Hmmm... Submitted both me and my wife's tax returns through eFiling this morning. At the end of our ITA34s we both received a note at the end stating that "Information declared that impacts this assessment" is "Married in community of property" set to "N", which is correct. Now, we both received a notification stating that we need to supply supporting documentation for our submissions and that an attachment at the end of the ITA34 will tell us which documentation. I'm assuming it's the proof of us being married out of community of property? Question is, why ask for it this year, seeing as we've been married for 5 years already?
So, should I only submit a copy of our marriage certificate, or copies of every single document, including income certificates (2 for each of us), medical aid certificates, retirement annuity certificates, proof of medical expenditure that wasn't covered by medical aid, etc? Any advice will be greatly appreciated...
If supporting documents are requested it's always best to provide all - specifically the medical and retirement annuity fund certificates as SARS will in all probability disregard any expenditure for which supporting documents have not been provided.
So, next question: Regarding the medical aid proof, would the medical aid tax certificate suffice, seeing as it contains amounts for both the member contributions and the claims that weren't paid by the scheme? We've got receipts and proof of payments for just about all those claims and the amount I submitted was manually calculated by me (by drawing up an Excel file with date of expense, provider and amount, with a final sum at the end). The amount I calculated and submitted is actually less (almost by half) than what the medical aid tax certificate states. Would the Excel summary suffice or should I actually go ahead and scan in every single one of those receipts and upload it to SARS?
Oh - thanks for the quick response!
Hopefully SARS will contact you should the actual receipts be required. If they don't and disallow the expenses you will need to follow the objection route and attach all receipts.
HTH and good luck!
17 days, still waiting for audit to be complete. Phoned SARS & they said that they are VERY busy & I must be patient
I wonder if I can charge them interest?!?
Reach out as you live life. Aim for the moon and if you miss reach out and grab a star.
Filed for the SO Monday evening and paid overnight.
His Excellency President for Life, Field Marshal Al Hadji Doctor Idi Amin, VC, DSO, MC, Lord of All the Beasts of the Earth and Fishes of the Sea