IRP5 Tax Certificate

IRP5 Tax Certificate is a summary of all the remuneration (including allowances and benefits) provided to an employee by an employer during a tax year.

Updated FAQ – IRP5/IT3(a) tax certificate

22 July 2021 – A frequently asked question was updated to clarify how to add the IRP5/IT3(a) tax certificate where the ‘Transaction Year’ and the ‘Year of assessment’ differs. Question: What must I do if my IRP5/IT3(a) information for my lump sum is not on my Income Tax Return (ITR12)? Answer: If the ‘Transaction Year’ and the ‘Year of assessment’ differs on the IRP5 certificate, the IRP5/IT3(a) tax certificate will not be prepopulated on the return. On eFiling add the certificate by increasing the number of certificates on the return wizard.  A blank certificate will be available and you must capture the IRP5/IT3(a) tax certificate detail, including the tax directive number in order to avoid the return being rejected.

The updated FAQ was published on the following webpages:

What is an IRP5?

An IRP5 is the employee’s tax certificate that is issued to him/her at the end of each tax year detailing all employer/employee related incomes, deductions and related taxes. It is used by the employee specifically to complete his/her income tax return for a specific year.

IRP5 change of banking details

You need to submit the following documents:

  • A copy of your valid identity document or drivers licence or passport or temporary identity document or asylum seekers certificate/permit, together with the original identification (for those visiting a SARS office).
  • Stamped letter from the bank (including an electronically stamped letter) not older than three months confirming the account holder’s legal name; account number; account type and branch code; or
  • Bank statement or ATM / Internet generated statement or eStamped statement not more than three months old that confirms the account holder’s legal name; account number; account type and branch code.
  • For a Holding/Subsidiary Company or Non-resident Company (for VAT):
    • VAT119i form Indemnification in terms of Section 44(3)(d) of the VAT Act – Bank details where third party’s bank details are used.
  • For Government Institutions:
    • Letter from bank with bank stamp indicating the banking details of the institution.

If you receive a letter from SARS to verify your banking details:

The requestor submitting the supporting documents electronically, must provide an image of himself/herself holding their proof of identity, as well as a written note containing the case number and the date on which the documents are uploaded to SARS. It is important that the requestor’s face, proof of identity and the note are clearly visible in the same picture. For an example of the type of image required, click here. 

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