Hallo. For the last number of years my wife has been paying for our medical aid, via a direct debit every month. The medical aid is however in my name.
I have found out, from SARS, that my wife can get the benefit from this on her tax return, all she needs to do is to provide proof, e.g. bank statements etc, that she has paid for it or get letter from medical aid in that regard. This would suffice for this tax year. However last tax year, we did not do it like this, since I submitted it with my tax return and got no benefit from it, since my income was not large enough. My wife had to pay in money to SARS on her previous tax return, since she also submits information on traveling as well via a travel allowance. That be that.
My question is, based on the new evidence received, can we request via the SARS appeal procedure for both our tax returns of previous tax year to be re-assessed? This would in effect mean that my wife would get the benefits of paying for the medical aid on the previous tax return. It also means that SARS would most probably be owing her money back.
You can request corrections to all the required returns via the SARS website and claim the medical amounts, however SARS will immediately do a full audit/verification so have all the supporting documents ready before you resubmit.
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