Skip to content
Scroll down
Feeling overwhelmed by the tax requirements
for yourself or your one-man band?
Take a deep breath and get in touch with the Experity team. We’re here to make sure that you keep up with your taxes without missing a beat. Fill in the form below to get started:
Complete in three easy steps
SARS eFiling Details
.
First Names
Last Name
Email Address
Alternative Email
Date of Birth
Identification Type
RSA ID Document
Passport
Asylum Seeker's Permit
ID/Passport Number
Income Tax Number
Mobile Number
Work Number
Home Number
Residential Address
.
Postal Address Same as Residential Address
Postal Address
Were you employed for the full year?
Yes
No
If no, unemployed dates:
.
Salaried income - IRP5 tax certificate(s)
Yes
No
Submit Later
Provide certificate(s)
IRP5 tax certificate(s) - Lump sum / Pension fund payouts
Yes
No
Submit Later
Provide certificate(s)
IT3 tax certificate(s) from your bank for interest and dividends earned (local & foreign)
Yes
No
Submit Later
Provide certificate(s)
Retirement annuity (RA) contributions certificate(s) from financial institutions
Yes
No
Submit Later
Provide certificate(s)
Medical aid contributions certificate(s) Also provide schedule of expenses paid and not recovered if in excess of 8% of total
Yes
No
Submit Later
Provide certificate(s)
Do you or your spouse or your child have a disability? (ITR-DD form to be completed and must confirm that the person has a “moderate to severe” limitation in one of the diagnostic criteria)
Yes
No
Submit Later
Provide certificate(s)
Do you contribute towards a tax-free savings investment
Yes
No
Submit Later
Provide certificate(s)
Donation certificate(s) — Section 1BA
Yes
No
Submit Later
Provide certificate(s)
Capital gains / losses certificate(s) from financial institutions (i.e, unit trusts/share portfolio)
Yes
No
Submit Later
Provide certificate(s)
Any other capital gains or losses from sale or deemed sale of assets
Yes
No
Submit Later
Provide certificate(s)
Any other capital gains or losses from sale or deemed sale of assets (i.e. primary residence/investment property)
Yes
No
Submit Later
Provide certificate(s)
Property rental income & expenditure sheet
Yes
No
Submit Later
Provide certificate(s)
Independent contractor / commission expense details (only where commission exceeds 50% of total salaried income)
Yes
No
Submit Later
Provide certificate(s)
Provide schedule of nights spent away from home (only if you received a subsistence allowance or your employer required you to work outside South Africa)
Yes
No
Submit Later
Provide certificate(s)
Any other income occurred or paid to you not covered above
Yes
No
Submit Later
Provide certificate(s)
Statement of assets and liabilities (at cost) (please provide if other income besides employment income was received or if you are a director of a company) Above list of deductions/expenses may not be complete, please do not hesitate to contact us should you have any queries.
Yes
No
Submit Later
Provide certificate(s)
Logbook and vehicle(s) details) if you received a travel allowance or wish to claim against company car benefit
Yes
No
Submit Later
Provide certificate(s)
Bank Account Details
.
Cheque
Savings
Marital status
Married
Single
If married in community of property
.
Proceed to Payment
Go to Top