Disability Tax Deductions
As a person with a disability, you may qualify for certain tax deductions, income exclusions, and credits.
There are many South Africans with disabilities, or who have a spouse or child with a disability, that are not claiming expenses from SARS. If you are one of these people, you may be eligible to claim all of your out of pocket expenses relating to the disability.
It is also clear from the SARS information that most of those who do claim, are not getting the maximum possible credits. In fact, the amounts credited suggest that the amounts actually claimed and paid by SARS were in the region of 50% of what they should be.
What Are You Looking For?
1. Who Qualifies for Disability Tax Relief?
2. List of expenditure for purposes
– Qualifying Disability Expenditures
– Medical Tax Credits Guide
3. Who Can Help With Disability Tax?
– Your Disability Tax
– Stratfin Medical Tax-Back
4. Frequently Asked Questions
5. Useful links:
– Tax and Disability
–Income Tax Medical Credits
– Medical expenses you can claim
Who Qualifies to Apply for Disability Tax Relief
SARS defines a disability as “a moderate to severe limitation of a person’s ability to function or perform daily activities as a result of a physical, sensory, communication, intellectual or mental impairment. If the limitation has lasted or has a prognosis of lasting more than a year; and is diagnosed by a duly registered medical practitioner in accordance with criteria prescribed by the Commissioner.”
SARS also provides tax relief for “mild to moderate” physical impairment. According to the Income Tax Act, a physical impairment is interpreted as a disability that is less restricting than the ‘disability’ defined above. This is understood to be a restriction on one’s ability to function or perform daily activities, but only after therapy, medication and the use of any supportive devices.
The prescribed list of expenditure for purposes of section 18(1)(d) of the Act includes:
How can we help you?
At Disability Info South Africa (DiSA), we are committed to breaking down barriers and creating a more inclusive society.
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Who Can Help With Disability Tax?
There are many taxpayers that do not realise that they qualify for disability credits and are not adequately informed of the multiple legal ways of claiming relief on expenses resulting from disabilities.
This includes expenses which help people with disabilities to lead a reasonable life. Hence, creating awareness amongst the various groups and or foundations in South Africa is of utmost importance.
The Disability tax law and the related SARS compliance procedures are complex, but the good news is, there are companies that can help.
These companies not only have knowledge of the Disability Tax Regulations, but are experienced in maximising their clients’ claims – which makes a big difference to what you receive from SARS as your refund.
Your Disability Tax
Although the Disability tax law and the related SARS compliance procedures are complex, this is what we do and are passionate about.
We offer a start off free consultation for two reasons:
– Here we define what the exact disability circumstances are, therefore determining to what extent we can be of service.
– Once the above is achieved and understood by both the taxpayer and us, the process is then explained going forward to claim the necessary expenses on behalf of the taxpayer.
Some taxpayers have had mixed success in claiming for their expenses, when attempting to do it themselves. The requirements and documentation are very strict and it has become a very specialized field. Because of the way we present our claims to SARS, we are ensured a very high success rate.
Being a parent of a child with a disability helps. I urge all taxpayers to make use of this allowable from SARS and to seek the services of a specialist in terms of claiming for disability costs, to ensure their claim is maximized.
Contact Your Disability Tax today for your free assessment: Email: info@yourdisabilitytax.co.za | www.yourdisabilitytax.co.za
Stratfin Medical Tax-Back
At Stratfin Medical TaxBack, we have over 10 years of experience helping South African families successfully claim medical tax refunds from SARS in a way that is simple, fast, and stress-free.
We specialise in ensuring claims are submitted correctly the first time, including complex and *backdated claims* that many families may not realise they are entitled to.
Our team has assisted hundreds of families across a wide range of disability-related conditions, including autism, hearing loss, mobility challenges, learning difficulties, and many more.
– We work on a success-based model, meaning if there is no refund from SARS, there is no fee charged.
– Our focus is on guiding families through the process professionally and efficiently to maximise the refund they are legally entitled to receive.
For More Information Contact Stratfin Medical Tax-Back: Call +27 77 267 4268 | Email: office@stratfin.co.za | Visit: www.stratfinmedicaltaxback.co.za
Frequently Asked Questions
Disclaimers and References
Simplified Summary
Disability Tax Deductions Page: This page explains how people with disabilities, or their dependents, can get tax deductions from SARS for certain medical and disability-related expenses. It also lists which expenses can be claimed and gives contact details to contact details of Disability Tax Experts who specialise in this.