Get your tax certificate
The 2019 tax season opened on 1 July 2019 and you may need to submit an income tax return to
the South African Revenue Services (SARS). If so, you will need a medical fund tax certificate to
complete the medical section of your annual tax return.
How do I get my tax certificate?
If you were a Bonitas member between 1 March 2018 and
28 February 2019, you should have have received a tax
certificate from us, by email or post, by the end of May, 2019.
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What is a medical fund tax
certificate?
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Alternatively, you can access your tax certificate on the Bonitas
website:
Step 1: Log in to the Member Zone.
Step 2: Click on ‘My documents’.
Step 3: Click on ‘Tax certificate’.
Step 4: Save the tax certificate to your device.
Or you can call us on 0860 002 108 and use our self-help
service. Follow the voice-prompts and select options 1-2-1 to
help you get your tax certificate.
Details for tax certificate
Call:
0860 002 108
Website: www.bonitas.co.za
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This certificate is a summary of your
healthcare expenditure and details the
following for the previous tax period:
• How many months you and your
dependants were members of Bonitas
• The total contributions paid to the Fund for
you and your dependants
• The total interest earned on your savings
(if you were on a Savings option)
• The total cost of medical expenses not
covered by the Fund
• The total dental claims not paid by
DENIS. For queries you can call
DENIS on 0860 336 346 or email
[email protected]
• The total optical claims not paid by PPN
• For queries call PPN on 0861 103 529 or
email [email protected]
• The total optical claims not paid by
Iso-Leso. For queries call us on 0860 002
108 or email [email protected]
What is meant by the medical
claims total not paid by the
Fund on my tax certificate?
This total refers to the sum of all processed
claims that Bonitas did not pay in full. This
includes instances where the benefit limits
were exceeded or a co-payment was
applied. It is important that you submit all
claims to the Fund, even if your day-to-day
benefits are exhausted. These claims will
accumulate towards the amounts reflected
on the tax certificate for claims not paid by
the Fund, which could be beneficial to you
in terms of your tax reimbursement. Only
claims processed between 1 March 2018 and
28 February 2019 are included in this total.
Claims processed after 28 February 2019 will
be included in next year’s tax certificate.
What does the medical fund contributions total on my tax certificate refer to?
This total is the sum of all contributions received by Bonitas from you between 1 March 2018 and 28 February 2019. If you have paid
contributions directly to the Fund, there will be a Rand value in this field. If your contributions have been received through your employer, this
field will say ‘Refer to your IRP5’. You should then refer to the IRP5 you received from your employer for your medical aid contribution total. If
you are a pensioner you will have received an IT3(a) certificate from your pension fund which will state your medical fund contribution total.
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