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2019 SARS E-FILING income tax experience
11-07-2019, 07:57 AM (This post was last modified: 11-07-2019 08:05 AM by MR_Y.)
Post: #1
2019 SARS E-FILING income tax experience
Hi,

After the teething (capacity) issues with the new e-filing system last week, I was glad to experience a pain-free e-filing process last night.

The new website is more user friendly and intuitive to use.

The old IT-12 sections have been removed, but the 4-digit tax codes still remain.

My advice is to make sure that all your supporting documentation (especially if you have other income, investments, RA's, medical aid etc.) are bundled together into a neat A4 sized PDF package (you can snip and paste the relevant documents into Word, add commentary and then PDF the whole package) before you complete the return. Not only will this help you complete your return, but will be handy when SARS asks you for supporting documentation evidence - they always ask for this when they have to process a refund!

Another important thing to note, is that if you pay medical aid contributions for another family member's policy, where you are not the main medical aid member - e.g. you pay your parents' or siblings' medical aid and they are not part of your medical aid - then you can claim these contributions as deductions. While this has been the case for a few years now, SARS has become finicky with their requirements:
- you need to have an affidavit stating that you are paying someone else's medical aid AND you need to state the relationship to that person AND you have to explain why you are paying for that person
- you need to send all your bank statements for the past tax year highlighting the monthly contribution that you are paying for that person's medical aid.
While the above can be a schlep, the benefit is worth it - you can get between R209 to R620 per person per month as a rebate.

Also, don't forget to include your donations to Section 18A charities to claim another deduction. I found that most Section 18A PBOs struggle to provide me with tax receipts on time, so I decided to rather send SARS proof of the donation payments and the relevant Section 18A PBO reference number for each charity. SARS seem happy with that.

On a final point, while we mostly bemoan the fact that we pay high taxes and that we get almost zero value for our taxes paid, you can still legally participate in a tax revolt. Investing in Tax Free investments and RA's and claiming tax deductions on donations, medical expenses, etc. are a form of tax revolt.

(Disclaimer - I am no tax expert, but Googling does help)

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11-07-2019, 08:00 AM
Post: #2
RE: 2019 SARS E-FILING income tax experience
I am a tax consultant and what I found is that nothing really changed. Its just a new look with no real upgrades on the efilling system. omg waiting
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11-07-2019, 08:08 AM
Post: #3
RE: 2019 SARS E-FILING income tax experience
@yush1

I found the wizard to be more intuitive than before and I liked the fact that everything was on one page.
But, I guess you are right, it was just a facelift (or LCI, BMW speak...)

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yush1
11-07-2019, 08:15 AM
Post: #4
RE: 2019 SARS E-FILING income tax experience
As long as i get my return im happy.

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11-07-2019, 08:30 AM
Post: #5
RE: 2019 SARS E-FILING income tax experience
F#@K SARS

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Holiman
11-07-2019, 08:31 AM
Post: #6
RE: 2019 SARS E-FILING income tax experience
Lol wonder how much the software house quoted for that redesign. The backend definetly remained the same and there wasn't much effort put into it.

Standard html buttons ftw Rofl

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individj
11-07-2019, 08:36 AM
Post: #7
RE: 2019 SARS E-FILING income tax experience
Had quite a bit of hassles with the new implementation.

They made my login inactive, so had to sit on the phone for over an hour in the queue to speak to a consultant. Was advised to create a new login, which didn't work so they had to refer to technical.
Only got around this by trying a new email address when creating and that worked.

Also had to reload the form quite a few times so that the options I ticked generated the correct pages.

But all sorted and return already paid out.
For a "non IT" person this would have been a lot more painful I think.

Hopefully next year goes as smooth as before with the new login etc. sorted.

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11-07-2019, 08:42 AM
Post: #8
RE: 2019 SARS E-FILING income tax experience
wait, what, you guys still pay tax?

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11-07-2019, 09:23 AM (This post was last modified: 11-07-2019 09:23 AM by MR_Y.)
Post: #9
RE: 2019 SARS E-FILING income tax experience
@sherwinZ

You can blame this person for your IT issues...[Image: 89f380444f634da88ff047992d9fa301_5847669065.jpg]

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11-07-2019, 10:57 AM
Post: #10
RE: 2019 SARS E-FILING income tax experience
Painless and I got my return in 3 days cleared into my account t

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MR_Y
11-07-2019, 11:18 AM
Post: #11
RE: 2019 SARS E-FILING income tax experience
Quote:@sherwinZ

You can blame this person for your IT issues...

lolz, couldn't bring myself to watch that whole interview.

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11-07-2019, 11:33 AM
Post: #12
RE: 2019 SARS E-FILING income tax experience
I've been using the e-filing platform for many years and it is the easiest it's ever been to use with the update.

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