Leigh says: 1 September 2015 at 16:16 As this was my first year registering and submitting my tax return, I submitted all tax returns up to 2008. I was thus requested to provide supporting documentation for the 2013 tax year. I uploaded my IRP5 document as proof via SARS eFiling, but this was denied. I do not have any other documentation as I am not claiming for any expenses. I do not have medical aid, nor received travel/petrol allowance etc. I do however contribute to a retirement annuity fund which I have included in my 2014 and 2015 tax return as I only started contributing in Sept 2013. Would I have to include the income tax certificates received for my contribution for 2014 & 2015 as proof for the 2013 tax year? Very confused.. Please assist. I have a refund due, but this will be withhold until the above has been resolved. |
TaxTim says: 1 September 2015 at 16:54 If you started contributing to the RA Fund in Sep 2013, these contributions would fall into your 2014 tax return. Therefore the tax certificate for Sep 2013 - Feb 2014, should be submitted as proof for your 2014 tax return. The tax certificate for March 2014-Feb 2015 should be submitted as proof for your 2015 tax return. |
Leigh says: 2 September 2015 at 13:55 Thanks for your response. I later realized that I was supposed to upload two certificates for the 2013 tax year, this is why my documentation was denied. I had left company no.1 in May 2012 (been with them since Nov 2006) and started at a new company in Mid June 2012. Because I had left company no.1, I had not received my IRP5 when this was issued. I have sent company no.1 and email requesting this, hoping to get a response soon. |
TaxTim says: 2 September 2015 at 22:29 Only a pleasure! Do come back if you still have further questions. |