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By William van Wyk

You will need the following documents to submit with your tax return:-

  1. IRP 5/s
  2. Medical Aid Tax Certificate

    Summary of your medical aid membership and contributions

  1. IT3b / IT3c

    Summary of the interest, dividends and capital gains you earned through your investments.

  1. Retirement Annuity Certificate

    Contribution certificate

  1. PBO Certificates (“public benefit organisation”)

     Summary of the charitable amounts you donated

 

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Morebo Financial Solutions (Pty) Ltd, an affiliate of Liberty, the Liberty Group Ltd is an authorised Financial Services Provider in terms of the FAIS Act. (No. 2409)
Morebo Wealth (Pty) Ltd, an affiliate of Liberty, the Liberty Group Ltd is an authorised Financial Services Provider in terms of the FAIS Act (no. 2409)
Morebo Brokerage (Pty) Ltd is an Authorised Financial Services Provider in terms of the FAIS Act (no. 48360)

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