PERSONAL DATA UPDATE Name: Identity Number: Physical Address: Postal Address: Work Telephone: Work Fax: Home Telephone: Mobile: Email: Employer: Bank Details: Bank: Account Number: Branch Code: Type Of Account:
Assets Fixed property - cost All improvements to property - cost Shares, members interest and debentures - cost Loan accounts Net capital of business, profession or farming Equipment, machinery, implements - book value Motor vehicles, caravans, boats Debtors Stock Livestock Cash in bank, building societies and other institutions Cash on hand Furniture - cost Personal effects e.g.. jewellery, paintings and firearms - cost Other assets incl. assets outside RSA (specify) Other assets Assets outside RSA Total Assets Liabilities Bonds Loan accounts Creditors Bank overdraft Other liabilities and debts incl. those outside RSA Total Liabilities Net Assets (liabilities): Total 1 less Total 2 The above is true and correct Signed at: on: 2018. Signature
2018 Tax Year Travelling Expense Claim Make of vehicle used in tax year: Model and year: Registration number: Purchase date: Purchase price: Kilometer reading on 1 March 2017: Kilometer reading on 29 February 2018: Total expenditure on fuel: Total expenditure on maintenance: Insurance: Tracker, etc: Logbook: Please attach logbook If you changed vehicles during the tax year, please complete another schedule for the second vehicle
Please complete the expense sheet giving figures on a monthly basis. Give figures as accurately as possible as SARS may ask for proof. Please keep all your slips but do not send them to us. If necessary, we will ask you to provide us with proof of expenses should there be a query from SARS. You are permitted to claim these as a deduction if you earn commission of more than 50% of your total remuneration as per your IRP5 Tax Certificate. General Expenses Accounting fees R Spotters fees R Advertising R Stationary R Cellular phone R Subscriptions R Entertainment R Home phone - business only R Gifts R Toll roads R Parking R Out of town expenses R Postage R Christmas cards R Sales promotion R Other (please specify) R Secretary commission R Records kept R Office at Home: Area of house (m Purchase date Value Area of office (m Cost Rates Rent Bond payments Interest on bond Computer Printer Software Office furniture Other Total Home owners insurance Lights and water Cleaning & maintenance Maids Caretaker Security Other (specify) Total
Questionnaire relating to Capital gains, rental property and any other funds/property receipted. Capital gains tax Did you sell or purchase any property during the tax year? (Y/N) Was the property sold your primary residence? (Y/N) When did you purchase the property? What did you pay for it? What was it sold for, net price after agents commission, etc? How much did you spend on improvements during the period? Rental property Address of rental property: Date purchased: Purchase price: Bonded? (Y/N) Bond balance at 01/03/2017: Bond balance at 29/02/2018: Rental income from 01/03/2017 to 29/02/2018: Expenses against rental income Interest on bond 01/03/2017 to 29/02/2018: Rates and taxes: Electricity and water: Security: Repairs and maintenance: Insurance: Agents commission: Total expenses
Other income, lump sums, donations, etc Did you receive any amount from any source that you regard as capital and therefore non-taxable? Please detail the amount, the source and nature of the payments (e.g. inheritance, donation, etc.) Did you receive any foreign income/payments, inheritances, donations (please provide details) Did you make any donations to any persons or organisation? If so, to whom and for how much?
Limited Power of Attorney and Indemnity: I, income tax reference number, do hereby authorise Michael Smythe to submit on my behalf, my Income Tax Return for the 2018 Tax Year of Assessment. I further authorise Michael Smythe to deal with any objections or appeals that may require to be submitted on my behalf. I hereby warrant that I have disclosed all income earned by myself during the tax year in question to Michael Smythe. In addition I have also declared all and any capital sums received by myself during the 2018 Income Tax Year of Assessment, being the period 1st March 2017 to 29th February 2018. I further indemnify Michael Smythe against liability arising out of my non-disclosure of the items requested in this document. Signed at this day of 2018. Signature