Travel Log Template 2023 - Personal Tax
/We cannot generate a Travel Log for you as it is illegal, but we will gladly send you a travel log template that you can use to generate this logbook. SARS requires you to submit a logbook and might request this from us.
Click the button to download the template.
Other information we will need to file Personal Tax:
IRP5’s from all employersIT3s (a-c) for all sources of income
Interest certificates other that IT3s
Retirement annuity contribution certificate
Medical aid contribution certificate
Additional medical expenses paid that were not claimed through the medical aid. (This is currently a hot topic for SARS to audit so please ensure that additional expenses claimed were not already claimed through the medical aid and that you have proof of payment for these expenses.)
All medical expenses should be in the name of the taxpayer. If it is in the name of the dependant, SARS will disallow it because they say that the dependant can also claim these expenses (double deduction)
Schedule and supporting documentation of other income earned and expenses deductible relating to this income. As you know this is currently a hot topic for SARS to audit and we require your participation in ensuring all expenses can be supported and are a valid business expense
Capital gains or losses made on the sale or disposal of fixed assets and Dividend Tax paid certificate
Donation certificate with valid PBO number
Any other document that might be relevant to your personal income situation i.e. out of country confirmation letter from employer, letter from school indicating disability
