SARS eFiling 2023/2024

rterblanche said:
Quick question. Do you capture the full solar panel amount or 25% of the value and sars assigns the 25%

FAQ: What is the SARS solar tax benefit? | South African Revenue Service

This incentive is available for one year between 1 March 2023 and 29 February 2024. Individuals who install rooftop solar panel(s) can claim a rebate of 25%
www.sars.gov.za www.sars.gov.za
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I captured the full amount incl VAT as per invoice. I'm assuming they will rebate accordingly.
Snyper564 said:
partner or legit spouse?

Big difference here

If this is in fact a partner you have potential donations tax issues...
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At the time partner but now spouse. House is 50% in her name anyways. If the pop is the problem then i'll just ask for the invoice details to be ammended and she can claim (hence asking her to wait on submission)
 
Kosmik said:
Looks like the save is not saving, just the standard 30sec timeout and error not being handled correctly.
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Same here. Can fill in the fiiiking form. But does not f''king save

get this f'[''king error

f;'king sars f]'king chat is discontinued

There has been an error. Please try again or contact us if the problem persists (1022217190).
 
And as per usual I have been selected for verification due to rental income. However some interesting additions this time around (from item 5 onwards). Rather weird.

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acidrain said:
I captured the full amount incl VAT as per invoice. I'm assuming they will rebate accordingly.

At the time partner but now spouse. House is 50% in her name anyways. If the pop is the problem then i'll just ask for the invoice details to be ammended and she can claim (hence asking her to wait on submission)
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no the problem is whether it will be seen as a donation and be liable to donations tax...

https://www.sars.gov.za/types-of-tax/donations-tax/ as long as its under 100k then you fine otherwise for you to claim it she will need to invoice you etc.
 
Snyper564 said:
no the problem is whether it will be seen as a donation and be liable to donations tax...

https://www.sars.gov.za/types-of-tax/donations-tax/ as long as its under 100k then you fine otherwise for you to claim it she will need to invoice you etc.
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Received assessment and letter states proof of payment/payment agreement (along with the other normal stuff)

Submitted the signed contract. I would think that should suffice as a payment agreement... we will see
 
Snyper564 said:
dont disagree there but SOLAR is in the realm of NOT A SMALL donation
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Unless there's a traceable flow of money between the donor and donee though, these sorts of "donations in kind" where the donor pays the costs of goods or services on behalf of the donee are next to impossible for SARS to pick up on, unless of course the donee voluntarily gives SARS the proof of payment proving that somebody paid for something on their behalf.
 
Mine has now gone through. Looks like Im not being assessed further or audited, 2nd time in a row.
Previously would be extensively audited, 3 years ago I had to give them 2 years bank statements and payslips.
 
deweyzeph said:
Unless there's a traceable flow of money between the donor and donee though, these sorts of "donations in kind" where the donor pays the costs of goods or services on behalf of the donee are next to impossible for SARS to pick up on, unless of course the donee voluntarily gives SARS the proof of payment proving that somebody paid for something on their behalf.
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and now donee wants to claim this is very messy
 
acidrain said:
Received assessment and letter states proof of payment/payment agreement (along with the other normal stuff)

Submitted the signed contract. I would think that should suffice as a payment agreement... we will see
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From my experience SARS will almost certainly want to see proof of payment directly from your bank statement. A contract or invoice doesn't prove anything.
 
i submitted at 2am and being a foreign national i know i am selected for verification every year so was surprised that after submitting docs this morning I got message that everything has been finalised but to my surprise after expecting 10k+ coz of the medical aid tax credits the finalised assessment has my medical aid contribution to discovery disallowed for some reason. Do i know dispute this and wait forever for it to be resolved. I am the main member and tax certificate was part of my docs as it is every year.

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BOSSO said:
i submitted at 2am and being a foreign national i know i am selected for verification every year so was surprised that after submitting docs this morning I got message that everything has been finalised but to my surprise after expecting 10k+ coz of the medical aid tax credits the finalised assessment has my medical aid contribution to discovery disallowed for some reason. Do i know dispute this and wait forever for it to be resolved. I am the main member and tax certificate was part of my docs as it is every year.

View attachment 1740747
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Just to be clear, are they disallowing the actual medical aid contributions you've made for your policy, or are they disallowing medical expenses you've claimed that were not covered by your medical aid?
 
BOSSO said:
i submitted at 2am and being a foreign national i know i am selected for verification every year so was surprised that after submitting docs this morning I got message that everything has been finalised but to my surprise after expecting 10k+ coz of the medical aid tax credits the finalised assessment has my medical aid contribution to discovery disallowed for some reason. Do i know dispute this and wait forever for it to be resolved. I am the main member and tax certificate was part of my docs as it is every year.

View attachment 1740747
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Lodge a Notice of Objection.

Ensure payments come from your bank statement (in your name).

Send SARS the 12 extracts of the medical aid contribution debit order on your bank statements, medical aid certificate and a well written objection.

Once submitted - wait 60 business days (You need to manually check whether or not SARS issues correspendence). So check eFiling on a weekly basis.

Code 4005 must be restated to the actual value of contributions.
 
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