3696 - Non-taxable income Only income that is considered non-taxable - that SARS should not be charging you tax on and no PAYE deducted - is included here. This does not include your basic salary in most cases. Add up the amounts next to the following source codes, if you have them, 3602 (Non-taxable income), 3604 (Pension), 3609 (Arbitration award), 3612 (Purchased annuity), 3703 (Reimbursive travel<8000km), 3705 (Subsistence allowance), 3709 (Uniform allowance), 3714 (Other Allowances), 3716 (Subsistence foreign), 3652, 3654, 3659, 3662, 3753, 3755, 3759, 3764, 3766 and 3908 (Surplus apportionments) for whichever of these have been declared. If none of these source codes appear on your IRP5, the amount for 3696 must be 0.
3697 - Gross retirement funding income Generally if you or via your employer, you contribute to a pension fund then your basic income such as your salary will be added with your bonus to be Gross retirement funding income.
3698 - Gross non-retirement funding income This is income that is both non-taxable and not related to pension fund contributions.
Your IRP5 from Sanlam will be automatically pulled into your Tax Return therefore you don't need to do anything with it other than retain for your records and in case SARS requests supporting documents from you.
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