The South African Revenue Service (SARS) requires specific documentation from you when filing for disability tax rebate
For many families, submitting a disability-related tax claim can feel like a big step. You gather your documents, complete your tax return and hope the process goes smoothly. In many cases it does. But SARS may ask for additional information, or even decline a claim. While this can feel discouraging, it is important to know that it is not unusual.
SARS regularly performs verification checks on tax returns, especially when medical expenses or disability-related claims are involved. In most cases, they simply want to confirm that the claim is supported by the correct documentation.
The most important supporting document remains the ITR-DD form, which confirms that the person qualifies as having a disability according to the SARS definition. This form must be completed by a registered medical practitioner and submitted when SARS requests it. If the form is incomplete, outdated, or not properly signed, SARS may reject the claim.
Beyond the ITR-DD form, SARS will typically request proof of the expenses that were claimed. This can include:
- Medical aid tax certificates issued by your medical scheme;
- Invoices and receipts for therapy sessions, such as physiotherapy, occupational therapy, or speech therapy;
- Proof of payment for assistive devices, wheelchairs, communication devices, or other specialised equipment;
- Invoices for home modifications related to accessibility, such as ramps or bathroom adaptations;
- Educational or care-related invoices Where specialised services are required because of the disability; and
- Logbooks for any travel related claims.
It is important that these documents clearly show the service provider, date, amount and nature of the expense. In many cases, SARS will also require proof that the expense was actually paid, which is why bank statements or payment confirmations are often useful to keep.
If SARS reviews your claim and decides to disallow part of it, the first step is not to panic. A declined claim does not always mean the expense is invalid. Sometimes, it simply means the documentation was incomplete or unclear.
In these situations, taxpayers have the right to request a correction or lodge an objection. This allows you to submit additional documentation or explain why the expense qualifies under the medical tax rules. The key is to provide clear supporting evidence and in the correct format. When the documentation aligns with SARS guidelines, many issues can be resolved through this process.
Navigating the tax system should not be another unnecessary burden. With organised records and a clear understanding of the process, families can approach tax season with far greater confidence. If you are stuck or need more advice you are welcome to contact us on e-mail at info@yourdisabilitytax.co.za.
