SARS E-Filing 2021/22

I pooped myself a little when I got a SARS email now. I thought they realized that they made an error, but
it is OK ...

Dear Valued Taxpayer

The South African Revenue Service (SARS) wishes to thank you for the submission of your Personal Income Tax Return (ITR12).

You are hereby requested to participate in a Customer Experience survey, the purpose of which is to obtain feedback on your recent submission. This will help SARS to better understand your experience and assist in enhancing the service provided to taxpayers.
 
sdenobrega said:
This should be work on pretty quickly this year.
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Let's see. I submitted all documentation, and did Affadavits to get the process done quickly.

My trust return was accepted as is, but only did donations to it, no other transactions.
 
Koosvanwyk said:
A travel allowance is taxable, normally 80% of the allowance is taxed when calculating monthly PAYE during the tax year, and then 100% of the allowance is taxable when submitting your annual return.

You can however claim travel expenses against it, which requires a detailed logbook.

If you are not claiming any expenses against the allowance it will be fully taxable
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Correct, but that is for Fixed Travel Allowance.

Re-imbursive Travel Allowance is different and also handled differently. Below quoted from Glaciers' Tax Guide.

TRAVEL ALLOWANCES

Fixed Travel Allowances
As from 1 March 2010, 80% of the fixed travel allowance is subject to PAYE. As from 1 March 2011, where the employer is satisfied that at least 80% of the use of the vehicle in the year of assessment will be for business purposes, the inclusion rate may be reduced to 20%. The full allowance is disclosed on the employee’s IRP5 certificate, irrespective of the percentage of business travel.

Reimbursive Travel Allowance
No PAYE is deductible where an employee receives a reimbursement based on the actual business kilometres travelled, no other travel allowance is paid to the employee and the cost is calculated in accordance with the prescribed rate. The amount is not subject to tax on assessment. Where the reimbursive rate paid by the employer does not exceed the prescribed rate but another travel allowance is paid, the allowances are combined and treated as a fixed travel allowance. Where the reimbursive rate paid by the employer exceeds the prescribed rate of 418 cents (2022 : 382 cents) per kilometre, irrespective of the business kilometres travelled, there is an inclusion in remuneration for PAYE purposes.

The excess amount is subject to PAYE unlike the fixed travel allowance where only 80% of the amount is subject to PAYE. Example: 17 891 kilometres are reimbursed for business travel at 450 cents. The prescribed rate is 418 cents. The amount included in remuneration is calculated as 17 891 x (450 cents less 418 cents) = R5 725,12.
 
F1 Fan said:
Let's see. I submitted all documentation, and did Affadavits to get the process done quickly.

My trust return was accepted as is, but only did donations to it, no other transactions.
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I am of little faith. Submitted the return and documentation on 28/06. Not allocated to anyone yet. COB today will be day 9/21.

Looks like NEHAWU wants to throw a spanner in the works also
 
acidrain said:
Correct, but that is for Fixed Travel Allowance.

Re-imbursive Travel Allowance is different and also handled differently. Below quoted from Glaciers' Tax Guide.

TRAVEL ALLOWANCES

Fixed Travel Allowances
As from 1 March 2010, 80% of the fixed travel allowance is subject to PAYE. As from 1 March 2011, where the employer is satisfied that at least 80% of the use of the vehicle in the year of assessment will be for business purposes, the inclusion rate may be reduced to 20%. The full allowance is disclosed on the employee’s IRP5 certificate, irrespective of the percentage of business travel.

Reimbursive Travel Allowance
No PAYE is deductible where an employee receives a reimbursement based on the actual business kilometres travelled, no other travel allowance is paid to the employee and the cost is calculated in accordance with the prescribed rate. The amount is not subject to tax on assessment. Where the reimbursive rate paid by the employer does not exceed the prescribed rate but another travel allowance is paid, the allowances are combined and treated as a fixed travel allowance. Where the reimbursive rate paid by the employer exceeds the prescribed rate of 418 cents (2022 : 382 cents) per kilometre, irrespective of the business kilometres travelled, there is an inclusion in remuneration for PAYE purposes.

The excess amount is subject to PAYE unlike the fixed travel allowance where only 80% of the amount is subject to PAYE. Example: 17 891 kilometres are reimbursed for business travel at 450 cents. The prescribed rate is 418 cents. The amount included in remuneration is calculated as 17 891 x (450 cents less 418 cents) = R5 725,12.
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Reimbursive travel allowance are complicated and there are lots of other factors to consider.

SARS will combine the travel allowances with sourse codes 3701 + 3702 + 3722 and you / the taxpayer can claim expenses incurred for business travel (using a log book) as a deduction.

Travel allowances with source code 3703 will not result in any tax. In order for the reimbursement to be classified as 3703 the reimbursement must not more than the prescribed rate per kilometer and no other compensation (any other form of travel allowance or reimbursement or fixed cost/ feul etc) must be paid.

As what source code is the travel allowance reflected on your IRP5
 
There's something weird about SARS. Due to my wife being selected for audit last week, her refund was held back and we logged in yesterday just to double check on the status of things and the refund was still on hold, with feedback expected in 90 days. This morning we wake up, she looks at her phone and tells me her refund has been paid.
 
CTIdiot said:
Filed on the 1 July 2022.
Did not have to submit any supporting documentation.
Money was in my account this morning.

Hope you guys get your refunds soon.
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Also submitted the 1st July - checked my SOA and have a refund date 13 July - with a balance of R0 .
 
OnlyOneKenobi said:
There's something weird about SARS. Due to my wife being selected for audit last week, her refund was held back and we logged in yesterday just to double check on the status of things and the refund was still on hold, with feedback expected in 90 days. This morning we wake up, she looks at her phone and tells me her refund has been paid.
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Mine was submitted, selected for verification. Sent all the documents, get a letter last week asking for additional documents ... but it relates to items I didn't even claim for ... so you are right, weird things happening there
 
I am not seeing anything on my efiling for 2022. IRP5 details / ITR12. Last few years i received the auto assessment, added to the assessment, submitted, got audited last 2 years and got paid no problem.
Last details is from 2021.
 
cavedog said:
Submitted on the 5th still no refund so I think it's going to take some time still.
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I submitted on the 1st, with all supporting documents. The case worker has been allocated for over a week and a but with no update at all....
I had a look, the year before last was similar pattern to this, took almost 45 days for them to pay out
 
syntax said:
I submitted on the 1st, with all supporting documents. The case worker has been allocated for over a week and a but with no update at all....
I had a look, the year before last was similar pattern to this, took almost 45 days for them to pay out
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I am in the same boat here. Submitted on the 28th & selected for verification. Submitted documents on the same day and got assigned a case worker right after that. Not a word from SARS since then.
 
Radioboy said:
Was your company pension moved to Discovery during the tax year ?
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The pension fund has been transferred to Sanlam. Apparently it should have been in this new tax year and not the last tax year. Waiting for feedback now from the pension guys on the way forward.

Doing my SO taxes also. She changed jobs and the pension was moved. The IRP 5 is loaded on E-filing, but the directive number is not on the IRP5 so same error coming up.
 
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