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Sarah said: 5 March 2026 at 17:56 Hi TaxTim, I%u2019ve received a follow-up request from SARS regarding my 2025 medical claim of R*****. I have already submitted all the receipts I have and I%u2019m confident the claims are allowable, but SARS is still asking for a "detailed schedule" with practice and script numbers. Since I have already uploaded my material, could you advise on the best way to format this schedule so it satisfies the auditor before the April 7th deadline? |
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TaxTim Alicia said: 6 March 2026 at 12:27 Thank you for reaching out to us. SARS usually requires a taxpayer to prepare a medical schedule for out of pocket expenses for a given tax year. I have prepared and attached a template for you to use. The first row is an example please delete this and complete your own first row. I will briefly explain what each column entails below : Taxpayer Name: State your name Income Tax Number : State your income tax number Tax Year : State the tax year SARS is querying eg 2025 Reference: Sequence number of the receipts you have presented to SARS ie first receipt would be sequence 1. Date Paid : Date that you paid for the receipt provided Service Provider: Name of the service provider eg Click, Dischem or Dr Who Practice/Prescription name : Prescription number starts with RXNO this is found on the receipts you have. You may state the doctor's practice number where applicable. Amount paid by taxpayer: what you paid Amount paid by medical aid : state the amount the medical aid if any Supporting documents : state yes if you have attached the receipts and no if no receipts. Let us know if this helps :-) |
