Get Request For Refund By Non Resident For Sa Tax Paid On ... - Sars

Filing a request for a refund from South African tax as a non-resident can be a straightforward process when following methodical steps. This guide provides a detailed overview of how to fill out the Request For Refund By Non Resident For SA Tax Paid On ... online, ensuring clarity and support throughout each section of the form.

Follow the steps to successfully complete your refund request.

1. Click the 'Get Form' button to retrieve the form, opening it for completion in an accessible format.
2. Begin by entering your personal details in the 'Applicant Details' section. This includes your surname, first name, other name, date of birth, country of tax residence, and identification numbers both locally and in your country of tax residence.
3. Provide your contact information, including your fixed line telephone number, mobile number, and email address. Options for postal addresses should be filled out accurately, including unit numbers, complex names, street numbers, and town.
4. In the 'Information' sections, state the period for which you are requesting a refund, detailing the amount of income before South African tax and the amount of SA tax withheld. Ensure you complete this for each applicable period.
5. Indicate whether the income was also subject to tax in your country of residence and attach any necessary proof if applicable.
6. Fill out the pension or annuity information, providing details such as the name, nature of the pension or annuity, policy numbers, PAYE references, and attaching the IRP5 or IT3(a) certificate.
7. Affix the relevant bank details, including the account number, branch number, account type, and any necessary codes, such as IBAN for European transactions.
8. Review all filled information for accuracy. Make any necessary adjustments before finalizing.
9. Once everything is complete, save your changes and consider downloading or printing the document for future reference. Share as needed.

Start your refund request today by completing the document online.