PERSONAL DATA UPDATE - mytaxconsultant

1 PERSONAL DATA UPDATE !!Name:!!!!!! Identity Number:!!!!!! Physical Address:!!!!!! !!!!!! !!!!!! Postal Address:!!!!!! !

2 !!!!! !!!!!! Work Telephone:!!!!!! Work Fax:!!!!!! Home Telephone:!!!!!! Mobile:!!!!!! Email:!

3 !!!!! Employer:!!!!!! Bank Details:!Bank:!!!!! !Account Number:!!!!! !Branch Code:!!!!! !Type Of Account:!!!!! !

4 AssetsFixed property - costAll improvements to property - costShares, members interest and debentures - costLoan accountsNet capital of business, profession or farmingEquipment, machinery, implements - book valueMotor vehicles, caravans, boatsDebtorsStockLivestockCash in bank, building societies and other institutionsCash on handFurniture - costPersonal effects jewellery, paintings and firearms - costOther assets incl. assets outside RSA (specify)Other assets Assets outside RSA Total AssetsLiabilitiesBondsLoan accountsCreditorsBank overdraftOther liabilities and debts incl. those outside RSAT otal LiabilitiesNet Assets (liabilities): Total 1 less Total 2 The above is true and correctSigned at: on: 2018.

5 Signature2018 tax year Travelling Expense ClaimMake of vehicle used in tax year : Model and year : Registration number: Purchase date: Purchase price: Kilometer reading on 1 March 2017: Kilometer reading on 29 February 2018: Total expenditure on fuel: Total expenditure on maintenance: Insurance.

6 Tracker, etc: Logbook:Please attach logbook If you changed vehicles during the tax year , please complete another schedule for the second vehiclePlease complete the expense sheet giving figures on a monthly basis. Give figures as accurately as possible as SARS may ask for proof. Please keep all your slips but do not send them to us. If necessary, we will ask you to provide us with proof of expenses should there be a query from SARS.!!You are permitted to claim these as a deduction if you earn commission of more than 50% of your total remuneration as per your IRP5 Tax Certificate.

7 !!General Expenses!!Office at Home:Accounting feesRSpotters feesRAdvertisingRStationaryRCellular phoneRSubscriptionsREntertainmentRHome phone - business onlyRGiftsRToll roadsRParkingROut of town expensesRPostageRChristmas cardsRSales promotionROther (please specify)RSecretary commissionRRecords keptRArea of house (mPurchase dateValueArea of office (mComputerCostPrinterRatesSoftwareRentOf fice furnitureBond paymentsOtherInterest on bondTotalHome owners insuranceLights and waterCleaning & maintenanceMaidsCaretakerSecurityOther (specify)TotalQuestionnaire relating to Capital gains, rental property and any other funds/property gains taxDid you sell or purchase any property during the tax year ? (Y/N) Was the property sold your primary residence?))

8 (Y/N) When did you purchase the property? What did you pay for it? What was it sold for, net price after agents commission, etc? How much did you spend on improvements during the period? Rental propertyAddress of rental property: Date purchased: Purchase price: Bonded?

9 (Y/N) Bond balance at 01/03/2017: Bond balance at 29/02/2018: Rental income from 01/03/2017 to 29/02/2018: Expenses against rental incomeInterest on bond 01/03/2017 to 29/02/2018: Rates and taxes: Electricity and water: Security: Repairs and maintenance: Insurance: Agents commission: Total expenses Other income, lump sums, donations, etc!

10 Did you receive any amount from any source that you regard as capital and therefore non-taxable?!!!!!!! Please detail the amount, the source and nature of the payments ( inheritance, donation, etc.)!!!!!!! Did you receive any foreign income/payments, inheritances, donations (please provide details)!!!!!!! !!!!!! Did you make any donations to any persons or organisation?