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Claiming for elderly dependants medical aid contributions - Supporting documents

Posted 28 July 2015 under Tax Questions



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Gambitdbn says:
27 July 2015 at 15:37

My parents are both pensioners and dependent on me financially. I pay for their medical aid, while I am on another medical aid. I have included both medical aids on my tax return, with the appropriate number on dependents noted every month.

SARS has asked for supporting documents to be submitted. I submitted: yearly contribution summaries from both medical aids, monthly invoices from my parent's medical aid addressed to me with my bank account details on them, debit order statement from my bank showing both being deducted every month as well as a covering letter explaining the situation.

SARS however has sent another request for supporting documents (no clarity given). Do they require an affidavit that they are dependent on me?

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TaxTimTaxTim says:
28 July 2015 at 4:07

Yes, unfortunately SARS letters do not always have the required information and they are looking or proof that you financially support them so an affidavit would be best.


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