When a tax complaint deals with more than one issue, it may lead to confusion at the South African Revenue Service (SARS), as the case below shows.
Ensuring Fairness
When a tax complaint deals with more than one issue, it may lead to confusion at the South African Revenue Service (SARS), as the case below shows.
Welcome to our second quarter issue of Fair Play! We are excited about this issue because the Office of the Tax Ombud’s educational campaign continues to provide insights on promoting Taxpayers’ rights during the SARS’s Tax Season. The OTO’s #TaxpayersRightsMatter campaign aims to educate taxpayers about their rights, what they mean, and when they should […]
The Office of the Tax Ombud is pleased to share the 17th issue of its monthly case study newsletter Fairness for All. The newsletter seeks to educate taxpayers about the types of taxpayer complaints lodged with the OTO and how these are resolved. In the current issue, we showcase one of the challenges taxpayers experience […]
In 2017 the OTO issued a report after finalising a systemic investigation into what caused delays in SARS paying refunds to taxpayers. One of the issues identified was that SARS delays the revision of assessments after disputes have been finalised. The primary issue noted by the Tax Ombud was that there is no prescribed timeframe […]
The theme of the current edition is “Balancing taxpayers’ rights and obligations”, and the articles and insights featured in this issue seek to do precisely that by providing informative material on the topic.
Taxpayers regularly experience challenges with IRP5 certificates, either with incorrect information reflecting on the certificates or not receiving the IRP5 certificates from their previous employers. It is important to note that the above issues should be directed to employers and not the South African Revenue Services (SARS). However, the case below, which can be taken […]
The OTO has discovered a previously unidentified issue relating to SARS repeatedly conducting verifications that could be contributing to delays in the revenue authority finalising assessments. This issue was found during an analysis the OTO has been conducting to determine possible root causes of certain delays in paying out refunds, specifically in cases where SARS […]
On 7 April 2022, Tax Ombud Judge Bernard Ngoepe published the Compilation of Taxpayers’ Rights, Entitlements and Obligations. He expressed gratitude to all stakeholders who heeded calls for public comments on the draft Compilation released two months ago.
The Tax Ombud, Judge Bernard Ngoepe, is pleased to share South Africa’s first-ever Compilation of Taxpayers’ Rights, Entitlements and Obligations. The document was compiled by the Office of the Tax Ombud (OTO) with inputs from numerous stakeholders in and outside the tax sphere. Thank you for your contribution and support over the years, and we […]
Before releasing tax refunds, SARS is by law allowed to conduct verifications when it identifiesrisks, but it is not common to do so multiple times for the same tax year and request the samedocuments.