Question 1

What is Medical TaxBack?

Accepted Answer

Medical TaxBack is a specialist process for identifying qualifying medical expenses and disability-related deductions that may reduce your tax liability or support a SARS refund claim.

Question 2

How do I know if I qualify?

Accepted Answer

Qualification depends on your medical and tax circumstances. Common signals include ongoing medical expenses, disability-related costs, medical aid contributions, and supporting medical documentation.

Question 3

What documents will I need?

Accepted Answer

Typical documents include medical aid tax certificates, statements of benefits, invoices, proof of payment, doctor or therapist reports, and where relevant an ITR-DD form.

Question 4

Does SARS pay the refund directly to me?

Accepted Answer

Yes. Approved refunds are paid by SARS directly to the taxpayer. Stratfin assists with the claim preparation, submission support, and follow-up process.

Question 5

When do I pay Stratfin?

Accepted Answer

The Medical TaxBack process is success-fee based. The fee is due only after SARS approves and pays a qualifying refund.

Question 6

Can older tax years be reviewed?

Accepted Answer

In many cases older years can be reviewed, subject to SARS rules, your filing history, and the availability of proper supporting documents.

Frequently Asked Questions