First provisional tax payment - estimate

Posted 7 August 2015

Hi. My wife earned investment income and a salary last year. This year, she's now stayed at home with our daughter, and thus hasn't earned a salary - thus significantly less taxable income. For the first provisional tax payment, do I have to use the basic amount (i. E. Last year's taxable income) to calculate this payment? The payment will then end up being more than her annual tax is expected to be, as there is obviously no salary (and no corresponding PAYE). Or can I safely estimate a lower am...

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Medical aid claims for wife that does not work, and kids

Posted 7 August 2015

I have a separate medical aid for my wife (married in community of property, also she does not work) and 3 kids which I pay for from my account. The tax certificate that we get from Discovery is on her name.

Can I claim this on my tax return and if yes, what supporting documents should I keep ready just in case SARS asks? I also have a separate medical aid for myself (reason for 2 medical aids is because of the costs).

Do part-time workers with no fixed salaries qualify as temporary workers and tax refund?

Posted 6 August 2015

Good day. I am not formally employed. I only do part time work via an Agency (Labour broker) which then deducts tax money before paying me, per shift, on a weekly basis. I got a IRP5 form with a total income of ZAR 350,000 for the past financial year.

Am I a temporary tax payer?
Do I qualify for a tax refund?

Tax number for person who died

Posted 6 August 2015

My father in-law died in 2006. All I want is his tax number.

Submitted supporting documentation.. what now?

Posted 6 August 2015

Hi Tim,

Firstly, I absolutely LOVE your website - it's put such a complicated system into an easy to understand format. Life saver tendencies :D!

I'm doing my own taxes (for the first time) via SARS eFiling and thanks to you the process has been rather easy. But I just need to double check on the following:

-I submitted supporting documentation. How long do I have to wait to receive my refund? I'm not being audited.
-Account statement shows a negative account balance (YAY) but what does 'aging transaction' mean?...

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Documents requested from SARS?

Posted 6 August 2015

How long after you submitted your supporting doc's to sars,after they requested it, will they tell you if you are getting something back or not? And if you uploaded everything via efiling,how do you know if they have everything they need and is working on your return. The working page does not seem to indicate they received or are working on my scanned documents.

How long does SARS take to pay out?

Posted 6 August 2015

I've done e filling for the 1st tym ever on the 14th of July. It was submitted and I got a negative so knowing that SARS owes me a refund I'd like to know how does it actually take for them to pay or must I submit some documents.

Tax refund, working abroad less than 60 consecutive days, and less than 183 days cumulative.

Posted 6 August 2015

I worked 80 days outside of South Africa in the 2014 tax year. I was employed by a South African company, but was stationed on a Turkish mine site for works conducted. It was not 80 consecutive days, with trips usually 2-3 weeks at a time. Am I eligible for any tax refunds?

Do I still use my original ITA34 calculation?

Posted 5 August 2015

I did my tax return trough SARS eFiling. It show on ITA34 that I will receive an amount from SARS. They asked me for documents for review which I submitted. They the sent me a verification of assessment letter stating: "We refer to the verification of your assessment for the 2015 tax period. Please note that no adjustment has been made to this assessment."

I want to know if the same IT88 amount will be deducted until I finish my debt?

Posted 5 August 2015

I was issued with an IT88 which states that I owe R12500 and R3500 was deducted from my salary.

I pay medical aid contributions, but my wife is the main member and currently does not get an income

Posted 5 August 2015

I have exactly the same question as Immortal at the bottom of https://www. Taxtim. Com/za/blog/may-i-deduct-contributions-made-to-my-fathers-medical-aid. Is your answer still relevant for the current tax regulations? What do we need to do and how do I claim for the contributions made by me?

Upload documents on eFile

Posted 5 August 2015

I was trying to register for eFiling and and on upload document section I accidentally pressed ( manually submit) and now it doesn't want to upload documents.

Medical Bill, in which tax year season do I claim back medical expenditure?

Posted 5 August 2015

Concerning Medical Expenditures: Say I went to the GP Dr in January 2015, Medical Aid did not cover and got the bill of Rxxx in post. My Question: If I only paid the bill in August 2015, do I include the claim for 2014/2015 tax return or the next year 2015/2016. Regards

Corrections on eFiling?

Posted 5 August 2015

I did my SARS eFiling, they then requested me to attach required documents which I did. Do I now do the corrections if there is any or does SARS do the corrections?

Payments for AA88 not reflecting on employees annual ITSA

Posted 4 August 2015

I have an employee who gets issued an AA88 from SARS which I payover as per the documentation received. I made four payments this year, February, March, April and May, after which the notification when I synced with SARS Efiling via easy file, said cancelled or finalised, and no further payments requested. This employee completed her tax return on 22 July and her ITSA does not reflect the payments I made which I deducted from her salary. I have all the proof of payments made via ABSA bank to SAR...

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Insolvency with SARS?

Posted 4 August 2015

SARS did not accept my tax return for refund this year. I disputed this and the dispute was disallowed for the following reason:

2015 tax return to be submitted on the after insolvency number

What does that mean? Why am I not entitled to claim back on my car allowance as I have a detailed logbook for this.

Medical Scheme Fees Tax Credit

Posted 4 August 2015

Good day,

I just want to make sure about the Medical Scheme Fees Tax Credit, source code 4116. My husband joined my medical scheme from July 2014, thus every month I pay for myself plus one dependent. In terms of section 6A (Medical scheme contributions tax credit), do I have a right to R257 tax credit per month for myself and for my husband? (Thus: (R257*12)myself + (R257*8)first dependent). On my completed IRP 5,from my previous employer, they only took myself into account for the medical scheme tax credit and not my dependent as well...

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SECOND DUE DATE FOR A REFUND

Posted 4 August 2015

I submitted my son's tax return 8/7/2015. Changed his banking details as well. On his ITA34 was a due date 01/08/2015 (he is due a refund of aprox R 2800. 00) They have not asked for verification of change of bank as yet. However when I look today there is a second due date 31/01/2016, please can you tell me what this means he has not recieved his refund as yet ?

When are Trusts supposed to submit a ITR12 tax return?

Posted 4 August 2015

As far as I know, provisional tax payers should submit their tax returns end of January and companies end of February, of the following year of assessment. But when are trusts supposed to submit their tax returns if they are not registered provisional taxpayers?

Refund process slow after audit

Posted 4 August 2015

I submitted my Personal income along with all other docs to SARS, I was to receive a refund. The following day I received a letter to be Audited. We submitted all relevant docs to SARS for the audit process.

When we looked on my status it said 1 August the audit will be done, but underneath it was still marked YES for audit and that was on 3rd of August. My tax consultant called SARS and they said that there is a block that needs to be removed and they will call back.

Wha...

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Withdrawal from pension fund

Posted 3 August 2015

I have already received my 1/3 payment and am now receiving a monthly payment. Being foolish I have misused the money. Can the pension fund pay my outstanding houseloan and reduced my monthly payment

Delays and confusion

Posted 3 August 2015

I submitted 1 July, immediately asked for docs, sent them through, then on 12 July asked for more docs, sent them through and since then no communication from SARS. Received an SOA indicating the refund amount a transaction reference and the date being 1 August. That's today but no completion letter. Have phoned several times and all they say is it's still in progress. No new notes or requirements. What is the meaning of all this?

If I also can claim for tax return

Posted 3 August 2015

Can u also get tax return if ur monthly pay is 6700

Do I owe or I am Owed money by SARS?

Posted 3 August 2015

I filed my tax returns on the 7th of July through efiling and after submitting it came back saying: Assessment Notice, Date: 2015/07/07 and Amount: R-4771. 41. What I want to know is; does this mean I owe SARS this amount or it is due to me and if it is due to me, when can I expect it?

NB: I did not receive any message requesting additional documents.

2011 threshold for paying income tax.

Posted 3 August 2015

What was the threshold to pay income tax for the period 1/3/10 to 28/2/11. SARS asked me to submit documents for that year now.
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