FAQ Blog Calculators Students Logbook Contact
Do your Tax with TaxTim and WIN R10,000  More info   T&C's apply


Two tax certificates (2) for 2013 - Two different medical aid no's and 2 diff. options

Posted 31 July 2013

I am trying to get my (2) tax certificates for 2013 from my medical aid - but they keep sending only the one.

Let me give you more detail: From 01/03/2012 - I was on a different option - up to 31/10/2012
I then retired but carried on with the medical aid - BUT with a different option and a diff. medical aid number.

I have tried everything and they keep giving me only the latest one which is from 01/11/2012
I went into the website (on the old number) but they keep giving me tax certificate for up to 28/2/2012.

I need to have a tax certificate for (old no) 01/03/2012 - 31/10/2012 as well as for (new no) 01/11/2012 - 28/02/2013. Am I correct by saying so? And what else can I do? Surely I need this information to complete my tax return. Thank you

TaxTim TaxTim says:
2 August 2013 at 22:45

Does the one they send you contain all the correct amounts paid for the year? If so then you only need this one in order to complete your ITR12 - Income Tax Return.

MARIE says:
3 August 2013 at 17:54

The figures Bonitas sent me (the 1 certificate) does not correspond to all the payments I made.

TaxTim TaxTim says:
4 August 2013 at 18:47

You can complete the tax return with the correct amount and if SARS does not request supporting documents then you won't need to worry. Are you able to go online to Bonitas' website and go to a portal and download the documents. Have you phoned twice and requested with each membership number?

This entry was posted in Tax Q&A and tagged , , , . Bookmark the permalink.




Submit your tax return right here!

TaxTim will help you:

 Do Your Tax Return Easily
 Avoid penalties
 Maximise your refund
Tim uses your answers to complete your income tax return instantly and professionally, with everything filled in in the right place.

Let Tim submit your tax return direct to SARS in just a few clicks!

Get started

Blog Categories


Ask TaxTim

Got a question you want answered about tax?

Visit our helpdesk →

Get SARS Tax Deadlines in your Inbox
We'll tell you when you need to file, along with tax tips and updates.