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Medical Posts in Tax Q&A

My eFiling profile says my supporting documents have been converted. How long till I get my refund?



Hi Tim

I submitted my tax returns via SARS efiling on the 22nd of July and they asked for supporting documents. I submitted my IRP5 and Medical Aid Tax certificate on the 23rd of July. On my profile it says my documents have been converted....does that mean they have been received? How long till I get my refund? I read on your site that SARS was doing things faster this time around.

PS Thanks for a very informative site, it made my efiling a lot easier.

Not able to resubmit further documents required by SARS once submitted



How do I submit further documents to SARS once I pressed the submitted to SARS button? They require actual slips instead of a schedule which I submitted with my returns on my medical claims not paid by a medical aid, but I am unable to submit on e-filing through documents for review because it is now closed.

What do medical aid tax credits on my IRP5 mean?



My IRP5 reflects an amount under tax credits. The code is 4116. I'm being told this is for medical aid tax credits. When I log into my eFiling. All amounts from my IRP5 are already prepopulated except that amount on my IRP5 for code 4116. Do I copy that amount over to my return before submitting?

How long does it take for refund if required to attach documents?



I did my efiling on the 23 July and expect a refund. I was asked to attach documents, medical aid and IRP5 and it was selected for auditing. How long does it take to be deposited the money?

is 5% above your gross medical expenses still deductable?



is 5% above your gross medical expenses still deductable?

Must I inform SARS about having had children?



I registered before having children long ago but now I have two. Must I inform SARS about the responsibility I have now and how it'll change my monthly tax from my salary?

Claiming out-of-pocket medical expenses when you don't belong to a medical aid



How do I capture out of pocket medical expenditures when I do not belong to a medical aid..?
I have captured them under code 4020 but when I look at the notice of assessment, the amount to be refunded back to me is exactly the amount on my PAYE source code and it does not seem to take into consideration the out of pocket medical expenses I incurred... How does this work..?
Thank you

Can I resubmit my ITR12 after receiving a payment and IT34 from SARS?



I have already submitted my ITR12 and received an ITA34 in response from SARS, but forgot to put in my medical tax certificate contributions in my tax return. I have requested a correction straight after the submission but now SARS already paid an amount into my account. Can we still resubmit the ITR12 with all the information?

I am trying to understand my IRP5 so I can submit to SARS.



under tax withheld - what does the code 4116 stand for?

What do 4474 and 4116 mean on my IRP5?



What do the following codes mean on my IRP5? 4474, 4116

Starting with tax



Hi Tim, We are two employers that works in a small company, and after one and a half years we found out that our employer did not pay or fill out the necessary documentation for our tax. We would like to sort this out ourselves as soon as possible - where do we start? Will there be any penalties? How can we work out what this will be? We both started working for the company after University. Personally I break even every month after medical aid contributions, student debt, rent etc. My co-worke...

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Medical Aid, out of pocket expenses, can I claim on my ITR12 Tax Return?



I paid an amount of R7k in medical expenses out of my own pocket and did not claim from medical aid. How much of that amount will I get back from SARS?

What do I do if I can't upload all my documents on eFiling? It says I have reached my limit.



I submitted my return a week ago, and I do not have a medical aid, but did keep all my receipts for medical expenses. They asked me to supply the supporting documents which I did, but it was about 30 pages of receipts first I uploaded the 20 pages and then they told me that I cant upload more than 20 at a time, then in order for me to upload the rest of the 10 I made a dispute NOO document and attached a letter explaining the reason and than I uploaded the rest. I am afraid that I have done th...

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Claiming back on spectacles from SARS?



Can I claim VAT back on purchasing spectacles as a medical expense?

How much does and agency must deduct for tax from a temporary worker?



My sister is working as ENA in a hospital under an Agency but she doesn't understand how they deduct so much money claiming that the money is tax money, at the same time she is not permanent. They get paid on a weekly basis depending on how much hours they work, but the normally work about 3 or 4 days a week. please help, their previous Agency paid them about R1300 a week but the one they changed to pays 700 a week.

Included medical scheme contributions and other medical expenses, but code 4008 says R0.00



I just submitted my tax return. I received my ITA34. I contributed R7192.00 to my medical scheme (Code 4005) and also R1592 for other medical expenses not paid by the medical aid (Code 4020) but on the ITA34 my medical expenses is 0 (Code 4008), thus my deductions allowed is also on 0. So it says I will be getting back -1840.00, but shouldn't it be more because of my medical expenses and medical aid payments? Or do SARS first have to check this and possibly do an audit before they take my total ...

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Please enter the total amount for the year you personally spent on medical aid contributions which d



Please enter the total amount for the year you personally spent on medical aid contributions which did not get taken off your salary. On my medical certificate I got a amount for    contributions from 1 March 2012 to 28 February 2013 and also one for Claim not from the medical aid. Which amount must I put in here?

Which receipts to be submitted?



What type of invoices and documents are supposed to be submitted with IRP5?

Taxable Portion on Medical aid paid by company?



My basic salary is R18,500 per month. My company pays my full medical aid for myself and my 2 kids. The total paid to Discovery is R4,517.00 per month. The portion added on top of my salary to be taxed is the amount of R3,470.00 (Difference of R1,047 from full amount). So Taxable amount is R21,970.00. What I would like to know is how do they get to this R3,470.00? What is the formula to calculate what portion of your medical aid is taxable every month?

Does a letter from SARS "Verification of assessment" mean that my tax return is completed?



I've submitted supporting documents to SARS as requested, and received a letter with the heading Verification of Assessment. Does this letter mean that my return is completed and I will receive the refund due to me?

Medical Aid Tax Credit - source code 4008



Hi

My Taxable Income is R 322 058. Through the year my medical Aid contributions were R 13 024 and out of pocket was R 11 359.19. I just wanted to check that I shouldn't be getting a rebate on 4008.


The calculation I'm doing is: Contributions and out of pocket (R24 383) - Tax Credit R246 * 12 * 4 (R 11 616) = R 12 767. This is less than 7.5 % of my income ~R24 000 therefor that's the reason why the 4008 allowable deduction is R 0?

Why do I not get a tax refund for my extra medical expenses?



I am claiming medical expenses I paid, but I am not getting any money back.

Does your medical aid payments back into your cheque account counts as income?



Should you show your payments from your medical aid into you account as income or is it just income your earn? Any other cash backs and / or paybacks which you already paid for gets ignored?

VERIFICATION OF ASSESSMENT LETTER



I received a letter from SARS requesting me to submit supporting docs. I have unfortunately misunderstood the system and only submitted my medical aid tax form. I now have a Verification of assessment letter from SARS saying: VERIFICATION OF ASSESSMENT

We refer to the verification of your assessment for the 2013 tax period. Please note that no adjustment has been made to this assessment. However, in terms of the Tax Administration Act the South African Revenue Service reserves the right to conduct further reviews in future if required....

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How do I submit supporting docs with my eFiling tax return?



I have letter from Salam for RAF & medical claims not paid by medical aid
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