Use your time in lockdown to prepare for tax season!

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