HD Accountants
Accountants and tax consultants
021 785 3306
Filing your personal tax return is easy, we need:
- IRP 5 certificates, IT 3(a) certificates and any other certificates received from your employer
- All IT3(b) certificates from financial institution for interest received*
- Detailed Travel logbook if you received a travel allowance**
- Medical aid certificate from medical aid and list of medical expenses not covered by medical scheme***
- Retirement annuity and income protection policy tax certificates - get this from your broker!
- Section 18A certificates for any donations made
- Summary of all rental income and expenses*
- Summary of freelance income (if no IRP5 was received)
- Details of any dividends received
- Certificates for lump sums received - and the tax directive!
- Any other income and expenses you consider necessary to file the return
- E-filing login details, if you are not registered on e-filing we will register you
- Proof of payment to be sent to admin@hdaccountants.co.za
* If married in community of property, the rental- and investment income of your spouse must also be provided.
** Detailed logbook is required, stipulating the business kms travelled, where you went and for what reason.
*** Note that non-prescribed medicine does not qualify.
**** No expenses in respect of an office at home may be claimed, unless a business is being conducted from home, or if you are required to operate an office from home and your commission income is more than 50% of your total income.