What documents do I need for SARS tax return
SUPPORTING DOCUMENTS FOR FILING
Documentation required to complete your return
Supporting documents are required to complete an income tax return. Below is a list of documentation/information that may be required:
- IRP5/IT3(a) Employees Tax Certificate (if applicable)
- Certificates received for local interest income, foreign interest income and foreign dividend income
- If you are married in community of property, the certificates received by both you (the taxpayer) and your spouse are required
- If you married out of community of property, only the certificates that you receive are required.
- Documents relating to medical expenditure such as:
- The income tax certificate from your medical scheme received for the period 1 March 2016 and ending 28 February 2017 (if you belong to a medical scheme)
- Proof of qualifying medical expenses paid by you and not recovered from a medical scheme
- Completed ITR-DD Confirmation of Diagnosis of Disability form (if you want to claim disability related expenses).
- The income tax certificate(s) received from the financial institution to which contributions for retirement annuities were made.
- If you received a travel allowance or a fringe benefit for an employer provided vehicle, you must have a logbook to claim the business travel deductions.
- All information relating to capital gain transactions (local and foreign)
- Documents and receipts for commission related expenditure including a logbook to claim business travel deductions
- All information relating to the letting of assets
- Financial statements for trading and farming activities (if applicable)
- Any other documents relating to income that must be declared or deductions that may be claimed
Did You Know : Top 15 Free Online Learning Platforms
-
Free Online Education Degrees : Coursera:
Coursera partners with universities and organizations worldwide to offer a wide range of courses. While many courses are free, a fee is often required for certification.
-
Free Online Education Degrees: edX:
Founded by MIT and Harvard, edX offers high-quality courses from top universities and institutions around the world. Certificates are available for a fee.
-
Free Online Education Degrees : Khan Academy:
Khan Academy provides free educational content in various subjects, especially mathematics and science, using instructional videos and practice exercises.
-
Free Online Education Degrees : Udacity:
Udacity focuses on tech-related courses and nanodegree programs, offering free content as well as more in-depth paid programs.
-
Free Online Education Degrees : MIT OpenCourseWare (OCW):
MIT OCW provides a vast array of MIT's course content for free, covering a wide range of disciplines.
-
Free Online Education Degrees : Harvard Extension School:
Harvard Extension School offers a selection of free online courses. While some courses are free, others may require payment for a certificate.
-
Free Online Education Degrees: Stanford Online:
Stanford Online offers a variety of free courses in different disciplines, including computer science, engineering, and business.
-
Best Free Online Courses : Carnegie Mellon Open Learning Initiative (OLI):
OLI offers free online courses and resources designed to improve learning outcomes through research-based methodologies.
-
Best Free Online Courses : FutureLearn:
FutureLearn partners with universities and institutions to offer a diverse range of free online courses. Certificates are available for a fee.
-
Best Free Online Courses: Alison:
Alison offers a wide range of free online courses, including diploma and certificate programs, covering various subjects.
-
Best Free Online Courses: Open Yale Courses:
Yale University provides free access to a selection of introductory courses through Open Yale Courses.
-
Best Free Online Courses : UC Berkeley Online:
UC Berkeley offers free online courses on a variety of subjects, ranging from computer science to humanities.
-
Best Free Online Courses : Google Digital Garage:
Google Digital Garage provides free courses on digital skills, including online marketing, data analysis, and more.
-
Best Free Online Courses : Codecademy:
Codecademy offers free coding courses, interactive exercises, and coding projects to help individuals learn programming languages.
-
Best Free Online Courses : LinkedIn Learning (formerly Lynda.com):
LinkedIn Learning provides a variety of video courses on professional development, technology, and creative skills. It offers a free trial period.