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Documents Required for Personnel Tax Return

Personnel Tax Return Documents Required

Tax Assessment

Taxpayers are required to submit a tax return to SARS in order that SARS can calculate their tax liability based on the income they declare and the tax-deductible expenses they have incurred for a year of assessment. In some cases they may result in a refund to the taxpayer.

Period of Submission

The annual Tax Season is when you will be required to submit a return. For most taxpayers this runs from July to November every year.
Documents Required for Personnel Tax Return - tax refund
Tax Refund

Supporting  Documents

When completing your tax  return, we will require copies of the following list of  supporting documents. We will need to refer to some of the supporting documents listed below, while completing your return; however, we may also be required to  submit them to SARS. You must keep the originals safely in your possession for at least five years in case SARS needs access to them in future.
  • Your IRP5/IT3(a) certificate(s) which you will receive from your employer
  • Medical certificates as well as documents required for amounts claimed in addition to those covered by your medical aid.
  • Pension and retirement annuity certificates
  • Your banking details
  • Travel logbook (if you receive a travel allowance)
  • Tax certificates that you received in respect of investment income (IT3(b))
  • Completed confirmation of diagnosis of disability (ITR-DD), where applicable
  • Information relating to capital gain transactions, if applicable
  • The approved Voluntary Disclosure Programme (VDP) Agreement between yourself and SARS for years prior to 17 February 2010, where applicable
  • Financial statements, e.g. business income, where applicable
  • Any other documentation relating to income you received or deductions you want to claim.