Tax Directive Application
Obtain a SARS Tax Directive to ensure correct income tax deductions for specific types of income in South Africa.
Product Description
A Tax Directive is a crucial document issued by SARS that authorises an employer or fund to deduct income tax at a specific rate, different from the standard PAYE tables. This service is essential for individuals receiving specific types of income, such as retirement fund withdrawals, lump sums from provident or pension funds, severance packages, or certain annuity payments, where standard tax rates may not apply. By securing a Tax Directive through My Accountant, you ensure accurate tax deductions, prevent over or under-payment, and maintain full compliance with SARS regulations, saving you potential future headaches and administrative burden.
What's Included
- Assessment of eligibility for a Tax Directive
- Preparation and completion of the official Tax Directive application form (IT3(a))
- Submission of the application to SARS on your behalf
- Follow-up and liaison with SARS regarding your application status
- Delivery of your approved Tax Directive upon completion
Prerequisites
- Certified copy of your South African ID document or valid passport
- Your SARS income tax number
- Relevant source documents pertaining to the income (e.g., provident fund withdrawal statement, retrenchment letter, annuity details)
- Proof of banking details (e.g., cancelled cheque or bank statement)
- Contact details (phone number and email address)
SARS Services
Tax Directive Application
Frequently Asked Questions
Everything you need to know about our Tax Directive Application solutions.