GREENTAX — GET GREEN. STAY GREEN.
PERSONAL TAX — PREPARATION CHECKLIST

1. [ ] Your IRP5 / IT3(a) income certificates
2. [ ] Medical aid, retirement annuity and investment tax certificates
3. [ ] Rental income and expense schedules, if relevant
4. [ ] Travel logbook and supporting records, if relevant
5. [ ] The SARS letter or assessment you want to discuss

Keep the documents with you until we agree a suitable way to share them. Do not send passwords or OTPs. This is a starting list; your circumstances may require additional records.

Our team handles client communications in strict confidence and with care.
GreenTax | info@greentax.co.za | +27 66 347 4387
https://greentax.co.za