Tax clearance (In respect of foreign investments for individuals)

You have to be a registered user to submit the online application form below.

Registration is free and will take 1 minute. REGISTER HERE.

Before submitting the form below please read through the following information regarding Tax Clearance Certificates.

Important: please make sure all your personal/company's taxes are up to date and paid in full before requesting a tax clearance certificate. Any outstanding returns or monies owed to SARS will cause your application to be delayed. In case of your Tax Clearance being delayed we will let you know the exact reasons for it being delayed. The responsibility lies on the user to sort out the outsanding issues. As a myfinance-online user you can contact our office for assistance in this regard.

1. How does it work?

Step 1 - fill in the form below

Step 2 - pay the R650 online via credit card or direct deposit.

As soon as we have received the application for a tax clearance as we will request it from SARS. If there are no outstanding returns/monies on the specific tax number(s) the original tax clearance certificates will be posted to your registered address as completed in the form.

2. What is the turnaround time?

If there is no outstanding issues on the taxnumber(s) for which a tax clearance was applied for the original documents will reach your postal box within 21 - 30 working days. If there is however outstanding issues the responsibility lies with the user the sort these out. As a myfinance-online user you can contact our offices for assistance in this regard. As soon as all issues had been resolved the original documents will be posted to you.

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This service costs R 650.00. This form will be added as "Tax clearance (In respect of foreign investments for individuals)" in your basket.
Please make sure information on this form is entered correctly as we rely heavily on information supplied. Incorrect information will cause a delay in the service.

Your Information

Surname:

First Names:

ID Number:

Income Tax Number:

VAT Number (if applicable):

PAYE Number (if applicable):

Telephone Number:

Fax Number:

Cellphone:

Email Address:

Physical Address:

Postal Code:

Postal Address:

Postal Code:

Are you aware of any audit investigation currently against you?

Particulars of foreign investment

Rand Amount to be Invested:

Expected annual income from this foreign investment:

What type of investment (call deposit, shares, other financial instruments etc)?

With which institution will this investment be made?

When will this investment be made?

What is the anticipated duration of the investment?

In which country will the investment be made?

Other details of investment

Source of the capital to be invested (Please tick at least one)

Loan (Please send us the loan agreement)

Donation (Send us the details of donor and proof of donation tax paid if applicable and latest bank statement of relevant bank account)

Sale of property (Please send us the Copies of Deed of Sale, transfer duty declarations and transfer duty receipt. Letter of Conveyancer confirming the transfer of property. Latest statement of relevant bank account, or letter of Conveyancer stating that the money will be transferred from Trust account)

If sale of property please enter the erf number here:

Inheritance (Please send us the letter from the executor of estate and a copy of the L&D Account and latest statement of relevant bank account)

Shares (Attach letter from institution stating the transfer of the funds and containing the amount of shares and estimated current marker value available.

Savings/Cash/Bank Account (Please send 3 months statement of relevant bank account and explain where and how the money was obtained.

I'm not sure what to do here - please contact me

Details of agent/bank handling transfer on behalf of taxpayer

Name of Agent/bank:

Telephone Number:

Fax Number:

Postal Address:

Postal Code:

I declare that the information furnished in this application is true and correct in every respect. I undertake to declare any/and all income earned/accrued from such foreign investments, in my annual income Tax Returns

Required Additional Form(s):

To enable us to complete the process please download and sign these forms and fax or scan and email them back to us.
If (original required) is indicated next to a form, you need to post them to us.

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