INCOME TAX

Assessment Summary Notification

Enquiries should be addressed to SARS

Contact Centre
ALBERTON

KH KANJI 1528
PO BOX 519 Tel: 0800007277 Website: www.sars.gov.za
FOURWAYS NORTH
Details
2086
Reference number: 0448091207
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 -4943.81 is based on the
information readily available to SARS. Balance of account after this assessment is -4943.81

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: KH KANJI
Bank Name: STANDARD BANK S.A.

Account Number: 051171325

Account Type: Cheque

Branch Code: 051001

Income
Code Source Code Description Rand
3601 Income - taxable 896140.00

3607 Overtime 476631.00

3605 Annual payment - taxable 74860.00

3713 Other allowances - taxable 198231.00

3817 Pension fund contributions Fringe Benefit (defined contribution) 145264.00

3810 Medical Scheme Fees Fringe Benefit 14991.00

4201 Interest excluding SARS Interest (Local) 8136.00

Married in community of property adjustment -4068.00

Investment exemption -4068.00

Total 1806117.00

Deductions
Code Source Code Description Rand
4029 Retirement fund contributions -212474.00
Amount b/f from previous year 0.00
4001 Pension fund contributions 212474.00
Total -212474.00
Taxable Income 1593643.00
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
4005 Medical fund contributions 167776.00

4020 Medical fund expenses not recovered from medical fund 16063.00

Assessment Calculation by SARS

Normal tax on taxable income 557629.63
Rebates: -32503.94

Primary 16425.00

Medical Scheme Fees Tax Credits 11136.00

Reference Number 0448091207 SIM01_RO 2022.04.00 01/02

 Number of dependant(s)
Mar Apr May Jun Jul Aug
3 3 3 3 3 3

Sep Oct Nov Dec Jan Feb

3 3 3 3 3 3

Additional Medical Expenses Tax Credit 4942.94

Subtotal 525125.69
Employees' tax -530069.50
Assessment Summary Tax Result -4943.81

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).

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 0448091207 SIM01_RO 2022.04.00 02/02