In order to complete the Medical section of your annual tax return, you will need a tax certificate from your medical scheme (if you contributed to a medical scheme that is!).
This certificate details exactly how much was paid to the medical aid for yourself and your dependents over the course of the tax year (1 March to end Feb). It also details how much money you paid for other medical expenses, such as medicines and doctors expenses, which you claimed for, but your medical aid did NOT cover. This information is important for your tax return and the information included can improve your chances of getting a tax refund when you submit.
Your medical scheme provider is supposed to send your tax certificate to you by email or post by July, but if they have not done so, you can ask for it directly. Most medical aid providers offer a self-service portal online where you can login and download your tax certificate. Others have a call centre that you can phone and ask that they post or email your tax certificate to you.
Select your medical aid / medical scheme below to get your tax certificate:
Discovery Health - website
Bonitas - website
Momentum Health - website
Fedhealth - website
GEMS - website
Liberty Medical Scheme - website
Medihelp - website
Bestmed - website
Sizwe Medical Fund - website / call 0860 100 871
Polmed - website / call 0860 765 633
Selfmed - website
