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How do I get my IT3b and IT3c forms?

Posted 29 January 2013

How/where exactly does one get the IT3b and/or IT3c forms from and how do I know if I qualify for/need them? I have some minor money market investments, but am not sure if the interest earned on those is taxable as it is so little, so I'm not sure whether I need to submit these forms in the first place.

Do I need to manually request these from my bank/financial institutions or should they be sending them to me automatically?

If they are sent automatically, when should I receive them, and if I don't receive them, does that mean that I don't need them for my return?

TaxTim TaxTim says:
29 January 2013 at 21:59

You should have been sent these either via email, post or have an online profile which allows you access to the documents.

You should include all the income earned from investments and SARS will determine how much, if any, tax is to be paid. If you did not receive them, you must contact the bank/investment house and ask for them to be sent.

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