[Question] required info for tax submission

[kahoel117]

hi

ok. i filed everything to sars for this year, and got an it34. so everything looks good. (i owe them 17c).
but for the next tax year... what info do i need to have to collect/save for the 2011/2012 tax year.
i opened investment accounts recently and am planning to get an retirement annuity in november this year.
what i'd like to know is what info must i save/collect for submission for the next tax return year with regard to annuities , med-aid , investments and so on. meaning paperwork for the above.
there is companies out there doing tax stuff, so i'd rather them doing it, than myself

k

[geraldenek]

For you investement account - you can request / sometimes the bank send an IT3 (b) which is needed.
Medical Aid tax certificate
For the annuity - they will deduct the tax prior to paying the money over to you and SARS will also have the IRP5 certificate for the amount received
And if you have any other IRP5 certificates

[kahoel117]

thanks.