I was unemployed for the tax period 2014/2015 and received 0 income. I however paid my monthly medical for my spouse and one adult dependent which totaled R62,064.00 and unclaimed from the medical aid of R2,874.00.
I completed my tax return with the medical aid section, unfortunately did not receive a refund. The calculation on SARS eFiling allowed for an amount of R16,200.00 plus tax credits of R8,232.00 and further tax credits of R8,002.00 but the final total was R0.00....
How do I create/make a personal statement of assets and liabilities for a member of cc or a director. I am told this should indicate all income received by the person and shares, unit trust and other holding he/she may have. As well as all expenses made by the individual RA's Medical Aid and so on.
I submitted my tax returns for the new tax year on the 2nd July. Simple, just my IRP5 and medical aid tax certicate. They asked for the supporting documents, done this on the 2nd.
The call centre agents are useless. When will I get paid my refund? The amount is -R8500. First time SARS owes me so much money ever. I filed my tax returns early and submitted the docs same time, now why the delay?
I am confused and need assistance. I spent in the region of R50000 on medical expenses in September 2014 as my wife gave birth. I paid this all in cash as I am not on medical aid. Is there any way I can claim any of this back when I submit my tax return?
Hi. I'm currently a medical doctor who since 2012 have been working as a registrar in Family medicine through UCT. This in order to achieve a post graduate degree. I want to know if I could claim university fees and exam fees (or special courses like ACLS) on my tax return?
I just completed my tax return and my ITA34 (whatever it's called) showed an amount of R15 000 is refundable to me. Of course, SARS requested proof of documentation; I only uploaded my Retirement Tax Certificate and Medical Aid Tax Certificate - are there any other forms outstanding?
My question is: Why would I be (hopefully) receiving so much money? I started a new position (meaning higher salary and position upgrade) in September 2014 - could this have an impact?
I have never claimed for a tax refund ever since I started working, so I need clarity on whether I can claim for every year since I have been employed, I have all my IRP5's, and I'm not so sure if I will get a return on some of them. So I need to know if it is possible that I do not get a tax refund, I pay medical aid, UIF, Provident fund etc. I am actually afraid that I will pay you guys and not get anything in return. Your response will be highly appreciated. Thank You.
I retired at the end of February 2015. My Medical Aid contribution was paid by my company for the tax year 1 March 2014 to 28 Feb 2015. The company also paid for March, April and May 2015 and have added this amount onto my IRP 5 source code 3810 for the 2014/2015 tax year. Should these months value, which fall in the 2015/2016 tax year not be declared in the tax year they were paid?
I was sequestrated in June 2014 and applied for a new tax reference. How do I submit my medical aid and RA contributions as I have to tax returns to complete:
Supply the same information on both tax returns and SARS figures out the rest? Or do I have to request new tax certificates and have the institutions split the contributions for each of the tax references / periods?
I earn R4500 a month and I pay R700 a month for medical aid for myself. How many medical tax credits will I receive? At the moment if I am correct it is R257 for the main member which equals 257*12 = 3084. Would that be roughly what I would get? I have been told that I cannot get more than R700 as that is my monthly contribution.
I recently completed and sent my tax return via SARS eFiling. I was selected for auditing and asked to provide supporting documents. I have nothing complicated going-on: I earn income only from my employer. All my benefits and deductions with respect to retirement fund and medical aid are all reflected on my IRP5 i.e. I don't have a personal retirement annuity or medical aid scheme outside of those in my salary package; as reflected on my IRP5. So what could be the problem? ...
If I've emigrated but still receive my monthly annuity from pension / retirement fund can I claim for medical expenses paid for overseas, no medical aid in RSA any more, when submitting my annual tax return. Does tax paid on pension get much back?
Hi, Please assist. I did my tax return on SARS eFiling on the 1st of July. Not chosen for validation or audit. I have not yet received the money although online it states that the SARS STATUS is return assessed. What does this mean?
I did phone the call centre and they did not say anything about being audited or submitting supporting documents they only advised to wait. Kindly assist.
I don't get deducted tax because of low income, but I have a medical aid.. And I was given employee tax certificate also. Do I need to do tax return also? Or is there no need since am not deducted tax..
I am an employed person and have no trouble doing my tax return with SARS e-filing. What I would like to know is the following: Since October 2013 I have been paying my Mom's medical aid, she is a 70 year old pensioner (state pension grant) and not registered for tax. She is not on my medical aid as it is more affordable to have a separate medical aid for her.
This year she received a tax certificate from her medical aid. Is there any way in which I can claim for her medical aid cont...
If I earned only R42000 in 2013, having worked for only three months, and paid R6000 in tax, for that earning, over the whole year, is there a possibility I could get a tax refund based on the primary tax rebates and my medical spend of R1000?