Quick answer
Prepare the notice of assessment, SARS reasons or letters, the submitted tax return, source documents, invoices, receipts, bank statements, contracts, tax certificates, calculations, proof of payment and all SARS correspondence. Each disputed item should be linked to proof.
Key takeaways
- Prepare the notice of assessment, SARS reasons or letters, the submitted tax return, source documents, invoices, receipts, bank statements, contracts, tax certificates, calculations, proof of payment and all SARS correspondence. Each disputed item should be linked to proof.
- Highlight the disputed line items on the assessment. Then create a matching evidence list for each item. If the dispute concerns income, prepare income records. If it concerns expenses, prepare invoices, receipts and proof of payment. If it concerns penalties, prepare filing and payment history.