buslog.gif (4799 bytes)     Tax Assistant - Tax Return Summary

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 Use this form to summarize the information furnished in your 1998 income tax return.

Use the information provided on your IRP 5 form to complete this tax summary form. Prior to filling in the tax summary, we advise users to read through it and use the help provided, and to calculate their travel expenses on the Travel Expenses calculator.

Fields with black backgrounds require your input and those with red backgrounds will be filled in automatically.  After completing the form, press the Evaluate button and navigate to the summary using the 'SUMMARY' link.
INCOME FROM :
Salary, pension, service benefits R
Investment income :  Dividends (tax-free) R

  Interest (the first R2000 is tax-free)

 R
Rent R
Annuity from a retirement annuity fund R
Other annuities R
Other income R
Business, trade, profession or farming R
LESS:      DEDUCTIONS CLAIMED bt-nav-help.gif (1043 bytes)
Donations bt-nav-help.gif (1043 bytes) R
Pension fund contributions bt-nav-help.gif (1043 bytes) R
Retirement annuity fund contributions bt-nav-help.gif (1043 bytes) R
I am contributing to a pension or provident fund      (check if yes)
Note : If you receive investment income, you are entitled to claim 15% of RA contributions against it.
Travelling expenses bt-nav-help.gif (1043 bytes) R
Note :   use the total business claim calculated on the Travel Expenses page here.
Entertainment expenses bt-nav-help.gif (1043 bytes) R
Any other deductions bt-nav-help.gif (1043 bytes) R
LESS :    MEDICAL EXPENSES AND bt-nav-help.gif (1043 bytes)
                CONTRIBUTIONS
I am under 65 years of age  (check if yes)    I am handicapped  (check if yes)   
(The following information is required for calculation of  your applicable tax rate)            I am a natural person (check if yes)  
LESS:   PROVISIONAL TAX    
SITE bt-nav-help.gif (1043 bytes)
PAYE bt-nav-help.gif (1043 bytes)

 

 
 

 
 

 

Summary of your tax position based on the information supplied above

Your gross income is :
Your exempt investment income is :
Your income is :
Your claimed deductions are :
Your deductable medical expenses amount to :
Your taxable income is :
Your tax payable is :
LESS tax rebate of :
LESS provisional tax (SITE & PAYE) of :
Tax payable by you :
Tax payable to you :

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