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Personal Tax
Order Number
Personal Tax
Name
*
Surname
*
ID Number
*
Income Tax Reference
*
Cell Number
*
Email Address
*
Physical Address
*
Street
*
Surburb
*
Province
*
Postal code
*
Bank Name
*
FNB
ABSA
STANDARD BANK
CAPITEC
NEDBANK
AFRICAN BANK
POST BANK
Account Number
*
Account Type
*
SAVINGS
CHEQUE/CURRENT
TRANSMISSION
Which Tax Return(s) would you like to file?
*
Current Year
All prior outstanding tax returns
Are you a commission earner?
*
Yes
No
Are you an independent contractor ( e.g. Actor, Singer, Freelancer )
*
Yes
No
Did you earn a salary/wage?
*
Yes
No
Have you paid medical aid on behalf of another main member?
*
Yes
No
Upload your Employee Tax Certificate known as an IRP5/IT3(a)
*
Add Files
This document is sent to you by your employer
Do you have any investments that earn interest or dividends?
*
Yes
No
Do you have any tax free saving investments?
*
Yes
No
Did you earn rental income?
*
Yes
No
Did you earn other income e.g. Informal trading?
*
Yes
No
Do you contribute towards a medical aid scheme?
*
Yes
No
Did you pay any out of pocket medical costs?
Yes
No
Do you contribute towards a Retirement Annuity Fund (RAF)?
Yes
No
Have you made a donation to a public benefit organisation?
*
Yes
No
Do you receive a travel allowance or the use of a company vehicle?
*
Yes
No
Did you incur any legal costs relating your employment?
*
Yes
No
Do you have a discount voucher?
*
Yes
No