SARS E-Filing 2020/21

Had a seamless experience with SARS e-filling now. Getting a bigger refund than expected.

We had a crap tonne of out of pocket medical expenses last year that was not covered by Gap cover and most of these appear on the tax certificate as they were all put through the medical aid. Now I understand why the doctors kept on doing that even though I told them we pay cash (will leave the BS of medical savings for another thread).
 
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Had a good experience last year, this year a step forward and better, maybe buy something that bolts to a stand.
 
3WA said:
I filed my taxes. Selected for verification. Uploaded 19 documents, half thr pdfs not recognised. hoping for R16k refund. What a wasted Saturday.

Fùck Edward Bedwetter
Fück SARS
Fück the masses

Edit: could use a beer but all bars closed and the Amstel in the fridge is warm.
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Lol were you expecting it to get processed today? Ain't no crunch yet, no one is being expected to work weekends...yet. I gave them 16 and there is more where that came from. I understand the submission max is 21 files. (Compressing some of my PDFs resolved the problem where SARS couldn't recognize them).

FWIW, I wished they work today also :unsure::ROFL:
 
Filed on Thursday morning , received money this morning although my refund payment due date said 01-08-2021 :) .
 
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Anonymous said:
Lol were you expecting it to get processed today? Ain't no crunch yet, no one is being expected to work weekends...yet. I gave them 16 and there is more where that came from. I understand the submission max is 21 files. (Compressing some of my PDFs resolved the problem where SARS couldn't recognize them).

FWIW, I wished they work today also :unsure::ROFL:
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If pdf upload give issues-> Convert them via ms word and save again, and try uploading it again

Did my better halfs tax in 1 hour, audited! Expend some nice moeala back!
 
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Anonymous™ said:
Lol were you expecting it to get processed today? Ain't no crunch yet, no one is being expected to work weekends...yet. I gave them 16 and there is more where that came from. I understand the submission max is 21 files. (Compressing some of my PDFs resolved the problem where SARS couldn't recognize them).

FWIW, I wished they work today also :unsure::ROFL:
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Of course I wasn't expecting it to be processed today :ROFL:

Not sure where you got that idea.

Just moaning about how long it takes and the battle to get documents in a format they recognise.
 
When was the deadline for companies to upload our tax info to SARS?

My income tax info has not been populated on efiling yet and I haven't received a copy of my IRP5 yet. I have sent 2 requests to HR already in the last week, and no response yet

All other info has been populated correctly, its the first time my income tax is not populated and is holding up the process.
 
Other Pineapple Smurf said:
Had a seamless experience with SARS e-filling now. Getting a bigger refund than expected.

We had a crap tonne of out of pocket medical expenses last year that was not covered by Gap cover and most of these appear on the tax certificate as they were all put through the medical aid. Now I understand why the doctors kept on doing that even though I told them we pay cash (will leave the BS of medical savings for another thread).
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You can claim every expense that gap paid, it's an insurance product you took out, doesn't negate the cost incurred and it still wasn't paid by medical aid.
 
MidnightZA said:
When was the deadline for companies to upload our tax info to SARS?

My income tax info has not been populated on efiling yet and I haven't received a copy of my IRP5 yet. I have sent 2 requests to HR already in the last week, and no response yet

All other info has been populated correctly, its the first time my income tax is not populated and is holding up the process.
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If you know they uploaded it, just refresh! Plan A
 
Kosmik said:
You can claim every expense that gap paid, it's an insurance product you took out, doesn't negate the cost incurred and it still wasn't paid by medical aid.
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This is not true. You cannot be indemnified twice.
 
Jeruanamo said:
This is not true. You cannot be indemnified twice.
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Its not indemnified. You have had to pay for that expense out of your own pocket. It was not covered by medical aid which gives tax releif. It was covered by a personal short term insurance product for which you paid the full tax burden already.

Also, with current gap caps, medical deductions to be able to count have to be very very large. It's not like prior where one got the benefit from cent one.

3. All other persons who do not qualify in the two categories above, may claim the following AMTC:

25% of the amount by which the sum of the amounts listed below exceeds 7,5% of the person’s taxable income (excluding retirement fund lump sum benefits, retirement fund lump sum withdrawal benefits, and severance benefits) before taking into account this AMTC:
(i) All fees paid by the person to a registered medical scheme (or similar qualifying foreign fund) as exceeds four times the amount of the MTC to which that person is entitled; and

(ii) The qualifying medical expenses paid by the person (for example, certain out-of-pocket expenses).
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That is also why gap pays YOU, it does not pay the medical practitioners or institutions directly.
 
I'm toying with the idea of getting my medical aid monthly rebate deducted via payroll on a monthly basis. This would mean my annual tax return would not result in either a refund or amount due and I would have more monthly nett income to invest/save.

Anybody done this with their payroll manager / HR?
 
FlashSA said:
I'm toying with the idea of getting my medical aid monthly rebate deducted via payroll on a monthly basis. This would mean my annual tax return would not result in either a refund or amount due and I would have more monthly nett income to invest/save.

Anybody done this with their payroll manager / HR?
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The medical credits? Sure it's not already being done? Also keep in mind, companies are not obliged to do so if you have "private" medical aid. Tax onus is on you, not them as long as they deduct the correct paye.
 
FlashSA said:
I'm toying with the idea of getting my medical aid monthly rebate deducted via payroll on a monthly basis. This would mean my annual tax return would not result in either a refund or amount due and I would have more monthly nett income to invest/save.

Anybody done this with their payroll manager / HR?
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I did this , it's called fringe benefits ... You can even get your RA via payroll.
 
Kosmik said:
Its not indemnified. You have had to pay for that expense out of your own pocket. It was not covered by medical aid which gives tax releif. It was covered by a personal short term insurance product for which you paid the full tax burden already.

Also, with current gap caps, medical deductions to be able to count have to be very very large. It's not like prior where one got the benefit from cent one.



That is also why gap pays YOU, it does not pay the medical practitioners or institutions directly.
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Thank you.

Explains why GAP only pays out of pocket and not what your savings account paid.

After last year's medical chaos, I'm going to be more vigilant about claiming back for tax.
 
FlashSA said:
I'm toying with the idea of getting my medical aid monthly rebate deducted via payroll on a monthly basis. This would mean my annual tax return would not result in either a refund or amount due and I would have more monthly nett income to invest/save.

Anybody done this with their payroll manager / HR?
Click to expand...

I did it for most years I've had medical aid but there was always a small shortfall.

With the future outlook of NHI taking away the credit, my approach is to get use to not having that money on payday. So I no longer do it.

I also went from needing that credit each month to being able to live without it.
 
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