Tax returns

Tax return submission
Tax returns
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Tax Advice

We offer you unlimited advice on any personal tax matter around the clock. This service is provided over the phone, but where necessary we will also assist with:

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

This service is included in The following plans:

Completion of tax returns

As an exclusive added benefit for Legal Prestige + and Legal Prestige members we will also assist with the completion and submission of your tax returns.

Fees apply to previous year’s tax returns.

This service includes

  • Assessment audits
  • Objections against assessments
  • General tax queries

Waiting period
There is a one month waiting period from first successful debit for Tax Return submission to be completed.

Outstanding tax returns from previous years
There is a R350 tax levy per outstanding tax return from previous years.

Legal Prestige+: Included

Legal Prestige: Included

Not a Legal Prestige + or Legal Prestige member?

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What documents are required for the completion of an annual tax form? (ITR12 Tax Return)
  • Correctly completed power of attorney. We will not be able to complete your tax returns without this
  • 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 traveling 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

Please include your policy, ID number or contact number when sending any documentation to Legal&Tax

Where to send these documents


Fax: +27 (11) 728 0910

Should you have any queries, please contact us at Legal&Tax on 0860 587 587 or SMS "Tax" to 31690

When must I submit an annual tax form? (ITR12 Tax Return)
  • If you earn more than R500 000 per year.

In June 2019 SARS increased this limit from R350 000. Even if this now excludes you from submitting a return, it may be a good idea to reconsider skipping this filing season, for example maintaining an unbroken tax record with SARS stands you in good stead.

  • 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 traveling or subsistence allowance.
Helpful downloads to assist you with your tax questions and submissions
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