Tax Return Checklist for Employees
SARS requires you to keep all tax-related documents for at least 5 years from the date of assessment.
Essential Documents
You need your IRP5 from every employer, your medical aid tax certificate, retirement annuity contribution certificate, bank interest certificates IT3b, and your previous year's ITA34 assessment.
Deduction Documents
Gather proof of home office expenses if applicable, travel logbook, Section 18A donation receipts, and proof of any other deductions you want to claim.
Before You Submit
Verify your banking details on eFiling are correct. Check that your personal information is up to date. Review your return carefully before submitting.
Frequently Asked Questions
How long must I keep these documents?
SARS requires you to keep all tax-related documents for at least 5 years from the date of assessment.
Can Admin Boss help me prepare?
Yes. Admin Boss is a registered tax practice that can help organise your documents and ensure nothing is missed. Visit adminboss.co.za/need-more-info/.
What happens if I miss a document?
Contact the issuer and request a duplicate. For bank statements, download from online banking. Missing documents may result in denied deductions.
Need Help With Your Tax?
Admin Boss is a registered tax practice with over 20 years of experience helping South African individuals and businesses navigate SARS.