Why Gathering Your Tax Documents Early Saves You Time and Stress

Tax season always feels overwhelming, but it doesn’t have to be. The earlier you start, the smoother the process will be. Make sure you have:

• IRP5/IT3 certificates from your employer(s)
• Medical aid and retirement annuity certificates
• Bank Interest Tax certificate showing interest earned
• Investment and dividend certificates
• Proof of deductible expenses (e.g. home office, donations)

👉 Tip from CAJPATS: Create a digital folder where you save all your documents as you receive them. When it’s time to file, you’ll have everything in one place.