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As of July 2013 SARS declared it illegal for anyone other than a registered tax practitioner to assist people with doing their tax returns. Unless the person you know is a tax practitioner, them doing your tax return can lead to trouble for both of you.
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You need to manually complete a directive application. You can download the form via the actual SARS site.
Briansays: 18 December 2013 at 11:15
Sorry, my fault in defining the enquiry. I am trying to determine details of SA tax due on lump sum payments from a UK pension self-invested pension plan (SIPP) that was built up during employment wholly in UK. The UK system allows up to 25% of fund at time of payment of lump sum to be tax-free. I have not yet taken this sum. SARS states that foreign pensions, unless partially arising from employment in SA, are not taxed in SA. Is this still valid, are there limitations, are the regulations due to change soon???
TaxTimsays: 6 January 2014 at 9:14
This is still valid, foreign pensions are tax free so you need not have to worry about this.
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