How To Successfully Claim Additional Medical Expenses From SARS This Tax Season
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Guest – Tshepo Thebyane, Senior Tax Consultant at Tax Consulting SA
With the 2025 annual tax filing season underway, many South Africans who have incurred significant out-of-pocket medical expenses during the year of assessment, continue to enquire about how they can possibly claim an additional medical tax credit to lower their tax liability.
Section 6B of the Income Tax Act permits an additional medical tax credit. This allows for an additional medical tax creditclaim (“AMTC”) on the condition that the out-of-pocket expenses align with the definition of qualifying medical expenses, as set out in the Act.
Taxpayers who incurred qualifying medical expenses and have been able to fully support their claims, have seen the benefits. In practice, successful medical tax credit claims have amounted to additional medical tax credit claims between R2,000 and R100,000 per tax year, stemming from out-of-pocket expenses incurred such as, laboratory test results to expenses for a dependent suffering from a disability, to mention a few.
With the 2025 annual tax filing season underway, many South Africans who have incurred significant out-of-pocket medical expenses during the year of assessment, continue to enquire about how they can possibly claim an additional medical tax credit to lower their tax liability.
Section 6B of the Income Tax Act permits an additional medical tax credit. This allows for an additional medical tax creditclaim (“AMTC”) on the condition that the out-of-pocket expenses align with the definition of qualifying medical expenses, as set out in the Act.
Taxpayers who incurred qualifying medical expenses and have been able to fully support their claims, have seen the benefits. In practice, successful medical tax credit claims have amounted to additional medical tax credit claims between R2,000 and R100,000 per tax year, stemming from out-of-pocket expenses incurred such as, laboratory test results to expenses for a dependent suffering from a disability, to mention a few.
