06/06/2023
Good day dear friends, clients and colleagues.
Tax season is fast approaching.
So please ensure you have all your appropriate tax documents and ready to submit as early as possible.
Basic documents needed are as follows:
1. IRP5 from emplpyer if u are or were in employment during the 2023 tax year.
2. IRP5/it3a from your pension/provident fund institutions if u received pensions payout or annuity during the 2023 tax year.
3. Medical aid tax certificate of u have medical aid plus expenses paid by cash at pharmacies etc but was not put through medical aid.
4. IT3B tax certificate for interest earned from banking or other financial institutions.
5. Travel logbook for those claiming on travel allowance received.
6. Retirment annuity tax certificate for contributions to Retirment annuity.
7. Rental income if you leased out premises or property. Need all expenses such as rates, water, electricity, maintenance and or repairs invoices.
8. Home office.. Working from home.. Need square meterage of space used as office and square meterage of entire premises.
Need proof of address..the person claiming should be the owner of them premises or else an affidavit is required..
Expenses, such as interests on bond payments, electricity bill, water bill, home office expenses..desk, chair, computer, paper.
In most cases this claim is rejected by Sars of person is not the owner of premises
Completion and submission of tax return for 2023 tax year is from R700per tax return, together with other fees applicable for:
If return goes for audit, uploading of documents, letters to Sars and or to applicable institutions.
Reveiw fee of previous tax returns.
Fews for notice of objections etc.
We are here to assist you and keep you compliant with SARS.
Feel free to call us and engage in our services.
Mr. Roshen Chanan Mungal
Cell number: 0844776110
Email: [email protected]
Thank you.
