FAQ: Do I need to submit an income tax form if I only earned interest income?
If the amount received is in excess of the prescribed exemption amount you must submit an income tax form.
FAQ: I receive interest income, do I need to declare it on the income tax form?
Yes, interest income forms part of taxable income.
FAQ: I only received a monthly annuity, do I need to submit a tax form?
Yes, you must submit an income tax return.
FAQ: Can I claim for more than one Retirement Annuity?
Yes, you can claim for more than one retirement annuity. Add the contribution made together and claimed under code 4006.
FAQ: Which amount do I capture for medical scheme contributions made by my employer?
Medical scheme contributions that were paid by the employer will reflect next to source code 4005 on your income tax certificate.
FAQ: I made medical contribution on behalf of my mother, how do I claim that payment (contributions)?
The amount must be declared next to code 4005.
FAQ: The tax certificate information on the income tax form differs to the one I received from my employer. How do I fix this?
Refresh the tax certificate data by clicking the “Refresh” button on the income tax work page. If the tax certificate you have is still different, inform your employer.
FAQ: What happens if my employer does not send SARS my tax certificate on time?
SARS cannot provide you with a populated return nor process your assessment until your tax certificate are received.
FAQ: My tax certificate is blank on the income tax form, what can I do?
Click the ‘Refresh IRP 5 data’ button, the information that was supplied to SARS will be populated.
FAQ: What can I do if the information on the tax certificate is incorrect?
You will have to request a reprint of the tax certificate from the person who issued the you with the certificate.