When completing your return, have your supporting documents at hand. You may need to refer to some of the supporting documents listed below, while completing your return; however, you must not submit them to SARS. You must keep them safely in your possession for at least five years in case SARS needs access to them in future.
-
Your IRP5/IT3(a) certificate(s) which you will receive from your employer
-
Medical certificates as well as documents required for amounts claimed in addition to those covered by your medical aid.
-
Pension and retirement annuity certificates
-
Your banking details
-
Travel logbook (if you receive a travel allowance)
-
Tax certificates that you received in respect of investment income (IT3(b))
-
Completed confirmation of diagnosis of disability (ITR-DD), where applicable
-
Information relating to capital gain transactions, if applicable
-
The approved Voluntary Disclosure Programme (VDP) Agreement between yourself and SARS for years prior to 17 February 2010, where applicable
-
Financial statements, e.g. business income, where applicable
-
Any other documentation relating to income you received or deductions you want to claim.
