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Individual Taxation

Information requirements for Individual Tax Submissions

Information requirements for Individual Tax Submissions

Tax Season for Individuals closing 30 November 2016.  Get your taxes done sooner than later and avoid paying interest and penalties for late submission. SARS will also levy administrative penalties on a monthly basis if you are at default for submission.  Directors, Members and provisional taxpayers, taxes due on 31 January 2017.

 

What do you need to get your taxation done this tax season?

  1. IRP 5 and IT 3 certificates

Salaries

Commission

Interest received from companies and banks

Investments

  1. Tax certificates

Medical aid

Retirement annuity

Pension funds

Income Protection

  1. Other personal expenses

Medical expenses paid by yourself not covered by medical aid

List of people you entertain (commission)

Vehicle opening KM and closing KM readings

Log book for business travel

Vehicle registration number

Vehicle make, model , cost and date purchased

4. Other information 

Proof of any other income that was received not covered above

Income tax registration number

Identity number

Address, and postal address

Contact numbers

Banking details (for refund purposes)

E-filing login and password (if already registered)

Tax submission

I need assistance with my Taxes