22 July 2021 – A frequently asked question was updated to clarify how to add the IRP5/IT3(a) tax certificate where the ‘Transaction Year’ and the ‘Year of assessment’ differs. Question: What must I do if my IRP5/IT3(a) information for my lump sum is not on my Income Tax Return (ITR12)? Answer: If the ‘Transaction Year’ and the ‘Year of assessment’ differs on the IRP5 certificate, the IRP5/IT3(a) tax certificate will not be prepopulated on the return. On eFiling add the certificate by increasing the number of certificates on the return wizard. A blank certificate will be available and you must capture the IRP5/IT3(a) tax certificate detail, including the tax directive number in order to avoid the return being rejected.
The updated FAQ was published on the following webpages: