Tax Season: Preparation will make filing your tax returns a breeze

27 Jun 2017

Ujuh Reporter

This year’s Tax Season is about to start which is likely to send many taxpayers into a panic mode, particularly those who will leave things to a last minute rush.

It does not have to be this way. Filing your tax returns can be a breeze. All you need do is prepare well.

A guide of how to prepare well from the South African Revenue Services (SARS) is highly useful.

Key elements of the SARS guide are as follows:


Obtain your eFiling login name and reset your password now if you have forgotten it.

Make sure all your information is updated with SARS such as your address, banking details and contact details.

Have all your supporting documents ready:

Proof of income such as:

  • IRP5/IT3(a) from your employer or pension fund
  • Tax certificates for investment income IT3(b)
  • Tax Free Investments certificate(s) IT3(s)
  • Financial statements (e.g. for business income), etc.

Proof of deductions such as:

  • Medical scheme contribution certificates and receipts
  • Completed confirmation of diagnosis of disability form (ITR-DD) if you want to claim any disability expenses
  • Retirement annuity contributions certificates
  • Travel logbook (if you receive a travel allowance or use a company car), etc.

Take your ID book, passport or driver’s licence with you if you visit a branch to submit your return.

Medical deductions

Check if the information on your medical scheme tax certificate is correct. If not, contact your medical scheme to correct it before you file your tax return.

If your employer paid your medical scheme contributions to your medical scheme on your behalf, the amount will appear on your IRP5/IT3(a) certificate but SARS will not use this amount in calculating your assessment. You must complete the medical expenses section on your ITR12 using the information on your medical scheme tax certificate.

Retirement Annuity Fund Contributions

If you want to claim deductions for retirement annuity contributions you made, you must provide the individual policy number(s) and the name(s) of the insurer(s) or fund(s) of each.


If you received income as a beneficiary of a trust/s, you must provide the trust details for each trust as well as details about local and foreign income derived from each of the trusts separately.

Taxpayer verification system 

We have implemented additional security measures at our branches for taxpayers who need to change their banking details or personal details registered with SARS. You will be authenticated to make sure that your information is secure.

Authentication steps:

  • Provide your ID
  • We will scan your fingerprint
  • We will take your photograph
  • We will check this information with the Department of Home Affairs to make sure it corresponds with their records

Beware of scams

Do not fall victim to tax identity fraud – protect your taxpayer information, banking details, login name and password at all times.
Be aware of people who offer to complete your tax return and promise that they can get you a refund. Only deal with registered tax practitioners. If you make deals with people who claim that they will get you a refund, you are also guilty of breaking the law.
SARS will never request your banking or personal details in any correspondence that you receive via post, email or SMS.
SARS will not send you correspondence with hyperlinks to other websites – even those of banks.

For more information


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Getting your tax clearance certificate instantly: How does it work?


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