Filing readiness

Document readiness checklist

Tick off each document as you collect it. Save your progress or share the link with your accountant.

Readiness score

0 of 8

ready to file

IRP5 / IT3(a) certificate

From every employer you had this tax year.

Medical aid tax certificate

Issued by your medical scheme each February.

Retirement annuity / pension / provident fund certificate

Used to claim Section 11F deductions.

Travel logbook

Required if claiming a travel allowance or company car.

Interest and dividend income certificates (IT3(b) / IT3(c))

From banks and investment platforms.

Capital gains / investment information

Sale of shares, crypto, property — costs and proceeds.

Supporting documents for deductions

Donations (Section 18A), home-office invoices, etc.

Additional income details

Rental, freelance, foreign or commission income.