SARS Refund is a large amount of money. Why and how?

  Written by Evan   Posted 10 July 2015

Hi

I just completed my tax return and my ITA34 (whatever it's called) showed an amount of R15 000 is refundable to me. Of course, SARS requested proof of documentation; I only uploaded my Retirement Tax Certificate and Medical Aid Tax Certificate - are there any other forms outstanding?

My question is: Why would I be (hopefully) receiving so much money? I started a new position (meaning higher salary and position upgrade) in September 2014 - could this have an impact?

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Claims against Travel Allowance

  Written by Evan   Posted 10 July 2015

In what instances could you claim maintenance expenses, toll fees and tires against a travel allowance?
A proper logbook has been kept of all business km, therefore currently doing the calc based on fixed cost per km and multiplying this with the total business km.

What is a tax return & when should I file it?

  Written by Evan   Posted 10 July 2015

What is a tax return?

When should I file it?

Never claimed for a tax refund before, is it possible to get refunds for every year since I worked?

  Written by Evan   Posted 10 July 2015

I have never claimed for a tax refund ever since I started working, so I need clarity on whether I can claim for every year since I have been employed, I have all my IRP5's, and I'm not so sure if I will get a return on some of them. So I need to know if it is possible that I do not get a tax refund, I pay medical aid, UIF, Provident fund etc. I am actually afraid that I will pay you guys and not get anything in return. Your response will be highly appreciated. Thank You.

Wrong filing of tax provisional instead of individual

  Written by Evan   Posted 10 July 2015

Good day. I filled my tax via SARS e filing for 201 and it triggered an audit. I got a refund after providing the docs, then after a few days I decided to call the SARS call centre. The guy on the other side told me that I need to file for 2009 and 2011 and that I made a mistake and I filed for provisional tax. They fined me for R2900 interest, now I owe them according to the efilling at the SARS branch. They were not very helpful either, the lady told me I must jus...

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I pay the medical aid premiums but my wife is the main member, can I deduct it from my tax return?

  Written by Evan   Posted 10 July 2015

The medical aid is in my wife's name but the debit orders come off my account, so as every year I claim it on my tax return, this year it hasn't been allowed. What has changed at SARS?

Can I claim a refund from SARS for cash I paid at a dentist?

  Written by Evan   Posted 10 July 2015

I paid extra in cash for my Dental procedure to add on benefit funds left on my Medical Aid, do I need to submit cash receipts when I submit my Tax Return?

Is the amount on the requested statement of account final to be refunded to me

  Written by Evan   Posted 10 July 2015

I have requested a statement of account after I submitted documents for audit/verification. The statement is reflecting a negative amount . Does it mean that the audit has been completed and I'm getting a refund?

Must my penalty be paid before refund is due?

  Written by Evan   Posted 10 July 2015

Hi Tim. I submitted my tax return and contacted SARS where they confirmed that my audit has been finalized and I received the letter confirming this. My question is what will happen to the R579 penalty?

Some say my payment will be withheld. Some say SARS will deduct this from my refund, and some say its my responsibility to pay the penalty ASAP. Should SARS not deduct this from my refund for 2015? Please confirm what will actually happen.

Independent Contractor - Allowable Expenses

  Written by Evan   Posted 10 July 2015

Hi, I'm an independent contractor and my income is indicated under code 3616. I don't get any allowance, and my company pays income tax every month. What I want to know is can I claim, under the allowable expenses, for things such as vehicle depreciation/KMs traveled/vehicle service costs etc?

Almost all my work related travels are from home to the client site and back, which I have kept a log book for.

I am charged by my previous employer to my IRP5 for FY 2006

  Written by Evan   Posted 10 July 2015

I have submitted my 2015 tax on the 01 July 2015 on SARS eFiling and I had a refund of R2200.00 and now SARS told me that I have an outsanding tax return for 2006, however I request my tax return on SARS eFiling for FY 2006 its not populated with the figures even if I refresh my IT12. Also when I my IRP5 from my previous employee this the request I have got:

Tax law only requires us to keep IRP5's for 5 years. However, we have them saved electronically going back to 2008 so if we are able to help the contractor, we will of course do so at no charge, but unfortunately, the IRP5's from prior to 2008 have been archived and are stored offsite...

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Sequestration - how to submit details to two returns

  Written by Evan   Posted 10 July 2015

I was sequestrated in June 2014 and applied for a new tax reference. How do I submit my medical aid and RA contributions as I have to tax returns to complete:

Supply the same information on both tax returns and SARS figures out the rest?
Or do I have to request new tax certificates and have the institutions split the contributions for each of the tax references / periods?

What constitutes business mileage if I stay temporarily closer to work?

  Written by Evan   Posted 10 July 2015

I live in one city and my normal office is in the city. I am currently involved in a project in another city which takes me away there for extended periods. I have a flat in the other city which I stay in while I am working there. What constitutes business mileage? I would think travel from home to the distant site would be business mileage. However probably not the daily commute in from my flat. Is this correct, or would the total distance away from my home be business mileage?

Letter of completion

  Written by Evan   Posted 10 July 2015

I received a letter of completion yesterday afternoon at about 15:34h. What does this mean?
I submitted my 2012, 2014 and 2015 tax return and received a letter for 2015 does this mean that everything was finalized, when should I receive my refund.

Tax up to date but SARS saying I owe them

  Written by Evan   Posted 10 July 2015

Last year all my outstanding previous years 2006 to 2014 was brought up to date via SARS eFiling and finally having to go into SARS to submit documents. After accumulative penalties deducted (R14k) and an audit I still managed to get a refund which was paid to me 15 July 2014 (11k).

This season 1 July 2015 I submitted my tax return, again I was selected for audit. SARS requested supporting docs which I submitted as per notification and I'm due a refund. Today I contacted SARS to inquire what the hold up was regarding my refund (R5k) and was informed that I owe SARS R4k which I have to settle first before I can receive my refund. ...

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Company Contribution to a Provident Fund

  Written by Evan   Posted 10 July 2015

How do we handle company contribution to a provident fund? Do we reflect this in the provident section of the tax return?

Can I claim for depreciation on my personal vehicle used for business puposes?

  Written by Evan   Posted 10 July 2015

Can I claim on my personal vehicle used for business? I receive no allowance, just re-imbursement for petrol claims and services. I have a logbook indicating business vs personal use.

Medical Tax Credits Calculation

  Written by Evan   Posted 10 July 2015

Hi Tim,

I earn R4500 a month and I pay R700 a month for medical aid for myself. How many medical tax credits will I receive? At the moment if I am correct it is R257 for the main member
which equals 257*12 = 3084. Would that be roughly what I would get? I have been told that I cannot get more than R700 as that is my monthly contribution.

Why do high earning individuals get a refund from SARS?

  Written by Evan   Posted 10 July 2015

Why do high earning individuals get a refund from SARS?

Havent received my payment from SARS yet and its been 5 days already

  Written by Evan   Posted 10 July 2015

I recently did my tax with TaxTim but haven't received my return payment from SARS yet? On SARS Efiling it states that "Filed through an Independent Service Vendor"

Medical insurance claim

  Written by Evan   Posted 10 July 2015

I had a medical insurance plan last year for 5 months, can I claim that under medical expenses?

Salary if I want to net R12000 after tax

  Written by Evan   Posted 10 July 2015

If I want to net R12 000 pm after my Tax and UIF deductions, how should my Gross earning be?

Please help.

Do I pay PAYE on R5000 per month?

  Written by Evan   Posted 10 July 2015

Good day. I earn R5000 per month. My question is this, is there a need for PAYE deductions? And if I pay PAYE do I still need to personally pay tax to SARS at the end of every year? Please explain to me how this works. Is PAYE not already paying the tax you are liable for?

Previous year IRP5 submitted accidentally

  Written by Evan   Posted 10 July 2015

Hi,

I submitted my tax return for 2015 on the 3rd July 2015, was due to receive a refund. After a couple of days of no refund, I called the help desk - apparently I did not submit any tax returns for 2009 & 2010 (my job during that time did not pay enough to warrant a tax return).

Anyways I requested the 2009 and 2010 tax return.... The 2010 tax return had all my details and I promptly submitted it with no issues, however my 2009 tax return, instead of selecting save (was b...

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Why am I being audited when all my income, deductions and benefits are reflected on my IRP5?

  Written by Evan   Posted 10 July 2015

Hi Tim;

I recently completed and sent my tax return via SARS eFiling. I was selected for auditing and asked to provide supporting documents. I have nothing complicated going-on: I earn income only from my employer. All my benefits and deductions with respect to retirement fund and medical aid are all reflected on my IRP5 i.e. I don't have a personal retirement annuity or medical aid scheme outside of those in my salary package; as reflected on my IRP5. So what could be the problem?
...

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