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Individuals - Guide of Information Required

  • IRP5 Certificates and Investment Certificates, IT3 Certificates, CGT Certificates.
  • Retirement Annuity Certificates (RA now 27,5% of TI allowed with R350k max) and Section 18 (A) Donations Tax Certificates.
  • Medical aid tax certificate of your contributions and detailed list of any additional expenses paid by you. Number of Dependents on your Medical Aid.
  • Details of all costs associated with you or any dependent who has a physical disability together with your doctor’s confirmation of the disability and SARS completed form. Costs that you can claim are very wide
  • Details of the bank account and balance on 28 February 2025 of each individual taxpayer within your group.
  • LOGBOOK for each PRIVATE OWNED vehicle or Company Car used for business (This must reflect all business trips for the year, opening and closing KM, Cost Price of the Vehicle and its Registration number). We also need the original purchase invoice for the car.
  • IT 3(a) certificates reflecting any interest earned on any bank account or investment for any individual in your group on all investments in SA and OVERSEAS.
  • Any tax certificates issued by your bank or investment house reflecting any tax or CGT obligations in SA and OVERSEAS.
  • Details of any rental income and expenditure on any property owned by you or any individual in your group in SA or abroad including details of the property and any liabilities (i.e., Bond Statements).
  • If you earn commission income or other trading income details of all your income and expenses incurred in the production of your commission or other income (see explanation on our website for more detail)
  • Details of any days out of town on business (local and overseas).
  • Details of your home office expenses if you are required to have an office at home in terms of your work obligations (including your bond statement).
  • Details of any small items R7000 or less and any asset required as part of your employment contract (i.e., cellphone, laptop, iPad)
  • Details if you or any family member has left SA and moved abroad.
  • Copies of new lease, rental, and Instalment Sale Agreements with finance houses. (i.e., Stannic, Wesbank, etc) for any cars you have purchased in your own name.
  • Detailed list of your personal Assets and Liabilities in SA and abroad as at 28 February 2025.
  • All personal Mortgage Bond statements in SA and abroad for the year ended 28 February 2025.
  • Full details if you own any shares in a private overseas company and if its a foreign controlled company CFC (not listed shares or unit trust).
  • CGT MATTERS. Details of all capital assets disposed of during the year that may have Capital Gains Tax implications (e.g., property or investments sold cashed in). Lawyers statement of account reflecting full details of any property sale or purchase during the year.
  • Details of all new assets or Investments that you may have purchased personally (e.g., Cars, Houses, Flats, ETF, Shares, Unit Trusts).
  • Details of contributions to any Tax-Free Savings accounts/Investments (R36 000 allowed each year with a lifetime limit of R500 000 in total) We need these for all individual members of your group who contribute.
  • Details of any Lump Sum payments received (i.e., Pension, RA, Severance, Retrenchment, Disability, Retirement etc.)
  • Details of any income earned abroad and foreign tax deductions (tax credits).
  • Contact and demographic info, any changes in your contact numbers, physical and postal addresses, ID Number. (This is used to make sure our database and SARS tax return info is up to date).