SARS E-Filing 2018

supersunbird

Honorary Master
Joined
Oct 1, 2005
Messages
60,141
I recently started a new RA with 10x, a couple of months ago to be exact. Should I be adding this to my return?

You would have gotten a tax certificate from 10X if you made contribution in Feb or earlier. If you contributed earlier than March, and you didn't get a certificate, you will have to follow up with 10X.
 

Deadmanza

Honorary Master
Joined
Sep 13, 2013
Messages
12,762
You would have gotten a tax certificate from 10X if you made contribution in Feb or earlier. If you contributed earlier than March, and you didn't get a certificate, you will have to follow up with 10X.

Nope, only started last month, so will add it next year. Thanks all.
 

Perrie

Well-Known Member
Joined
Sep 13, 2010
Messages
374
That message is linked to the outstanding tax directive.

You should still be able to file the return, you will however get a message saying that your assessment cannot be issued and that it will require manual intervention by SARS, and that SARS will contact you when they are done (I have no idea how long this might take).

So you can go ahead and file the return OR you need to ask your Employer to contact the administrator of the transferee fund (the fund where you transferred to) so that they can file / apply for the necessary tax directive from SARS. Once this is done the message should disappear and then you can file

As a matter of interest, when was the benefits transferred from the original retirement fund to the new retirement fund (did it perhaps happen after 28/02/2018) ?

No it was concluded around end of November. Thanks for all of the info! not much left for me to do but to wait I guess..
 

Neuk_

Executive Member
Joined
Jan 23, 2018
Messages
7,995
I submitted my ITR12 this morning, ITA34 issued which indicated I have not been selected for audit, so now I wait...
 

Ho3n3r

Honorary Master
Joined
Apr 5, 2012
Messages
17,058
Also submitted on 1st, still no Electronic refund line on my Statement of account. :(
 

R13...

Honorary Master
Joined
Aug 4, 2008
Messages
46,547
Nope, only started last month, so will add it next year. Thanks all.

RA contributions are automatically added for you. Just download and keep the tax cert handy in case they ask. Was good to see my 10X contributions on the return this year without me needing to do anything.
 

Deadmanza

Honorary Master
Joined
Sep 13, 2013
Messages
12,762
RA contributions are automatically added for you. Just download and keep the tax cert handy in case they ask. Was good to see my 10X contributions on the return this year without me needing to do anything.

Oh nice! That would be a big help, saves me having to figure it out. Thanks for the heads up!
 

Lupus

Honorary Master
Joined
Apr 25, 2006
Messages
50,971
Still waiting on the medical aid to find this mysterious money I overpaid last year sigh.
 

muffin12

Member
Joined
Mar 11, 2012
Messages
29
Also submitted on 1st, still no Electronic refund line on my Statement of account. :(

I'm in the same boat. Submitted on the 28th June. Official date is the 1st according to Statement of account. I see SARS has published a service charter. Refunds must now be paid within 5 working days.
 

Radioboy

Senior Member
Joined
Apr 12, 2013
Messages
980
I'm in the same boat. Submitted on the 28th June. Official date is the 1st according to Statement of account. I see SARS has published a service charter. Refunds must now be paid within 5 working days.

It is 7 working days.

Screenshot_20180703-085848.jpg
 

paul5186

Expert Member
Joined
May 21, 2007
Messages
1,482
Hardly had to fill anything in this year. Pulled in my Discovery info and my 3 RA's. I really need to change my physical address - but was worried I would then need to go into SARS with proof, next years problem.
 

Saba'a

Executive Member
Joined
May 21, 2009
Messages
8,232
I submitted mine last night. When I requested a calculation I see I have a decent refund owing to me and my IT34 confirms this amount.

This morning I requested a Statement of Account and its is blank.......no amounts or dates reflected on it....
Your browser messed up ito pdf. Hapoens if I access their internet site via phone. On laptop it generates with amounts.
 

DuncanR

New Member
Joined
Jul 3, 2018
Messages
6
SARS must hate me... every year I file as soon as possible to get what is rightfully mine back, not selected for Audit or Verification but always seem to wait forever :p
 

R13...

Honorary Master
Joined
Aug 4, 2008
Messages
46,547
Hardly had to fill anything in this year. Pulled in my Discovery info and my 3 RA's. I really need to change my physical address - but was worried I would then need to go into SARS with proof, next years problem.

I changed my physical address last year and wasn't asked to verify at a branch. Could be because the address was reflected on my IRP5 though.
 
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