Tax Q&A

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Deleting banking details

I've submitted my tax return and I'm due a refund, without any audit done. However, SARS said I need to delete two of my three banking details as they wouldn'

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Travel Allowance Claim

I get a travel allowance, but I use my wife's vehicle for business purposesas we work together. Can I claim travel expenses? You can still claim for the tr

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How does it work when you worked 2 post in the same fiancial period

I have been working as an intern at George Municipality from 1 March to 31 December 2016 and on the 1st of January 2017 I got a permanent post,i received 2 IR

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Can I claim medical aid premium costs

Can I claim for the medical premium that I pay for my parents? We help them financially with medical aid and other costs on a monthly basis. They are not dep

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Indemnity insurance tax deduction claim

Can a pharmacist working for the government claim as a tax expense professional indemnity insurance? My income source codes on my IRP5s are 3601 and 3605.

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Rental Income and bank charges

Good day Tim, Are bank costs allowed to be deducted against rental income. Also what is teh limit here - the FICA rate is R59pm fee, but some banks include it

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Depreciation on a cellphone

I have a pay as you go cellphone that I bought cash. Thus I unfortunately do not have monthly statements to determine an exact break between business and pers

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When you pay an RA directly

I personally paid money into a retirement annuity fund, and not via my employer - where do put this in my tax return please? You would add it in the Retir

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Medical contributions claim by dependent

My husband and I are both on a medical aid where he is classified as being the main member, and myself as number 2. Whilst our monthly contributions are take

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Bond repayment tax deductible?

Does my monthly bond payment qualify as a expense against my rental property? Currently my rental income is R6500pm and my bond payment, including rates, taxe

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Paying a medical aid where you are not the main member

I pay the medical aid contributions for my mother-in-law and her mother who are financially dependent on me. They are the main members, but I pay the premium.

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How does medical dependents work?

I have myself and my 4 children and my wife on the medical aid, do I say that my medical dependents are 5 or do I include myself and state that I have 6? Y

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Claim travel without a logbook

I have source code 3802 on my IRP5 but I did not keep a logbook, can i claim for the perks tax paid via source code 3802 if I don't have a logbook? Unfort

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Package for a commission and salary earner

If I earn commission and a salary as an employee, which package should I select, Ultra or Smart? I also have a travel allowance and a medical aid contribution

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Claim electricity and rates

Can I claim electricity in full and the rates too? I don't live there, but there are tenants who d, but I pay the electricity, rates and water. Yes, you

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Leased company use and tax

I don't receive a travel allowance, but I'm on a company vehicle lease scheme. It assumes I receive fuel, which I don't. I also do business mileage and I have

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Should I file if I'm unemployed?

I'm currently not working do I still need to file my tax returns? You should always file a tax return in order to stay compliant with SARS, in case they

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Provisional Tax on property sold

I sold property in March 2017 and it's an income earning property. Do I need to prepare a provisional tax return in August? Will I just include profits on the

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Maintance plan of pvt car

Can I claim maintenance on a plan for my car (I do make use of the car for work purposes)?This query relates to question 4437 "Please enter the amount spent o

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Earning dollars as a freelancer

I've been working as a freelancer (part-time) for the past year and I've been earning money in dollars. How will this affect my tax return? I also work as a f

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UIF on maternity leave

How do I declare Maternity UIF payments and the dates off work during the leave? UIF payments are not taxable nor do they need to be put on your Tax Return

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Source Code Changes

My IRP5 only shows code 3699 and not 3697 & 3698 anymore. Yes, that is the new source code for tax year 2017.

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Commission earner and IRP5

I'm a commission earner. I joined a company in January and I didn't earn any commission from January to 28 February. My previous IRP5 shows me working at that

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Tax Consultations

I'd like to schedule a once off session to discuss my tax status change. I've left employment and started working as a sole proprietor. I just need to know wh

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Directors of company with no IRP5's

My wife and I are directors of our company. We have not paid ourselves a salary as such, but took money against a loan account during the year. We are provisi

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