ITR12 form example pdf – income tax return

ITR12 form example pdf – income tax return;- Taxpayers are required to submit a tax return to SARS in order that SARS can calculate their tax liability based on the income they declare and the tax-deductible expenses they have incurred for a year of assessment. In some cases they may result in a refund to the taxpayer. The annual Tax Season is when you will be required to submit a return. If you need to submit an income tax return, you can complete and submit it to SARS via the following channels:

ITR12 form example pdf – income tax return

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 – Confirmation of Diagnosis of Disability – External Form), 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.

GEN-ELEC-18-G01 – How to Register for eFiling and Manage Your User Profile – External Guide

IT-PT-AE-01-G02 – How to eFile your Provisional Tax Return – External Guide

ITR-DD – Confirmation of Diagnosis of Disability – External Form