Medical Posts in Tax Q&A


Claim tax on Affinity Health Medical Scheme?



I have a hospital plan with Affinity Health Medical scheme. Does that fall under medical insurance or medical aid? Please note that the plan pays for in-hospital expenses only. I already gave them a call and they advised me they cannot provide me with a tax certificate, they are a medical insurance company. So do I still proceed under the medical aid section if I have pathology expenses and prescription medication which I paid for which I want to claim?

I received an auto assessment sms from SARS



SARS has sent me an SMS saying they have calculated my assessment tax and I can accept or edit this. I have done an early tax return with TaxTim and I'm not sure what to do now as I cannot submit that tax return until 1 September.

Claimable medical expenses



I would like to find out whether I can claim antenatal multivitamins and non-script items as part of medical expenses not covered by medical aid? I have been buying these since the beginning of the year and I was just wondering that since I use them for medical purposes would I be able to claim them. Kindly assist as I am very much confused. I heard somewhere that one is able to claim medical expenses from SARS, but I am not sure which expenses can be claimed. I tried looking for the list of med...

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What does SARS mean by auto-assessment?



I saw something in a news article about SARS issuing auto-assessments this year from 1 August. I tried to research but couldn't find much and this is all very new to me. Please can you explain what this is? Are there any new changes which I need to be aware moving forward? I have been filing my own tax return for the past years, but I hear that I might not need to do so this year.

Why am I getting auto-assessed? Where is my tax return?



I received an auto-assessment from SARS but I am confused what this means. Why have I been selected by SARS and how did SARS get my data? Can I still submit a tax return if I want to?

Overseas income



I have been working overseas and will be doing so for the whole of 2021 tax year making me provisional:
a. What average exchange rate will I use as February 2021 has not yet arrived?
b. When is the first Provisional tax return due and, if necessary payable?
c. Can I deduct my overseas pension and medical from my gross income or is this only if I have a pension/RA and medical in South Africa?
d. I know that R1. 25 mil is exempt so how would I work out the tax on that as I know...

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SARS sent me an SMS about auto-assessment? Is this legit?



I received an SMS from SARS which mentioned something about an auto-assessment. I have not heard of this before. I don't trust anyone these days, and because of that I just want to ensure that this is legit - do you think this is a scam?

Tax deductions exceeds the tax paid



What happens if my Allowable Tax Deductions exceeds the tax paid in the same year. Logically I should only be able to claim back the actual tax paid? It will be Additional allowable Medical claims which will not be covered by the medical aid. These amounts plus smaller deductions will push the claims to over and above the tax payable amount.

Learning disablity claimable from SARS



I pay for a scriber to assist my daughter that has a learning disability, I would like to know whether I will be able to claim this expense from SARS. I did not register my daughter with SARS or SASSA. So, I do not know what process to follow regarding this matter would be.

Claiming retirement



I am confused and I need some clarity regarding money I am contributing into a pension fund. I am making monthly contributions into someone else%u2019s pension fund. I was wondering whether I can deduct my contributions from my income for tax purposes. Can I claim these contributions back? I am not certain whether this is doable and would appreciate your help.

Earnings of a teacher and tax



I would like to find out if I should submit a tax return as a teacher that earns R300 000 per annum. Would this be required of me?

Doctor's fees deductible if not on medical aid?



Good Day. During 2016/2017 my wife stayed with me before we got married. We both had doctors visits but I did not have a medical aid yet. Can the doctor's fees be deducted from my tax? She also got pregnant with my child and we had monthly check ups.

Old 2009/2010 efiling returns




SARS say they upgraded their system and have now seen i did not file a tax return in 2009,2010 and have fined me for each year. Both years i was under the threshold but they are insisting i file these returns. I do not have the IRP5 anymore and the company no longer exists. They advised that I open the return on efiling and can then submit as it should have all the info, I have done this but there is no earning/medical aid information etc.
How do i resolve this now as both returns are now sitting open on efiling and i am getting fined R250 per month now that i do not resubmit....

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Claim on Pharmacy Bills



I didn't keep my pharmacy receipts, may I still claim for these amounts? They do reflect on the my medical aid statement.

Submit a return with medical aid claims on



I wanted to enquire approximately how much it would cost for me to do my Tax Returns?
Just an estimation.
It would be just for me. Straight forward Gross Salary plus medical aid. No other claims such as commission, mileage, petrol etc.

Edit an already submitted return



I submitted my tax on the 03/07 and a couple of days after that I got a new
tax statement
from my medical aid stating that the previous one is incorrect.

This regards the amount that is an additional medical expense
not covered by the medical aid, the initial amount was overstated.

How do I resubmit my tax with the new amount as I don't want any issues
later on.

Medical Aid Expenses for previous tax years



I was retrenched April 2014 but continued paying for my medical aid in my
personal capacity. I only claimed for out of pocket medical expenses and
not what I paid in my private capacity. I'm not sure If I could claim for
that and if I can now with 2017 submission claim for 2014 / 2015 medical
expenses.

Can I claim medical aid premium costs



Can I claim for the medical premium that I pay for my parents? We help them financially with medical aid and other costs on a monthly basis. They are not dependents of our own medical aid - we just pay their Discovery medical aid premium.

Medical contributions claim by dependent



My husband and I are both on a medical aid where he is classified as being the main member, and myself as number 2. Whilst our monthly contributions are taken from my husband's bank account (as the main member), I pay for my portion each month by making a deposit into his bank account. How do I go about capturing this correctly via TaxTim as I want to ensure that I can claim for the medical aid contributions that I am making each month? I am also unsure how to answer your question "Do you belo...

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Paying a medical aid where you are not the main member



I pay the medical aid contributions for my mother-in-law and her mother who are financially dependent on me. They are the main members, but I pay the premium. Can I claim this?

How does medical dependents work?



I have myself and my 4 children and my wife on the medical aid, do I say that my medical dependents are 5 or do I include myself and state that I have 6?

Package for a commission and salary earner



If I earn commission and a salary as an employee, which package should I select, Ultra or Smart? I also have a travel allowance and a medical aid contribution.


Are orthodontist expenses tax deductible?



Can I claim tax on an orthodontist expense for my child's braces? They are not covered by medical aid.

Minimizing tax liability



At the end of the current tax year my taxable income will exceed R1.5 million largely due to income from an employee share option scheme. My income comprises salary only. And from the normal statutory deductions I contribute to a retirement fund and retirement annuity. Apart from maximizing my contribution to retirement funds, how else could I reduce my tax liability?

Splitting medical aid contribution on a tax return



I'm the main member on our medical aid and the R3500.00 contribution gets deducted from my account. However, my husband reimburses me for his half (R1750.00) and essentially we each pay for our own medical aid. To what extent can we each list a medical aid contribution of R1750.00 on our tax return?
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