SARS E-Filing 2021/22

Anyone having issues logging into SARS MOBI on iOS? I keep getting an error when trying to login. "An Unexpected error occurred..."
 
My process outline:

2022-07-16 06:25 SARS sent you a Letter "Case Status Update" view
2022-06-28 18:50 SARS sent you a Letter "Requirement To Submit Supporting Documents" view
2022-06-28 18:40 SARS sent you an ITA34 assessment of your tax return submission view
↳ Refund to you: R123, Balance due to you: R123, Audit: Yes
2022-06-28 17:52 You submitted your tax return to TaxTim
Since assigning an Official at midday on 15/07, they have just finalized mine this morning @ 08:27 - gave me a bit of a heart attack rejecting my home office expenses (like WTF) and saying I owe them R2250. Once I refreshed, seems they reduced my return value with that amount.

I am happy with the final value therefore I won't dispute it. Expecting payment by Friday morning.
 
My return shows the following "Please note that your assessment cannot be processed immediately as there are certain aspects of your return that require manual intervention. SARS will advise you as soon as your return has been assessed". This was from the 7/7/22, with no update since.

Anyone experienced the same or any advice/thoughts?
 
My return shows the following "Please note that your assessment cannot be processed immediately as there are certain aspects of your return that require manual intervention. SARS will advise you as soon as your return has been assessed". This was from the 7/7/22, with no update since.

Anyone experienced the same or any advice/thoughts?

I've seen this mainly where an IRP5 certificate has been added to a return manually (i.e. it wasn't already prepopulated) or where the box saying that you are no longer resident in South Africa is ticked (although this box is greyed out for most people this year).
 
I've seen this mainly where an IRP5 certificate has been added to a return manually (i.e. it wasn't already prepopulated) or where the box saying that you are no longer resident in South Africa is ticked (although this box is greyed out for most people this year).
In my case, I had to upload my medical aid tax certificate(s) manually. IRP5 was prepopulated. Do I just wait? Don't really want to hold on the call centre line when I'm #375 in the queue :)
 
In my case, I had to upload my medical aid tax certificate(s) manually. IRP5 was prepopulated. Do I just wait ? Don't really want to wait on the call centre line when I'm #375 olin the queue :)

I don't think there's much you can do except to wait. It is strange though that your medical aid tax certificate wasn't already prepopulated.
 
I don't think there's much you can do except to wait. It is strange though that your medical aid tax certificate wasn't already prepopulated.
Yeah that's what I thought. I swapped medical aids twice during the tax year though...
 
Yeah that's what I thought. I swapped medical aids twice during the tax year though...

Are you by any chance a foreigner registered with SARS through your passport number? I know some foreigners have had problems with SARS with 3rd-party data matching.
 
So my Tax Return is still awaiting audit (submitted 4th of July). What do I do now? Give up?
 
I have tax question.

I’m fairly soon going to be feeling some shares on EasyEquity that I’ve had since 2020.

Once I’ve sold them. Does EE retain the tax applicable or would I have todo it.

Would I then submit this info at my next tax return (next year?) or how does this usually work.

Dividends are paid minus tax from EE
 
I have tax question.

I’m fairly soon going to be feeling some shares on EasyEquity that I’ve had since 2020.

Once I’ve sold them. Does EE retain the tax applicable or would I have todo it.

Would I then submit this info at my next tax return (next year?) or how does this usually work.

Dividends are paid minus tax from EE

Short answer is no, capital gains tax is not deducted by Easy Equities before paying you out. It's up to you to declare your capital gains and losses on your tax return in the same year that the gain or loss took place. Easy Equities will provide you with an IT3(C) certificate however detailing your capital gains and losses for the relevant tax year.
 
Anyone having issues logging into SARS MOBI on iOS? I keep getting an error when trying to login. "An Unexpected error occurred..."
Looks like efiling is not working. I can logon, through web browser, but it hangs when i request a return.
 
Short answer is no, capital gains tax is not deducted by Easy Equities before paying you out. It's up to you to declare your capital gains and losses on your tax return in the same year that the gain or loss took place. Easy Equities will provide you with an IT3(C) certificate however detailing your capital gains and losses for the relevant tax year.
Thanks man. So I take it they submit the IT3C to SARS anyway. So on my next tax return SARS will calculate tax due and payable to them?
 
Thanks man. So I take it they submit the IT3C to SARS anyway. So on my next tax return SARS will calculate tax due and payable to them?

As far as I know SARS does not automatically prepopulate IT3C data on your tax return, so you will have to fill this in yourself, but I could be wrong. They've certainly never prepopulated any of my IT3C data. In any case, the relevant capital gains tax will then be calculated once you submit your return. There is an annual exclusion of R40 000 for capital gains tax for individuals, so unless your total capital gains for the year are more than R40 000, you won't pay any capital gains tax. If your total gains are more than R40 000 for the year, then you'll only pay CGT on the amount over R40 000.
 
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