Annual Tax Returns

April 2018

ANNUAL TAX RETURNS – PERSONAL

The annual South African Revenue Service tax return season is almost upon us. The “Tax” topic is often an emotional issue. Stress, anxiety, anger, joy and relief can often arise in any conversation about tax.

Below are pointers to lessen your stress and hopefully bring you a measure of relief.

  • The sooner you submit your return, the sooner you can expect to receive any refund that is due to you.
  • Make sure you enter information for the correct tax year on your return (ITR12).
  • Make sure you have all relevant information available; a few examples are: proof of income – IRP5 (from an employer), IT3(a) (pension or retirement fund), IT3(b) (investments), Medical
  • Tax Certificate, medical expenses not covered by your medical aid, a logbook if you have a vehicle travel allowance, rental income and expenses associated with letting out a property, contributions you have made to tax-free savings accounts and if permissible, claim a deduction for donations to a public benefit organisation.
  • You can submit your tax return manually at a local SARS Office or electronically via the SARS e-Filing facility available via the internet at www.sarsefiling.co.za
  • Use a Tax Practitioner if you need assistance. Tax Practitioners are up-to-date with amendments to Tax Legislation.
  • You may ask your tax practitioner for his or her tax practitioner registration number, which you can verify on
    e- Filing. You are, however, still responsible for the accuracy of the information provided on your Tax Return. Always review the tax return before submitting it electronically.
  • Always be aware of Tax Fraudsters during tax season. Remain vigilant and report any suspicious persons or activities to your local SARS office immediately.

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