How do I go about submitting documentation for backdated claims?

Posted 20 November 2012

Two of my stepchildren have brain irregularities, one Dandy Walker syndrome, the other Landau Kleffner Syndrome. I have never claimed for any medical or other expenses ito these two children which are dependants on my medical aid. However when the one with DW Syndrome turned 21 I had to go through the motions of proving his dependance to keep him as adult dependant on my MA. Then I was told to indicate on my tax return that I have a disabled dependant. Question is, what is the procedure to claim...

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I submitted my IRP5 and received an SMS saying account balance: -12000. Selected for audit.

Posted 19 November 2012

I submitted my IRP5 at a SARS branch in Joburg and I received an SMS saying
Tax return assessment result: R-12000. Acc bal:R-12000. Selected for audit: Yes.
What does it mean?

I have a Q about retirement annuity deductions against tax?

Posted 12 November 2012

How does the Chief Thief calculate my deductable amount on 'current year' RA payments (code 4006)? I entered an amount on my tax form and they calculate a LARGER amount, how is this possible?

How do the medical aid deductions for 2013 work - become dependent or become principle member?

Posted 12 November 2012

Hi Tax Tim, thank you for a very informative website, I've learnt a lot!

My question is this: which option is more tax beneficial?

My situation:
My wife and I are both principle members of the same medical aid, with a baby on the way. My understanding of the new tax credit rules for 2013 would imply that it doesn't really matter how we as a family structure our medical aid. Be it as 1 principle member and 2 dependents, or 2 principle members and 1 dependent. Is this correct? The new rules disregard the fact that I am in a higher tax bracket as well...

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What do I need to do to get a tax certificate?

Posted 12 November 2012

Good Day,

I am uncertain if I am registered with SARS, on my IRP5 I have a 10 digit income tax ref number. I have been paying tax for the past 5 or 6 years but I have never submitted any thing to SARS. I urgently need a tax certificate. What do I need to do in order to get a tax clearance certificate?

Are there penalties on incorrect information?

Posted 8 November 2012

Hi, I mistakenly did not pick up my medical payments deducted from my salary as a 'tax perk' which therefore adds to my taxable amount. I now have to pay in more tax after I have already completed both provisional tax forms, only to discover this now when I must submit my ITR12 now in November. Are there penalties and interest involved, since the year end is Feb and it's now Nov already?

Why have SARS not allowed all my medical expenses as a tax deduction?

Posted 6 November 2012

I have completed my efiling however now have a query. I claim back about R4000 worth of medical expenses incurred by myself, but was only refund R600. Is this an error?

Can you re-submit a 2011 tax return if it's been assessed already?

Posted 29 October 2012

The taxpayer did not tick the "disabled" block on the return for 2011.

When completing a IRP5 do we deduct the medical tax credit from the paye before putting on the IRP5

Posted 29 October 2012

We are not sure whether you deduct the medical tax credit from the paye before filling in the paye on the IRP5 or do we put full paye in before medical tax credit

How do I access the page listing documents I need to complete my return?

Posted 29 October 2012

I am busy answering the questions on TaxTim but need to go back to the page containing the source documents e.g IRP5, IT3b etc. How do I do this?

How do I submit income tax? How do I calculate income tax?

Posted 16 October 2012

Hi

I need to submit my income tax for 2012 and how do I calculation my tax and complete the income tax form?
My monthly salary package is R13000 with pension fund incl. (I paid -R890 and company paid -R1210 show on payslip)

Travel allowance (R1000 per month)

So it's R13000 (incl. pension fund) Travel allowance R1000 = R14000 Gross income
And I also paid medical aid by myself ( -R960 for myself , -R1100 for my father and -R1100 for my mother) from my own pocket....

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How much tax do I get charged on a R10000.00 salary?

Posted 14 October 2012

I would like to find out on a R10 000 salary, how l much tax would be deducted and would I be eligible to claim tax in the future?

How does the tax on medical aid contributions appear on my IRP5?

Posted 14 October 2012

I am a pensioner and the company I worked for pays my medical aid contributions in full. When I call up my file on efiling, the prepopulated fields are (3810) and (4005) with a "1" and field (4474) with the full amount of the contributions paid by the company. Is this correct? I do not receive a pension from the company.

selected for audit

Posted 14 October 2012

I was asked to submit my supporting documentation - which was for medical aid only and was selected for audit. I called SARS to find out what was happening as I had a refund due but all they could say was that the type of Audit I was selected for can take between 3 and 12 months. My tax return is not complicated but I do pay for the family's medical aid.

Thank you

How do I treat a medical aid tax credit with regard to employer paying whole med aid which is includ

Posted 25 September 2012

I am an employee that has my employer paying my med aid in full, but it is included in my overall package. So technically i still pay for it. How do the calculations work out. The contribution is R 1356 pm. Before we were working out what was paid, minus the capped amount and allocating the diff. I have to do the interim recons for Sars and have no idea how the tax credit system will affect me. I am the only one in the company that is structured like this. Please help...

Can I claim back contributions from past returns already filed?

Posted 25 September 2012

I just realised that I haven't claimed any money back on my disability cover contribution and RA contributions dating back to 2008.
Can I still claim money back for the years I've missed?

Do I only pay tax for the months I am over the tax bracket?

Posted 17 September 2012

I am just starting out a part time photography business from home. My income isn't a set amount each month. Do I only pay tax the months I am over the tax bracket? And do I pay tax on my total income - or only the amount after I pay everything - such as medical aid, insurance, business costs etc.
Also, because this is my only source of income - do I only pay income tax or?

I claim medical aid but medical aid not in my name, am I allowed to do this?

Posted 17 September 2012

I pay the monthly medical aid fee but the medical aid is in my spouse's name. I want to claim this as he does not pay tax, is this allowed?

What attachment do I need when submitting to eFiling?

Posted 17 September 2012

Do we need to attach something when we do eFiling on line lile irp5 and medical tax certificate?

How do people get so much money back from SARS for ex: R 4000?

Posted 17 September 2012

We work for the same company and earn the same salary. He get R 4000 back from SARS and i get R 0????

Do my bond, life insurance, car payments etc have an effect on this?

Is submitting a tax claim compulsory?

Posted 17 September 2012

Is there a penalty if i don't submit my IRP5 and medical tax certificate for my tax claim?

How much do you have to earn to apply for your tax back?

Posted 17 September 2012

I earn approximately R127K per year and was wondering if I can apply for my tax back.

Chronic medication not cover by medical aids

Posted 16 September 2012

I am receiving chronic medication that is not covered by any medical aid since they not on the list for chronic medicine. The cost for this medicine is R13 000(thirteen thousand rand) per month which work out to R156000 per year. I earn R405850 per year and was wondering how much of this would I be able to claim?.

What can I claim as medical expenses for tax purposes?

Posted 20 August 2012

I incure monthly medical expenses due to my prostate op i had in 2009. I have a 6 month repeat script and check-up once a year. I keep my monthly tax invoice from the pharmacy. Sect 18 of Income tax says I can, but SARS does not entertain this. Can i claim for these expenses?

If an employer pays 100% of the medical contribution on my behalf what are the tax effects?

Posted 20 August 2012

Do I now as an employee/taxpayer qualify for the medical tax credits, on submission of my IT12? The Medical Aid tax certificate is issued on my name and not the Employer as it is not a group medical scheme.
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