Names, identity numbers, periods and amounts can be wrong or incomplete. Transactions such as switches and transfers may also need statements that explain base cost or tax status.
Tax questions are easier to answer when the supporting records have been kept. The relevant evidence may come from several providers and does not always match the calendar year.
Common records include IRP5 or IT3(a) certificates, interest and dividend certificates, investment tax statements, capital-gains schedules, retirement contribution certificates, medical scheme certificates, donation receipts and proof of provisional payments. Business, trust, rental and offshore matters require additional records.
Try this now
Create a folder for the correct tax year and a checklist by income, investment, retirement, medical, donation and payment records. Reconcile provider names and totals before treating the set as complete.
Ask your tax professional
- Which documents support the figures in this return?
- What must be retained, in what form and for how long?
- Which missing base-cost or transaction records need retrieval now?
Record requirements and filing treatment depend on current tax law and personal facts. This list is preparation, not tax-filing advice.
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