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When will I be able to view my Tax Certificate?

Once the tax year has come to an end (the last day of February each year), we have to prepare the tax data and files for submission to SARS. Third-Party Providers (such as SatrixNOW) are able to submit the data files to SARS from 1 April up until 31 May each year. 


After submitting the tax files to SARS, Satriis in a position to issue tax certificates to its clients – we aim to provide these within 14 business days after the Third Party submission closing date.


There are some clients who have requested SatrixNOW to issue their tax certificates sooner; hence we have devised a plan to satisfy this request, as detailed below:

  1. SatrixNOW will aim to upload “Provisional” tax certificates onto the platform by 31 March;
  2. SatrixNOW will let clients know when this has been done;
  3. These certificates will bear the word “Provisional” until such time that we submit the tax data to SARS towards the end of May;
  4. Once the data files have been finalised and submitted to SARS, final tax certificates will then be uploaded onto the platform and the “Provisional” tax certificates will be removed.


What are Third-Party submissions? 

Third-Party Providers such as Banks, Medical Schemes, Fund Administrators, etc are required by law to send certain client data through to SARS each year. The information supplied will enable SARS to maintain its own record of your investment-related activities during the tax year. Third-Party Providers are required to submit bi-annual submissions of this data to SARS. An example of the information submitted to SARS is interest income (IT3B) as well as profit or losses realised on the sale of securities (IT3C).


When does the tax season open up for me to submit my tax returns?

The opening of the tax submission season is announced by SARS each year. You can follow the SARS website for an update on this.

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Satrix Managers (RF) (Pty) Ltd (Satrix) a registered and approved Manager in Collective Investment Schemes in Securities and an authorised financial services provider in terms of the FAIS. Collective investment schemes are generally medium- to long-term investments. Unit Trusts and ETFs the investor essentially owns a “proportionate share” (in proportion to the participatory interest held in the fund) of the underlying investments held by the fund. With Unit Trusts, the investor holds participatory units issued by the fund while in the case of an ETF, the participatory interest, while issued by the fund, comprises a listed security traded on the stock exchange.

ETFs are index tracking funds, registered as a Collective Investment and can be traded by any stockbroker on the stock exchange or via Investment Plans and online trading platforms. ETFs may incur additional costs due to it being listed on the JSE. Past performance is not necessarily a guide to future performance and the value of investments / units may go up or down. A schedule of fees and charges, and maximum commissions are available on the Minimum Disclosure Document or upon request from the Manager. Collective investments are traded at ruling prices and can engage in borrowing and scrip lending. Should the respective portfolio engage in scrip lending, the utility percentage and related counterparties can be viewed on the ETF Minimum Disclosure Document. The Manager does not provide any guarantee either with respect to the capital or the return of a portfolio. The index, the applicable tracking error and the portfolio performance relative to the index can be viewed on the ETF Minimum Disclosure Document and or on the Satrix website.

Performance is based on NAV to NAV calculations of the portfolio. Individual performance may differ to that of the portfolio as a result of initial fees, actual investment date, dividend withholding tax and income reinvestment date. The reinvestment of income is calculated based on actual distributed amount and factors such as payment date and reinvestment date must be considered.

*Note exchange prices are delayed in accordance with regional exchange rules.South African prices are delayed by 15 minutes; North American prices are delayed by 15 minutes.