Medical Expense claim

Tom says:
29 July 2015 at 10:50

Hi. I am currently filling out my return. Regarding medical expenses not covered by my medical aid - do I have to have the receipts for these in order to claim. In many instances for prescriptions I have had filled out I have the invoices but not the receipts. The payments do reflect on my credit card statement though. Is this adequate or must I have a receipt ?

This entry was posted in Tax Q&A and tagged , , , , , . Bookmark the permalink.

TaxTim TaxTim says:
29 July 2015 at 11:07

As long as you have the invoice or printout from the pharmacy, as well as proof of payment, you should be fine.

Tom says:
29 July 2015 at 11:09

Does a credit card statement printout serve as adequate proof of payment ?

TaxTim TaxTim says:
29 July 2015 at 11:21

Yes, it does as long as you can link the transactions on the credit card statement clearly back to the pharmacy invoices. However, remember you only need to submit these documents to SARS if they request them.

TaxTim can help you file your Tax return!

TaxTim will help you:

 Do Your Tax Return Easily
 Avoid penalties
 Maximise your refund

Tim uses your answers to complete your income tax return instantly and professionally, with everything filled in in the right place.

Let Tim submit your tax return direct to SARS in just a few clicks!

Get started

Blog Categories

Ask TaxTim

Got a question you want answered about tax?

Visit our helpdesk →

Get Tax Deadlines in your Inbox
We'll tell you when you need to file, along with tax tips and updates.