2015 Deadlines for Income Tax Returns for Individuals:
The following documents should, if applicable, be submitted to the accountant who completes your tax return and should be available if the South African Revenue Service (SARS) requests them:
IRP5 and IT3 certificates reflecting salary, annuities, pension and other income received.
IT3 certificates reflecting the interest received for the year 1 March 2014 – 28 February 2015 relating to savings accounts, cheque accounts, fixed deposits and other investments.
Details and/or proof of dividends received.
Details and/or proof of bequests and donations received.
The following information is required:
Details and/or proof of other income (e.g. partnership income).
– Medical fund contribution certificate.
– Proof of payment of claims not covered by your medical fund and paid by yourself.
Annuity fund contribution certificates.
If you wish to claim expenses against your travel allowance, the logbook for the tax year is required, together with the following information concerning the vehicle for which you received the travel allowance:
If you kept a record of travel costs incurred during the year, proof of the following is required:
– Fuel and oil consumption
– Repairs done
– Insurance and licence fees
– Lease/Installment agreement
View the logbook:
Proof of deductible donations.
Details of any other action or event that may influence your tax liability.
Download the checklist here: http://www.nwanda.co.za/Downloads/2015/List.pdf
This article is a general information sheet and should not be used or relied on as professional advice. No liability can be accepted for any errors or omissions nor for any loss or damage arising from reliance upon any information herein. Always contact your financial adviser for specific and detailed advice.