Work out how big your tax refund will be when you submit your return to SARS
Which tax year would you like to calculate?
Tax filing season always begins in September after the tax year finishes
Did you work for an employer or receive an annuity from a fund?
If you worked for an employer then they need to give you an IRP5 showing everything you earned for the year. If you receive an annuity from a fund, they need to give you an IT3a showing your earnings for the year. Exclude retirement lumpsums here.
If you have more than one IRP5/IT3a, please enter totals for all of them added together (exclude all lump sum IRP5s).
Leave out all lump sum IRP5s e.g. relating to retrenchment, retirement, severance, withdrawals and transfers.
Gross Retirement funding employment income (code 3697 on IRP5):
Gross Non-retirement funding employment income (code 3698 on IRP5):
Gross Employment Income (source code 3699 on IRP5):
Total annuity fund income on IT3a:
Interest from investments / bank accounts:
Add up all the Local and Foreign interest from your IT3b certificates
Profit from business activity (freelancing / sole proprietor / property rental):
Add up all business incomes and subtract all business-related expenses
Other income earned (excluding dividends):
Please enter amounts for the following if they apply to you.
If you paid for any of these yourself then you should have a monthly account or document showing the amount coming off your bank account.
Pension Fund (source code 4001):
Provident Fund (source code 4003):
Retirement Annuity Fund / RAF (source code 4006):
This can be paid via your employer or privately yourself
Income Protection (source code 4018):
Did you donate to a PBO (aka charity / non-profit)?
Please enter the total amount you donated. You must have a certificate!
Did you contribute toward a medical aid / hospital plan?
Enter the total Medical aid contribution (IRP5 source codes 4005):
Please enter the total Medical aid contribution you paid:
Please enter the number of members (including you) each month:
Did you have any out of pocket medical expenses?
Please enter only the expenses that your medical aid did not pay for:
Did you use any personal equipment (assets) for work purposes?
For example a laptop computer, tablet or mobile phone
You can depreciate their value to reduce your tax.
See our Wear and Tear calculator to see how much you can depreciate: R
Did you get a Travel Allowance or have work travel expenses?
Either you: 1. Receive a Travel Allowance or Taxable Reimbursive Allowance (source code 3701 / 3702 is on your IRP5/IT3a) 2. Are an Independent Contractor / Commission Earner (source code 3606 / 3616 is on your IRP5/IT3a). 3. Run your own business / am a sole proprietor / freelancer