Tax

Individual tax audit: supporting documents to prepare

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If you ever find yourself in a situation where you have been selected for a SARS audit, just prepare the following documents.

Some audits will be more unique than others and will require more or different documents. The list below pertains to income tax audits for employees.

  1. IRP5(s) from your employer(s)
  2. Medical aid tax certificates
  3. Retirement fund certificates
  4. Completed SARS travel logbook
  5. Vehicle purchase agreement
  6. Bank statements for the period under review
  7. Any other documents you know will prove what the figures you submitted were based on

If you get travel allowances from your employer for using your personal vehicle, you might be due for a refund.

Get in touch with us for more information.

This article is general information, not advice for your specific situation. Rules and fees change — contact us to confirm what applies to you.

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