FIN-004
Tax season document checklist
R 179,00
Also $14.00 · £11.00 · €13.00
Track the documents a South African individual return usually asks you to find.
- Type
- Excel workbook with PDF guide
- Licence
- Personal use
- Version
- 1.0.0
Adding an item saves it in your cart. Payment providers are not connected, so this does not charge a card or send the files.
Look inside
These are the sheets in the workbook.
Documents
| Document | Status | Where it comes from |
|---|---|---|
| IRP5 or IT3(a) | Have | Employer payroll |
| Medical aid certificate | Have | Scheme tax certificate |
| Retirement annuity certificate | Missing | Fund administrator |
| Travel logbook | Missing | Only if you claim business travel |
| Section 18A donation receipt | N/A | Only if you donated to an approved organisation |
| Rental income statement | N/A | Only if you earned rental income |
| Interest certificate | Have | Bank IT3(b) |
2 more rows are in the file.
Count
| Status | Count | Note |
|---|---|---|
| Have | 4 | Ready to file with |
| Missing | 3 | Still to request |
| Not applicable | 2 | Recorded so you do not keep hunting |
The Excel file stays in the download. The tables above are a look at the sample.
What it is
Track the documents a South African individual return usually asks you to find.
Salaried people and sole proprietors preparing documents before they file, or before they meet a tax practitioner.
Opens in
Excel workbook with PDF guide
This workbook organises figures you type in. It is not financial, credit, insurance, or tax advice. Rates, fees, and laws change. A qualified adviser should review decisions that affect debt, tax, medical cover, or retirement.