2016 Income Tax Questionnaire(1 March 2015–29February 2016)

Dear Client,

1 July 2016 marks the start of Tax Season 2016. As from this date you can begin to submit your Income Tax return to the South African Revenue Service (SARS).
This year SARS wants to help you be good at tax by offering you a few Tax Season tips:
Don’t miss the deadline: This is really important. If you submit your return after the deadline you will face an administrative penalty of at least R250 per month that your return is outstanding!
The deadlines:
  • The deadline for all taxpayers who wish to submit their tax return manually, by posting it or dropping it off at a SARS drop box, is 23 September 2016.

  • The deadline for all taxpayers who submit their returnselectronically is 25 November 2016.

  • Non-provisional taxpayers who file via eFiling have until 20 November 2016 to submit their returns.

  • Provisional taxpayers who file via eFiling have until 31 January 2017 to submit their returns.

PERSONAL PARTICULARS
SURNAME:
FIRST NAMES:
ID NO/PASSPORT NO: (PLEASE SCAN & SEND ME A CLEAR COPY)
INCOME TAX REF NO:
POSTAL ADDRESS:
POSTAL CODE:
RESIDENTIAL ADDRESS:
POSTAL CODE:
TEL. NO. HOME:
TEL. NO. WORK:
FAX NO:
CELL NO:
E-MAIL ADDRESS:
IF MARRIED IN COMMUNITY OF PROPERTY, PLEASE COMPLETE THE FOLLOWING:
FULL NAMES OF SPOUSE:
ID NO OF SPOUSE:
BANKING DETAILS
NAME OF BANK:
BRANCH NAME:
BRANCH NO:
ACCOUNT NO:
ACCOUNT TYPE:
NAME OF ACCOUNT HOLDER:

SOLE PROPRIETOR AND COMMISSIONER EARNERS

ARE YOU CONDUCTING BUSINESS AS A SOLE PROPRIETOR? YES NO
ARE YOU A COMMISSION EARNER? YES NO
IF SO, WE NEED TO SUBMIT FINANCIAL STATEMENTS FOR YOUR BUSINESS TO SARS AND TO ENABLE US TO DO SO,
WE WILL NEED TO PROCESS YOUR BANK STATEMENTS & WILL NEED ALLEXPENSES INCURED IN THE PRODUCTION OF INCOME FOR THE ENTIRE 2015 TAX YEAR.(SARS ARE AUDITING 95% OF TAXPAYERS IN THIS CATEGORY)
VEHICLE 1 DETAILS : (If Travel allowance - code 3701 OR 3802 is on IRP5 )
MAKE:
YEAR:
MODEL:
REGISTRATION NO.:
DATE PURCHASED:
PURCHASE PRICE:
FINANCED: / YES / NO
MONTHLY PAYMENTS:
OPENING KM AT 1 MARCH 2015:
CLOSING KM AT 29 FEBRUARY 2016:
BUSINESS KM’s TRAVELLED:
PLEASE ATTACH LOGBOOK, IF THERE IS NO LOGBOOK, I CANNOT CLAIM THE TRAVEL ALLOWANCE
VEHICLE 2 DETAILS (IF APPLICABLE)
MAKE:
YEAR:
MODEL:
REGISTRATION NO.:
DATE PURCHASED:
PURCHASE PRICE:
FINANCED: / YES / NO
MONTHLY PAYMENTS:
OPENING KM AT 1 MARCH 2015:
CLOSING KM AT 28 FEBRUARY 2016:
BUSINESS KM’s TRAVELLED:
PLEASE ATTACH LOGBOOK
FIXED PROPERTY – PRIMARY RESIDENCE
DESCRIPTION:
PURCHASE PRICE:
COST OF IMPROVEMENTS:
DATE OF PURCHASE:
DATES OF IMPROVEMENTS:
RENTAL INCOME
IF YOU RECEIVE RENTAL INCOME FROM A PROPERTY OWNED BY YOU, PLEASE DISCLOSE THE FOLLOWING:
PROPERTY DESCRIPTION & ADDRESS:
PERIOD LET:
BOND BALANCE AT END OF TAX YEAR:
RENTAL INCOME FOR THE TAX YEAR:
RENTAL INCOME - PROPERTY EXPENSES
INTEREST ON MORTGAGE BOND (SEND BOND STATEMENT)
RATES, TAXES & LEVIES:
INSURANCE:
REPAIRS & MAINTENANCE:
OTHER:
INVESTMENT INCOME - RSA
HAVE YOU EARNED INTEREST ON INVESTMENTS WITHIN RSA / YES / NO
IF YES, STATE FOLLOWING:
RECEIVED FROM:
TYPE OF INVESTMENT:
AMOUNT INVESTED:
AMOUNT OF INTEREST EARNED FOR THE TAX YEAR:
PLEASE SEND IT3 (b)/S FROM FINANCIAL INSTITUTIONS
MEDICAL
ARE YOU THE PRIMARY MEMBER OF A MEDICAL AID? / YES / NO
MEDICAL EXPENSES PAID NOT RECOVERED FROM MEDICAL AID:
PLEASE SEND MEDICAL AID INCOME TAX CERTIFICATE
RETIREMENT ANNUITIES
ARE YOU A MEMBER OF A RETIREMENT ANNUITY / YES / NO
PLEASE SEND INCOME RETIREMENT ANNUITY CERTIFICATE/S (IT3(a)
DONATIONS
HAVE YOU OR YOUR MINOR MADE A DONATION IN TERMS OF SECTION 18a / YES / NO
OF THE INCOME TAX ACT 1962? IF SO ATTACH INCOME TAX CERTIFICATE

PLEASE NOTE THAT SARS REQUIRES THAT I HAVE A SIGNED

AND WITNESSEDPOWEROF ATTORNEY AND A CLEAR COPY OF YOUR

ID IN MY POSESSION BEFORE I AM AUTHORISED TO LODGE

YOUR TAX RETURN.

I am also not able to lodge your tax return if all fields have not been

completed, and/or you do not send me the required supporting documents.

NB! PLEASE REMEMBER THAT ALL ABOVE IS FOR YOUR BENEFIT WHICH COULD ENSURE THAT YOU GET AN INCOME TAX REFUND
PLEASE FAX BACK ASAP TO 0866 500418, OR E-MAIL TO

If you cannot open the POA, please download Adobe from

Kolisa Tax and Accounting Services | INCOME TAX Questionnaire 2016 / Page 1 of 4