Option 1

This option is for all annual taxpayers that have any, or all of the following documents:

  • IRP5
  • Logbook
  • RA fund contribution certificate
  • Medical aid certificate
  • Donation tax certificate
Option 2

This option is for all provisional taxpayers, as well as those annual taxpayers that have any one, or all of the following documents in addition to those listed under option 1:

  • Commission-related expenses schedule
  • Investment tax certificates (including dividends)
  • Work-from-home expenses schedule
  • Capital gains tax documents
  • Rental income and expense schedules
  • Out-of-pocket medical expense schedules
  • Freelancing and second income schedules