Allan Gray: Tax Certificates Now Available

Your current and historical tax certificates are now available for access through your online account at Allan Gray's site.

Once you have logged in, navigate to your tax certificates via Reports » Tax Certificates

Please note certain reports are not available:

• IRP5 or IT3(a) for a lump sum payment from a retirement fund or living annuity: Expected to be available online by mid-June.
• RA contribution certificate: Retirement Annuity contribution certificate if no voluntary contributions were made to the Allan Gray Retirement Annuity Fund during the tax year.
• IT3(c): IT3(c) tax certificate if there were no events that triggered capital gains or losses on the investment during the tax year.
• IT3(b): IT3(b) tax certificate if there were no interest, dividends or other income earned on the investment during the tax year.
• Provisional tax certificates: Are only available for Unit trust, Offshore and Living annuity accounts.
• Compulsory RAs, Umbrella and Preservation Funds: Only issue a tax certificate if there has been a lump sum payment from a compulsory RA, Umbrella or Preservation Fund during the tax year.
• Tax certificates for Endowment accounts.
• Tax certificates that are older than three years: Are not available via the secure section of our website. To access these tax certificates please contact Allan Gray directly on 0860 000 654 or email at info@allangray.co.za.

Our Integrated Wealthcare approach is based on your personal priorities and aspirations. This process is designed to give you a clear course of action for pursuing your goals that span various time horizons and life stages to empower you to do extraordinary things with your wealth, both now and in the future.

I look forward to talking with you again soon.

Yours in health,

Shane Thom, CFP^® GTP(SA)™
Managing Partner // Key Individual // Integrated Wealthcare Advisor // Personal Portfolio Manager (PPM)

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