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Medical TaxBack

You may be entitled to additional medical tax relief.

Many taxpayers are unaware that they may qualify for substantial tax rebates on medical aid and out-of-pocket medical expenses where they, their spouse, or their child has a qualifying medical condition.

Eligibility

Who may qualify?

The old site focused on people with a moderate or severe limitation in daily activity caused by a medical condition. The limitation must have lasted for more than a year and must be diagnosed by a registered doctor.

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Doctor confirmation is required.

You and a registered doctor need to confirm the disability on a special form. Stratfin can provide and guide this document.

Benefits

What medical costs can be considered?

Qualifying out-of-pocket medical expenses paid and not recovered can form part of the assessment. The old page highlighted these common categories.

01

Medical aid

02

Personal attendants

03

Special schools

04

Travel expenses

05

Special equipment and devices

How Stratfin helps

A guided claim process, not a pile of forms.

Guide clients through the disability tax claim process

Prepare and make representation to SARS

Assist with the required returns and supporting documents

Claim for prior years where the tax position allows it

Charge a percentage fee only on successful completion

01

Confirm eligibility

We check whether the taxpayer, spouse, or child may qualify based on the limitation, duration, and medical confirmation.

02

Prepare the evidence

The old site made the doctor confirmation form central. We keep that requirement clear and upfront.

03

Submit and represent

Stratfin assists with returns, supporting schedules, SARS representation, and previous tax years where possible.

Next step

Check whether Medical TaxBack applies to your family.

This is the one service where a meeting option remains useful. You can start the assessment directly or book time with the Stratfin team.