SARS - Travel and Logbook

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Celine

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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 all other logbooks that reflect monthly mileage is no longer valid for tax purposes.
 
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.
 
roadcat said:
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.
Click to expand...

Can you maybe give me exact data/format they need (For app development)
 
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
 
Update - received the balance of payment from SARS yesterday after submitting their preferred logbook with business/private split out.
 
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.
 
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...
 
jouda said:
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...
Click to expand...

If he reimbursed yo and you travelled less than 8000km for the year it should be tax free
 
Stefanmuller said:
If he reimbursed yo and you travelled less than 8000km for the year it should be tax free
Click to expand...

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?
 
jouda said:
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?
Click to expand...

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.
 
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.
 

Attachments

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.
 
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