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Documents checklist
Tick what applies to you and we'll list the papers you'll need. Keep them for five years: SARS can ask for them.
Documents to gather6
Everyone
- Your ID number and SARS tax number.
- Bank details for refunds (matching your eFiling profile).
- Last year's assessment, if you have it.
From your employer
- IRP5 or IT3(a) for every job in the tax year.
Medical
- Your medical aid tax certificate.
- Slips for medical costs the scheme didn't pay.
OneFile Money keeps your slips and certificates together, ready for filing or for SARS if it asks.
Start freeFor illustration only. This is a guideline to help you plan, not tax advice: a registered tax practitioner must review and approve the final figures before you file.