Our registered tax practitioners will provide you with tax advice and assistance for the following South African Revenue Services (SARS) personal income tax matters (advice and assistance for Policy A and Platinum A members, advice only for Policy B & C and Platinum B & C):
- The completion and electronic submission of your annual personal income tax return
- The submission of your supporting documents
- Understanding your SARS notice of assessment (ITA34)
- Assisting you with understanding your tax calculations
- Checking the status of your tax accounts with SARS
- Helping you to interpret the SARS Income Tax Act and the Tax Administration Act, and the SARS tax self-help guides
- Advice on tax registration if you are an individual personal income taxpayer
- Querying your outstanding personal income tax returns
- Your SARS audits
- Lodging of your SARS objections
- Penalties and interest raised by SARS
- Your identity theft
- Your SARS garnishees (IT88)
- Tax implications on your pension and provident fund payouts
- Cancellation of your duplicate IRP5 certificates or correcting mistakes on your issued IT3 / IRP5 certificates
- Liaising with employers on queries with regard to your incorrect PAYE deductions, obtaining IRP5 or IT3 certificates
- Your general tax queries
The following terms, conditions and limitations apply to this benefit:
- You must be a resident within the borders of South Africa
- This benefit is limited to PAYE personal income tax matters only
- This benefit is available ONLY to the main member and their spouse
- Tax advice and assistance with any administrative processes concerning tax matters is available to Policy A and Platinum A members only
- Tax advice only is available to members on Policies B & C and Platinum B & C
- There is no legal cover for pursuing any income tax matters
- You must be earning less than R1 million remuneration (includes salary, wages, commission and allowances) in total per annum from one or more SARS-registered employers operating within the borders of South Africa
- You must be acting in your private individual capacity and must be in possession of a green barcoded identity document or new identity card
Exclusions to the personal income tax benefit:
- Provisional taxpayers
- Juristic persons/entities, including but not limited to sole proprietors
- In your capacity as directors of companies, members of close corporations, partners in partnerships or any participant/business partner involved in a relationship considered to be business and that conducts a trade or business or any business combination
- Taxation of trusts, estates and body corporates
- Taxation of persons acting in any representative capacity for example trustees, executors, curators, etc
- Taxation of beneficiaries of trusts and estates
- Residents or non-residents of South Africa who have earned more than 50% of their income outside the borders of South Africa
- If you have earned income in another currency other than South African Rand
- If you have earned income from a company or juristic entity not registered within South Africa
- Any other form of taxation including, but not limited to customs & excise queries, VAT etc
- Making payment arrangements on your behalf for any outstanding amounts owing to SARS
- Applications for tax directives and tax clearance certificates on your behalf and juristic persons
- Any tax matter incurring legal cover by or against SARS
- If your taxable income is greater than R1 million per annum whether registered as a provisional taxpayer or not
