SARS E-Filing 2017

[Foxhound5366]

When trying to do my 2017 return, I get the following message whe trying to do a calculation:

There is a discrepancy in the amounts completed, please ensure that you completed the correct amounts.
HINTS:
The 'Total contributions for this year of assessment' must be equal to the sum of 'Contributions made this policy

Has anyone encountered this issue? If so, do you know how to resolve this?

It's easy. I made the same mistake and got the same error. Basically you must set the total contributions for an individual policy, not the monthly contributions. So all your individual policies need to add up to the grand total for all your policies (or just the same number if you only have one policy).

 

[Foxhound5366]

If the company paid for it why do you need it?

Should have been on your IRP5.

Well it wasn't. Discovery was there, Old Mutual wasn't.

 

[Koosvanwyk]

Think car allowance rules changed.

Not sure.

What changed ?

 

[missionimpossible]

It's easy. I made the same mistake and got the same error. Basically you must set the total contributions for an individual policy, not the monthly contributions. So all your individual policies need to add up to the grand total for all your policies (or just the same number if you only have one policy).

Thanks Foxhound5366. Just a Blonde question, when SARS refers to "policies", are they referring to Retirement Annuity Policy's (what is refered to as RA's)?

 

[Foxhound5366]

Thanks Foxhound5366. Just a Blonde question, when SARS refers to "policies", are they referring to Retirement Annuity Policy's (what is refered to as RA's)?

Yes. That's where I entered mine.

 

[supersunbird]

Thanks Foxhound5366. Just a Blonde question, when SARS refers to "policies", are they referring to Retirement Annuity Policy's (what is refered to as RA's)?

Yes

 

[Foxhound5366]

Yes

Pfffft, go away supersunbird, the nice blonde is speaking to me and I already answered the q

 

[Stefanmuller]

Not sure.

What changed ?

Only the tables changed, so price brackets for fixed costs, fuel and maintenance like they do every hear. Should not make a material difference.

 

[bromster]

Hi everyone,

You all seem to know lots on this topic, so I have a question as a noob:

1) I bought my first house in the last financial year. Does this complicate my return? Is there some opposite procedure to 'Capital Gains Tax' that needs to be followed?

2) I've been renovating this place and I am using this premises for a sideline business as a sole proprietor. Are any of these renovation costs legitimate business expenses?

Thanks so much. I wouldn't want to get on the wrong side of the tax man. I already have enough on my plate.

Also, what is a fair rate for a professional to handle my return for me? Perhaps I should just leave these things to people who know what they're doing.

 

[The_Mowgs]

Depends on what your allowance is. Your deduction is limited to your allowance, so if you were close to maxing your allowance last year, the extra business km's for this year might not make much of a difference. If I were you I would review the travel allowance.

With your car type and business km's, your deduction might be R80k for example, but if your annual allowance is only R60k, your deduction is limited to R60k.

Thanks for the explanation, that actually makes sense.

 

[FlashSA]

When trying to do my 2017 return, I get the following message whe trying to do a calculation:

There is a discrepancy in the amounts completed, please ensure that you completed the correct amounts.
HINTS:
The 'Total contributions for this year of assessment' must be equal to the sum of 'Contributions made this policy

Has anyone encountered this issue? If so, do you know how to resolve this?

This gave me 5 minutes of WTF before I realised it wanted me to fill in the section under retirement annuity policy (ies) details. This is new for 2017 as I mentioned above.

 

[Natasha2017]

Hey guys ....i submitted today i got an amount of what im due at the top of the page next to where it says statement but when I click to open the statement it's blank with none of my details on it...any1 else has this problem?

 

[Stefanmuller]

Hey guys ....i submitted today i got an amount of what im due at the top of the page next to where it says statement but when I click to open the statement it's blank with none of my details on it...any1 else has this problem?

Problem with your PDF reader. Try print it or print with Cute PDF or something similar. Sometimes when saving directly from Efiling site the document is empty (just shows the blue and white background with no details)

 

[Foxhound5366]

Hey guys ....i submitted today i got an amount of what im due at the top of the page next to where it says statement but when I click to open the statement it's blank with none of my details on it...any1 else has this problem?

For the third time in this thread, you just need to disable your PDF plugin in your browser. If you don't know how to do that, just open the PDF where it is saved in your downloads folder, rather than clicking on it in the browser. That will open it in Adobe Acrobat and not your internet browser, and it should display correctly then.

 

[etienne_marais]

Hey guys ....i submitted today i got an amount of what im due at the top of the page next to where it says statement but when I click to open the statement it's blank with none of my details on it...any1 else has this problem?

I was told I have to upgrade adobe reader, but I'm already on the current DC version. In the browser the PDF viewer opens without the document so I clicked on save pdf and opened the pdf outside the browser which worked correctly. I think your problem is different though.

 

[supersunbird]

For the third time in this thread, you just need to disable your PDF plugin in your browser. If you don't know how to do that, just open the PDF where it is saved in your downloads folder, rather than clicking on it in the browser. That will open it in Adobe Acrobat and not your internet browser, and it should display correctly then.

Or use Internet Explorer 11 browser for Efiling...

It's still in Windows 10, just go to search and start typing internet explorer

 

[Joeboy69]

Wife and I bought a property in January that we rent out. Then bond is on both names, I pay the monthly to the bank. My wife receives the rental via the agency and pays the levy, municipal bill etc. We have document all in Excel (with the interest paid etc). So we split it all 50/50 and add to the returns ?

 

[supersunbird]

Article mentioning some of the changes

http://www.iol.co.za/personal-finance/calling-all-taxpayers-10073115

 

[marco79]

How do I request a statement of account? Only the original assessment is showing.

 

[simonbee]

during the course of the tax year, I transferred a RA from Liberty to Allan Gray. Liberty are showing the transfer under source code 3920(RETIREMENT FUND LUMP SUM WITHDRAWAL BENEFIT). Is that correct? Allan Gray have not done a tax certificate for this preservation fund.

I have also, due to a property I rent out, being paying provisional tax on top of my monthly income tax. On the calculations sheet, there is no mention of the additional tax paid, resulting in a very large amount being owed by me. When and how does the provisional tax paid get included in the calcs?