Paying a medical aid where you are not the main member

  Written by Alicia   Posted 4 July 2017

I pay the medical aid contributions for my mother-in-law and her mother who are financially dependent on me. They are the main members, but I pay the premium. Can I claim this?

How does medical dependents work?

  Written by Alicia   Posted 4 July 2017

I have myself and my 4 children and my wife on the medical aid, do I say that my medical dependents are 5 or do I include myself and state that I have 6?

Claim travel without a logbook

  Written by Alicia   Posted 4 July 2017

I have source code 3802 on my IRP5 but I did not keep a logbook, can i claim for the perks tax paid via source code 3802 if I don't have a logbook?

Package for a commission and salary earner

  Written by Nicci   Posted 4 July 2017

If I earn commission and a salary as an employee, which package should I select, Ultra or Smart? I also have a travel allowance and a medical aid contribution.

Claim electricity and rates

  Written by Nicci   Posted 3 July 2017

Can I claim electricity in full and the rates too? I don't live there, but there are tenants who d, but I pay the electricity, rates and water.

Leased company use and tax

  Written by Nicci   Posted 3 July 2017

I don't receive a travel allowance, but I'm on a company vehicle lease scheme. It assumes I receive fuel, which I don't. I also do business mileage and I have source code 3802 on my IRP5. What should I do?

Should I file if I'm unemployed?

  Written by Nicci   Posted 3 July 2017

I'm currently not working do I still need to file my tax returns?

Provisional Tax on property sold

  Written by Nicci   Posted 3 July 2017

I sold property in March 2017 and it's an income earning property. Do I need to prepare a provisional tax return in August? Will I just include profits on the property?

Maintance plan of pvt car

  Written by Nicci   Posted 3 July 2017

Can I claim maintenance on a plan for my car (I do make use of the car for work purposes)?

This query relates to question 4437 "Please enter the amount spent on maintaining or repairing the car. This includes vehicle services." in the Travel Allowance section.

Earning dollars as a freelancer

  Written by Nicci   Posted 2 July 2017

I've been working as a freelancer (part-time) for the past year and I've been earning money in dollars. How will this affect my tax return?
I also work as a full-time employee.

UIF on maternity leave

  Written by Nicci   Posted 1 July 2017

How do I declare Maternity UIF payments and the dates off work during the leave?

Source Code Changes

  Written by Nicci   Posted 29 June 2017

My IRP5 only shows code 3699 and not 3697 & 3698 anymore.

Commission earner and IRP5

  Written by Nicci   Posted 29 June 2017

I'm a commission earner. I joined a company in January and I didn't earn any commission from January to 28 February. My previous IRP5 shows me working at that previous company for 10 months.
Do I need an IRP5 with zero income on it for the 2 months at the new company? Would anything need to be submitted to show that I was employed for the 10 months at the first company and 2 months at the present company = the full 12 Months?
Also, does the new company have to upload anything so that...

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Tax Consultations

  Written by Nicci   Posted 22 June 2017

I'd like to schedule a once off session to discuss my tax status change. I've left employment and started working as a sole proprietor. I just need to know what I need to do regarding tax and how to submit my tax return with the split between the two statuses. Please let me know how I can set up a once off session and what the cost would be?

Directors of company with no IRP5's

  Written by Nicci   Posted 21 June 2017

My wife and I are directors of our company. We have not paid ourselves a salary as such, but took money against a loan account during the year. We are provisional tax payers. We don't have any IRP5's as we haven't issued any in our company. How do we rectify this or account to SARS?

Tax as a remote worker

  Written by Nicci   Posted 21 June 2017

My primary source of income comes from an overseas company who I work remotely for (it's on a permanent basis but I'm not under a contract). I get paid every month, through TransferWise, in dollars. I also earn some income off royalty based products and some freelance creative jobs. I'm finding it quite complicated to set up a tax paying structure with this setup. Could you possibly give me some advice on how I could set up a tax paying structure with this way of working?

IT3(s)

  Written by Nicci   Posted 21 June 2017

An IT3(s) is a Tax Certificate received from an institution such as a bank or financial services institution. It is a summary of all the details of your Tax Free Savings account for the year (eg. interest, dividends, etc) that you will require when you complete your Tax Return.

Unemployed for a short period

  Written by Nicci   Posted 21 June 2017

I haven't worked for the full year, how does that affect me and my tax return?

Immigrating

  Written by Nicci   Posted 21 June 2017

Will you be able to help me with our tax return once my
wife and I permanently immigrate to Australia? We'll be keeping three properties in SA and we'll receive rental income from it.

Qualifying Medical Expenses

  Written by Nicci   Posted 19 June 2017

Examples of qualifying medical expenses are any amounts that were paid by you, as the taxpayer, during the year of assessment:

• For professional services rendered and medicines supplied by a registered medical practitioner, dentist, optometrist, homeopath, naturopath, osteopath, herbalist, physiotherapist, chiropractor or orthopaedist to you or any of your dependant(s)
• To a nursing home or hospital, or any duly registered or enrolled nurse, midwife or nurs...

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A Directors PAYE and UIF deductions

  Written by Nicci   Posted 14 June 2017

As a Director of a Company, your salary is subject to monthly PAYE and UIF deductions. Many small business owners don’t realise that if they operate their business through a company (Pty), the company needs to be registered as an employer with SARS.

This means, the company needs to deduct employee’s tax (PAYE) from the amounts paid to Directors. It’s also required to make monthly EMP201 submissions (this is the PAYE, UIF and SDL return) to SARS. The same applies even in the case of “owner managed” businesses -where there’s only one director and no employees...

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Physical impairment

  Written by Nicci   Posted 13 June 2017

A physical impairment is a limitation on a person’s ability to perform their daily activities, but is not regarded as a severe condition e.g. bad eye sight, hyperactivity, dyslexia, hearing problems etc.

Tax Directive for a settlement agreement.

  Written by Nicci   Posted 7 June 2017

I'm receiving a settlement from my company as part of an exit agreement. Can I apply for a directive, and how?

eFiling registration on my laptop

  Written by Nicci   Posted 5 June 2017

I'm struggling to register an individual profile on my laptop, when I do it I get an error message. However, when a colleague registers it on her computer it goes through. What could the problem be?

Offshore earnings tax

  Written by Nicci   Posted 1 June 2017

Hi,

i need to know how my offshore tax will be calculated as I don't meet the 183 criteria for tax exemption.
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