Medical Aid, out of pocket expenses, can I claim on my ITR12 Tax Return?

Written by Marc
Posted 22 July 2013
I paid an amount of R7k in medical expenses out of my own pocket and did not claim from medical aid. How much of that amount will I get back from SARS?
What happens when I press the Query Sars status button?

Written by Marc
Posted 22 July 2013
What happens when I press the Query Sars status button?
Letter of Completion, but not happy with SARS or my income tax refund?

Written by Marc
Posted 22 July 2013
I filed my husbands tax return this year, and received an ITA34, however I was asked to upload supporting documents for audit. I have done this, and then received a letter of completion 3 days later. However, I still have not received an ITSA, and I don't agree with the amount for refund that they come to. On my SARS profile, it says still being assessed.
What does this mean? Has my husbands return been completed, or is it still being assessed? And what is the best way to dispute a re...
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What do I do if I can't upload all my documents on eFiling? It says I have reached my limit.

Written by Marc
Posted 22 July 2013
I submitted my return a week ago, and I do not have a medical aid, but did keep all my receipts for medical expenses. They asked me to supply the supporting documents which I did, but it was about 30 pages of receipts first I uploaded the 20 pages and then they told me that I cant upload more than 20 at a time, then in order for me to upload the rest of the 10 I made a dispute NOO document and attached a letter explaining the reason and than I uploaded the rest. I am afraid that I have done th...
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How does the refund process work?

Written by Marc
Posted 22 July 2013
How do I go about getting my tax refund, and how long does it take, will it be put in my account or given to me cash on hand?
How can I get my tax number on my phone?

Written by Marc
Posted 21 July 2013
You cannot, you would need to follow these instructions:
How to get a SARS tax number
IRP5 refunds

Written by Marc
Posted 20 July 2013
How will I know that I have money that is due to be paid to me which is my IRP5?
Claiming back on spectacles from SARS?

Written by Marc
Posted 20 July 2013
Can I claim VAT back on purchasing spectacles as a medical expense?
My ITSA showed that I received a refund but it was reversed the same day.

Written by Marc
Posted 20 July 2013
I now have the same balance which shows it will be refunded with no request for further audit or supporting documents. Why would this happen ?
Thanks
How long does it take to get a refund from SARS?

Written by Marc
Posted 19 July 2013
I receive a form at work from SARS, but I don't know how it works?
How much does and agency must deduct for tax from a temporary worker?

Written by Marc
Posted 19 July 2013
My sister is working as ENA in a hospital under an Agency but she doesn't understand how they deduct so much money claiming that the money is tax money, at the same time she is not permanent. They get paid on a weekly basis depending on how much hours they work, but the normally work about 3 or 4 days a week. please help, their previous Agency paid them about R1300 a week but the one they changed to pays 700 a week.
How much tax do I have to pay as a self employed buinessmen?

Written by Marc
Posted 19 July 2013
Hey Tim, awesome site and very helpful info. I am not sure of my tax number, I was out the country for a few years and before that I was self employed and now again I am self employed. I last worked for a company n SA probably 10 years ago.
We have started 3 businesses since we have been in SA (my wife and I) and the first 2 didn't really get going at all and cost much more than they made which wasn't much at all. They were both Close Corporations but we never got to the stage when we got a bookkeeper in to do anything...
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I would like to have my tax done with you just need to get all my documents sorted sorted.

Written by Marc
Posted 19 July 2013
I would like to ask you a question. I started working December 2012 and only worked 3 months this tax year. I earned R25000 a month. A lot of my friends said we will get most of the tax paid back for those 3 months because we just started working. Is that true or not? Please can you explain it to me?
Completed the questions - Paid R 149.00 before questions. Ended then you ask for another R 199.00

Written by Marc
Posted 19 July 2013
How do I view the tax return?
Included medical scheme contributions and other medical expenses, but code 4008 says R0.00

Written by Marc
Posted 19 July 2013
I just submitted my tax return. I received my ITA34. I contributed R7192.00 to my medical scheme (Code 4005) and also R1592 for other medical expenses not paid by the medical aid (Code 4020) but on the ITA34 my medical expenses is 0 (Code 4008), thus my deductions allowed is also on 0. So it says I will be getting back -1840.00, but shouldn't it be more because of my medical expenses and medical aid payments? Or do SARS first have to check this and possibly do an audit before they take my total ...
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What is source code 4473 on my IRP5?

Written by Marc
Posted 19 July 2013
AS a deduction what deduction is source code 4473 used for.
Please enter the total amount for the year you personally spent on medical aid contributions which d

Written by Marc
Posted 19 July 2013
Please enter the total amount for the year you personally spent on medical aid contributions which did not get taken off your salary. On my medical certificate I got a amount for contributions from 1 March 2012 to 28 February 2013 and also one for Claim not from the medical aid. Which amount must I put in here?
When I query my SARS status it says "AVS Bank with AVS verification pass

Written by Marc
Posted 18 July 2013
After receiving an IT34 money not yet paid in my bank account and I requested a SARS status and received this answer
Which receipts to be submitted?

Written by Marc
Posted 18 July 2013
What type of invoices and documents are supposed to be submitted with IRP5?
Expenditure for private person while overseas for business

Written by Marc
Posted 18 July 2013
Where do I enter a claim for foreign expenditure on the ITR12? I run a S. African B&B, but went to the UK and France specifically to investigate buying a B&B overseas. Can I claim my expenses for this trip?
Taxable Portion on Medical aid paid by company?

Written by Marc
Posted 18 July 2013
My basic salary is R18,500 per month. My company pays my full medical aid for myself and my 2 kids. The total paid to Discovery is R4,517.00 per month. The portion added on top of my salary to be taxed is the amount of R3,470.00 (Difference of R1,047 from full amount). So Taxable amount is R21,970.00. What I would like to know is how do they get to this R3,470.00? What is the formula to calculate what portion of your medical aid is taxable every month?
How long does it take for SARS to pay out my income tax return after recieving supporting documents?

Written by Marc
Posted 18 July 2013
Tax return submitted 8/07/2013 they asked for supporting documents that was submitted 15/7/2013 how long before the payout?
Hi, I earn 5500 p/m gross how do I know when I get a return or owe tax money?

Written by Marc
Posted 18 July 2013
just want to know how to know and when and what?
Country code for South Africa

Written by Marc
Posted 18 July 2013
What is the country code for South Africa on the tax ITR12 form?
IRP5 code 3616, what is it on my ITR12?

Written by Marc
Posted 18 July 2013
Can a person claim entertainment expenses on assessment when their earnings are reflected under IRP5 code 3616..
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