Tax Directive Outstanding

[MarkRob]

Hey All.

I'm guessing the answer to my question is to ask my company to apply to SARS for a TAX Directive, but lets paint the picture and then hear what you have to say.

So, I left my last company at the end of the 2014 Tax Year, got my 2014 IRP and filed that return. I withdrew some of the funds for a lump sum payment and had tax deducted and it appears on my Tax Return ITR12 for the tax year ending Feb 2015.

When I try to calculate my return it tell me that the Tax Directive is Outstanding. Does this mean my company never applied to SARS for a Tax Directive? How did the pension fund pay me out then? As far as I am aware, they are not allowed to until they have the relevant docs from SARS to do so.

Any once with experience in this would be greatly appreciated.

 

[Arthur]

Presumably you are talking about efiling? Is there a field to enter the number and date of the Directive? It sounds like that's what their system wants.

 

[rrh]

The company applied for - and received - the tax directive.

They [normally] should then have given you a copy of the directive for tax purposes.

Give them a call and ask for a copy.

 

[MarkRob]

It sounds like you are right, however there is a Tax Directive number already there.

I had a look on the ITR12 and in the IRP5 section for the pension fund it has three spaces for Directive numbers and there is one there. I would assume one would be enough?

I have tried refreshing everything. Still says the same thing.

Anyway, will contact the company to ask for a copy. Thanks for the suggestions!

 

[Celine]

Hey All.

I'm guessing the answer to my question is to ask my company to apply to SARS for a TAX Directive, but lets paint the picture and then hear what you have to say.

So, I left my last company at the end of the 2014 Tax Year, got my 2014 IRP and filed that return. I withdrew some of the funds for a lump sum payment and had tax deducted and it appears on my Tax Return ITR12 for the tax year ending Feb 2015.

When I try to calculate my return it tell me that the Tax Directive is Outstanding. Does this mean my company never applied to SARS for a Tax Directive? How did the pension fund pay me out then? As far as I am aware, they are not allowed to until they have the relevant docs from SARS to do so.

Any once with experience in this would be greatly appreciated.

I am assuming that you received a pension or provident lump sum pay out. this tax directive is applied for by the administratives of the fund i.e. liberty, alexander forbes etc. when you request the calculation that is the standard message it gives you as there is a lump sum involved in the assessment. if you want a copy of your tax directive phone the administratives of the fund and ask them to give you a copy.