Also see: Managing black tax while building long-term wealthHere’s a checklist of the key documents you should gather before filing your tax return. This document summarises your income, tax deducted (PAYE), benefits and other employment-related information for the tax year. SARS may use this information when determining allowable tax deductions or calculating your tax assessment. Keep your medical documents togetherIf you belong to a medical aid, you’ll need your annual medical tax certificate. Staying organised throughout the year also makes future tax seasons much simpler and helps ensure you meet your tax obligations efficiently.