?Tax filing season always begins in July 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):
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): R
Provident Fund (source code 4003): R
Retirement Annuity Fund / RAF (source code 4006): R
?This can be paid via your employer or privately yourself
Income Protection (source code 4018): R
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