Complex Individual Income Tax Return (ITR12)

Product Description

This service is specifically designed for individuals in South Africa facing complex tax situations, such as multiple income streams, substantial investments, foreign income, capital gains, or business income from sole proprietorships. Our expert team at My Accountant meticulously reviews all your financial data to ensure accurate calculation of your tax liability or refund, full compliance with SARS regulations, and optimisation of your tax position. We handle all complexities, providing peace of mind and freeing you from the burden of intricate tax declarations.

What's Included

• Comprehensive review of all income, expenses, and deductions
• Accurate calculation of your individual income tax liability or refund
• Professional preparation and electronic submission of your ITR12 to SARS
• Verification of SARS assessments and resolution of basic queries
• Proactive communication regarding your submission status and progress

Prerequisites

• Valid South African Identity Document (ID) or Passport
• All IRP5/IT3(a) certificates for employment income
• IT3(b) certificates for interest, dividends, or investment income
• Medical aid tax certificate and proof of out-of-pocket medical expenses
• Records of any other income (e.g., rental statements, foreign income, capital gains details)
• Proof of deductible expenses (e.g., retirement annuity fund certificates, travel logbooks for allowances)