INCOME TAX ITA34

Notice of Assessment

Enquiries should be addressed to SARS:

Contact Centre
ALBERTON

JJ SAAYMAN 1528
32 CURLEWSTRAAT Tel: 0800007277 Website: www.sars.gov.za
D'ALMEIDA
Details
MOSSEL BAY
Reference number: 1146037104 Always quote this
6500 reference number
Document number: 30049
when contacting
Date of assessment: 2023-07-31 SARS
Year of assessment: 2023
Type of assessment: Original Assessment
Period (days): 365
Payment Due date: 2023-08-01
Interest free period 2023-08-31
(Grace period) until:
PRN Number 1146037104T00000000

Balance of Account after this Assessment

Description Amount
Amount payable by you to SARS 3758.82

Compliance Information
Unprocessed payments 0.00 Provisional taxpayer N
Selected for audit or verification N

Please Note: Your assessment is not currently selected for Audit/Verification. Should this change SARS will notify you as such via an official
Verification or Audit notification.

Assessment Summary Information

Previous Assessment Current Assessment Account Adjustments
Income 0.00 232211.00
Deductions allowed 0.00 -12967.00
Taxable income / Assessed Loss 0.00 219244.00
Calculated Tax Liability:
Assessed tax after rebates (Tax calculated, Including Foreign Tax Credits discharged / 0.00 23038.92
refunded & additional tax / penalties)
Tax credits and adjustments 0.00 -19280.10

Assessment Result 0.00 3758.82

Net debit amount under this assessment 3758.82
Less:
Add:

Net debit amount 3758.82

NOTE: If Net debit amount or Net credit amount under this assessment differs from the amount payable/refundable in container "balance of
account after this assessment" stated above then refer to your detailed statement of account
Dear JJ SAAYMAN

Your assessment for the 2023 year of assessment has been concluded and the assessment summary as well as the current balance on
your account are reflected above. Please note that in the case of a debit balance on your account further interest may accrue.

If the payment is not received by the Grace Period of 2023-08-31 interest will be charged on this assessment from the payment due date of 2023-
08-01 as indicated on this notice of assessment.

Payments are to be made electronically or at any branch of the banks listed below. When you make a payment, please use the payment reference
number (PRN). The following payment channels are available to you:
- Via SARS eFiling (www.sars.gov.za)
- Via MobiApp
- Electronically using internet banking (EFT - electronic fund transfer)
- At a branch of one of the following banking institutions: ABSA, Capitec, FNB, Nedbank or Standard Bank.
- For more details on payments process details visit the SARS website (www.sars.gov.za)

A detailed statement of account (including all amounts payable or refundable under any previous assessment, refunds, payments, and interest),
may be requested from SARS through the following channels:

Reference Number 1146037104 ITA34_RO 2023.04.00 01/03

- Electronically via eFiling or the MobiApp (if you are registered as an eFiler)
- Call the SARS Contact Centre
- At your nearest SARS branch by appointment. To book an appointment visit the SARS website.

The reference to additional tax/understatement penalty in this notice of assessment depends upon the circumstances.
(i) If additional tax was imposed before the commencement date of the Tax Administration Act (TAA) then an adjustment to that additional tax may
be made by an assessment issued in terms of the TAA after the commencement date of the TAA.
(ii) An assessment issued after the date of commencement of the TAA, in respect of any period that preceded the commencement date of the
TAA, may be subject to the imposition of an Understatement Penalty in terms of the TAA as an "understatement" is considered to be a continuing
act or omission in terms of the TAA
(iii) An assessment issued after the commencement date of the TAA, for a period that commences after the commencement date of the TAA, may
include the levy of an Understatement Penalty.

The amounts of income included and deductions allowed in calculating this assessment is reflected below. It is very important that you verify these
to ensure that:
1. The amounts are correct
2. All your taxable income and allowable deductions for the year are reflected

If you are of the view that the assessment contains a processing, calculation or other error(s), you should submit a request for correction (RFC).

If you are unsure as to how the assessment was concluded or the reasons for any of the adjustments made, you may within 30 business days of
this assessment, submit a Request for Reasons, using the SARS prescribed form available on eFiling or at your nearest branch.

If you are aggrieved by this assessment, you may submit a Notice of Objection via eFiling or at your nearest branch. This must be done within 80
business days from the date of this assessment. If a Request for Reasons was submitted, the notice of objection must be submitted within 80
business days after the delivery of the outcome notification.

NOTE: Your obligation to pay any amount due is not suspended by request for correction, any objection or appeal. However, SARS will consider a
motivated application for the suspension of payment as provided for in the Tax Administration Act, for instances where an amount due is, or will
be, subject to objection or appeal.

Sincerely
ISSUED ON BEHALF OF THE COMMISSIONER FOR THE SOUTH AFRICAN REVENUE SERVICE

Reference Number 1146037104 ITA34_RO 2023.04.00 02/03

 INCOME TAX ITA34
Notice of Assessment
Reference number: 1146037104
Document number: 30049
Year of assessment: 2023

Income
Code Description and detail Computations & adjustments Amount assessed
Employment income [IRP5/IT3(a)] 219870.00
3603 Pension - taxable 152151.00 152150.00
Excess contribution exemption -1.00
3601 Income - taxable 66038.00 66038.00
3607 Overtime 1576.00 1576.00
3808 Payment of employee debt 106.00 106.00
Local Interest Income 12341.00
4201 Interest excluding SARS Interest (Local) 72284.00 12341.00
Married in community of property adjustment -36143.00
Investment exemption -23800.00

Income 232211.00

Deductions allowed
Code Description and detail Computations & adjustments Amount assessed
Retirement fund contributions -12967.00
4029 Retirement fund contributions 12967.00 -12967.00
Amount b/f from previous year 0.00
Retirement annuity fund contributions 12967.00
Deduction limited to lessor of R350 000 or (27,5% of the greater of the taxable income R 232211.00 or 232211.00 218294.00
remuneration R 218294.00)
Deduction limited to Taxable income excluding CGT R 232211.00, excess amount R 0.00 232211.00 0.00
included in carry-over amount
Other deductions 0.00
4003 Provident fund contributions 0.00 0.00
Amount b/f from previous year 176588.00
Excess contribution exemption -1.00
Amount c/f to next year -176587.00

Deductions Allowed -12967.00

Taxable income
Code Description and detail Amount assessed
Taxable income – subject to normal tax 219244.00

Tax calculation
Code Description and detail Computations & adjustments Amount assessed
Normal tax 39463.92
Rebates -16425.00
Primary 16425.00
Subtotal 23038.92
Employees’ tax -19280.10
4102 PAYE - pay as you earn 10962.28
4102 PAYE - pay as you earn 8317.82
Previous assessment result 0.00
Net amount payable under this assessment 3758.82
*This amount is separately reflected on your Statement of Account.

Notes
Amount assessed
1 Information declared that impacts this assessment:
Married in community of property Y

Reference Number 1146037104 ITA34_RO 2023.04.00 03/03