I have been asked to submit supporting documents by SARS for verification purposes and I was wondering what the requirement is with regards supporting documents for medical expenses not covered by my medical aid scheme?
On my Income tax certificate from Discovery there are two numbers given. Firstly one number for Contributions during the period and secondly a number for 'Claims not recovered from the Scheme'. I duly included these under the requisite sections when completing my tax return.
It is this second number I am interested in. Does this certificate suffice for the purposes of 'supporting documents' for medical expenses not paid by the scheme? Or are the invoices and proof of payments that make up this number required?
If it is the latter how does one go about compiling that seeing as all of the invoices with proof of payments attached were submitted to Discovery and therefore not in my possession?
In theory you are supposed to submit the proof of payment and the actual prescriptions, if you cannot get it back from the medical aid then submit the certificate and see if SARS requests more information.