Will previous payslips help and how long will it take?

  Written by Marc   Posted 15 January 2015

I have almost all payslips from 2009 to date. Will they not help? How long will this normalizing take?

Do you pro-rata the threshold for provisional tax?

  Written by Marc   Posted 8 January 2015

I started an allied medical practice in my own name in October 2014. I was not working prior to this. So far, I have collectively earned R22000. By the time the end of this tax year comes, I will not have reached the R70000 threshold. Does this mean that I do not need to submit a provisional return or should the threshold be adjusted pro-rata i.e because I have only worked for 5 months, the threshold would then be R29166?

Can I claim medical expenses for myself and my two children if my husband pays medical aid for us?

  Written by Marc   Posted 7 January 2015

I am married out of community of property. My husband pays medical aid for me and our two children. The medical aid is only a hospital plan so does not cover day to day doctors and dentist bills. I pay for the doctors and dentist bills for me and my two children. Can I claim these as a medical expense?

Medical Expenses when not belonging to a medical aid?

  Written by Marc   Posted 5 January 2015

I am on my wife's medical aid. June' 14 our funds in our medical savings account ran out. Since then I have been paying cash for prescription medication and various tests, etc. Can I claim the out of pocket medical expenses from SARS as it amounts to almost R 18k.

Provisional Taxpayer or not?

  Written by Marc   Posted 29 December 2014

Im currently working for a employer whom pays my salary monthly along with benefits such as Vehicle, Cell Phone, Medical and UIF/Pension. I'm also a partner in a small business that doesn't return large amounts, largest would be R60 000.00 per annual however would be paid out as a salary and also taxed. Would I therefore fall under a provisional tax payer or normal? Noting again that the income gained from the business is paid as a salary over the year and has its own taxes on it.

Can I still claim my taxes this year?

  Written by Marc   Posted 22 December 2014

Can I still claim for my taxes this year and what is needed?

Do I have to pay tax on a monthly salary below R20833.00

  Written by Marc   Posted 7 December 2014

Anybody earning less than R250000.00 per annum don't have to submit tax returns according to media reports, that is equal to R20833.00 per month. Does that mean if your monthly salary is below R20833.00 no tax should be deducted monthly?

Can I claim medical expenses as a dependant on my husband's medical aid?

  Written by Marc   Posted 3 December 2014

I'm a new provisional taxpayer. Our private medical aid is in my husband's name. Can I claim anything for my medical expenses not covered by medical aid?

What is a referral of audit?

  Written by Marc   Posted 2 December 2014

What does it mean when you have been referred for audit, even though you have submitted your tax return and supporting documentation? Is it because I have a big medical refund?

Can a new taxpayer claim refunds for last five years?

  Written by Marc   Posted 2 December 2014

My wife did not register as a taxpayer previously because she was told she earns a salary below the taxpayer threshold. She now intends registering as a taxpayer. Can she file returns for the last five years since she has incurred medical expenses on her own medical aid amounting to R50000 which was never recovered from the medical aid. Will she receive a tax refund for her medical expenses for the last five years?

Are contact lenses tax deductible medical expenses?

  Written by Marc   Posted 1 December 2014

Are contact lenses tax deductible medical expenses?

Return - Data Submitted To ITS. Audited and Reviewed. Does it take longer to refund?

  Written by Marc   Posted 1 December 2014

I submitted my eFiling on the 18th and then submitted my supporting Medical payments on the 20th. I have noted on the system it says the last Status is 27th. A refund is owed to me, should I call the call centre to find out when will I get the monies?

Refund on unclaimed medical aid contribution

  Written by Marc   Posted 28 November 2014

For the last 5 years I did not claim for the medical aid contribution I made via my company because I did not know that I can. Can I now ask SARS for the refund?

Request for correction

  Written by Marc   Posted 27 November 2014

I made a small mistake in filing my return realized it after 8 days and used RFC and got the following message:You have received the following:Please note that your return cannot be processed as SARS is currently reviewing your assessment. The return will be reviewed as part of this process. SARS will advise you on the outcome in due course. Attached to Enforcement caseBasically I fixed the medical aid information as per the certificate. Previously I was due a refund of 800 rands, now it 0.95 ce...

Read more →

How do you calculate Med/Scheme tax credit and Additional medical expenses

  Written by Marc   Posted 27 November 2014

I am 81 and married and I see that the way one shows medical expenses seems to have become complicated. Am I correct in working it out as follows?
My Medical scheme fees for the year are R22 896.00 and additional medical expenses R8335.
In the line ?%u20AC%u0153Medical scheme fees tax credit?%u20AC? I enter R6168 (R257x2x12).
Excess Medical scheme fees are R4392 (R22896-3xR6168)
In the line ?%u20AC%u0153Additional medical expenses?%u20AC? I enter R4342.33 (R4392 R8335)/3

Read more →

What is tax on R10700 per month?

  Written by Marc   Posted 26 November 2014

How much I will be tax if I have a cash component of R10700 and also other expense such as medical and pension fund and uif?

Young Disabled rebates applicable?

  Written by Marc   Posted 22 November 2014

What are the rebates for disabled people below age 65?

Treatmnet of taxable earnings refunded in clawback of maternity leave

  Written by Marc   Posted 21 November 2014

My question is around the treatment of the tax on maternity leave that is clawed back. Our company pays 4 months full pay while an employee is on maternity leave,but there is a clawback should the employee resign within 12 months of returning from maternity leave.

We calculate the clawback on a gross salary plus allowances and any benefit payments, eg: Basic pay, plus travel allowance, plus company paid medical aid, plus company paid provident fund, and deduct the sum of these from any outstanding money due to the employee. We deduct the total due as an advance and credit the cost centre accordingly....

Read more →

Do I need to include my pdf certificates?

  Written by Marc   Posted 21 November 2014

Do I need to include my IRP5 certificate, Momentum and medical aid tax forms with my return?

IT3(b) certificate how to enter it

  Written by Marc   Posted 20 November 2014

I have an IT3(b) tax certificate from my medical aid, but nowhere am I asked to include this during the process of filing my return?

Will I get a refund in november wrt my medical aid?

  Written by Marc   Posted 20 November 2014

for the last 2 years I received a refund from SARS re: Medical Aid in Novemberwill I get one this year?

Is claiming for my old aged dependent mother allowed from SARS?

  Written by Marc   Posted 19 November 2014

I pay for medical aid for my mum , she collects government pension and Is otherwise dependent on me , she lives with me too . Can I claim from SARS for medical aid contributions and amounts not recovered from medical aid for tax period 1 March 2013 to 28 Feb 2014

claim if paid medical not in your name

  Written by Marc   Posted 19 November 2014

if you pay someone medical can you claim

Medical plan contribution?

  Written by Marc   Posted 19 November 2014

I make a medical plan contribution of R850.00 each month. this amount includes the employers' contribution. The contributions are kept in a separate bank account and not controlled/managed by organisations like Discovery Life etc, therefore I cannot provide a tax certificate for this medical plan. What should I do in this case?

Want to declare my expenses like medical and get my refund

  Written by Marc   Posted 18 November 2014

Want to declare my expenses like medical and get my refund?
Older posts →← Newer posts    11  12  13  14  15  16  17  18  19  20  21  22  23  24  25  26  27  28  29  30  31