SARS E-Filing 2018

chrisc

Honorary Master
Joined
Aug 14, 2008
Messages
11,273
In 2009 I went to live overseas for 22 months. SARS gave me the name of an accountant who would submit returns for 2009 and 2010. Paid him R1400 in advance

In 2017 was awaiting refund of earned interest exemption, amounting to R72000. Told that I would not get it since I had not submitted a return for 2009 and 2010. Phoned this accountant's office to find he died in 2014. No-one there knows anything and will not look

Visited SARS Bellville on 25th June and waited 6 hours. Aggressive lady wants "all my documents" from 2009/10. Only have a bank statement showing minimal activity during this 23 month period. This is no good she says, go back and look again

Not sure what to do, since I was told previously that SARS only required you to keep docs for 5 years. Am now told it must be 15 years and it is my fault for not complying.
 

Messugga

Honorary Master
Joined
Sep 4, 2007
Messages
12,746
In 2009 I went to live overseas for 22 months. SARS gave me the name of an accountant who would submit returns for 2009 and 2010. Paid him R1400 in advance

In 2017 was awaiting refund of earned interest exemption, amounting to R72000. Told that I would not get it since I had not submitted a return for 2009 and 2010. Phoned this accountant's office to find he died in 2014. No-one there knows anything and will not look

Visited SARS Bellville on 25th June and waited 6 hours. Aggressive lady wants "all my documents" from 2009/10. Only have a bank statement showing minimal activity during this 23 month period. This is no good she says, go back and look again

Not sure what to do, since I was told previously that SARS only required you to keep docs for 5 years. Am now told it must be 15 years and it is my fault for not complying.

Still have your passport from that time?
 

ArtyLoop

Executive Member
Joined
Dec 18, 2017
Messages
7,777
In 2009 I went to live overseas for 22 months. SARS gave me the name of an accountant who would submit returns for 2009 and 2010. Paid him R1400 in advance

In 2017 was awaiting refund of earned interest exemption, amounting to R72000. Told that I would not get it since I had not submitted a return for 2009 and 2010. Phoned this accountant's office to find he died in 2014. No-one there knows anything and will not look

Visited SARS Bellville on 25th June and waited 6 hours. Aggressive lady wants "all my documents" from 2009/10. Only have a bank statement showing minimal activity during this 23 month period. This is no good she says, go back and look again

Not sure what to do, since I was told previously that SARS only required you to keep docs for 5 years. Am now told it must be 15 years and it is my fault for not complying.

Amazing how this lot change their tune as the wind blows, especially when they have a large deficit thanks to Messrs Gupta
 

Syphonx

Expert Member
Joined
Jun 25, 2008
Messages
3,864
I was busy submitting my tax return for this year and noticed last years one is marked as outstanding. However I only worked for 2 months during that year (was out of the country) and the total income earned is below the tax threshold of +-65k. Would they request penalties for this?
 

Toxxyc

Executive Member
Joined
Dec 12, 2012
Messages
5,100
I was busy submitting my tax return for this year and noticed last years one is marked as outstanding. However I only worked for 2 months during that year (was out of the country) and the total income earned is below the tax threshold of +-65k. Would they request penalties for this?

They might see it as under the threshold and pay you back the taxes on that period's salary. That's what I believe happened to me with one of my financial years, and I got about R4k back for that last year.
 

TheTwo

Expert Member
Joined
Sep 19, 2006
Messages
1,574
I need a tax consultant pls. It went from them owing me 6k to Me owing them R45k
 

Tman*

Executive Member
Joined
Jul 18, 2012
Messages
5,502
Im in the process of finalising my tax docs, and its fairly complicated with multiple sources of income, travel benefits etc and I must say I am really not looking forward to it, judging from the responses thus far.

Mate of mine has been waiting for 8 months for last years refund. SARS is point blank ignoring maintenance cost to a rental property (and the subsequent refund associated), but insists he needs to pay X for rental income received immediately, then they can look into the matter (He has all supporting docs, invoices etc etc).

What does one do in a case where SARS is trying to strong-arm you, denying / indefinitely delaying legit refunds? tax ombudsman?
 

Kosmik

Honorary Master
Joined
Sep 21, 2007
Messages
25,662
Im in the process of finalising my tax docs, and its fairly complicated with multiple sources of income, travel benefits etc and I must say I am really not looking forward to it, judging from the responses thus far.

Mate of mine has been waiting for 8 months for last years refund. SARS is point blank ignoring maintenance cost to a rental property (and the subsequent refund associated), but insists he needs to pay X for rental income received immediately, then they can look into the matter (He has all supporting docs, invoices etc etc).

What does one do in a case where SARS is trying to strong-arm you, denying / indefinitely delaying legit refunds? tax ombudsman?

I think you need to lodge a formal dispute first and then go ombudsman.
 

jman

Expert Member
Joined
May 9, 2014
Messages
2,508
Anyone know how long it takes to verify new banking details? I want to close the bank account that was used for previous returns
 

marco79

Expert Member
Joined
Sep 18, 2008
Messages
4,228
Anyone know how long it takes to verify new banking details? I want to close the bank account that was used for previous returns

I would recommend first receiving your current return before changing banks. You will have to go into a SARS branch with your new bank account details. Make sure your HR captures your new bank account details on your 2018/19 IRP5.
 

marco79

Expert Member
Joined
Sep 18, 2008
Messages
4,228
Anyone get refund payouts this week yet?

My verification was completed on Friday, I called into the call centre yesterday and got the 7 working days before payout speech.
 

ijacobs3

Expert Member
Joined
Oct 15, 2009
Messages
4,139
Anyone get refund payouts this week yet?

My verification was completed on Friday, I called into the call centre yesterday and got the 7 working days before payout speech.

Same boat, no refund yet
 
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