WHY didn’t I get a tax REFUND from SARS? Who qualifies for a tax refund ? 😟 || Explainer Video 🤟🏾

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  • Опубликовано: 3 июл 2024
  • ** click here for more info **
    Hey everyone thanks for tuning in 😃!
    Timestamps ⏰
    01:25 How the South African Tax system works
    04:12 Scenarios that may result in a #TaxRefund
    05:47 Example of how tax is calculated for a refund (whiteboard)
    16:39 Additional tools you could use to help you
    #SARS #HowToFileYourTax #PersonalFinance
    ________________________________________
    Available tools for you:
    🔹 SARS website 🔗 www.sars.gov.za/individuals/
    🔹 SARS RUclips Channel 🔗 / @sarstax
    🔹 My Tutorial of how to file taxes 🔗 • HOW TO SUBMIT YOUR SAR...
    🔹Online calculator for estimated refund 🔗 www.taxtim.com/za/calculators...
    🔹 Registered Tax Practitioners that could help you:
    〰️ TaxTim 🔗 www.taxtim.com/za
    〰️ Andre Bothma (via Twitter) 🔗 andrebothmatax?s=21
    Goodluck ☺️. Remember the goal is to be COMPLIANT 🏆.
    ________________________________________
    Subscriber count: 65 636 🤟🏾✨
    ________________________________________
    Follow me on social media:
    @nokuhle_kumalo ✨
    Instagram 📸: / nokuhle_kumalo
    Twitter 🐦: / nokuhle_kumalo
    w

Комментарии • 169

  • @ontiretsephetlhu8784
    @ontiretsephetlhu8784 11 месяцев назад +92

    Mina sis'wami, I just want to declare that i got to know about Tax, efiling and tax refunds through your channel. Before that I have never claimed. So, in these short words, mine is to thank you for this important information. As Rick Rick once said: STAY SHINNING.

    • @nokuhlekumalo
      @nokuhlekumalo  11 месяцев назад +6

      🥹🥹🥹🤟🏾🙏🏾 “I do this for you - stay shining”. Thank you so much Ontiretse, I really appreciate your comment. Glad I could shine some light 💡.

    • @somkhandainyosi
      @somkhandainyosi 10 месяцев назад

      @@nokuhlekumalo Bangene Sbaliwami bheje esengome Teach me now I will pay more cow's 😀

  • @Tshifaro_WarriorPrincess
    @Tshifaro_WarriorPrincess День назад +6

    Tax season... perfect time to watching this video. ❤

  • @profkgd
    @profkgd 10 месяцев назад +2

    This was extremely helpful! Thanks!🙏🏾

  • @ZizoLusiki
    @ZizoLusiki 11 месяцев назад +18

    You do this so well 👏 and educating us on such important things. Thank you so much 🙏

    • @nokuhlekumalo
      @nokuhlekumalo  11 месяцев назад

      🥹 thank you so much Zizo. I appreciate this comment a lot.

  • @seforatshabalala7798
    @seforatshabalala7798 10 месяцев назад +6

    Thank you for this profound information. Every South African needed it so much.

  • @mt4ds
    @mt4ds 10 месяцев назад

    This has helped me understand how the whole tax thing works. Appreciate this.

  • @SharonMunyai
    @SharonMunyai 10 месяцев назад +1

    This is so helpful, you explained this so well! thank you

  • @Ndabazabantu770
    @Ndabazabantu770 10 месяцев назад

    You’ve earned yourself a subscriber today. Love your work so educational ❤

  • @simphiweraymondmajola375
    @simphiweraymondmajola375 11 месяцев назад +3

    Thank you very much madam for breaking this down so well of us, even though it`s a crazy system but now I can see how they make us broke....keep up this good work.

  • @siphosethu222
    @siphosethu222 11 месяцев назад +6

    Sisi wami you were born for this ! I hope you realise how blessed you are ❤

  • @fundilengcobo8511
    @fundilengcobo8511 11 месяцев назад +3

    Hi Nokuhle, thanks for this. I’ve never watched a simplified video as I did here. You’d make a great teacher 🫶

  • @sizwemkhize976
    @sizwemkhize976 День назад

    Thank you for the breakdown very informative.

  • @TheAO
    @TheAO 10 месяцев назад +2

    More reason for us to vote next year! Very informative and insightful video - I was lowkey worried about my rebate but now I'm comfy - from one professional to another, thanks mate. 🙂

  • @okuhlemaya9935
    @okuhlemaya9935 11 месяцев назад +4

    This was so informative Nokuhle and you simplified it so well. Thank you.

    • @nokuhlekumalo
      @nokuhlekumalo  11 месяцев назад

      Thank you for watching and commenting Okuhle 🌸 glad I could simplify it.

  • @LungaConstable
    @LungaConstable 10 месяцев назад

    Thank u so much sisi, I finally understand wow and u made this so easy ❤❤❤

  • @frankakirby6264
    @frankakirby6264 2 месяца назад

    So happy to find you in RUclips. You taught a online seminar or something on finance etc when I was in UCT, I still have screenshots because you gave such good advice! I'm here for a long time! x

  • @pinch_peter_tv
    @pinch_peter_tv 11 месяцев назад +4

    Thank you for the content.
    I was supposed to get x amount from SARS returns but there was a confusing part which I still do not understand. There was a rebate deduction which nearly depleted the refund that was due to me. It makes more sense after I have watched your Video.

  • @mpuoaneskosana5338
    @mpuoaneskosana5338 19 часов назад

    Excellent!!!!
    Enjoyed watching....

  • @thabs4428
    @thabs4428 11 месяцев назад +7

    Thanks for these calculations. I came up owing them and I read somewhere that this is potentially due to my job change which of course changes income. I still do not fully understand in my case but this actually gives framework through which I can do my own calculations to better understand.

    • @nokuhlekumalo
      @nokuhlekumalo  11 месяцев назад

      Glad I could sort of help ☺️🙏🏾. Hopefully you’ll have slightly better luck in trying to recalculate it.

  • @phindilenkosi5816
    @phindilenkosi5816 10 месяцев назад

    Very informative!!Thank you 👍👌

  • @official_chumisa
    @official_chumisa 5 месяцев назад

    Thank you so much for this video , so informative and well explained ❤

  • @masoabimatshediso6147
    @masoabimatshediso6147 10 месяцев назад

    Thanks Sis very informative inspiring powerful stuff thanks. To empower myself about Tax returns and refund thanks once more.

  • @vbaclasses3553
    @vbaclasses3553 10 месяцев назад +1

    Love the energy. Excellent delivery. Subscribed.

    • @nokuhlekumalo
      @nokuhlekumalo  10 месяцев назад

      Much appreciated 🫱🏽‍🫲🏾😌

  • @Paby_Mody
    @Paby_Mody 11 месяцев назад +1

    Thank you for this,really needed this.

    • @nokuhlekumalo
      @nokuhlekumalo  11 месяцев назад

      Glad I could help Paby 🤟🏾! Thanks for watching.

  • @balungilezulu9752
    @balungilezulu9752 2 месяца назад

    Very helpful. Thank you!

  • @tlangelanimgiba8
    @tlangelanimgiba8 10 месяцев назад

    Thank you Nokuhle... this was very informative and helpful

  • @gospelinfluence
    @gospelinfluence День назад

    Thank you sisi, this is easy to follow. thank you

  • @melcaptieux2204
    @melcaptieux2204 10 месяцев назад

    very informative, thank you!

  • @katlegobungane6543
    @katlegobungane6543 2 месяца назад +2

    Meaningful content. Please do not lose courage to continue with this channel.

  • @LindiweHlophe-vh2kf
    @LindiweHlophe-vh2kf 10 месяцев назад

    Thank you so much for information ❤

  • @wendynyaba7092
    @wendynyaba7092 10 месяцев назад +2

    This was extremely helpful. Thank you. I was mad why I was only getting R29 this year but now I know it just means that SARS estimated accurately

  • @tjitjilamokono7757
    @tjitjilamokono7757 11 месяцев назад +2

    You made this so easy to understand 💐💐

    • @nokuhlekumalo
      @nokuhlekumalo  11 месяцев назад

      😉💃🏾🤟🏾 that means my job here is done! Thank you Tjitjila 🙏🏾 much appreciated.

  • @LatolangErnest
    @LatolangErnest 10 месяцев назад

    Thanks for the info my sister👏

  • @sibow
    @sibow 10 месяцев назад

    Ay uyshayile lento🙌🏾… I knew nothing about how this works but, you’ve made it so clear and simple for me moving forward now, and I can attest cause I’ve only refunded twice in my life, when I landed the first job and when I changed to a new job👏🏾👏🏾👏🏾 sbonge koKumalo.

  • @MBK437GP
    @MBK437GP 10 месяцев назад

    Thank you for this info

  • @itumelengmonare6516
    @itumelengmonare6516 11 месяцев назад +2

    thank you soo much for this video👍👍it is really helpful

    • @nokuhlekumalo
      @nokuhlekumalo  11 месяцев назад

      Thank you for watching 🙏🏾

  • @travelthroughthelens369
    @travelthroughthelens369 10 месяцев назад

    Very informative. Thank you.

  • @mawandeluthuli7939
    @mawandeluthuli7939 11 месяцев назад +9

    Such a coincidence cuz we are doing Individuals and currently preparing for a Test....such a great revision on my side...thank for the informative videos.

    • @nokuhlekumalo
      @nokuhlekumalo  11 месяцев назад +2

      Hahahah 😂 goodluck Mawande 🤟🏾 hope this helped!

  • @keagilempshe8875
    @keagilempshe8875 11 месяцев назад +4

    I just wish you were my Maths teacher back in High School
    love the video

  • @makhubovero9176
    @makhubovero9176 День назад

    U got yourself a subscriber today

  • @thandekandlovu7008
    @thandekandlovu7008 11 месяцев назад

    I got an sms saying I need to provide SARS with my correct banking details. at first, I was scared thinking I owed them but I will submit and wait on them. thank you so much.

  • @thabisomotingwe6054
    @thabisomotingwe6054 3 дня назад

    Hi Ms. K you are one of my favorite people I like to watch, how about you also start a mentorship program for junior accounting professionals? Looking at your knowledge you could bring alot upto speed.

  • @myinnerbeingknows
    @myinnerbeingknows 11 месяцев назад +1

    Thank you 😊

  • @rorisangmatea7396
    @rorisangmatea7396 10 месяцев назад +6

    Thank you for this Nokuhle, I was auto-assessed last year and received close to R5k and this year I received less than a thousand rand. What could have been the reason for that because my salary has been the same for the year 2022 & 2023.

  • @Makingmoneywithgundougoda
    @Makingmoneywithgundougoda 11 месяцев назад

    Thank you for the video ❤ new here

  • @InspiredBy_
    @InspiredBy_ 10 месяцев назад +2

    Argh. You healed my sore heart. I was so upset why I didn’t get anything for the last two years unlike the first year when I started working. You are so well spoken and easy to understand. Thank you so much.

  • @lauraintshuma6718
    @lauraintshuma6718 11 месяцев назад +6

    Thank you sisi, I won’t be getting anything this year😢 but I really appreciate the information ❤❤️

    • @nokuhlekumalo
      @nokuhlekumalo  11 месяцев назад +2

      🥹💔 you and I both shame. But it’s okay 😂🙏🏾 I had my refund days.

    • @noziphoshongwe9523
      @noziphoshongwe9523 11 месяцев назад +2

      Me too. That time I had already planned for it because I'm used to getting it😂😭.

  • @bonolo.mashigo
    @bonolo.mashigo 7 часов назад

    Just in time for efiling 🥰

  • @tumelomakhalemele1050
    @tumelomakhalemele1050 10 месяцев назад

    This rebate deduction capped to zero had me queuing at the SARS offices for four hours. I am still so bitter that I don't get paid. I missed this in all the research I was doing. Thanks.

  • @robsonfrancis4656
    @robsonfrancis4656 10 месяцев назад

    And thank you so mucj

  • @leseditsiane9586
    @leseditsiane9586 10 месяцев назад +4

    Yhoo mna 3 years in a row getting nothing since this system of auto assessment 😭

  • @odwangxokela4090
    @odwangxokela4090 10 месяцев назад

    Great video

  • @zinzimay1148
    @zinzimay1148 5 месяцев назад

    Very informative, thank you so much for sharing. I would like to know if the same principal applies to 13th cheques?

  • @keolebogilesylviamene142
    @keolebogilesylviamene142 10 месяцев назад

    New subscriber🎉

  • @reitumetsereitu5702
    @reitumetsereitu5702 11 месяцев назад +5

    Brooo I’m a second year accounting student and we doing individuals in Taxation. Exactly what you just explained😄🔥

    • @nokuhlekumalo
      @nokuhlekumalo  11 месяцев назад +3

      😂😂🤟🏾🤟🏾 nice one Reitumetse! Now you owe us a distinction 🤭😂😉.

  • @sehnzel
    @sehnzel 10 месяцев назад +1

    I wish you could explain for commission earners

  • @mapatjakengeducation8966
    @mapatjakengeducation8966 11 месяцев назад +1

    Amazing

  • @TrueCrimeCapital
    @TrueCrimeCapital 10 месяцев назад

    Can you do a video about things that you can take up that may increase your likelihood of getting a refund e.g medical aid , contributing to your retirement fund , investment properties , i think also having a travel allowance also can be part if you meet certain number of kms per year.

  • @erpadministrator
    @erpadministrator 11 месяцев назад +3

    Thanks for the information. Can u be able to cover business tax if you can. Especially if the company is VAT registered. I'm really struggling a lot and it's frustrating.

    • @ChooseU4ever
      @ChooseU4ever 10 месяцев назад

      Please, I would like this too.

  • @nucleus8706
    @nucleus8706 10 месяцев назад +3

    Please do Car allownace

  • @bonikoneti7123
    @bonikoneti7123 11 месяцев назад +4

    Great video, quick one. I have a refund due, submission was made 17th July already. I have no audit but money dololo. I can’t even call them as I’m not based in SA anymore. How can I follow up on this?

  • @tumim8271
    @tumim8271 10 месяцев назад +2

    So what if between March - Feb you got an annual Increase maybe in June. Are you supposed to have 2 calculations as if you've changed jobs or you calculate it as one?

  • @bongzsmalawu1614
    @bongzsmalawu1614 10 месяцев назад

    that morning .... some of us received the garnish .. lol!

  • @noremjonono7104
    @noremjonono7104 10 месяцев назад

    You are helped me a lot thank you dear my problem is I changed my bank details on February these year but they still deposited the money in my old bank account. Where do I start or what must I do now.

  • @siphesihlemchunu5979
    @siphesihlemchunu5979 10 месяцев назад +3

    Hi My Sister, is it good to put a policy number for Provident fund on SARS when you are filing the returns?

  • @BridgetteMokwena01
    @BridgetteMokwena01 11 месяцев назад +8

    Medical Aid also help. My refund was mostly from Medical aid contribution

    • @nokuhlekumalo
      @nokuhlekumalo  11 месяцев назад

      Yes 🙌🏾! Absolutely.

    • @khalishiankosi2756
      @khalishiankosi2756 8 дней назад

      How did your medical Aid help you. I never got any money. Please help

    • @BridgetteMokwena01
      @BridgetteMokwena01 6 дней назад

      @@khalishiankosi2756 i was using discovery medical aid. I don’t know how they calculate

  • @user-iw7pz6id7g
    @user-iw7pz6id7g 10 месяцев назад +1

    My challenge I always ow Sars

  • @robsonfrancis4656
    @robsonfrancis4656 10 месяцев назад

    Hello, can you do a video which includes someone that has a vehicle allowance fixed at say 5k. Plus a km rate of say R1 per km.

  • @SbupapaTube
    @SbupapaTube 10 месяцев назад

    Thank you mntanami, can you explain how the retirement anuity affects my tax. I heard if i have an RA, my tax refund increases.

  • @nkululekomabaso1629
    @nkululekomabaso1629 10 месяцев назад

    Hi Nokuhle, what is the case with tax payments when a person resigned in RSA to go work overseas in a country?

  • @thapelo1
    @thapelo1 5 месяцев назад

    Hi
    Did you deduct the rebate on the example? I am a little bit lost there.

  • @xolapono1279
    @xolapono1279 10 месяцев назад

    I just bumped into this, I need your help. I had a side hustle in which I earned based on the hours I claimed, somehow SARS when they did their estimates they told me I had a short fall. How can they estimate how much they would have earned from me if I was not paid a fixed amount each month? Now I owe them a lot of money and they have started with AA88 notice and is killing me. They don’t even tell you when they do this. I saw on my payslip, even my employer didn’t tell me.

  • @user-ku2on8gu4h
    @user-ku2on8gu4h 3 месяца назад

    Very 👍

  • @briankondos4529
    @briankondos4529 10 месяцев назад +1

    Hi . Thanks for the information I have been working for 8 years now and all the years I get refunds, I asked someone and they said it's because most of the times I work overtime and the fact that I have made investments how true is this?

  • @laylahrenaymatras5869
    @laylahrenaymatras5869 10 месяцев назад

    Hi, why are we additionaly assessed when we request for correction after being auto assessed?
    Why is the refund reduced or taken back by SARS even thought no adjustments were made?

  • @fefemngomezulu166
    @fefemngomezulu166 9 часов назад +1

    My ITSA balance shows -8772 for example however my refund status says no refund due

  • @nomalanganxumalo5575
    @nomalanganxumalo5575 10 месяцев назад

    I've been on retirement for the past 11 years.GEPF. And I got refund for the past 3 years without submitting. I haven't received anything this year. Where do I get my IRP5 and how can I check if I owe or I'm to be refunded

  • @Josieboyful
    @Josieboyful 10 месяцев назад

    I didn't see the rebate being removed from example B?

  • @lazolalwandoarosi7628
    @lazolalwandoarosi7628 10 месяцев назад

    Hi please advise. I had that you can claim from SARS for the work space if you are working from home

  • @mamakgowantaopane8137
    @mamakgowantaopane8137 10 месяцев назад

    For someone who use their car for work purposes and claims the km how does that one work?

  • @thobelaveco7228
    @thobelaveco7228 10 месяцев назад

    Should a government employee pay vat? If yes, isn't it a double tax?

  • @RaineJizzle
    @RaineJizzle 10 месяцев назад

    We need higher rebates. I am willing to sign a petition.😅

  • @ofentsemoloto5374
    @ofentsemoloto5374 9 месяцев назад

    Hey sis. What are the tax implications when you work outside SA. How will one get taxed

  • @Ruva_
    @Ruva_ 11 месяцев назад +1

    Why would a tax free account result in me owing sars?

  • @mphosedumedi275
    @mphosedumedi275 10 месяцев назад

    Hi Nokuhle I want to upload my IRP5 documents but it keeps asking for a case no, how do I get it,?

  • @xolanidhlamini4114
    @xolanidhlamini4114 8 месяцев назад

    Before submitting my return, my Net debit amount on Original Assessment was R11088, but After submitting my return the Net debit amount on Additional Assessment is R347
    I would like to know what this means?
    What is Original Assessment and what is an Additional Assessment?
    Which amount am I supposed to pay to SARS?

  • @guevaristdoctor
    @guevaristdoctor 10 месяцев назад +1

    Hi, Does the tax bracket include additional benefit such as rural and housing allowance?

    • @nokuhlekumalo
      @nokuhlekumalo  10 месяцев назад +1

      Yes - those allowances form part of your gross income.

  • @phelokazingxangana3434
    @phelokazingxangana3434 10 месяцев назад

    Hi Nokuhle. I just got a new job in August. I have an IRP5 from my previous and I need to request a new IRP5 from my new employer? Kindly assist

  • @tumim8271
    @tumim8271 10 месяцев назад +1

    How is Employees' Tax and Tax credits calculated?

    • @thabongwepe5681
      @thabongwepe5681 10 месяцев назад

      He that hath pity upon the poor lendeth unto the Lord; and that which he hath given will he pay him again. Proverbs 19:17 KJV

  • @onkengacu6199
    @onkengacu6199 10 месяцев назад +1

    You make it sound so easy!
    I need more help though 🙆🏽‍♀️
    Can’t even get through TO SARS .
    Tried marking an appointment, it’s 3 months down the line 😢
    🤦🏽‍♀️🙆🏽‍♀️

  • @housemusic977
    @housemusic977 10 месяцев назад +1

    Susi i work overetime but i never get any of SARS money

  • @sweetnessmayatula4016
    @sweetnessmayatula4016 10 месяцев назад +1

    Hi cc how do u get penalty frm Sars where by im not involved in any business

  • @vickynhlengethwa3242
    @vickynhlengethwa3242 11 месяцев назад

    I would like to ask about person who is on Medical aid and is using it a lot, how do they get refund, she is not working but she pays for the medical aid every month, sometimes she will pay some medical bills from her own pocket, doesn't she qualify for refund ?

  • @phililembele
    @phililembele 10 месяцев назад

    If I have returns but I don't get the money..I have submitted everything thy asked for but no money

  • @thatotg
    @thatotg 10 месяцев назад

    📝

  • @mihlembongwa3502
    @mihlembongwa3502 10 месяцев назад +1

    I have to 50 000 and i want to invest ngiqala kanjani i.e example

  • @playspot1
    @playspot1 8 месяцев назад

    Hi sister i want to ask something .. how do we pay tax we as RUclipsrs in SA

  • @BulelaniShube-lh8pp
    @BulelaniShube-lh8pp 10 месяцев назад +1

    I don't understand sars because every month on my pay slip they get their tax but now I owe them ? How ?

  • @babalwabango2102
    @babalwabango2102 11 месяцев назад +2

    Hey Nokuhle. Thank you so much for the calculations. If possible please assist with how medical aid, text free savings, investments affect your returns? Coz yoh it's a hustle when you are paying for someone else's medical aid

    • @nokuhlekumalo
      @nokuhlekumalo  11 месяцев назад +1

      Hey Babalwa ☺️ thanks for watching. So will try briefly explain. (1) Medical aid payments you’ve made will REDUCE your taxable income, so similar to that individual rebate there are also prescribed medical aid rates. And if you have more than one beneficiary SARS gives you a bigger reduction. (2) if there are any medical expenses that you paid out of pocket ie. Not paid for by medical aid, these may allow for an ADDITIONAL rebate on top of the medical aid rebate. But there’s a calculation of what portion of that amount is deductible just make sure you keep all these documents of expenses for such purposes. E.g. when you get glasses AG Specsavers and they make you pay for the bluelight effect, you could claim that for your return since medical aid doesn’t cover it. (3) Investments: the companies that hold your investments should email you or make documents available on their apps where they clearly state that these are for tax purposes. These documents outline how much interest income or dividends you’ve received for the year. The income you earn will be added to your taxable income but SARS also provides a standard deduction that can be applied (because they still want to encourage people to invest) but if you invest ABOVE a certain amount then you will pay tax on that portion. (Sorry I don’t have my handbook on me so I can’t really quote specific paragraphs 🥹 bht hope this helps a bit…)

    • @walkwithorr
      @walkwithorr 11 месяцев назад

      When u pay MA that is not urs, you need to submit 1. list of ur monthly contributions 2. an affidavit from the person u are paying MA for declaring ur relationship (i.e if it is ur mom, she will have to do an affidavit stating that u are hef child) 3. Copies of ur monthly bank statements showing the contributions 4 and of course the MA certificate from the service ptovider.

    • @walkwithorr
      @walkwithorr 11 месяцев назад

      ​@@nokuhlekumalointerest below R23000 will be exempt from tax. Eish! Too many things to remember in tax😮

  • @E-newsNamibia
    @E-newsNamibia 10 месяцев назад

    Am moving to South Africa ❤❤❤