Simplified Individual Tax Return

Simplified annual return for individuals with straightforward tax affairs.

S1 Employment Income

Total salary and wages from all employers as per IRP5 certificates received.

S2 Interest Income

Interest earned from SA sources. IT3(b) certificates from financial institutions support this amount.

S3 Retirement Fund Contributions

Pension, provident, and retirement annuity contributions qualifying for tax deduction.

S4 Medical Aid Details

Number of dependants on medical aid for medical tax credit calculation.

S5 Donation Deductions

Donations to approved public benefit organisations. Section 18A receipts required. Limited to 10% of taxable income.

S6 Tax Credits

Foreign tax credits and other qualifying credits that reduce your tax liability.

S7 PAYE Already Paid

Total PAYE deducted by employer(s) during the tax year. Pre-populated from IRP5 data.