CP
Chris P

1 reviews | Active since Feb 2024

26 Mar 2024, 15:38

Tax Compliancy

I had some small RA's with Investec a few years ago which I Converted to better options with Sanlam. During the process, Investec had to submit a request to SARS for a tax directive and then submit the final tax directive to SARS. The directive they received from SARS and the final documents they submitted at the time of the change, was not the same. This resulted in me not being able to submit my tax via eFiling as this error needs to be fixed first by Investec. This process started in the tax year 2021/2022 and is still not resolved despite numerous emails to Investec over the last more than 12 months! Investec is stopping me in submitting my tax and SARS is sending me notices to submit my outstanding tax dating back to 2021/2022. Pathetic service!!

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Replies (3)
CP
Chris P's update20 Mar 2024, 11:04
Reviewer Update
This is the last response I had from Investec. I have been trying through my Broker for more than a year to get them to sort out the mess with SARS!



Tax query Thank you for your email outlining the query with regards to your SARS tax return. We are busy investigating the query and taking the necessary technical actions to correct the tax data based on what we find. This can take up to 7 business days to complete but we will contact you with additional instructions or conclusive resolution to the query once it has been addressed. Please accept our sincere apologies for the frustration and any inconvenience that this may have caused you. Contact us For more information, please contact us on ***. You can also email us at ***.

Regards Discovery Invest Transfer out Kwanele July Administrator
CP
Chris P's update20 Mar 2024, 11:07
Reviewer Update
This is the last response i received regarding my Tax query.


Tax query Thank you for your email outlining the query with regards to your SARS tax return. We are busy investigating the query and taking the necessary technical actions to correct the tax data based on what we find. This can take up to 7 business days to complete but we will contact you with additional instructions or conclusive resolution to the query once it has been addressed. Please accept our sincere apologies for the frustration and any inconvenience that this may have caused you. Contact us For more information, please contact us on ***. You can also email us at ***.

Regards Discovery Invest Transfer out Kwanele July Administrator
Discovery Invest
Discovery Invest's reply26 Mar 2024, 15:44
Official
Good Day

Thank you for bringing the below matter to our attention.

For the protection of your personal information, we will contact you on the contact details provided.