SARS E-Filing 2021/22

L-Dog said:
Hey Guys, filled in all my information and summited everything on the 1st. Still haven't received anything and not sure if SARS requires additional information. On my income tax page there is a Message with a red exclamation mark that reads "Your income tax has been assessed and your notice of assessment is available on your efiling profile" How do I get to my efiling profile ?
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Best to call SARS I had the same message. Ended up submitting bank details ID and proof of address.
 
Anonymous™ said:
I also submitted it earlier this evening. Got notified of being selected for verification for foreign CGT losses + WFH. I already had the paperwork handy so I filed it. I submitted directly on eFiling as TaxTim said it's only able to process from 1 July.

I was done with the corrections and it was auto acknowledged by 21:00 (INCOME TAX ACKNOWLEDGEMENT - RECEIPT OF SUPPORTING DOCUMENTS). Now I wait.
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Update @ 2022/07/15 11:21:43 AM:
Dear Taxpayer. Please note that your verification case has been allocated to a SARS official. You should receive the outcome of the case once the verification is complete. Note if additional information is required you will be notified.
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Nikkivah74 said:
No one talking today?
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Was hoping for a quick glance and pass.
 
As1974a said:
No ITR12 for 2022 on my efiling profile as yet.
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Go request it.

Go here. Returns Issued > PIT (ITR12)

1657896389739.png

Choose relevant year and request (to the right of the screen)

1657896415486.png

Then you should be good to go.

Start completing your ITR12 and have fun.

For clarity:
ITR12 = Income Tax Return
ITA34 = Income Tax Assessment

You have not been assessed until an ITA34 for the relevant year has been issued.
 
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Employed for 3 years now, submitted my return first time this year, but no returns shows 0.00, did I do something wrong or is it normal?
 
Brentiano said:
Employed for 3 years now, submitted my return first time this year, but no returns shows 0.00, did I do something wrong or is it normal?
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Means you don't owe them and they don't owe you. Perfectly normal and ideally what you should hope for
 
Do anyone have a guide how to claim for work for home expenses and if you are selected for audit what documents or proof do you supply to substantiate your claim?
 
cavedog said:
Do anyone have a guide how to claim for work for home expenses and if you are selected for audit what documents or proof do you supply to substantiate your claim?
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This is a never-ending topic of discussion that I have.

Before I go into this, please note the following.

Work From Home (WFH)/Home Office Expenses (HOE) impact your primary residence exclusion and capital gain calculation when you sell your primary residence.

Please go read paragraph 49 together with paragraph 45(1)(a) of the 8th Schedule in the income tax act.

In short: If you use 20% of your home as Home Office and you claim it. Then your primary residence exclusion (Up to R2,000,000.00 [two million]) on CGT will be reduced by 20% or whatever percentage your office is.

It doesn't always create a tax liability due to the reduction in the exclusion, but it is something to be aware of.

The fraction of the deduction is obtained by dividing the m^2 of the office the to the total m^2 of the house (garage included).

Documentation
  1. Letter from employer stating you are allowed to WFH.
  2. Detailed Calculation of your deduction
  3. Relevant supporting documentation substantiating balances in point 2.

Expenses

There are 2 types of expenses when you WFH.

1. Direct Expenses (These don't get apportioned to the m^2 percentage)*
These expenses are directly attributable to your trade/work and reduced by the private use component.

Examples
  • Small Assets under R7000 (Keyboards, Mice, Webcams) - You'll need the invoice and a depreciation schedule.
  • Stationery (Pens. Printer Ink. Paper. Books. Etc.)
  • Telephone Expenses (You will need to reduce the total by a percentage you deem private)
*They do get apportioned depending on your private use portion. Eg. Cellphone expenses is deemed to be 20% private use.

2. Indirect Expenses (Apportioned to the m^2% of the property)
These are passive expenses not directly involved in your trade but without them you wouldn't be able to perform your tasks
  • Water, Rates & Taxes
  • Electricity
  • Levies
  • Insurance
  • Rental (If you don't own)
  • Interest on bond (Just the interest, not the entire payment)
Calculation

Direct Expenses (after private use reduction) + (Indirect Expenses x m^2%) = Home Office Expenses deduction.

General documentation to substantiate amounts declared

You need to be able to prove every figure you have claimed. SARS looks at this deduction in a lot of detail.

So yeah, a basic summary
  • Letter from Employer
  • HOE Calculation
  • Depreciation Calculation
  • Rates & Taxes Statements
  • Levy Statement
  • Prepaid Electricity Slips or whatever account
  • Bank Statements or proof of payment for stuff you don't have statements/invoices for.
  • Relevant Invoices
When you submit schedules, please ensure it's clear, concise and it has references to the tables and expenses. If you submit rubbish to SARS you will just have your expense disallowed.

Paid cash and never kept the invoice? Sorry, bad news for you.

And a side note: If your general administration is bad and you don't keep record of your stuff and put it into relevant files (printed) or save it (electronic), or you're too lazy to ask HR for a letter then it's really not worth it. I say this because this is what I deal with too often. Especially after the lockdown. And you can really create difficulties in your life if you aren't organised. It isn't a quick weekend jobbie.
 
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LaraC said:
Oh no! Hope they didn't change their refund timeframes. o_O
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Did my mom's 10/7/2022 refund date stated 1 Aug 2022 she got it 12/7/2022 (no verification/audit after being audited for the past 8 years with no problems found)
Did mine 17/7/2022 refund date also states 1 Aug 2022 (will see when I get it) (no verification/audit after 4 years of having to upload docs/verification)
 
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Novoca1ne said:
Go request it.

Go here. Returns Issued > PIT (ITR12)

View attachment 1347740

Choose relevant year and request (to the right of the screen)

View attachment 1347744

Then you should be good to go.

Start completing your ITR12 and have fun.

For clarity:
ITR12 = Income Tax Return
ITA34 = Income Tax Assessment

You have not been assessed until an ITA34 for the relevant year has been issued.
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Yes tried this request for the ITR12 a few times but it just hangs on "Processing".
 
biena said:
Did my mom's 10/7/2022 refund date stated 1 Aug 2022 she got it 12/7/2022
Did mine 17/7/2022 refund date also states 1 Aug 2022 (will see when I get it)
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that's great news, happy for you and your mom. Could we assume that neither of you were selected for verification or audit?
 
As1974a said:
Yes tried this request for the ITR12 a few times but it just hangs on "Processing".
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Interesting.

Try whitelist the eFiling page to allow for pop ups? Use a different browser?

It's pointless to try and get through to SARS today via the call center. I have had no luck. No services are in operation. Unless it's a mechanism to prevent an influx of calls.

Latest on the SARS Industrial action impact | South African Revenue Service

18 July 2022 - SARS apologises for any inconvenience caused but due to the industrial action taking place across SARS, we are experiencing delays in servicing
www.sars.gov.za www.sars.gov.za

SARS Contact Centre is experiencing high call volumes | South African Revenue Service

18 July 2022 - Our Contact Centre is currently experiencing high call volumes. The Contact Centre volumes status will be updated from time-to-time, please
www.sars.gov.za www.sars.gov.za

And finally

1658136158681.png
 
Guys -- don't bother phoning to follow up on the status of your refund. The system says what the system says. You'll just frustrate yourself.

Anyways, filed 28 June with Home Office deduction. Verifcation requested. Additional documents requested on 13 July. Payment due tomorrow.
 
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