TaxTim's Blog

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Navigating around your investment tax certificate (IT3b)

If you hold investments with a bank or financial institution, there is important information on your IT3(b) tax certificate which needs to be included in y

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Navigating around your Wooltru medical aid certificate

1. Name of Medical Scheme2. Medical Scheme Membership number3. Number of members/dependents per month4. Total contributions5. Claims you paid personally that we

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Navigating around your Polmed medical aid certificate

1. Name of Medical Scheme2. Medical Scheme Membership number3. Number of members/dependents per month4. Total contributions5. Claims you paid personally that we

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Navigating around your Momentum medical aid certificate

1. Name of Medical Scheme2. Medical Scheme Membership number3. Number of members/dependents per month4. Total contributions5. Claims you paid personally that we

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Navigating around your Gems medical aid certificate

1. Name of Medical Scheme2. Medical Scheme Membership number3. Number of members/dependents per month4. Total contributions5. Claims you paid personally that we

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Navigating around your Discovery medical aid certificate

1. Name of Medical Scheme2. Medical Scheme Membership number3. Number of members/dependents per month4. Total contributions5. Claims you paid personally that we

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Navigating around your Camaf medical aid certificate

1. Name of Medical Scheme2. Medical Scheme Membership number3. Number of members/dependents per month4. Total contributions5. Claims you paid personally that we

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Navigating around your Bonitas medical aid certificate

1. Name of Medical Scheme2. Medical Scheme Membership number3. Number of members/dependents per month4. Total contributions5. Claims you paid personally that we

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Navigating around your Bankmed medical aid certificate

1. Name of Medical Scheme2. Medical Scheme Membership number3. Number of members/dependents per month4. Total contributions5. Claims you paid personally that we

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The dangers of DIY tax: How to avoid disaster

Have you ever started one of those ‘oh, this’ll be easy’ Do-It-Yourself jobs, only to find yourself utterly frustrated half-way through wonder

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My refund was reversed by SARS: Why is this?

If you've ever found yourself confused as to why SARS has recalled your refund, even after they confirmed that you'd be recieving it, on a certain dat

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Finding your way around an IRP5

Consult the image above to find all the tax-related information on your IRP5 that you will need when completing your annual tax return. PAYE number Income s

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Finding your way around an IRP5

Consult the image above to find all the tax-related information on your IRP5 that you will need when completing your annual tax return. PAYE number In

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blog

Finding your way around an IRP5

Consult the image above to find all the tax-related information on your IRP5 that you will need when completing your annual tax return. PAYE number In

Read more
blog

Finding your way around an IRP5

Consult the image above to find all the tax-related information on your IRP5 that you will need when completing your annual tax return. PAYE number Income s

Read more
blog

Alert: file by 24 November or face heavy fines and potential legal action!

SARS has recently announced that it will be clamping down on taxpayers who miss the deadline to submit their tax return. Besides stating that they will carry ou

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HELP: SARS has requested me to submit an IT14SD

After you have submitted the Company tax return (ITR14), SARS may request you to complete an IT14SD. The purpose of the IT14SD is to reconcile the information

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The Tax Indaba 2017

The Tax Indaba is the largest annual gathering of tax practitioners, in-house tax staff members, government tax officials and tax academics. The Tax Indaba aims

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Unpacking the seemingly complex: Part-time and casual workers

One of the most often-misunderstood things is how tax on part-time and casual workers actually gets calculated. A topic often sparking a lot of debate, causing

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Delivery from SARS: Retirement contributions letter

So, you’ve recently submitted your tax return, received your assessment and were probably breathing a sigh of relief to be finished with the tax filing pr

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Foreign employment tax proposal

It seems like the tax season, this year, has brought about more changes and proposals than we could’ve ever imagined. In July 2017, the National Treasury

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SARS ITR12 updates

As you may be aware, SARS has implemented a few changes to the format of the tax return this year. One such change is the requirement for taxpayers to enter mor

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The low-down on financial statements for companies

With the launch of the Corporate Income Tax Return service for SME’s recently, there are questions around the requirement for companies to produce financi

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Which dividends are exempt from dividend withholding tax?

There are certain dividends, which don’t attract dividends tax, provided some conditions are met. However, lets first take a step back and clarify what di

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Alert: Change to provisional taxpayer rules

Currently, there is a legal obligation for South African resident employers to register with SARS for employee’s tax (PAYE) so they can withhold tax on a

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