To get ready to submit your tax return, you will need to gather all your supporting documents which include the following:

  • IRP5/IT3(a) certificate(s)  from your employer or pension fund
  • IT3(b) certificates for investment returns
  • Financial statements, if applicable e.g. business income
  • Medical aid contribution certificates and receipts
  • Retirement annuity fund certificates
  • Certificates you received for local interest income earned
  • Logbook and other documents in support of business travel expenses
  • Completed confirmation of diagnosis of disability form (ITR-DD), if applicable
  • Any other relevant income and deduction information.
  • Bank account details