Sign up with GoogleHi tax people 
I am looking for some small advice/help from people outside SARS. I spent most of the yesterday speaking to them to assist me with my tax return ITR12 for 2017, to not much solid conclusion :/.
I want to re/confirm what I am doing is right, as I get different stories from each SARS consultant I have spoken to.
Here is the breakdown of changes I need to make/add to my 2017 return/submit new documents - no major stuff, but I want to be 100% before I submit my return to SARS, or before I use up more of my time trying to figure out if I am doing this 100% right. It is pretty concise, so it can be a long post - sorry about that. I have checked some websites for more info etc. and the HR dept. at the client I worked as a contractor really aren't much of help. So, I am resorting to seek for advice here
I have always done my returns as they were very simple (not travel allowances, etc.). And it seems like these new add ons to my tax return are simple, hence not seeing the need to get a tax practitioner to do it for me for now.
* I worked as a permanent employee from 1 Mar 16 to 31 Oct 16 (I got the IRP5 - all good and checked on my return)
* Old Mutual paid a small lump sum to me in January 2017 on a RAF policy I had with them due to some re-calculation they did in 2016 (I got the tax directive from them)
Q: However, some of the details don't match to my tax return i.e. the PAYE ref #.
.
I know that every single info need to match between the return and the documents received from employers/service providers. So, after a long drawn debacle with Old Mutual they said they will re-submit the tax info to SARS for the lump sum paid. SARS said that Old Mutual has to sort it out be re-submitting to SARS (so then SARS can update the info into the return).
* I was unemployed from 1 Nov 16 to 16 Feb 17
I have indicated that on my ITR12 right at the end of the return, inserting the dates above.
Q: One of the SARS consultants said that I need to get an affidavit commissioned at the police station stating the above and submit it to SARS.
Is this the norm? Does SARS usually ask for this?
* I worked for a client as a contractor from 17 Feb 17 to 31 May 17 (I never worked as contractor before)
The client paid me fees in full based on invoices I issued them. Therefore, they didn't declare any taxes for me to SARS nor deducted the 25% off such fees. Thus, there will be no IRP5 coming from this client nor submitted to SARS.
I worked at the client's premises and used their telephones, stationery etc. i.e. I didn't incur much for me to generate these fees. The only expenses I incurred were fuel and driving my car to the client and back.
Q: I received a fee in Feb 17 and I inserted the amount under 'Income Other Than Turnover' on the tax return in the 'Local Business trade and profession' ( a few links I found mention this), stating 'Professional fees earned as a contract' in the description box below this field - Is this 100% correct?
Q: Under 'Local Business trade and profession' section, first description box, I inserted mentioning that I worked as a contractor and the dates of contract work - Is this 100% okay?
Q: I didn't incur any expenses for the contract work (other can car fuel), so I inserted '0's' in the fields under 'Local Business trade and profession' for the income, expenses and adjustments fields - is this 100% correct?
Q: Towards the end of this section 'Local Business trade and profession', under 'Taxable Profit', they ask for a source code, which I inserted as 2546 from the menus (cost and management accountant). I am a financial accountant, so I assume this will be the right source code? Or will it be Financial services 2520 or bookkeeping services?
Q: 'Statement of Local Assets and Liabilities', last part of the tax return
I inserted 0's to all fields - is that 100% okay?
Q: I paid an estimated tax to SARS in Mar 17, for the fee received in Feb 17 as I was not clued up at that time on what to do with the tax portion I owe SARS. It was categorised as Provisional Tax when I made the payment.
I am not sure as to how SARS will allocate this payment against my ITR12?
Q: Do I also have to register as a Provisional Taxpayer for 2017 tax year (if that can be done retrospectively?), even though my contract work was from Feb 17 to May 17 only?
I would have not known in 2016 that I would do contract work so I didn't register as one in 2016 for the 2017 tax year.
Q: One of the SARS consultants also said that I need to get another affidavit stating that I worked as a contractor for this client, and that they didn't add me onto their payroll due to being a contract, hence no IRP5 was issued to SARS by the client etc.
Is this also the norm from SARS?
From what I gathered, if the client did issue an IRP5, then it would show on the IRP5 line under 'Local Business trade and profession'.
Many thanks
I am looking for some small advice/help from people outside SARS. I spent most of the yesterday speaking to them to assist me with my tax return ITR12 for 2017, to not much solid conclusion :/.
I want to re/confirm what I am doing is right, as I get different stories from each SARS consultant I have spoken to.
Here is the breakdown of changes I need to make/add to my 2017 return/submit new documents - no major stuff, but I want to be 100% before I submit my return to SARS, or before I use up more of my time trying to figure out if I am doing this 100% right. It is pretty concise, so it can be a long post - sorry about that. I have checked some websites for more info etc. and the HR dept. at the client I worked as a contractor really aren't much of help. So, I am resorting to seek for advice here
I have always done my returns as they were very simple (not travel allowances, etc.). And it seems like these new add ons to my tax return are simple, hence not seeing the need to get a tax practitioner to do it for me for now.
* I worked as a permanent employee from 1 Mar 16 to 31 Oct 16 (I got the IRP5 - all good and checked on my return)
* Old Mutual paid a small lump sum to me in January 2017 on a RAF policy I had with them due to some re-calculation they did in 2016 (I got the tax directive from them)
Q: However, some of the details don't match to my tax return i.e. the PAYE ref #.
.
I know that every single info need to match between the return and the documents received from employers/service providers. So, after a long drawn debacle with Old Mutual they said they will re-submit the tax info to SARS for the lump sum paid. SARS said that Old Mutual has to sort it out be re-submitting to SARS (so then SARS can update the info into the return).
* I was unemployed from 1 Nov 16 to 16 Feb 17
I have indicated that on my ITR12 right at the end of the return, inserting the dates above.
Q: One of the SARS consultants said that I need to get an affidavit commissioned at the police station stating the above and submit it to SARS.
Is this the norm? Does SARS usually ask for this?
* I worked for a client as a contractor from 17 Feb 17 to 31 May 17 (I never worked as contractor before)
The client paid me fees in full based on invoices I issued them. Therefore, they didn't declare any taxes for me to SARS nor deducted the 25% off such fees. Thus, there will be no IRP5 coming from this client nor submitted to SARS.
I worked at the client's premises and used their telephones, stationery etc. i.e. I didn't incur much for me to generate these fees. The only expenses I incurred were fuel and driving my car to the client and back.
Q: I received a fee in Feb 17 and I inserted the amount under 'Income Other Than Turnover' on the tax return in the 'Local Business trade and profession' ( a few links I found mention this), stating 'Professional fees earned as a contract' in the description box below this field - Is this 100% correct?
Q: Under 'Local Business trade and profession' section, first description box, I inserted mentioning that I worked as a contractor and the dates of contract work - Is this 100% okay?
Q: I didn't incur any expenses for the contract work (other can car fuel), so I inserted '0's' in the fields under 'Local Business trade and profession' for the income, expenses and adjustments fields - is this 100% correct?
Q: Towards the end of this section 'Local Business trade and profession', under 'Taxable Profit', they ask for a source code, which I inserted as 2546 from the menus (cost and management accountant). I am a financial accountant, so I assume this will be the right source code? Or will it be Financial services 2520 or bookkeeping services?
Q: 'Statement of Local Assets and Liabilities', last part of the tax return
I inserted 0's to all fields - is that 100% okay?
Q: I paid an estimated tax to SARS in Mar 17, for the fee received in Feb 17 as I was not clued up at that time on what to do with the tax portion I owe SARS. It was categorised as Provisional Tax when I made the payment.
I am not sure as to how SARS will allocate this payment against my ITR12?
Q: Do I also have to register as a Provisional Taxpayer for 2017 tax year (if that can be done retrospectively?), even though my contract work was from Feb 17 to May 17 only?
I would have not known in 2016 that I would do contract work so I didn't register as one in 2016 for the 2017 tax year.
Q: One of the SARS consultants also said that I need to get another affidavit stating that I worked as a contractor for this client, and that they didn't add me onto their payroll due to being a contract, hence no IRP5 was issued to SARS by the client etc.
Is this also the norm from SARS?
From what I gathered, if the client did issue an IRP5, then it would show on the IRP5 line under 'Local Business trade and profession'.
Many thanks