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    Not sure whether you must submit an Income Tax Return (ITR12)?
    Answer these simple questions and find out.

    Top Tip: If you would like to make changes to any of your responses on the page, you need to refresh the page.

    Disclaimer:
    What is contained in this questionnaire is intended as a guide only and is not considered to be a legal reference nor is it a binding ruling. The questionnaire does not replace legislation and readers who are in doubt regarding any aspect of the information displayed in the questionnaire should refer to the relevant legislation, or seek an opinion from a suitably qualified individual. If you are uncertain whether you should file a return or not, then it is recommended that you file a return.
    More information
    • Visit the SARS website to learn how to register for efiling
    • 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 7277 (only between 8am and 4pm on week days).
    • If calling from outside South Africa, contact the SARS Contact Centre on +27 11 602 2093 (only between 8am and 4pm South African time on week days).
    Do any of the following apply to you for the tax year 1 March 2017 to 28 February 2018?
    • Did you conduct any trade* in South Africa?
    • Did you receive an allowance such as a travel, subsistence or office bearer allowance?  Check your IRP5/IT3(a) if unsure.
    • Did you hold any funds in foreign currency or assets outside South Africa that have a combined total value of more than R225 000 at any stage during the tax year?
    • Did you have Capital Gains or Capital Losses exceeding R40 000?
    • Was any income or a Capital Gain from funds in foreign currency or assets outside the Republic attributed to you?
    • Do you hold any rights in a Controlled Foreign Company?
    • Did you receive an Income Tax Return or were you asked to submit an Income Tax Return for the tax year?
     

    *The term "trade" for finding out whether to submit a return means every profession, trade, business, calling, occupation or venture, including the letting of any property but excluding any employment.
     
    Did you earn any income during the tax year 1 March 2017 to 28 February 2018?

     
    Are you

    Was your annual income* more than R75 750?

     

    *Income is your total receipts (other than receipts of a capital nature) minus any exempt income such as exempt local dividends and interest. (Interest exemption for 2018 tax year is R23 800 for taxpayers below 65 years of age and R34 500 for taxpayers 65 years and older). Please note that if you are married in community of property your interest income must be divided equally between you and your spouse.
    Was your annual income* more than R117 300?

     

    *Income is your total receipts (other than receipts of a capital nature) minus any exempt income such as exempt local dividends and interest. (Interest exemption for 2018 tax year is R23 800 for taxpayers below 65 years of age and R34 500 for taxpayers 65 years and older). Please note that if you are married in community of property your interest income must be divided equally between you and your spouse.
    Was your annual income* more than R131 150?

     

    *Income is your total receipts (other than receipts of a capital nature) minus any exempt income such as exempt local dividends and interest. (Interest exemption for 2018 tax year is R23 800 for taxpayers below 65 years of age and R34 500 for taxpayers 65 years and older). Please note that if you are married in community of property your interest income must be divided equally between you and your spouse.
    Was your income only from employment and from a single employer?

     

    Was your income less than R350 001 between 1 March 2017 and 28 February 2018?

     
    Did you receive a car allowance or any other form of income (e.g. taxable interest or rental income or income from other employment or trade)?

     
    Please submit an Income Tax Return
    To find out more about how to register for efiling click here
    If you're already registered and need to change your password click here
    To learn more about Personal and Income Tax click here


    How do you want to file?

     
     
    If you choose manual submission (completing your Income Tax Return in writing) then you need to call the SARS Contact Centre on 0800 00 SARS (7277) or visit a SARS branch to request your Income Tax Return (ITR12). It will then be posted to you.

    What can I do while I wait for my return?
    Gather your supporting documents, for example your IRP5/IT3(a)s, medical scheme certificates, pension and retirement annuity certificates and travel logbook. You don't need to submit them anymore but you will need them to check the pre-populated part of your return and to complete the other sections. Remember, you need to keep these for five years in case we want to inspect them.

    How do I complete my return?
    Step 1: Once your ITR12 arrives, you firstly need to check it. If all the pre-populated information is correct and should you have no other fields that you need to complete, you simply sign the ITR12 and send it back to SARS.

    Step 2: If any of the pre-populated information is incorrect, you can change it by writing over information on the form.

    Step 3: Make sure that you complete or verify all mandatory and relevant fields. One of these is the field for banking details. If a refund is due, SARS cannot pay it if your banking details are incorrect.

    Please note: ID number and Bank details cannot be changed manually on your Income Tax Return (ITR12). This must be done personally at a Branch.
    Any changes to banking details will be verified by SARS before updating your banking profile. Any refunds due to you (if applicable) will be processed after your banking details are received and verified. It may be necessary for you to visit a SARS branch to present supporting documents. SARS will notify you if this is required. For further information on the process to change banking details click here.

    Step 4: Sign it! We will not accept your Income Tax Return if it is not signed.


    How do I submit my return?
    Post it in the self-addressed postage-paid envelope supplied or drop it in a SARS drop box at a SARS branch. File as early as you can because the earlier you file, the quicker we can process it and pay you a refund (if applicable).

    For more information, see the ITR12 Comprehensive Guide.

    The deadline for all taxpayers who wish to submit their tax return manually, by posting it or dropping it in a SARS drop box, is 21 September 2018.
    Electronic Filing via SARS eFiling:

    Step 1: Register - if you haven't already done so. Join the millions of taxpayers who already enjoy the speed, convenience and ease of SARS eFiling.

    Step 2: Once you have registered or logged on, you will find your Income Tax Return (ITR12) already pre-populated with your information - if your employer has provided us with your IRP5 information! If not, you can try again later by clicking on the "Refresh IRP5 Data" button and if your employer has submitted this information to SARS, your eFiling profile will be updated.

    Step 3: You must then complete a questionnaire on the first page of the ITR12, which will create all the fields you need to complete in your return.

    Step 4: Check the pre-populated information and make changes where necessary. Make sure that you complete or verify all mandatory and relevant fields. One of these is the field for banking details. If a refund is due, SARS cannot pay it if we have incorrect banking details.

    Please note that if you want to change your banking details you can do so via SARS eFiling when submitting your Income Tax Return. Any changes to banking details will be verified before updating your banking profile. Any refunds due to you (if applicable) will be processed after your banking details are received and verified. It may be necessary for you to visit a SARS branch to present supporting documents. SARS will notify you if this is required. For further information on the process to change your banking details: click here.

    Step 5: You can then use our online tax calculator to get an indication of tax payable.

    Step 6: Once you are ready to submit the return to SARS, just click on the "Submit Return to SARS" button. If something is incorrect or incomplete, eFiling will prompt you to correct it.

    Non-provisional taxpayers who file via eFiling have until 31 October 2018 to submit their returns.

    Provisional taxpayers who file via eFiling have until 31 January 2019 to submit their returns.

    Electronic Filing at a SARS branch
    Bring all your supporting documents to your nearest SARS branch and we will assist you.

    When visiting a SARS branch you have to bring the following documents with you:
    • Your original ID/temporary ID/ passport or driver's licence, or an affidavit in the absence of an ID/passport together with a temporary ID/passport
    • Original bank statement with bank stamp (not older that 3 months)
    • Original proof of residential address not older than 3 months with your name and residential address (e.g. municipal account)
    • Medical scheme certificates and receipts
    • Retirement annuity fund certificates
    • Your IRP5/IT3(a) certificate(s)which you receive from your employer(s)
    • 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) (if applicable)
    • Information relating to capital gain/loss transactions (if applicable)
    • Financial statements (if applicable, e.g. business income)
    • Any other documentation relating to income you received or deductions you want to claim.
    Please note that if you want to change your banking details you can do so in person at a SARS branch and you will be required to bring along a certified copy of, as well as your original ID/temporary ID/passport or driver’s licence, or an affidavit in the absence of an ID/passport together with a temporary ID/passport.
    Any changes to banking details will be verified before updating your banking profile. Any refunds due to you (if applicable) will be processed after your banking details are received and verified. For further information on the process to change banking details click here.

    The deadline for all taxpayers who submit their returns electronically at a SARS branch is 31 October 2018.

    Last Updated: 17/05/2018 10:37 AM     print this page ?
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