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SARS Assessment Summary 2023

The South African Revenue Service (SARS) has raised an original assessment for tax year 2023 based on available information. The assessment summary shows a tax result of -198.18, meaning the taxpayer is due a refund of that amount. The summary includes income, deductions, medical aid contributions and assessment calculation details.

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0% found this document useful (0 votes)
96 views2 pages

SARS Assessment Summary 2023

The South African Revenue Service (SARS) has raised an original assessment for tax year 2023 based on available information. The assessment summary shows a tax result of -198.18, meaning the taxpayer is due a refund of that amount. The summary includes income, deductions, medical aid contributions and assessment calculation details.

Uploaded by

dlovasibongile
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

INCOME TAX

Assessment Summary Notification

Enquiries should be addressed to SARS


Contact Centre
ALBERTON

DS DLOVA 1528
1591 MALEBOGO STR Tel: 0800007277 Website: [Link]
BOIPATONG
Details
VANDERBIJLPARK
1901 Reference number: 0340687177
Date of Assessment: 2023-07-02
Tax year: 2023

The South African Revenue Service (SARS) has raised an original assessment based on estimate, for tax year 2023, and this assessment summary tax result -198.18 is based on the
information readily available to SARS. Balance of account after this assessment is -198.18

Below are your bank account details currently at the disposal of SARS. Any refund due to you will be paid into this account.

Bank Account Details


Account Holder Name: SD DLOVA
Bank Name: CAPITEC BANK LTD

Account Number: 1221788432

Account Type: Savings

Branch Code: 470010

Income
Code Source Code Description Rand
3601 Income - taxable 72130.00

3605 Annual payment - taxable 6755.00

3607 Overtime 3086.00

3825 Provident fund contributions Fringe Benefit (defined contribution) 4576.00

3718 Vesting of equity instruments - taxable 1101.00

3801 General Fringe Benefits 851.00

4201 Interest excluding SARS Interest (Local) 5496.00

Investment exemption -5496.00

Total 88499.00

Deductions
Code Source Code Description Rand
4029 Retirement fund contributions -9986.00
Amount b/f from previous year 0.00
4003 Provident fund contributions 9986.00
Total -9986.00
Taxable Income 78513.00
Taxable income - subject to retirement fund lump sum benefit tax rates
Taxable income - subject to retirement fund lump sum withdrawal benefit tax rates

Medical Aid Contributions


Code Source Code Description Rand

Assessment Calculation by SARS


Normal tax on taxable income 14132.34
Rebates: -14132.34

Primary 14132.34

Employees' tax -198.18


Assessment Summary Tax Result -198.18

Notes
1. SARS prepared this assessment summary i.r.o. the 2023 year of assessment based on third party data returns received from your
employer(s)/retirement fund(s) / (IRP5(s) and/or IT3(a)), select "View Return" to display this information on eFiling and/or MobiApp.

2. If the information is complete and correct, you may exit the page. However, if you disagree with any information or there is additional
information that is not reflected, select "Edit Return", update the information and file your return.

3. Adjustments and carryover amount(s) from previous years not displayed on this assessment summary and impacting on your assessment
summary tax results, will be displayed on the Notice of Assessment (ITA34).
Reference Number 0340687177 SIM01_RO 2022.04.00 01/02
4. If the Assessment Summary Tax Result above is displayed with a minus (-) sign, it means that the amount is refundable to you by SARS,
however if the amount does not have a minus sign, it means is payable by you to SARS.

Disclaimer
- This assessment summary is based on information at the disposal of SARS as at the date of this notice, and it is only applicable to the year of
assessment stated above.

- Should you disagree with the information or there is any additional information that is not reflected in this notice, it is your responsibility to
declare this information to SARS by selecting "Edit Return."

- You are not relieved from your obligation to inform the Commissioner, by way of submitting provisional tax returns (IRP6), when you become
liable for provisional tax.

Reference Number 0340687177 SIM01_RO 2022.04.00 02/02

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