​HOW TO FILL IN YOUR INCOME TAX RETURN (ITR12)

We will help you fill in your Income Tax Return (ITR12). Just follow these easy steps and guidelines.


Firstly, to fill in your return you will need the following relevant material handy:

  • Your banking particulars
  • Your IRP5/IT3(a) certificate(s)
  • Certificates [IT3(b)] that you received for any investment income
  • Details of medical expenses paid by you and not covered by your medical scheme
  • Medical aid certificate for details of medical aid contributions made that do not appear on your IRP5/IT3(a) certificate(s)
  • Completed confirmation of diagnosis of disability form (ITR-DD), if applicable
  • Information about your retirement annuity contributions
  • Details of business travel (if you received a travel allowance or want to claim against a fringe benefit for an employer provided vehicle)
  • Information about foreign tax credits withheld
  • Financial statements, if applicable e.g. business income
  • Any other relevant material relating to income you received or deductions you want to claim.

We will also take you step-by-step through eFiling your ITR12 return.

Top Tip: Even though you will be using the relevant material to fill in your return, you mustn't send them to SARS. You must keep them safely for a period of five years should SARS require them ask for them in future.

Last Updated: 01/07/2015 9:49 AM     print this page
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