Supporting documents for tax return - don't have medical receipts

  Written by Evan   Posted 4 July 2015

Hi,

I have been selected to provide supporting documentation relating to my personal tax return, I accidentally submitted my return twice and now I have to provide the documents. I only have my IRP5 and medical tax certificates available which I used to complete my return but I do not have any receipts available that I saved for medical expenses paid from my own pocket.

Would this be a problem if I only then submit what I have available?

Where to enter medical costs incurred which does not reflect on IRP5

  Written by Evan   Posted 3 July 2015

On my Irp5 I have R5,911 under source code 4116 for medical scheme fees tax credit! I however have paid cash for some visits and this does not reflect as these were doctors not affiliated to medical schemes! How do I go about adding the amounts I spent and where do I add them and which source codes to use?

Diabetes claim

  Written by Evan   Posted 3 July 2015

My son has Type 1 diabetes and I was told a last year you can claim a % of his food back. Do you know how this is possible?

He is listed with a disability on my husbands tax.

Why did SARS not return my medical spending?

  Written by Evan   Posted 3 July 2015

I paid almost R3000 towards medicines, apart from my MSA. Why has SARS not returned this amount? Can you please check?

What is source code 4005 for?

  Written by Evan   Posted 3 July 2015

What does source code 4005 refer to?

Should there be amounts for source codes 4005 and 4006 if there are no employer contributions?

  Written by Evan   Posted 3 July 2015

I pay my own medical aid premiums every month, as well as contributing to my own retirement annuity. However, on my IRP5 from a former employer I do have amounts for source codes 4005 and 4006. I only worked for this particular employer for just over two months, and it appears that the full amounts for my medical aid and RA are included in this section of my IRP5.

Is this an error? To be clear: the employer did not make ANY contribution to my medical aid or retirement annuity. And if ...

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Hearing disability - dependent on husband

  Written by Evan   Posted 3 July 2015

I am hard of hearing and have completed the SARS disability form with my doctors help. When I was working I was registered with a disability but now I am not working is it possible for me to
be listed as a dependent on my husband as he supports me?

Medical contribution 4005 but my employer doesn't pay

  Written by Evan   Posted 3 July 2015

Good day
My employer doesn't contribute to my medical aid, however under code 4005 on my IRP5 my medical contributions I paid in my personal capacity are shown. Is this correct? If not can I change it myself on IRP5 to R0 when doing my return and put that figure that appeared under 4005 to 4040?
Many thanks

GAP cover premiums are not allowed to be included under "not paid by medical Aid"

  Written by Marc   Posted 2 July 2015

According to most other sites, GAP cover premiums are not allowed to be included under "not paid by medical aid"?

Do I need to fill out tax returns as a non-resident of South Africa? Left 8 years ago.

  Written by Evan   Posted 2 July 2015

I am South African and for the past 8 years have lived abroad (UAE). I recently bought a holiday property in South Africa and thus found my tax number. Do I need to fill out tax returns? How do I declare medical aid and all those forms and numbers I am being asked for when I do not work or earn a salary in South Africa?

Previous years medical claims that were not paid by my medical aid.

  Written by Evan   Posted 2 July 2015

Hi,

Can I claim previous years 'claims that were not paid by my medical aid' on this years tax return or what is the correct process?

I forgot to include those on previous years returns.

Medical aid tax rebates - Employer pays half directly into my account

  Written by Evan   Posted 2 July 2015

My company offers to pay 50% of my medical aid contribution. This money is paid directly to me (included in my salary into my bank acc). The amount is indicated separately as "MEDICAL AID" on my payslip. I therefore pay the full amount of the monthly cost to my medical aid every month from my bank account. On my IRP5, my employer indicates their 50% contribution under Deduction code "4005" even though they do not pay the Medical aid provider directly.

My question is:

A) Should this amount be listed under "4005" (According to SARS there should be no amount under 4005 if the employee pays the medical aid personally) ...

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Says I don't have to submit a tax return because I earn under R350 000

  Written by Evan   Posted 2 July 2015

Says I don't have to submit a tax return because I earn under R350 000. Is this true? Why has SARS changed their mind?

Medical Expenses for Tax Return

  Written by Evan   Posted 2 July 2015

I was on maternity leave for 4 months last year, I only joined a medical aid in August and baby was only covered from October. My whole pregnancy was paid for cash ( +- R60 000 ) I have calculated my return and it is not what I was hoping for. How does medical expenses paid cash work out?

Deduct medical expense

  Written by Evan   Posted 2 July 2015

Can I deduct medical expense I paid myself if don't have medical aid?

Documents required for tax returns at SARS

  Written by Evan   Posted 2 July 2015

What do I carry along when I am going to SARS?

I was medical boarded for 11 months and survived with disability grant

  Written by Evan   Posted 1 July 2015

I was medical boarded for 11 months. Do I need pay tax whilst depending on grant? Will taxman compensate me during this difficult time?

RA contribution refunds

  Written by Evan   Posted 1 July 2015

I have done a calculation of my assessment. I was under the impression I will get all my RA contributions back as a refund but I did not. Is this correct? And my extra medical expenses, where do they go?

Will it be better to pay my own medical aid contributions?

  Written by Marc   Posted 1 July 2015

Currently my employer pays for medical aid contribution. Will it be more tax beneficial for me to move from the group and pay it individually? I noticed SARS pays a monthly fee per dependant. Please advise, thank you.

Tax on Medical Aid

  Written by Marc   Posted 1 July 2015

I currently work for a company where the medical aid is paid in full by the business, however my tax is killing my net. I work on a gross of R29 537. 08 PM but only net R20 042. 21 which means I am paying almost R10000 a month in tax. According to my company, they say nothing can be done to reduce the monthly tax as it would be unlawful. I want to find out if that is true or if anything can be done to help the situation?

Amount that didn't cover by medical aid?

  Written by Marc   Posted 1 July 2015

I have a huge amount that didn't cover by the medical aid. And I only paid quarter of that money, when doing eFiling must I put whole amount that didn't cover by medical aid or the one that a manage to pay.

Sars Disablity and Threshold

  Written by Marc   Posted 30 June 2015

I earned R254000 for the 2014-2015 tax year. My son is "disabled" and I am able to claim for qualifying disability expenditure. I see now that you need not submit a return if you earn least than 350000 for the year, however, as I am to receive a refund due to my son's status I want to submit. Why is sars doing this? As to avoid paying refunds to us lower echelon tax payers?

3 X IRP5's, JOB CHANGES, SARS REFUND?

  Written by Marc   Posted 29 June 2015

I have resigned from a job "A" and started a new job at "B", things did not work out as planned at "B" and I ended up returning to my old job at "A" after 6 months, I now have 3 IRP5's for tax year 14/15. Does SARS combine all (gross non retirement income) and (paye) tax from all 3 IRP5's and calculate a return amount from the totals. In other words " reflects on IRP5 non retirement income paye paid
...

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Can I claim a rebate here?

  Written by Marc   Posted 29 June 2015

I personally pay the 100% contribution for my wife and two kids to be on medial aid. She is the primary member. I do not belong to any medical aid. Can I claim a rebate.

Medical out of pocket expenses?

  Written by Marc   Posted 29 June 2015

I don't belong to a medical aid but I paid out of my own pocket the amount of R2200 for year 2014/2015. Can I claim this money back?
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