Why am I being verified?

  Written by Evan   Posted 19 July 2015

I just filed my tax return and they selected me for verification. All my documentation that I have is correct. This has never happened before, can it be because I have joined a medical scheme in this financial year that they require the relevant information? I did not have a medical in previous years?

Do l have to submit all the receipts from the pharmacy when there was a co-payment?

  Written by Evan   Posted 19 July 2015

I manually submitted my tax return. I was identified for audit. Third time in a row.... I think its because I am a foreign national. I submitted my IRP5, medical aid tax certificate and retirement annuity.

My question is do l have to submit all the receipts from the pharmacy when there was a co-payment? Or is my medical aid tax certificate enough?

Completed Tax Return for year, owe SARS

  Written by Evan   Posted 16 July 2015

Was hoping you can assist filed my tax return yesterday and SARS is basically stating that I owe them R10,000 within in a year, I know this is untrue as every month I have been paying tax. I was a contractor for the last 10 months. Please advise if you able to assist as my tax return has already been submitted.

Can I submit medical prescription statements at SARS?

  Written by Evan   Posted 16 July 2015

I don't keep medical prescription slips, but I get a summarised statements every time after consulting, can I submit those statements at SARS?

First a refund now I owe them

  Written by Evan   Posted 16 July 2015

Hello
I submitted my tax return and it said that I was due a refund of about R800. I then went through my medical expenses and saw I made a mistake in my calculations. So I went and corrected it (originally my medical expenses out of pocket was R8900, after I corrected it it was about R8200). Now it says I owe them about R200! I do not earn enough to do e-filing in the first place, I submit because of my medical expenses. Please help?!

Can I file a correction without the expenses filed in version 1?

  Written by Evan   Posted 16 July 2015

I filed my tax return with additional medical expenses and only submitted a statement from the doctor and cannot find my receipts. Can I do a correction?

Claim on tax for doctors payments

  Written by Evan   Posted 15 July 2015

Can I claim for payments made to doctors?

What kind of supporting documents do I need as proof of my own medical expenses?

  Written by Evan   Posted 14 July 2015

What kind of supporting documents do I need as proof for medical expenses out of my own pocket? I had hospital expenses where I received a statement indicating the amount paid by the medical aid and the amount I had to pay in. On the statement it shows the payments made by me (I made monthly payments).

Is this sufficient proof of my payments? What proof do I need for my monthly prescription medicine (my medical aid does not cover my medicine). I paid out of my own pocket each time.
...

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When does one have to submit a tax return? Just started my first job

  Written by Evan   Posted 14 July 2015

I've just started my first job as a finance intern and I earn R120 000 p/a. I do not have medical aid, I only have a pension fund, UIF and a union levy. I want to know if I should also register for SARS eFilling to submit my tax return. When does one have to submit a tax return?

Verification of Income Tax Return

  Written by Evan   Posted 14 July 2015

I am somewhat panicked after receiving a "Verification of Income Tax Return" notice and a "Request for Relevant Material" notice. The problem arose (I think) under amounts submitted to, but not recovered from, my medical aid. I have now submitted the certificate from my medical aid reflecting the amount, however, I still do not have access to my IRP5/IT3(a) from my employer. I am very worried as I have never had any issues with SARS.

What should I do if I forgot to claim for my medical expenses and have already submitted my return?

  Written by Evan   Posted 14 July 2015

What should I do if I forgot to claim for my medical expenses and have already submitted my tax return to SARS?

Can you help me without a medical aid tax certificate?

  Written by Evan   Posted 14 July 2015

Hi, I have medical insurance (not medical aid). I am with oneplan. Can you guys still help me with my tax return? Is a medical aid certificate compulsory? Thank you

Tax refund after audit taking so long

  Written by Evan   Posted 14 July 2015

Hi Tim

I submitted my Tax Return to SARS, on the 03/07/2015. On the same day I received the notification that I was yet again for a second year in a row being audited. Since it was the weekend I could only submit the required documents on the 06/07/2015. I have been waiting 7 working days now for some sort of email/sms from SARS saying that my refund is on its way, (last year tax season, it took them 2 days after the notification to get my refund in). All that they are querying is my Medical Aid Tax. ...

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Can I claim from SARS if I earn under R17k but have medical

  Written by Evan   Posted 14 July 2015

I earn a gross salary of R17,000. 00 a month and have no deductions except for PAYE and UIF, I do however, have a medical aid which is paid by me and does not reflect on my salary slip. Will I be able to claim from SARS? Do I need to submit a tax return? I've been employed at my company for 5 years and have never submitted a tax return.

Medical costs for pharmacy levies

  Written by Evan   Posted 13 July 2015

Can I claim on all the pharmacy levies I pay?

Time frame for refund after submitting documents for review

  Written by Evan   Posted 13 July 2015

Awesome service - well done on this easy to follow and easy to understand website!

I have completed my tax return on the 2nd of July. I then received an IT34 Assessment which stated that my tax will be verified. I submitted the Medical aid and Retirement Annuity tax certificates as support documentation since these were the only ones I received. In my tax return my IRP5's was already logged - I did not receive any other ones I only have the three in total and they were on my form already...

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Unemployed for the tax year 2014/2015 and paid medical aid contributions but no refund received.

  Written by Evan   Posted 13 July 2015

Dear Tim

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....

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How to prepare statement of personal assets and liabilities for SARS tax return form.

  Written by Evan   Posted 13 July 2015

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.

Tax credits versus medical expenses

  Written by Evan   Posted 13 July 2015

Please tell me can you still claim your out of pocket expenses that is not covered by medical aid or hospital plan. Do you have to add them all together and then work out the credit?

Audit processes delay

  Written by Evan   Posted 13 July 2015

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?

Claiming medical expenses for birth

  Written by Evan   Posted 12 July 2015

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?

Can I claim university fees?

  Written by Evan   Posted 12 July 2015

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?

SARS Refund is a large amount of money. Why and how?

  Written by Evan   Posted 10 July 2015

Hi

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?

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Never claimed for a tax refund before, is it possible to get refunds for every year since I worked?

  Written by Evan   Posted 10 July 2015

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 pay the medical aid premiums but my wife is the main member, can I deduct it from my tax return?

  Written by Evan   Posted 10 July 2015

The medical aid is in my wife's name but the debit orders come off my account, so as every year I claim it on my tax return, this year it hasn't been allowed. What has changed at SARS?
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