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Tax directive issued but error says "Lump sum declared but directive outstanding"



David says:
15 July 2015 at 20:01

I was retrenched in 2014 (May)... The company had a tax directive issued and I have a copy of the directive. In my SARS e-Filing profile, when I open up the tax return, the full provident fund lump sum is declared and indo completed - WITH the correct tax directive number in the "directive" section for the lump sum. However, when I save and CALCULATE, it tax returns a message saying:

"9857 - LUMP SUM DECLARED BUT DIRECTIVE OUTSTANDING"

Please help - not sure why this message appears? I have contacted my previous employer who provided a copy of the directive - and it is dated correctly and submitted for retrenchment.

TaxTim TaxTim says:
16 July 2015 at 11:27

This should clear when you submit the tax return - do so and see if the calculation is correct, if it is not then let us know and we can assist.

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