We can complete and file your tax return on your behalf

In order for us to complete your tax return, we have compiled a checklist that needs to be completed and submitted to us.

The following information is compulsory :

1. Are you employed?

- Provide us with your IRP5 / IT3 as provided to you by your employer.

2. Did you earn interest on any investments?

- Provide us with the IT 3(b) certificate received from the bank or insurance company.

3. Did you or your broker sell any shares?

- Provide us with the IT3(c) from the relevant source.

4. Did you sell any property?

- We need to know :

i. the selling price;

ii. the cost price including all additions and attorney and valuation fees;

iii. additions need to be split pre October 2001 and after October 2001;

iv. whether this was your primary residence;

v. valuation certificate for CGT purposes, if available and

vi. whether the property was for personal or business use.

5. Did you contribute to any retirement annuity fund?

- Provide us with your contributions certificate.

6. Did you contribute towards a medical aid?

- Provide us with your medical aid certificate.

- Are you, or any person on your medical aid, disabled as defined in the Income Tax Act?  If yes, provide us with details.

7. Did you receive a travel allowance ?

- Provide us with (for each vehicle used) :

i. the original cost price of the vehicle;

ii. the vehicle registration number and first year of registration;

iii. the opening and closing kilometres for the year of assessment; and

iv. a detailed log book indicating private and business use.

8. Did you receive any other income from your employment?

- Provide us with details.

9. Did you receive any foreign income?

- Provide us with details.

10. Did you partake in any farming activities or any other business activities (including the rental of properties) besides your normal income?

- Provide us with your income and expenses relating to that specific business income.

- If records have not been kept, provide us with the banks statements and other source documents so that we can draw up accounts for you.

11. Are you a member of a CC or a director of a company?

- Provide us with a list of your assets and liabilities AT COST.

SOURCES :

Cronje & Cronje
Business Partners