Let us help you get tax smart
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
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
Call me back
Not a Legal Prestige + or Legal Prestige member?
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
Get Tax Smart
Articles, videos, guides & templates to stay on top of your money matters.
The money hub offers all you need to stay tax savvy.
Need a tax advisor to assist you?
Enter your details below and we’ll call you back