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Application for a tax directive – fixed amount

    

Description | Steps to follow | Legal framework | Service standard | Cost | Forms to complete | Contact details

Description

The directive request is submitted to the South African Revenue Service (SARS) to request that a fixed amount of tax be deducted from a taxpayer's income or annuity.

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Steps to follow

Make sure your tax affairs are in order before applying for a tax directive. SARS will not normally issue a tax directive if you have any outstanding tax returns or have any outstanding tax payments.

Supply the following to assist SARS in approving your application for a tax directive:

  • application form IRP3(c)
  • your ID and tax reference number
  • your employers or fund administrators PAYE reference number
  • a detailed income and expenditure statement. The SARS branch office may request proof of certain expenses before approving the directive application
  • the method used (or required) or the calculation of the tax liability.

Once approved by SARS confirmation will be supplied within few days but the official tax directive could take up to four weeks.

A much easier way of applying for a tax directive is by doing it through eFiling. Your request for a tax directive through this service is normally approved within 48 hours if the office does not require proof of expenses.

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Legal framework

Income Tax Act, 1962 (Act 58 of 1962)

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Service standard

It will take up to four weeks to process your application.

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Cost

The service is free.

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Forms to complete

(Forms are provided in PDF format. To open PDF documents, you need to have Adobe Acrobat Reader 4 or higher installed on your computer.)

Complete and submit your application online. Alternatively, download and complete the form, Application for tax directive: Fixed amount , IRP 3(c)

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Contact details

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