PB
Pieter B

1 reviews | Active since Jun 2022

25 Jun 2022, 11:35

Tax Directive causing TAX return block

I discovered that Liberty took out a Tax Directive against an unclaimed benefit listed on their records for me. I have not received any communication that the unclaimed benefit was paid out to a previous employer nor to me yet the received a Tax Directive against my name in November 2021 so that they can proceed to pay out the benefit. Today I am preparing my 2022 Tax Return and SARS claims that I will not be able to finalise my return due to this Tax Directive which was issued and only the fund manager can resolve the problem. I am now sick of this. First Data Factory haunted me for the unclaimed benefit which I did not want. Then when I finally provided them with my detail so that they can process the unclaimed benefit I must find that you are causing me not to file my TAX Return. This is unfair. I expect that Liberty contact me with urgency so that the matter can be resolved. I want you out of my life IMMEDIATELY!

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Replies (3)
PB
Pieter B's update27 Jun 2022, 09:53
Reviewer Update
I have not received any feedback yet. I phoned the contact center whom requested me to submit documents to aid. I yet would like someone to contact me so that the problem can be resolved at the soonest.
PB
Pieter B's update27 Jun 2022, 12:39
Reviewer Update
Thank you. Cannot wait that his gets resolved at the soonest.
PB
Pieter B's update27 Jun 2022, 13:39
Reviewer Update
Mumtaz Cassim called me. She knew exactly what my problem is. When she called the Tax Directive was removed and this was refelcting correctly on my SARS eFiling profile. I wish to thank Mumtaz, contacting me with the problem already resolved without me explaining what the problem is.

Mumtaz also took liberty to assist in getting the unclaimed benefit claim being processed by requesting me to send her the needed documents which are outstanding.

This actions really restored faith today.