Let us help you complete your
Income Tax Return for 2009, leaving you with the peace of
mind that you will receive the greatest possible benefit.
What service
do we offer?
When we complete and submit your Income Tax Return, we will
do the following:
-
See that your return meet
all the requirements
-
Ensure that you claim all
possible expenses
-
See that your return is
submitted in time
-
Do a calculation on your
tax refundable / payable
-
Query your tax assessment
should it differ from our calculation -
with no additional fee payable!
What do we
need from you?
From this year onwards, no
supporting documentation is required with your income tax
return. You must however, be able to provide SARS with
supporting documentation should they ask for it. You must
store this supporting documentation for
at least 5 years.
For us to be able to complete
your income return, you must furnish us with the following
documentation (copies - you must keep the originals
in a safe place) as well as your Personal Details & Income
Tax Reference Number.
-
IRP5 or IT3(a) certificate
-
Interest received
certificate (An IT3(b) certificate (if applicable) -
Issued by financial institutions for interest, dividends
received etc.)
-
CGT - Information
regarding base cost & selling price if you sold your
primary residence or rental property during the tax year
-
Sales of Shares
-
Detail of income from
rentals and/or other business income where no IRP5 of
IT3(a) certificates were received
-
Retirement annuity
contribution certificate (if applicable)
-
Income Protection Plan
Contribution certificate
-
Medical aid contributions
certificate
-
Any other documentation to
substantiate claims like medical expenses & travel
allowances
-
Donations allowed in terms
of S18(a) of the Income Tax Act
-
Signed Power of Attorney
to authorize us to complete your income tax return on
your behalf
NB!!! If you are a
PROVISIONAL TAX PAYER, you must also provide us with
copies of your Provisional Tax Returns for 2009 for us to be
able to do an accurate taxation calculation.
CLICK HERE for an
example of how your logbook for travel expenses
should look.
The above documents can either
be faxed or mailed to us.
Fax Number: 086 692 4048
Postal Address:
SKMC - IT Returns
PO Box 1440
Sanlamhof
7532
When is my
Income Tax Return due?
Income tax returns for
individuals are due on 20 November 2009 when submitted via
E-Filing. Everybody that received a Income Tax Return
(IT12) form SARS, MUST submit their return,
regardless of whether you received income during the tax
year or not. Non-submission of returns will result in
a fine of R300 for first offenders.
