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Latest Posts in TaxTim's Blog

Latest Posts in TaxTim's Blog


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Tax on Pension Annuities

Posted 14 August 2019

Tax on Pension Annuities

Taking a closer look at why taxpayers may be required to pay in tax on pensions or annuities on assessment and how they can avoid a repetition of this each year.

Why do I have to pay in if I earn a small pension annuity?

During the tax filing season, many tax practitioners will receive numerous queries as to why pensioners and those who have retired are now suddenly required to pay money into SARS. Retired taxpayers who are settling into their retirement n...

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SONA 2019 - A Short Summary

Posted 23 July 2019

On 20 June 2019, President Cyril Ramaphosa delivered his first State of the Nation Address (SONA) of the sixth parliament, and for the first time in years, we witnessed an uninterrupted SONA. And that is not the only first. For the first time, the SONA cost almost R2m, a staggering 47% lower than the cost of SONA 2018 and the lowest in five years.

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SARS has done a ‘simulated calculation’ for me " what does this mean?

Posted 19 July 2019

SARS has done a ‘simulated calculation’ for me " what does this mean?

You may have heard the recent announcement from SARS that certain taxpayers who earn less than R500 000 per year don’t need to submit a tax return. However, this only applies under very specific conditions so it is extremely important to understand these fully if you think you may be affected. You can read all about this rule here.

This year SARS are taking things one step further. They ...

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How to claim medical aid costs for a family member

Posted 19 July 2019

How to claim medical aid costs for a family member

At TaxTim we receive many questions from taxpayers who pay medical aid for dependent family members and who want to know if they can claim for this in their tax return.

When paying medical aid contributions for a ‘financial dependent’ the medical scheme fees tax credit applies in respect of fees paid by the person to a medical scheme.  This means that the person who is paying the medical aid will receive the medical tax credits, and not the dependent/member of the medical aid. 

Who is a ‘dependent’?...

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Some common (and sometimes forgotten) tax deductions

Posted 19 July 2019

Some common (and sometimes forgotten) tax deductions

Too often, taxpayers rush when completing their tax return, and then they miss out on some expenses they are eligible to claim. Don’t overpay tax by overlooking these seven common tax breaks.

Contributions towards a Retirement Annuity

Your contributions towards retirement funds are deductible for tax up to a limit of 27,5% of the greater of your taxable income or remuneration (to a maximum of R350,000 per year).  This limit applies to the total contributions you make to any Pension, Provident or Retirement Annuity (RA) fund during the year...

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Why is SARS requesting my supporting documents again?

Posted 18 July 2019

Why is SARS requesting my supporting documents again?

TaxTim is seeing cases where taxpayers who had already submitted their documents in early July to SARS are, around ten days to two weeks later, receiving a further two letters from SARS requesting documents again. The one letter is the generic letter with the long list of documents, which was originally issued, while the second, contains a more specific request relating to the taxpayer’s tax return. 

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What should I do if I have no assessment from SARS after having filed a return?

Posted 11 July 2019

Usually SARS issued an immediate assessment, however sometimes they do need to do a further manual check on their side. Often the reason for this is one of the following:

  • They are missing an IRP5/IT3a due to you having transferred a lumpsum between any retirement funds. For example if you changed jobs during the year or withdrew your lumpsum from a Pension/Provident or Retirement Annuity Fund then you should have been issued an IRP5/IT3a;


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How Long do I have to wait for my tax refund?

Posted 5 July 2019

How Long do I have to wait for my tax refund?

Like in previous years, there have always been opening tax season niggles and 2019 has been no different. Patience is a virtue, so the adage goes. And when it comes to waiting for responses from most government departments, they can certainly put your skills of tolerance to the test. Our helpdesk is inundated with questions about how long SARS will take to react or respond to certain requests or submissions. The short answer is ‘typically, quite a while’. You can imagine that during their busy filing season there are hundreds of thousands of documents being processed and not all administration can be automated...

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Why refund/tax liability estimations may differ from the SARS calculator and final SARS ITA34 assessment

Posted 24 June 2019

Why refund/tax liability estimations may differ from the SARS calculator and final SARS ITA34 assessment

TaxTim and SARS use all the financial information you provide to work out the most accurate estimate of your potential refund (or tax liability) for the current tax season. However, there may be some information we don’t have access to, or information from prior years we don’t know about, that won’t be included in the estimate of your tax refund or tax liability.

Just like the SARS eFiling tax calculator, TaxTim doesn’t take into account provisional tax payments, unpaid penalties, carry-over amounts from previous years and assessed losses...

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Top Questions on Tax Season 2019

Posted 20 June 2019

Top Questions on Tax Season 2019

By now you would have seen the latest announcement by the SARS commissioner to increase the qualifying threshold for certain taxpayers to submit a tax return from R350 000 to R500 000. Along with this news, came some changes to the tax season filing dates and deadlines.

Our help desk has been received many queries about these changes. Since the start of tax season is just around the corner, we...

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Top questions on Commission Earners

Posted 7 June 2019

Top questions on Commission Earners

Our helpdesk receives hundreds of questions from commission earners about how their tax is calculated. Many are also confused about which expenses they can claim.  Hopefully our FAQ will help other taxpayers who might be puzzling over the same issues.

1. I have a salary and earn a small commission; can I claim for my travel to and from work every day? (The commission is based on the sales that my team makes telephonically per month).

Should the commiss...

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Clarifying the tax return threshold set by SARS

Posted 4 June 2019

Clarifying the tax return threshold set by SARS

You may have seen the latest announcement by the SARS commissioner to increase the qualifying threshold for certain taxpayers to submit a tax return from R350 000 to R500 000.

However as with all previous years, this only applies to certain taxpayers and so it is very important to check if you are one of these.

The threshold applies to you only if you meet ALL of the criteria below:

  • You have worked for a full 12 months for ONE employer only and received an IRP5;...


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5 Reasons you Still Need to File your Tax Return in 2019

Posted 4 June 2019

5 Reasons you Still Need to File your Tax Return in 2019

SARS has just announced that if you earn less than R500 000 in a year, and fulfill a series of complicated criteria, you may not have to file a tax return for 2019.
Previously, SARS had communicated that if you earn less than R350 000 in a year you may not have to file a tax return.

However, we advise you to take GREAT CARE here, and understand your duties properly, because if you don't, you may suffer for it later on.

Here are the top 5 reasons why not to skip filing your tax return this season:


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How to lodge a complaint with SARS

Posted 28 May 2019

How to lodge a complaint with SARS

There are times when the call centre agent from SARS is unable to resolve your issue and you need to reach out to a more senior person at SARS.

You can request to speak to a team leader / operations manager or the branch / call centre manager and they should be able to assist you. Always remember to note down the case number for your call. If however, you're not satisfied with the outcome of the issue, you can lodge a formal complaint with an agent at a SARS branch or on eFiling (if y...

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Why don't I get a tax deduction for Out of Pocket Medical Expenses?

Posted 28 May 2019

Why don't I get a tax deduction for Out of Pocket Medical Expenses?

Tax season always throws up some interesting and confusing calculations, but for many, the most confusing of all is how medical aid contributions and Out of Pocket medical expenses are treated.

Effective March 2012, the Medical Aid Tax Credit was introduced. Prior to this date, your contributions to medical aid were deducted from your income earned in order to work out your tax, much like other tax deductible expenses...

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Wear and Tear (Depreciation) Top Questions

Posted 21 May 2019

Wear and Tear (Depreciation) Top Questions

This week we zoom into Wear and Tear also commonly known as Depreciation. Below we've covered some of the top questions we've received from our Helpdesk. Take a quick read through our Q&As and see how your pressing depreciation questions can potentially be solved. 

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Top Questions on IRP5s

Posted 9 May 2019

Top Questions on IRP5s

It’s that time of the year again and employers are issuing their employees IRP5s for the 2019 tax year. An IRP5 is a tax certificate which shows the total employment income that you earned for the tax year, the total employment related deductions that were taken from your income and paid over to either a retirement fund (pension, provident or retirement annuity fund) or a medical aid and the total tax  (PAYE, UIF and SDL) that you paid...

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Tax Treatment for Uber Drivers

Posted 24 April 2019

Tax Treatment for Uber Drivers

If you are an Uber driver, you use your own vehicle/s to generate your income and you determine your own working hours, you will be treated as being self-employed  (i.e. an independent contractor) for tax purposes.

Since you do not earn a salary, you should be registered as a provisional taxpayer with SARS.

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A basic overview of the Balance Sheet and Income Statement

Posted 17 April 2019

A basic overview of the Balance Sheet and Income Statement

From our numerous interactions with small business owners, it seems that many draw up the company’s financial statements by themselves, without engaging the services of a professional. Many don’t use accounting software but opt for a simple excel spreadsheet instead. Although this is cost-effective, it can be a daunting task, particularly for those with a sketchy (or non-existent) accounting background.

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Capital Gains Tax (CGT) Top Questions

Posted 16 April 2019

Capital Gains Tax (CGT) Top Questions

Below we take a look at Capital Gains Tax, particularly relating to the primary residence exclusion. What we’ve covered are some of the most pressing questions asked by our users on our help-desk. Take a few minutes to read the Q&As. Hopefully what has been unpacked in these Q&As will benefit and assist you with any uncertainties you might have experienced regarding this topic.

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Home Office Expenses/Deductions

Posted 9 April 2019

Home Office Expenses/Deductions

Flexible employment is becoming increasingly popular, many taxpayers spend some (or all) of their time working from home. If certain conditions are met, taxpayers are allowed to claim a portion of their office running costs as a tax deduction on their tax return. However, please note that SARS usually flags these returns for audit. If you do work from a home, take a read of our home office blog and also check out our handy decision tree to make 100% sure you are claiming this expense correctly.

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How to cruise through a travel audit efficiently

Posted 3 April 2019

How to cruise through a travel audit efficiently

Surely most of us love to travel, but traveling for business purposes is no fun when it comes to completing your tax return.

SARS has some rather onerous requirements, but as long as you know what you need, submitting your documents to SARS should be plain sailing.

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Tax and winnings

Posted 25 March 2019

Tax and winnings

It's always wonderful to win a prize or a competition – however, many people don’t realise there may be tax consequences attached.

This week we thought it would be helpful to remind you what to look out for, should you be the lucky recipient of one of the below:

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SARS and medical disability

Posted 18 March 2019

SARS and medical disability

We receive many relevant questions from our users about what they can claim as a tax deduction if they or one of their dependants suffers from a disability. This week, we will focus on this issue and hopefully help other taxpayers out there who may have the same questions.

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Retirement Funds

Posted 12 March 2019

Retirement Funds

This week we received some questions from our users on retirement fund contributions and the laws that govern it. We hope that this helps you as you start gathering your documents for the new tax season.

Read more →

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Get FREE Help with your Tax Return today from



TaxTim's award-winning tax return services are now free to all Momentum policyholders and Multiply clients:

 Do Your Tax Return Easily
 Avoid penalties
 Maximise your refund

Get started