TAX SEASON 2015 FOR INDIVIDUALS

1 July 2015 was the start of the 2015 Tax Season for Individuals.
 
 
During Tax Season, you need to submit an ITR12 (which is your Income Tax Return) so we can calculate your tax on your income and the tax-deductible expenses for the assessment year (1 March  2014 - 28 February 2015), which may, in some cases, result in a refund.
 
The Tax Season runs from July to November every year. For provisional taxpayers who submit via eFiling, it runs until January of the next year.
 
The important dates are:
  • 30 September 2015 - Manual/postal submissions
  • 27 November 2015 -  At a SARS branch (non-provisional)
  • 27 November 2015 - eFiling (non-provisional)
  • 29 January 2016 - Provisional taxpayers via eFiling
 
Be 'tax smart' and see our tips for this tax season:
 

Tax Tip #1

Don't file a tax return if you don't need to

You don't need to file if your total salary earned during 1 March 2014 - 28 February 2015 for the 2015 tax year is not more than R350 000 (before tax), provided:
  • You only have one employer (but remember if you have two employers or income sources e.g. late spouse / partner pension income, exam markings income, moonlighting income etc you do need to file even if the total is still under R350 000) or
  • You have no car allowance or other income (e.g. interest or rent) or
  • You are not claiming tax related deductions (e.g. medical expenses, retirement etc) or
  • You received interest from a source in South Africa not exceeding -
    • R23 800 if you are below the age of 65 years; or
    • R34 500 if you aged 65 years or older or
  • Dividends were paid to you and you were a non-resident during the 2015 year of assessment.

If you are still unsure if you need to file a tax return, click here.

Top tip: Trusts are required to submit an annual Income Tax Return (IT12TR), as well.
 

Tax Tip #2

Looking for your tax number?

Your income tax reference number is a unique 10-digit number issued by SARS to a taxpayer on registration.
 
If you are registered, you can find your tax number on your:
  • Notice of registration from SARS (only available at a SARS Branch and not via the SARS Contact Centre)
  • Employee Tax Certificate (IRP5/IT3(a))
  • Income Tax Workpage on eFiling, if you're a registered eFiler.

Top tip: What else to do if you need your tax number?

Tax Tip #3

No login details. No problem

Forgot your eFiling username and password? Follow these easy steps:

  • Visit www.sarsefiling.co.za
  • Click on Login
  • Click on the question mark icon
  • Request your login details
  • We'll send it to your SARS registered email address or cellphone number

Still stuck? Call us on 0800 00 7277 or get more tips here if you have forgotten your eFiling login details.

Top tip: If you’re not registered yet for eFiling, follow our simple and easy steps to register.

 

Tax Tip #4

Make accurate claims

To avoid penalties, make sure you have the correct documentation and proof for every claim you make.

  • Only use info and figures that reflect on your supporting documents
  • Use ONLY the amounts reflected on your contribution certificates from your retirement annuity fund, income protection scheme, medical aid etc.
  • Make sure you keep an accurate logbook and do not fabricate kilometres travelled
  • Don't inflate the value of your vehicle.

 

Tax Tip #5

Don't lie on your tax return

Overstating the number of dependants or expenses for medical claims is a criminal offence.

  • Only claim for the actual number of dependants registered on your medical aid
  • Don't overstate your out-of-pocket medical expenses because SARS will ask for your receipts
  • Medication that has not been prescribed may not be claimed for.

For more info on Medical rebates, click here.

 

Tax Tip #6

Don't hide it. We'll find it!

We are closing in on undeclared income and overstated expenses.

  • Declare all income you received during the year of assessment like rent, interest and income from your part-time job
  • If a deduction does not exist - do not claim for it!

 

Tax Tip #7

Be prepared

Have the applicable documents on hand to complete your tax return, such as:

  • IRP5 or IT3(a) certifcates from your employer or pension fund
  • Financial statements (e.g. business income)
  • Medical aid certificates and receipts
  • Retirement annuity fund contribution certificates
  • Tax certificates for investment income (IT3(b))
  • Completed confirmation of diagnosis of disability form (ITR-DD)
  • Information relating to capital gain transactions
  • Travel logbook

Remember, if you're filing at a SARS branch you must bring all the listed documents applicable to you, plus original proof of identity (ID, temporary ID, passport or driver's licence).

 

Tax Tip #8

Don't fall for scams

Don't be fooled by emails asking for your personal info

  • SARS will never request your banking details or personal details in any communication that you receive by post, email, phone or SMS
  • SARS will also not send you any hyperlinks to other websites - even those of banks
  • There are no links to any bank on this website.

 

Tax Tip #9

Be 'tax smart' and eFile

eFiling is the quickest and easiest wayto submit your return

  • Visit eFiling to register and submit your return online
  • If you're an eFiler download the eFiling app and submit your return via your smartphone or tablet
  • Need help? Click on the Help-You-eFile icon on eFiling (when filing from your computer) and follow the prompts to get access to a friendly SARS Contact Centre agent.
 

Need help?

 
Another tip: Stay informed by visiting the website regularly, or even better, subscribe to our RSS feeds and you will be alerted when any changes are made to the pages you subscribe too!
 

 

Last Updated: 29/10/2015 2:49 PM     print this page
SARS eFiling eFiling Login eFiling Register Now eFiling Forgot Password eFiling Forgot Username E@syFile
FIND A PUBLICATION
FIND A FORM
FIND AN FAQ

 Top FAQs

How is interest paid to a non-resident from a South African source taxed?
As from 1 March 2015 interest from a South African source, paid to a non-resident will be taxed at a final withholding tax rate of 15%.

Where can I find information to help me fill in my ITR12 correctly?
For information to fill in your ITR12 correctly: See Completing your ITR12 ITR12 – Comprehensive Guide is available here Visit the Tax Season webpage for all the latest information.

If the populated information is incorrect on my ITR12 return, how do I correct this?
For manual completion:- If the populated information is incorrect, you can change any populated information by :-Using a black pen to write over the information printed in pink

Can I claim professional subscription fees as a chartered accountant?
A person who earns remuneration income (which is not derived mainly from commission) cannot claim professional subscription fees against the income received.

Why am I not able to change my identity number/passport number/passport country and passport issue date on my ITR12?
SARS checks your Date Of Birth, ID number and Passport number with the Department of Home Affairs (DOHA), who are the official register of all Identification information. Consequently SARS won't allow changes to this DOHA information on the return.