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Refund withheld due to supporting documentation denied



Leigh says:
1 September 2015 at 16:16

As this was my first year registering and submitting my tax return, I submitted all tax returns up to 2008. I was thus requested to provide supporting documentation for the 2013 tax year. I uploaded my IRP5 document as proof via SARS eFiling, but this was denied. I do not have any other documentation as I am not claiming for any expenses. I do not have medical aid, nor received travel/petrol allowance etc. I do however contribute to a retirement annuity fund which I have included in my 2014 and 2015 tax return as I only started contributing in Sept 2013. Would I have to include the income tax certificates received for my contribution for 2014 & 2015 as proof for the 2013 tax year? Very confused.. Please assist. I have a refund due, but this will be withhold until the above has been resolved.

TaxTim TaxTim says:
1 September 2015 at 16:54

If you started contributing to the RA Fund in Sep 2013, these contributions would fall into your 2014 tax return.
Therefore the tax certificate for Sep 2013 - Feb 2014, should be submitted as proof for your 2014 tax return.
The tax certificate for March 2014-Feb 2015 should be submitted as proof for your 2015 tax return.

Leigh says:
2 September 2015 at 13:55

Thanks for your response. I later realized that I was supposed to upload two certificates for the 2013 tax year, this is why my documentation was denied. I had left company no.1 in May 2012 (been with them since Nov 2006) and started at a new company in Mid June 2012. Because I had left company no.1, I had not received my IRP5 when this was issued. I have sent company no.1 and email requesting this, hoping to get a response soon.

TaxTim TaxTim says:
2 September 2015 at 22:29

Only a pleasure!
Do come back if you still have further questions.

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