Documents needed when submitting your Income Tax Return (ITR12) at a SARS Branch

EASILY

HONESTLY

ON TIME

www.sars.gov.za 0800 00 SARS (7277)

Introduction
Every year during Tax Season individuals have to complete and submit their Income Tax Return (ITR12) to SARS. When you le your Income Tax Return electronically at a SARS branch or at an outreach event you only need to bring your supporting documents with you and our friendly agents will do everything for you!

Supporting documents
Just bring along all your tax and personal documents to your nearest SARS branch where our friendly staff will help you le your return directly on the SARS system. Make sure you bring with you all documents relating to income you received during the year and deductions you want to claim such as your: IRP5/IT3(a) certicates which you will receive from your employer or pension fund Medical aid certicates and receipts/retirement annuity certicates Travel logbook (if you receive a travel allowance or use a company car) Tax certicates that you received in respect of investment income (IT3(b)) Original or certied copies of your ID, Passport or Drivers Licence Completed conrmation of diagnosis of disability form (ITR-DD) Information relating to capital gain transactions The approved Voluntary Disclosure Programme (VDP) Agreement between yourself and SARS Financial statements (e.g. business income). If you have changed your banking details in the past year and have not informed SARS please also bring: Valid original or a temporary ID, Passport or Drivers Licence and a certied copy of the ID, Passport or Drivers Licence Bank statements with original bank stamp not more than three months old Proof of residential address (e.g. municipal account). For a more detailed list of supporting documents and information on changing your banking details please visit the SARS website www.sars.gov.za

More than one source of employment/pension income

Taxpayers who receive income from more than one source of employment or pension often believe that they should only bring one IRP5/IT3(a) with them when they submit their tax return at a branch. It is important to understand that the South African tax system is based on the principle of adding together all sources of income of a taxpayer into a single sum and applying a progressive tax rate table in determining the tax liability of the taxpayer.

This means that when you submit your return at a branch you must bring with you all the employee tax certicates [IRP5/IT3(a)] that you received for the particular year of assessment. An example: If you have a main job and you also do part-time or freelance work, you could have two employers who each withheld employees tax (PAYE). Therefore, you need to bring both IRP5/IT3(a)s with you. Similarly, if you receive a salary and a pension, you should bring both IRP5/IT3(a)s with you. We want to provide a seamless service to you in our branches. You can help us by making sure that all your supporting documents are in A4 format. In other words, please stick slips and receipts for medical expenses, petrol, etc securely onto an A4 size paper before you come to the branch. This will save a lot of time and effort should we need to scan your supporting documents. Please note that we will not keep your original supporting documents they will be given back to you and it is your responsibility to keep them for ve years in case SARS requests them from you in future.

Your assessment results on screen cos were going green!

Were doing our bit to save the environment by cutting down on printing and paper so when you visit a branch well send you your assessment result via SMS and email your ITA34 Notice of Assessment. If, however, you would like a print-out of your ITA34, you will have to join another queue in the branch and request a copy.

Disclaimer The Information contained in this leaet is intended as a guide only and is not considered to be a legal reference, nor is it a binding ruling. The information does not take the place of legislation and readers who are in doubt regarding any aspect of the information displayed in the leaet should refer to the relevant legislation, or seek a formal opinion from a suitably qualied person. For more information about the contents of this publication you may: Visit the SARS website at www.sars.gov.za Visit your nearest SARS branch Contact your own tax advisor/tax practitioner If calling from within South Africa, contact the SARS Contact Centre on 0800 00 SARS (7277)  If calling from outside South Africa, contact the SARS Contact Centre on +27 11 602 2093 (only between 8am and 4pm South African time).

July 2013