

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I have changed my SARS bank details, now what?

  Written by Marc   Posted 13 July 2013

I have filed my tax return and SARS has asked for supporting documents, which I have submitted via eFiling. The SARS Status says 'AVS Bank with AVS verification pass'. I would like to know what this mean.I am also expecting a refund due to me.Thank Tim.

Can I deduct my uniform cost from my taxable income?

  Written by Marc   Posted 13 July 2013

I am a nurse and are required to wear a prescribed uniform and pay an annual fee for a practicing license. I do not get an allowance for either and have to pay for my own uniform and annual practicing license. Can I deduct these expenses from my taxable income?

Completion Letter form SARS, what does it mean?

  Written by Marc   Posted 13 July 2013

Hi Tim, SARS requested supporting docs which I submitted yesterday morning and in the afternoon I received a letter informing me that no amendments were made to my return. They then issued me with a statement which showed the refund due and said I'm not selected for audit. Does this mean the process is complete and I can expect my refund?

Tax refund from using own transport?

  Written by Marc   Posted 13 July 2013

I have use my vehicle for official purposes in 2012 to 2013 and traveled 8553 km. Will l be get any refund or l will pay Extra?

Income in SA and paid overseas by SA company

  Written by Marc   Posted 13 July 2013

Hi Tim

Your service is very helpful thank you!

I am an SA permanent resident spending 3-4 months per year in SA.

I have rental income from property in SA paid into my SA bank account.

I am also paid as an independent contractor by an SA company directly into my overseas bank account.

On my tax return:
I will claim the SA rental income and expenses.
Do I also declare the other income as foreign income with the associated overseas tax paid on it?...

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Please help regarding medical contributions?

  Written by Marc   Posted 12 July 2013

My husband has an IRP5 from his employer and a income tax certificate from his medical aid. His work pays 50% of the medical aid and he pays 50%. But his 50% is deducted before he gets his wages. I am filling in a tax return for him and under Deductions on the IRP5 there are 3 amounts: codes 4003, 4005, 4474. I have filled that part in fine but the next page has Medical deductions from the taxpayer, there is a code 4040 to fill in, which I am not sure what to fill in. The amount on the medical a...

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Requirement To Submit Supporting Documents to SARS?

  Written by Marc   Posted 12 July 2013

Hi Tim
Nice site btw!!!

I have submitted my second version of ITR12 documents (Version 1 I accidently clicked file instead of save ...yes stupid me ). I was told in a nice love letter "Requirement To Submit Supporting Documents". So I submitted the same day all my logbook pages (so much fun) and got a letter of completion yesterday

My question is: Are they done with my returns and when can I expect return.Does the version 2 of ITR12 auto trigger the "Requirement To Submit Supporting Documents" and do I have to wait 90 days? ...

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I clicked on the dispute option when filing my taxes and now I cant file my tax return again?

  Written by Marc   Posted 12 July 2013

Good Day Tim,

Can you please help me. I acquired assistance from a friend when filing my taxes and they made a mistake with the amount and filed the tax return and instead of requesting correction I clicked on dispute and now I don't know how to correct this. I did send through my IRP5 but I received a letter stating No Retirement Annuity contributions ever claimed - no grounds for objection. I don't understand what I should do now.

Medical costs claims, when can I make these claims on my tax return?

  Written by Marc   Posted 12 July 2013

When claims for medicals costs incurred, what is the time frame? I mean from what month to which month do I claim? I have incurred medical cost in the month of June-July 2013. When can I claim for this?

Can I claim for med aid contributions that I pay for my mum ?

  Written by Marc   Posted 12 July 2013

I pay my mums medical aid contributions every month via debit order through my bank account. It will cost me more if I add her on as a dependant on my medical aid so I got her onto her own which she is the principal member. When filing my tax return, can I claim for this and do I add the tax certicate amount together with my medical aid tax certicate and put this in the column provided. I also pay my own medical aid for myself and 3 dependants. Must I also inform my employer who works on tax cre...

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Can you get more tax then you paid for?

  Written by Marc   Posted 12 July 2013

Can you get more tax than you paid for in the financial year

Do I owe SARS money? And why?

  Written by Marc   Posted 12 July 2013

When the amount under tax credits and adjustments is less than the amount under assessed tax after rebates, does it means I owe SARS the difference?

Unemployed for part of the year?

  Written by Marc   Posted 11 July 2013

For an employee who only worked for 50% of the year but was unemployed the other 50%, would the tax liability be prorated for this individual? Is his rebate still calculated on the full year or is it pro rated?

Can I enter provident fund contributions under code 4001?

  Written by Marc   Posted 11 July 2013

I was using your tax refund calculator I see that one can enter pension contributions (4001) but not provident fund contributions (4003). Why is this? I currently contribute towards a provident fund, what does this translate to tax wise?

Depriciation as per SARS Interpretation Note 47

  Written by Marc   Posted 11 July 2013

Good day, I hope you can clarify something for me. I have claimed depriciation on a vehicle that I use 80% for work. SARS have rejected this and noted that the deduction is dissalowed. Can you advise? Thanks

I submitted my eFiling tax returns on Friday 5.07.2013, now what?

  Written by Marc   Posted 11 July 2013

I received ITA34 notice with my tax number only until today 11.07.2013 nothing I received now I don't know whether I am owing or I will get refund, what must I do to make a follow up, please help?
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