Prestige: Included

Prestige+: Included

  • Tax advice and assistance:

This is a telephonic facility, giving you unlimited advice on any personal tax matter around the clock. This facility also includes, where necessary:

  • Face-to-face consultations with you (JHB branch only)
  • Communications with the South African Revenue Services (SARS) on your behalf

Our tax advisors will assist you with the following matters:

  • Completion and submission of outstanding tax returns (there will be a fee for previous year’s tax returns)
  • Assessment audits
  • Objections against assessments
  • General tax queries

What documents are required for the completion of an annual tax form? (ITR12 Tax Return)

  • Correctly completed power of attorney.
  • IRP5 tax certificate.
  • Medical aid tax certificate, if you belonged to a medical aid for any portion of the tax year.
  • Retirement annuity tax certificate, if you made contributions to a retirement annuity fund for any portion of the tax year.
  • Detailed logbook specifying each business trip, if you want to claim against a travelling allowance, or if your employer provided vehicle benefit.
  • Details of any income received, except salary. For example: interest on investments, business or rental income.
  • Details of any fixed property transactions.

 Important: Please include your Policy Number, ID Number or Contact Number when sending any documentation to Legal&Tax

Please complete the Power of Attorney document and send it back to Legal&Tax with all the necessary information. If the POA is not submitted, we will not be able to complete your tax returns.

Download the Power of Attorney here.

You can fill in your details and send the POA with the tax applicable documents to tax1@legalandtax.co.za or fax us @ 011 728 0910. Please note documents will only be accepted as of July 2017. Documents are required for the period 1 March 2016 to 28 February 2017.

Should you have any queries, please contact us at Legal&Tax on 0860 587 587.

When MUST I submit an annual tax form? ( ITR12 Tax Return)

  • If you earn more than R 350 000 per year.
  • If you have worked for more than one employer during a tax year (March to February the following year).
  • If you were not employed for the full tax year.
  • If you receive income other than a salary or pension, for instance: interest on investments, rental or business income, including a lump sum from a pension or provident fund.
  • If you make medical aid, or retirement annuity contributions, that are not administrated through your employer’s payroll system.
  • If you receive any allowance from your employer, for example a travelling or subsistence allowance.

Important: Please include your Policy Number, ID Number or Contact Number when sending any documentation to Legal&Tax

Download our Tax Guide here.

Click here to download the SARS travel log book.

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