The Process
Simple, transparent, and effective. Here is how we help you check your eligibility and claim potential medical tax refunds.
Step 1 - Contact Stratfin
Reach out to our team to check if you qualify.
→ Complete our qualifying form to assess your eligibility.
Check If You QualifyStep 2 - Provide Documents
We guide you through gathering:
- Medical aid tax certificates
- Statements of benefits
- Therapy invoices
- Doctor forms
We help gather everything.
Step 3 - Refund Calculation
Our team:
- Processes all expenses
- Checks qualifying criteria
- Calculates your refund estimate
Step 4 - SARS Submission
We handle the filing, backdating, corrections, and compliance, and approved refunds are paid directly to you by SARS.
Only then do you pay the 20% success fee.
