Tax Season 2017

Written by Maryna Gilfillan on . Posted in Blog


TAX! TAX! TAX! – It’s that time of the year again!


Please take note that your personal tax for the year ended 28 February 2017 is due.

Taxation is probably the biggest single expense on an individual’s monthly budget. We are proud to be of assistance in the planning and minimizing of your tax burden.

Just remember the quicker we receive all your relevant documents, the quicker we can file your Income Tax return!

The following supporting documents is required for the year ended 28 February 2017:


  • IRP5 / IT3(a)

  • Medical aid certificate and medical expenses not covered by your medical aid

  • RA Contribution Certificate

  • If you received a travel allowance - a detailed logbook is required

  • Investment income (Interest received)

  • If you are a director of a company or a member of a close corporation or you traded in your personal capacity - we require a private asset and liability schedule

  • Rental income - if you received rental income, a detailed income and expense sheet is required

To ensure that all personal tax returns is submitted to SARS before the due date of 24 November 2017, please note that we require all documents by latest 31 October 2017.

Feel free to contact us at any time, should you have any queries or questions regarding your tax affairs




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