Navigating around your investment tax certificate (IT3b)

By Nicci Courtney-Clarke · Updated

If you hold investments with a bank or financial institution, there is important information on your IT3(b) tax certificate which needs to be included in your tax return.

This will ensure your taxable income is calculated accurately with the correct interest, foreign dividends and foreign tax credits included. 

Do you hold investments at any of the below institutions?


- Alexander Forbes
- Allan Gray
- FNB
- Investec
- Momentum



If yes, click on the relevant link and let us guide you around your IT3(b)!

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