Get started in 3 easy steps

Step 1: Get the following documents together 

Documents we require (some may be applicable to you, and others may not be)

• Your Salary Tax Certificate (IRP 5)- If you earn a salary, you get this document from your Employer.
• Your Medical Aid Certificates (if applicable)- Only if you are a member of a medical aid fund. You get this certificate from your medical aid fund and is easy to request.
• Additional Out of Pocket Medical Expenses- Receipts for all your other medical expenses paid cash.
• Your Retirement Annuity and/or Income Replacement Certificates and/or Pension funds Certificates- Certificate reflecting contributions made.
• Your Bank Interest Certificates (if applicable) – Certificate reflecting the interest earned on your bank account.

Step 2: Save the correct Excel File onto your computer, and complete it:

Please choose the correct category below- please note that you can only fall in one of the categories below. 

• If you earned just a Salary for the tax year (NO Travel Allowance, NO Capital Gains Tax and NO Rental Income from Property) then Click here to save Excel File 1 onto your computer (choose “Save” when you click on this link)

• If you earned a Salary, and received a Travel Allowance for the tax year (But NO Capital Gains Tax and NO Rental Income from Property) then Click here to save Excel File 2 onto your computer (choose “Save” when you click on this link)

• If you earned a Salary, and one or more of the following are relevant to you as well for the tax year: Travel Allowance AND/OR Capital Gains Tax AND/OR Rental Income from Property then Click here to save Excel File 3 onto your computer (choose “Save” when you click on this link)

• Once you have completed the correct Excel File, save it on your computer again. Remember where you save this file.

Now send us your income tax documents as well as your completed Excel file by fax or e-mail.

E-mail: admin@irp5.co.za

Fax: 086 612 2104 

Step 3: We will review your submitted info.

• We will contact you if any information is outstanding or required.
• If everything is correct, we will send you our invoice. Our banking details will be indicated on this invoice.
• Make an EFT payment through online banking (or a bank deposit at your bank) into our bank account and use your Surname/Initials as payment reference.
• Then write your phone number on your proof of payment, and fax your proof of payment to 086 612 2104. You can also email your proof of payment, with your phone number typed into your email, to admin@irp5.co.za

Should we require any more info from you, we will contact you.

Thank your for choosing irp5.co.za.