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Compiling supporting documents for medical expenses not covered by medical aid scheme

Posted 10 September 2014

I have been asked to submit supporting documents by SARS for verification purposes and I was wondering what the requirement is with regards supporting documents for medical expenses not covered by my medical aid scheme?

On my Income tax certificate from Discovery there are two numbers given. Firstly one number for Contributions during the period and secondly a number for 'Claims not recovered from the Scheme'. I duly included these under the requisite sections when completing my tax return.

It is this second number I am interested in. Does this certificate suffice for the purposes of 'supporting documents' for medical expenses not paid by the scheme? Or are the invoices and proof of payments that make up this number required?

If it is the latter how does one go about compiling that seeing as all of the invoices with proof of payments attached were submitted to Discovery and therefore not in my possession?

TaxTim TaxTim says:
10 September 2014 at 13:46

In theory you are supposed to submit the proof of payment and the actual prescriptions, if you cannot get it back from the medical aid then submit the certificate and see if SARS requests more information.

On the ITA34 you received, is there an amount next to source code 4008?

Luke says:
10 September 2014 at 13:57

I have submitted the certificate, I'll have to wait to see their response and whether they request further detail I suppose.

I can imagine that, if I have to, getting such information out of Discovery will be challenging as some of the claims will have been from 18 months ago.

On my IT34 the amount next to source code 4008 is 0.00

TaxTim TaxTim says:
10 September 2014 at 20:03

It won't make a difference then as you did not receive a deduction for the out of pocket expenses anyway. So nothing to worry about.

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