Medical Expense claim

  Written by Marc   Posted 29 July 2015

Hi. I am currently filling out my return. Regarding medical expenses not covered by my medical aid - do I have to have the receipts for these in order to claim. In many instances for prescriptions I have had filled out I have the invoices but not the receipts. The payments do reflect on my credit card statement though. Is this adequate or must I have a receipt ?

Commision earning real-eastate agent

  Written by Evan   Posted 29 July 2015

What can I claim as an Real Estate Agent earning only commission ?

No Medical Aid - Pay all medical bills cash. I'm self-employed

  Written by Evan   Posted 29 July 2015

Hello. I do not have medical aid and am self employed. I pay all medical bills cash. May I still claim for this expense on my 2015 tax return? Thank you.

Apportioning claims on medical expenses between tax years

  Written by Evan   Posted 29 July 2015

Not sure if you can help me. I have a question re my personal tax return. I need to claim medical expenses covered that amounted to R19100-00, which my medical aid did not cover. This was paid in cash by me, but the problem is that this was paid in installments from 24-11-2012 up until 30-03-2015. Can I not declare the full amount on my tax return or do I have to calculate the amount only for 2014 tax year? And if I do this what happens to the amounts paid during 2012 and 2013?

Tax Return of 2012 and 2013 on my old Job to SARS?

  Written by Marc   Posted 29 July 2015

I worked 2012 and 2013 but I never claimed Tax Return,now am working as a leaner at another company and they don't tax me any money how will I get my 2012 and 2013 tax return money?

Request for surporting docs, but all I have in an IRP5

  Written by Evan   Posted 29 July 2015

Thanks for an awesome blog!!!!! Its the first time that I submitted for a tax return. I completed it a few days ago for the last 5 yrs. It showed that a refund is due for 2013 and 2014, but for 2014 they want supporting docs. Since I have no medical aid, travel allowance etc I submitted my IRP5's - is this all I need to submit and what are the chances of the refund amount changing etc?

Out of pocket medical claims and gap cover

  Written by Evan   Posted 29 July 2015

I would like to know whether the medical expenses listed on your certificate as "not covered or paid by your medical aid" is recoverable as "out of pocket" medical expenses whether they relate to medical consultations with specialists and part payment for hospital fees. In certain cases, these part payments were recovered from gap cover.

If SARS says amout due to you is R0.00 does it mean I wont be getting anything?

  Written by Marc   Posted 28 July 2015

If I get an sms saying type of assessment :original amount due to you R0. 00 does that mean I wont be getting anything from SARS?

Should I pay tax?

  Written by Marc   Posted 28 July 2015

I am a self employed and on average make 240k per anum, prob less
How does it work with tax, should I pay, what bracket do I fall under?

No receipts for medical expenses, what happens now?

  Written by Marc   Posted 28 July 2015

I have been asked to submit supporting documents. I don't have the receipts for medical expenses just a tax invoice (as always) from my pharmacist for the total amount for the period, what happens now?

Return requested by accident and filed

  Written by Evan   Posted 28 July 2015

Recently I got a bit confused on the SARS eFiling website and accidently requested a tax return for 2005 and 2010. I get very nervous when submitting tax so having seen red text saying a tax return for 2005 and 2010 are incomplete (after I requested them) I completed the tax returns however there was nothing to submit as I was still in high school in 2005 and I was a student at university in 2010.

I did serve an internship in 2009 for 7 months for which I was paid R3200 a month, howe...

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Can I claim expenses on bond and transfer fees on investment property?

  Written by Evan   Posted 28 July 2015

My bond was registered for my investment property end April 2014. Please advise if I can claim under expenses incurred all of the bond and transfer fees amounting to R31,336. I called SARS contact centre and the lady advised that I am allowed to do so but from her tone of voice was not 100% certain. I have a reference number for the call whereby she agrees that I can claim as an expense. Please can you advise me as to what I should do?

Due for refund and changes of Banking details - how long does verification take?

  Written by Evan   Posted 28 July 2015

I changed my banking details 3-4 weeks ago. Then after a week I submitted all the outstanding IRP5 and an SMS was sent to me detailing all the refund due to me. And was advised to expect the money within 24 hours as said by the Lady from SARS. The following day I called the contact centre to check if banking details were changed and they told me that the banking details are in the process of been verified and that other supporting documentation might be requested from me and they told me that th...

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Investment return tax

  Written by Evan   Posted 28 July 2015

How much tax will I pay for my investment returns?

Claims for commission-earner

  Written by Evan   Posted 28 July 2015

Hi Tim, I earn a set salary with commission and allowances such as travel and cell phone and a small portion of medical aid. 1. Can I claim back for the additional Gap cover I pay for? 2. Can I claim for my monthly insurance on my car? 3. Can I claim for my car license I paid for? I had been using a broker over the last 2 years and I see they never put in for any of the above. Nor did she claim for the service I paid for on my car? Please can you help?

Does a temporary employee pay tax and why? How much must I earn for me to pay tax?

  Written by Evan   Posted 28 July 2015

How much must one earn in order to be taxed? If a temporary employee must pay tax, why?

Employer provided vehicle

  Written by Evan   Posted 28 July 2015

How is taxation calculated on employer provided vehicle? Should it be taxed monthly or do you calculate it when you submit your income tax return? Can you deduct fuel cost? Should a logbook be maintained?

How much tax should I be paying?

  Written by Evan   Posted 28 July 2015

I want to know how much tax I am supposed to be paying on a salary of R34000.00 per month. This month I received a bonus and PAYE tax was almost double what I usually pay. Please assist me here.

Tax paid in another country

  Written by Evan   Posted 28 July 2015

My husband worked in Mozambique and paid tax there, how do we fill in his tax return?

Can I claim a stay in hospital maternity room as medical deduction on tax return?

  Written by Evan   Posted 28 July 2015

Hi Tim
Am I allowed to claim the following as a medical deduction on my tax return - for a stay in a private room in hospital when we had a baby? My wife and I stayed there for 2 nights, and I did not send it through as a claim to medical aid. Thank you for your help

IRP5 indication of refund

  Written by Evan   Posted 28 July 2015

Is there any indication on my IRP5 to show me if there is a refund due to me?

Can I expect a refund?

  Written by Evan   Posted 28 July 2015

My IRP5 shows total tax is R40,950.33. How much can I expect to get?

Medical aid tax credit

  Written by Evan   Posted 28 July 2015

Hi What is the difference between medical aid tax credit and medical aid tax credit used. I have both as a deduction on my payslip for the exact same amount of R270. Should it be taken twice?

Medical costs for gynaecologist and ante-natal

  Written by Evan   Posted 28 July 2015

I have made co-payments to my gynae for ante-natal visits and delivery. How do I claim this back, and can I claim for medication I have paid for over the counter out of my own pocket? My son also visited the dentist, can I claim that as well? Please. Explain. How. Medical claims work. Thanks

Invalid codes 3713, 3801 and 3702 on IRP5

  Written by Evan   Posted 28 July 2015

I did not receive a travel allowance, but on my IRP5 there is R25,000 with the code 3713. Any travel I did for the employer I claimed back as a reimbursed claim. Is the R25000 correct? Additionally, there are codes for 3801 and 3702 which I believe are incorrect. Can you clarify what these might be for?
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