SARS - Travel and Logbook

[Celine]

just a word of warning to all who have travel allowances. from this year SARS have become extremely strict in respect of the travel claim and the logbook submitted with the return. the assessor is wanting daily mileage now and destination.

in other words your logbook should record where you went and opening and closing mileage for that specific day. this is for business purposes. all other logbooks that reflect monthly mileage is no longer valid for tax purposes.

 

[DominionZA]

I use skytrax to generate my daily logbook. Works very well and requires little effort on my part.

 

[AlphaJohn]

http://www.windowsphone.com/en-us/store/app/geotrip/6709715b-d2de-40f8-8498-b34d3bafae70

Will update with Export functions.

 

[DominionZA]

http://www.windowsphone.com/en-us/store/app/geotrip/6709715b-d2de-40f8-8498-b34d3bafae70

Will update with Export functions.

Nice. Wonder if there is anything like this for Android. Otherwise well keep this in mind fit when my Lumia 920 arrives

Skytrax doing the job though, although not 100% accurate.

 

[roadcat]

I experienced this personally

First submitted monthly break down - rejected. Paid me out though for other items, excluded travel
Submitted excel version of logbook, only showing business travel - rejected.
Then I manually did the SARS recommended logbook showing business and private breakdown per trip. Submitted 2 weeks ago. No update as yet.

Will do the SARS format next year first up.

 

[AlphaJohn]

I experienced this personally

First submitted monthly break down - rejected. Paid me out though for other items, excluded travel
Submitted excel version of logbook, only showing business travel - rejected.
Then I manually did the SARS recommended logbook showing business and private breakdown per trip. Submitted 2 weeks ago. No update as yet.

Will do the SARS format next year first up.

Can you maybe give me exact data/format they need (For app development)

 

[roadcat]

From the SARS logbook:

It is now compulsory to keep a logbook of all your travel in which you record what travel was for business and what travel was for private purposes if you want to claim a travel deduction

Columns in the logbook. Date, opening km's, closing km's, total km's, private, business, business travel details, actual fuel and oil costs, actual repair and maintenance costs

 

[roadcat]

Update - received the balance of payment from SARS yesterday after submitting their preferred logbook with business/private split out.

 

[ajules]

Update - received the balance of payment from SARS yesterday after submitting their preferred logbook with business/private split out.

Did you submit the revision in excel format?

 

[roadcat]

No - I submitted the SARS preferred document. It's an editable adobe PDF file. I have a copy of it which I got from my tax consultant but I am sure it is on the SARS site somewhere.

 

[karnuffel]

I didnt want to create a new thread for this so I figured I can revive this one...

I do not have a travel allowance but I did claim money from my employer for a few trips I made to site (about 300km per trip). Now on my IRP5 it shows the reimbursement as travel allowance, the finance lady confirmed its correct . How do I go about filling in my tax return? I do not have a logbook. Is it necessary to keep a logbook in this case?

Currently I have the box ticked that says I did not keep a logbook but that is really costing me...

 

[Stefanmuller]

I didnt want to create a new thread for this so I figured I can revive this one...

I do not have a travel allowance but I did claim money from my employer for a few trips I made to site (about 300km per trip). Now on my IRP5 it shows the reimbursement as travel allowance, the finance lady confirmed its correct . How do I go about filling in my tax return? I do not have a logbook. Is it necessary to keep a logbook in this case?

Currently I have the box ticked that says I did not keep a logbook but that is really costing me...

If he reimbursed yo and you travelled less than 8000km for the year it should be tax free

 

[karnuffel]

If he reimbursed yo and you travelled less than 8000km for the year it should be tax free

Dankie Stefan. How do I go about filling this in on the efiling, get a odometer reading as opening balance, add the +-1000 km as business travel and supply a closing balance?

 

[Leftfoot]

I use this......it seems to work well for me. Much easier than filling in a book every time.

http://www.littlelogbook.co.za/

 

[Noseworthy]

does that work on mac?

 

[karnuffel]

Just as a matter of interest, I found the following two links.
http://www.sars.gov.za/FAQs/Pages/70.aspx
http://www.sars.gov.za/FAQs/Pages/1225.aspx

Still not sure what it all means to me but I will keep on digging

 

[Stefanmuller]

Dankie Stefan. How do I go about filling this in on the efiling, get a odometer reading as opening balance, add the +-1000 km as business travel and supply a closing balance?

Check on your IRP5 if they put it down as non taxable income by checking the code. If less than 8000km and at a rate of less than the SARS rate (about R3,16 per km I'm not 100% sure) then they should have put it down as a nontaxable reimbursive allowance. If so, you dont have to do anything because it is not included in taxable income. If they coded it as normal taxable travel allowance, you need to compile a logbook reflecting those km's.

 

[superman12]

Excel - Automatic SARS Travel Logbook

I made this excel file that automatically generates a SARS compliant "Travel Logbook". Submitted it about a month ago and they accepted it without question. I hope this helps.

 

[tnt11]

No-one looks after this forum really?

 

[NVD]

Thanks, great model (from one Excel geek to another). I had to play around with your dropdown list because SARS cost brackets for cars have changed but, other than that, your model saved me a lot of time.